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 |
|---|---|---|---|---|---|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
10,000
shares
|
$226,500
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
9,953
shares
|
$225,435
0.03% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
9,743
shares
|
$220,678
0.08% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
9,600
shares
|
$217,440
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
9,505
shares
|
$215,288
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
9,248
shares
|
$209,467
0.27% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
9,199
shares
|
$208,357
0.11% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
9,157
shares
|
$207,406
0.03% of portfolio
|
Q3 2025
Reduced 31.15%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
9,003
shares
|
$203,917
0.03% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,911
shares
|
$201,834
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
8,320
shares
|
$188,448
0.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$143,736
0.05% of portfolio
|
Q4 2024
Reduced 51.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,303
shares
|
$142,762
0.0% of portfolio
|
Q3 2025
Reduced 20.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,033
shares
|
$113,997
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
4,954
shares
|
$112,208
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,425
shares
|
$100,226
0.0% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
4,211
shares
|
$95,379
0.06% of portfolio
|
Q3 2025
Added 85.18%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,345
shares
|
$75,764
0.01% of portfolio
|
Q3 2025
Reduced 60.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,058
shares
|
$69,263
0.0% of portfolio
|
Q3 2025
Reduced 79.31%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
2,889
shares
|
$65,435
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
2,499
shares
|
$56,602
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,236
shares
|
$50,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,858
shares
|
$42,083
0.0% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,784
shares
|
$40,407
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,601
shares
|
$36,262
0.02% of portfolio
|
Q2 2024
Added 160000.0%
|
|