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 271 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $4.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
19,949
shares
|
$456,233
0.08% of portfolio
|
Q3 2025
Added 74.3%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
19,410
shares
|
$443,906
0.08% of portfolio
|
Q2 2025
Added 34.59%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
18,804
shares
|
$430,047
0.08% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
18,745
shares
|
$428,698
0.03% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
18,140
shares
|
$414,861
0.01% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
18,137
shares
|
$414,793
0.01% of portfolio
|
Q2 2025
Reduced 22.43%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,914
shares
|
$409,693
0.09% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
17,845
shares
|
$408,115
0.09% of portfolio
|
Q3 2025
Added 36.03%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
17,604
shares
|
$402,603
0.11% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
17,502
shares
|
$400,270
0.03% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
16,969
shares
|
$388,081
0.08% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
16,693
shares
|
$381,768
0.01% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
16,447
shares
|
$376,142
0.3% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
16,107
shares
|
$368,367
0.01% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
15,703
shares
|
$359,127
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
15,562
shares
|
$355,902
0.01% of portfolio
|
Q3 2025
Added 64.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,255
shares
|
$326,011
0.01% of portfolio
|
Q2 2025
Added 29.43%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
14,175
shares
|
$324,182
0.07% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
14,093
shares
|
$322,306
0.18% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
13,705
shares
|
$313,433
0.09% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
13,689
shares
|
$313,067
0.21% of portfolio
|
Q2 2025
Added 52.8%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
13,299
shares
|
$304,148
0.05% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,137
shares
|
$300,443
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
12,912
shares
|
$295,297
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
12,694
shares
|
$290,311
0.2% of portfolio
|
Q4 2023
New holding
|