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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,688
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 89.6%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,229
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,005
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 88.65%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,952
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,551
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 67.62%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,091
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 38.26%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,178
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
3,127
shares
|
$0
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,111
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,621
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,500
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,947
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,413
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 62.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,230
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 122900.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,161
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,113
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
976
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
834
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
521
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
94
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
71
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
70
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|