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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
271,768
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
266,691
shares
|
$0
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
259,927
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
256,056
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5070.76%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
251,692
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 19.9%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
239,126
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
237,164
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
237,062
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
220,873
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
220,822
shares
|
$0
0.1% of portfolio
|
Q2 2024
Added 24.57%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
219,457
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
216,749
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
215,493
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
204,377
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
203,641
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
200,142
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 56.53%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
193,473
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
188,553
shares
|
$0
0.1% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
184,650
shares
|
$0
4.34% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
183,258
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
177,141
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
177,100
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 56.25%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
176,937
shares
|
$0
0.58% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
148,965
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 85.09%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
148,581
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 197.78%
|