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 |
|---|---|---|---|---|---|
|
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
|
Jul 29, 2025 Q2 2025 |
643,841
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
576,569
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
525,656
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
514,219
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
494,428
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
486,797
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
483,678
shares
|
$0
9.1% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
481,421
shares
|
$0
4.91% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
428,134
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
424,123
shares
|
$0
1.03% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
418,117
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
407,629
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 391.42%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
398,486
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
389,717
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 87.31%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
360,665
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
355,666
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
354,998
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
347,002
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
332,556
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
331,757
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
320,413
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
312,403
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
302,078
shares
|
$0
0.33% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
288,712
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|