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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
127,860
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 33.41%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
125,958
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
118,084
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
117,756
shares
|
$0
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
115,869
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
114,748
shares
|
$0
0.4% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
114,237
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
113,343
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 192.88%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
112,270
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 140.56%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
108,697
shares
|
$0
2.51% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
107,461
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
106,870
shares
|
$0
1.28% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
100,577
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 40.62%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
96,144
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
95,874
shares
|
$0
1.09% of portfolio
|
Q1 2025
Added 83.74%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
95,720
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
94,607
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
91,893
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 56.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
90,177
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
89,293
shares
|
$0
2.05% of portfolio
|
Q2 2025
Reduced 35.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
86,850
shares
|
$0
0.16% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
84,352
shares
|
$0
0.71% of portfolio
|
Q2 2025
Added 26.45%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
83,961
shares
|
$0
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
82,949
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.06%
|