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 |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
30,443
shares
|
$688,620
0.21% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
29,837
shares
|
$674,912
0.0% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
28,254
shares
|
$639,105
0.21% of portfolio
|
Q2 2025
Reduced 73.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
28,126
shares
|
$636,210
0.02% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
27,449
shares
|
$620,896
0.46% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
27,223
shares
|
$615,784
0.0% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
26,783
shares
|
$605,831
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Jul 31, 2025 Q2 2025 |
26,425
shares
|
$597,733
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
25,981
shares
|
$587,690
0.04% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
24,894
shares
|
$563,102
0.01% of portfolio
|
Q2 2025
Added 66.85%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
24,676
shares
|
$558,171
0.28% of portfolio
|
Q2 2025
Added 77.93%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
23,717
shares
|
$536,478
0.02% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
23,369
shares
|
$528,606
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
23,241
shares
|
$525,711
0.02% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
22,963
shares
|
$519,423
0.2% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
22,311
shares
|
$504,674
0.04% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
22,203
shares
|
$502,231
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
21,032
shares
|
$475,743
0.07% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
20,740
shares
|
$469,138
0.01% of portfolio
|
Q2 2025
Added 66.92%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
20,359
shares
|
$460,520
0.04% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
20,204
shares
|
$457,014
0.01% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
20,011
shares
|
$452,648
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
19,410
shares
|
$439,054
0.08% of portfolio
|
Q2 2025
Added 34.59%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
19,400
shares
|
$438,828
0.36% of portfolio
|
Q2 2025
Added 70.18%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,835
shares
|
$426,047
0.08% of portfolio
|
Q2 2025
Reduced 2.61%
|