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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
236,125
shares
|
$5.27 Million
0.15% of portfolio
|
Q1 2025
Added 24.47%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
230,215
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
229,328
shares
|
$5.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
225,644
shares
|
$5.03 Million
0.49% of portfolio
|
Q1 2025
Added 82.46%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
223,863
shares
|
$4.99 Million
2.67% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
219,415
shares
|
$4.89 Million
3.07% of portfolio
|
Q1 2025
Added 779.74%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
204,083
shares
|
$4.55 Million
4.32% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
203,794
shares
|
$4.54 Million
0.0% of portfolio
|
Q1 2025
Added 21352.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
199,902
shares
|
$4.46 Million
0.04% of portfolio
|
Q1 2025
Added 27.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
195,595
shares
|
$4.36 Million
0.14% of portfolio
|
Q1 2025
Added 599.43%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
189,719
shares
|
$4.23 Million
0.91% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
183,601
shares
|
$4.09 Million
0.07% of portfolio
|
Q2 2024
Added 26.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
172,992
shares
|
$3.86 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
166,845
shares
|
$3.72 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
166,814
shares
|
$3.72 Million
0.49% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
159,354
shares
|
$3.55 Million
0.83% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
157,475
shares
|
$3.51 Million
0.15% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
155,029
shares
|
$3.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
149,435
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2025
Added 28.85%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
145,191
shares
|
$3.24 Million
1.9% of portfolio
|
Q1 2025
Reduced 40.78%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
137,793
shares
|
$3.07 Million
0.07% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
136,125
shares
|
$3.04 Million
0.21% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
135,947
shares
|
$3.03 Million
0.13% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
133,012
shares
|
$2.97 Million
0.05% of portfolio
|
Q1 2025
Added 49.88%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
132,162
shares
|
$2.95 Million
0.24% of portfolio
|
Q1 2025
Added 18.18%
|