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 247 institutions that hold shares in the stock, with a total of 68.8 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 |
---|---|---|---|---|---|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
243,772
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 218.02%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
237,164
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.14%
|
|
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 |
Apr 24, 2025 Q1 2025 |
216,395
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 68.01%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
209,923
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 35.81%
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
208,061
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
203,641
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.28%
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
198,166
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
187,630
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.28%
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
177,369
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.58%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
177,141
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.95%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
171,490
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 323.05%
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
168,622
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
165,707
shares
|
$0
4.26% of portfolio
|
Q1 2025
Added 7.77%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
156,053
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
155,094
shares
|
$0
0.1% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
153,711
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.6%
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
147,009
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 53.86%
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
146,061
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 145.86%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
145,898
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 19.74%
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
141,617
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.1%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
134,837
shares
|
$0
0.24% of portfolio
|
Q1 2025
Added 262.91%
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
133,144
shares
|
$0
3.31% of portfolio
|
Q1 2025
Added 119.81%
|