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 286 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
33,082,005
shares
|
$749 Million
0.13% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
18,964,709
shares
|
$430 Million
0.13% of portfolio
|
Q3 2025
Added 28.65%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
16,099,062
shares
|
$365 Million
0.02% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,035,824
shares
|
$295 Million
0.06% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,025,453
shares
|
$204 Million
0.06% of portfolio
|
Q3 2025
Added 18.73%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
5,811,902
shares
|
$132 Million
18.36% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,776,171
shares
|
$131 Million
0.16% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,396,909
shares
|
$122 Million
0.04% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,243,014
shares
|
$119 Million
0.08% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,266,533
shares
|
$96.6 Million
0.02% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
4,169,081
shares
|
$94.4 Million
9.83% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,601,418
shares
|
$81.6 Million
0.19% of portfolio
|
Q3 2025
Added 25.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,280,177
shares
|
$74.3 Million
0.5% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,178,918
shares
|
$72 Million
0.01% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,006,578
shares
|
$68.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
2,944,032
shares
|
$66.7 Million
9.04% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,479,858
shares
|
$56.2 Million
0.04% of portfolio
|
Q3 2024
Added 63.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,438,289
shares
|
$55.2 Million
0.16% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,400,741
shares
|
$54.4 Million
0.05% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,367,516
shares
|
$53.6 Million
0.08% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,259,377
shares
|
$51.2 Million
0.53% of portfolio
|
Q3 2025
Added 1078.86%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,248,226
shares
|
$50.9 Million
0.04% of portfolio
|
Q3 2025
Added 25.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,107,760
shares
|
$47.7 Million
1.2% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,984,437
shares
|
$44.9 Million
0.12% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
1,887,197
shares
|
$42.7 Million
3.78% of portfolio
|
Q3 2025
Added 15.27%
|
|