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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
592,433
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 125.86%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
576,569
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
534,954
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
529,188
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
519,202
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 32.64%
|
|
|
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%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
481,421
shares
|
$0
4.91% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
466,641
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
456,359
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
424,796
shares
|
$0
9.24% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
393,161
shares
|
$0
1.04% of portfolio
|
Q1 2025
Added 112.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
381,141
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
355,666
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
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%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
335,249
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
317,060
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
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%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
311,399
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
309,283
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 203.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
302,665
shares
|
$0
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
300,422
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 49.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
263,132
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
260,296
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
259,927
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|