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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,541,135
shares
|
$34.9 Million
0.06% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,540,954
shares
|
$34.9 Million
0.08% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,327,864
shares
|
$30 Million
0.07% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
1,302,354
shares
|
$29.5 Million
4.42% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,270,921
shares
|
$28.7 Million
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,261,494
shares
|
$28.5 Million
8.64% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,236,582
shares
|
$28 Million
1.65% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
1,200,730
shares
|
$27.2 Million
6.76% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,082,767
shares
|
$24.5 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
1,058,461
shares
|
$23.9 Million
5.17% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
1,010,208
shares
|
$22.9 Million
9.19% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
985,556
shares
|
$22.3 Million
0.0% of portfolio
|
Q2 2025
Added 88.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
905,627
shares
|
$20.5 Million
0.64% of portfolio
|
Q2 2025
Added 27.7%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
841,368
shares
|
$19 Million
9.32% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
808,253
shares
|
$18.3 Million
2.31% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
799,723
shares
|
$18.1 Million
12.0% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
774,924
shares
|
$17.5 Million
1.44% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
754,231
shares
|
$17.1 Million
1.52% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
751,401
shares
|
$17 Million
1.05% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
747,854
shares
|
$16.9 Million
3.63% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
741,825
shares
|
$16.8 Million
17.45% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
741,373
shares
|
$16.8 Million
0.12% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
674,361
shares
|
$15.3 Million
6.1% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
634,941
shares
|
$14.4 Million
2.54% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
559,271
shares
|
$12.7 Million
7.6% of portfolio
|
Q2 2025
Added 44.46%
|