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 248 institutions that hold shares in the stock, with a total of 69 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 |
May 07, 2025 Q1 2025 |
8,175,108
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.13%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,952,233
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,005,277
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 167.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,636,850
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,456,661
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,261,512
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,120,720
shares
|
$0
0.08% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,116,694
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.59%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,108,316
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,050,980
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,825,546
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,358,028
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,162,124
shares
|
$0
0.11% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
990,887
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 99.56%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
779,709
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
764,516
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 49.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
753,638
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
732,894
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
722,727
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
708,957
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 69.95%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
705,150
shares
|
$0
2.63% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
697,947
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
678,875
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 30.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
645,815
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
592,511
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|