Institutional Ownership Capital Grp Core Plus Income E (CGMS)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGMS). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 89.5 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
11,750,584
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,515,517
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,400,596
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,338,890
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,746,255
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 34.79%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,524,945
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 49.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
3,079,538
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,758,629
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,656,072
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 23.49%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
2,169,214
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,111,004
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,668,564
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,506,703
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 251.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,367,695
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,219,466
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,185,976
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,074,197
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,068,759
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
926,694
shares
|
$0
0.08% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
911,188
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 39.27%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
837,432
shares
|
$0
2.66% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
798,992
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
776,206
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
751,108
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
731,665
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.83%
|
|