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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
10,059
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
9,906
shares
|
$0
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
9,300
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.47%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
8,419
shares
|
$0
0.14% of portfolio
|
Q2 2025
Reduced 48.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,332
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,244
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 174.8%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,628
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,610
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 409.37%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
7,502
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,471
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
7,400
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
7,336
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
7,080
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6,779
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 87.27%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
6,472
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 139.08%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,727
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 118.5%
|
|
|
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%
|
|
|
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%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
3,329
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,223
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,947
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,853
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 59.6%
|