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 183 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
26,791,883
shares
|
$606 Million
0.11% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
14,741,294
shares
|
$333 Million
0.12% of portfolio
|
Q2 2025
Added 18.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
14,411,181
shares
|
$326 Million
0.02% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,646,088
shares
|
$263 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
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 |
Aug 08, 2025 Q2 2025 |
5,312,064
shares
|
$120 Million
0.21% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,979,795
shares
|
$113 Million
0.08% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,606,095
shares
|
$104 Million
0.04% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
4,048,556
shares
|
$91.6 Million
10.53% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,940,972
shares
|
$89.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,702,965
shares
|
$83.8 Million
0.11% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,929,323
shares
|
$66.3 Million
0.01% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,899,033
shares
|
$65.6 Million
0.52% of portfolio
|
Q2 2025
Added 533.09%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,871,186
shares
|
$64.9 Million
0.17% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
2,811,977
shares
|
$63.6 Million
9.07% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,479,858
shares
|
$56.1 Million
0.04% of portfolio
|
Q3 2024
Added 63.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
2,318,254
shares
|
$52.4 Million
0.15% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,194,246
shares
|
$49.6 Million
0.05% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,967,746
shares
|
$44.5 Million
1.23% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,924,689
shares
|
$43.5 Million
0.13% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,796,177
shares
|
$40.6 Million
0.03% of portfolio
|
Q2 2025
Added 29.1%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
1,565,837
shares
|
$35.4 Million
10.6% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,555,988
shares
|
$35.2 Million
0.06% of portfolio
|
Q2 2025
Added 0.17%
|