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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
147,583
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
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%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
140,717
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
130,658
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
122,892
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 33.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
121,889
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 28.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
118,193
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 80.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
117,756
shares
|
$0
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
114,201
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
113,482
shares
|
$0
2.38% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
113,391
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 37.7%
|
|
|
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%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
107,849
shares
|
$0
2.26% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
107,461
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
105,399
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
105,248
shares
|
$0
1.3% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
104,656
shares
|
$0
0.21% of portfolio
|
Q2 2025
Reduced 22.38%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
100,577
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 40.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
96,350
shares
|
$0
0.17% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
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%
|