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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
553,853
shares
|
$12.5 Million
0.08% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
549,551
shares
|
$12.4 Million
8.91% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
543,893
shares
|
$12.3 Million
5.6% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
484,386
shares
|
$11 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
482,686
shares
|
$10.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
462,510
shares
|
$10.5 Million
1.08% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
437,070
shares
|
$9.89 Million
0.23% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
429,060
shares
|
$9.71 Million
0.83% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
424,878
shares
|
$9.61 Million
0.49% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
423,817
shares
|
$9.59 Million
3.55% of portfolio
|
Q1 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
421,487
shares
|
$9.53 Million
0.0% of portfolio
|
Q2 2025
Added 225.83%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
404,483
shares
|
$9.15 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
394,643
shares
|
$8.93 Million
0.05% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
393,014
shares
|
$8.89 Million
0.12% of portfolio
|
Q2 2025
Added 29.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
382,594
shares
|
$8.65 Million
0.17% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
369,927
shares
|
$8.37 Million
3.51% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
359,069
shares
|
$8.12 Million
2.05% of portfolio
|
Q2 2025
Added 542.33%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Jul 17, 2025 Q2 2025 |
357,203
shares
|
$8.08 Million
3.5% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
345,341
shares
|
$7.81 Million
0.01% of portfolio
|
Q2 2025
Added 131.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
340,967
shares
|
$7.71 Million
0.27% of portfolio
|
Q2 2025
Added 31.86%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
320,599
shares
|
$7.25 Million
0.1% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
299,384
shares
|
$6.77 Million
3.66% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
292,485
shares
|
$6.62 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
283,877
shares
|
$6.42 Million
0.03% of portfolio
|
Q2 2025
Added 23.79%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
271,468
shares
|
$6.14 Million
0.03% of portfolio
|
Q2 2025
Added 6.01%
|