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 264 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
20,838,254
shares
|
$470 Million
0.1% of portfolio
|
Q1 2025
Added 53.66%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,792,303
shares
|
$311 Million
0.02% of portfolio
|
Q1 2025
Added 27.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,405,221
shares
|
$280 Million
0.11% of portfolio
|
Q1 2025
Added 45.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
12,010,667
shares
|
$271 Million
0.06% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,601,504
shares
|
$172 Million
0.05% of portfolio
|
Q2 2025
Added 44.85%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
5,631,675
shares
|
$127 Million
18.82% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,859,643
shares
|
$110 Million
0.22% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,605,576
shares
|
$104 Million
0.09% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,472,790
shares
|
$101 Million
0.04% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,295,651
shares
|
$97 Million
0.02% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
4,048,556
shares
|
$91.4 Million
10.53% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,702,965
shares
|
$83.6 Million
0.11% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,871,186
shares
|
$64.8 Million
0.17% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
2,811,977
shares
|
$63.5 Million
9.07% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,702,229
shares
|
$61 Million
0.01% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,479,858
shares
|
$56 Million
0.04% of portfolio
|
Q3 2024
Added 63.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,174,200
shares
|
$49.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,035,843
shares
|
$45.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 16.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,967,746
shares
|
$44.4 Million
1.23% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,924,689
shares
|
$43.4 Million
0.13% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,880,577
shares
|
$42.4 Million
0.05% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
1,637,195
shares
|
$37 Million
3.58% of portfolio
|
Q2 2025
Added 50.78%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,636,597
shares
|
$36.9 Million
14.23% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,555,988
shares
|
$35.1 Million
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,477,892
shares
|
$33.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.79%
|