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 255 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
502,005
shares
|
$11.2 Million
5.73% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
494,490
shares
|
$11 Million
2.18% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
490,378
shares
|
$10.9 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
457,918
shares
|
$10.2 Million
0.11% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
423,817
shares
|
$9.45 Million
3.55% of portfolio
|
Q1 2024
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
413,481
shares
|
$9.22 Million
0.87% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
405,631
shares
|
$9.05 Million
0.55% of portfolio
|
Q1 2025
Added 25.8%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
387,136
shares
|
$8.63 Million
6.11% of portfolio
|
Q1 2025
Added 25.24%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
382,382
shares
|
$8.53 Million
0.05% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
381,558
shares
|
$8.51 Million
0.24% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
360,140
shares
|
$8.03 Million
0.2% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
356,642
shares
|
$7.95 Million
3.73% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
356,013
shares
|
$7.94 Million
0.1% of portfolio
|
Q1 2025
Added 68.02%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Apr 18, 2025 Q1 2025 |
332,172
shares
|
$7.41 Million
3.71% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
315,435
shares
|
$7.03 Million
0.1% of portfolio
|
Q1 2025
Added 15.5%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
304,082
shares
|
$6.78 Million
0.1% of portfolio
|
Q1 2025
Added 95.84%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
300,504
shares
|
$6.7 Million
3.75% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
284,993
shares
|
$6.36 Million
0.71% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
261,428
shares
|
$5.83 Million
0.75% of portfolio
|
Q1 2025
Added 66.66%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
258,576
shares
|
$5.77 Million
0.22% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
256,269
shares
|
$5.71 Million
5.29% of portfolio
|
Q1 2025
Added 106.05%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
256,066
shares
|
$5.71 Million
0.04% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
251,203
shares
|
$5.6 Million
2.76% of portfolio
|
Q1 2025
Added 731.63%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
249,462
shares
|
$5.56 Million
1.66% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
240,991
shares
|
$5.37 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.6%
|