Institutional Ownership Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP). We have compiled data on the 250 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
12,912
shares
|
$286,000
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
12,843
shares
|
$284,472
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
12,694
shares
|
$281,172
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
12,661
shares
|
$280,441
0.05% of portfolio
|
Q1 2025
Reduced 22.97%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
12,505
shares
|
$276,985
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
12,315
shares
|
$272,777
0.04% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
11,854
shares
|
$262,566
0.04% of portfolio
|
Q4 2024
Reduced 48.12%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
11,725
shares
|
$259,708
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
11,528
shares
|
$255,345
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
11,430
shares
|
$253,174
0.01% of portfolio
|
Q4 2024
Reduced 86.84%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,731
shares
|
$237,691
0.16% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
10,105
shares
|
$223,825
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
9,671
shares
|
$214,212
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
9,628
shares
|
$213,260
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
9,357
shares
|
$207,257
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,261
shares
|
$205,131
0.0% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
9,130
shares
|
$202,229
0.0% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
8,968
shares
|
$198,641
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
8,584
shares
|
$190,135
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
8,269
shares
|
$183,158
0.08% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
7,456
shares
|
$165,150
0.06% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,081
shares
|
$156,844
0.01% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,980
shares
|
$154,607
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
6,382
shares
|
$141,361
0.01% of portfolio
|
Q4 2024
Added 82.55%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$140,563
0.05% of portfolio
|
Q4 2024
Reduced 51.08%
|