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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
259,928
shares
|
$5.88 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
258,879
shares
|
$5.86 Million
4.15% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
256,672
shares
|
$5.81 Million
0.15% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
250,790
shares
|
$5.67 Million
2.52% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
246,400
shares
|
$5.57 Million
0.49% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
245,081
shares
|
$5.54 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
236,887
shares
|
$5.36 Million
2.27% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
233,377
shares
|
$5.28 Million
0.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
233,083
shares
|
$5.27 Million
0.15% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
230,007
shares
|
$5.2 Million
2.63% of portfolio
|
Q2 2025
Added 58.42%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
223,863
shares
|
$5.06 Million
2.67% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
220,283
shares
|
$4.98 Million
2.85% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
218,672
shares
|
$4.95 Million
4.18% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
209,912
shares
|
$4.75 Million
0.04% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
198,801
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
193,308
shares
|
$4.37 Million
0.92% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
191,658
shares
|
$4.34 Million
0.05% of portfolio
|
Q2 2025
Added 44.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
183,601
shares
|
$4.15 Million
0.07% of portfolio
|
Q2 2024
Added 26.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
180,221
shares
|
$4.08 Million
0.08% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
177,883
shares
|
$4.02 Million
0.02% of portfolio
|
Q2 2025
Added 79.08%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
173,824
shares
|
$3.93 Million
0.1% of portfolio
|
Q2 2025
Added 58.6%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
172,093
shares
|
$3.89 Million
0.15% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
170,480
shares
|
$3.86 Million
0.78% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
169,911
shares
|
$3.84 Million
2.51% of portfolio
|
Q2 2025
Added 31.64%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
169,236
shares
|
$3.83 Million
0.45% of portfolio
|
Q2 2025
Added 1.45%
|