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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
166,554
shares
|
$3.77 Million
0.15% of portfolio
|
Q2 2025
Added 22.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
160,559
shares
|
$3.63 Million
0.05% of portfolio
|
Q2 2025
Added 51.96%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
145,024
shares
|
$3.28 Million
0.06% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
135,816
shares
|
$3.07 Million
0.14% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
135,528
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
135,280
shares
|
$3.06 Million
0.22% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
127,094
shares
|
$2.87 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
123,090
shares
|
$2.78 Million
0.17% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
122,245
shares
|
$2.77 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
122,128
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
120,548
shares
|
$2.73 Million
2.02% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
119,937
shares
|
$2.71 Million
0.08% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
108,798
shares
|
$2.46 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
107,741
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
107,480
shares
|
$2.43 Million
0.3% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
104,318
shares
|
$2.36 Million
0.35% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
101,908
shares
|
$2.31 Million
0.07% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
101,785
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
99,251
shares
|
$2.25 Million
1.06% of portfolio
|
Q2 2025
Added 29.78%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
99,046
shares
|
$2.24 Million
0.7% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
97,742
shares
|
$2.21 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
96,143
shares
|
$2.17 Million
0.46% of portfolio
|
Q2 2025
Added 24.6%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
94,754
shares
|
$2.14 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,982
shares
|
$2.1 Million
0.09% of portfolio
|
Q2 2022
Reduced 7.76%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
92,896
shares
|
$2.1 Million
0.63% of portfolio
|
Q2 2025
Added 6.76%
|