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 263 institutions that hold shares in the stock, with a total of 76.2 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 |
Aug 12, 2025 Q2 2025 |
9,943,155
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 21.63%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,604,101
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,244,651
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,978,724
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,779,290
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,690,563
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,400,798
shares
|
$0
0.09% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,362,552
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,150,804
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,108,316
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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 |
Sep 04, 2025 Q2 2025 |
1,768,762
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 87.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,332,030
shares
|
$0
0.11% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,240,773
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 25.22%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
929,285
shares
|
$0
0.09% of portfolio
|
Q2 2025
Added 441.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
893,794
shares
|
$0
0.07% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
871,108
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
840,932
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
779,709
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
747,841
shares
|
$0
2.54% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
741,908
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
741,436
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
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 |
Aug 13, 2025 Q2 2025 |
689,032
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
654,276
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 111.55%
|