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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
85,299
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 306.42%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
84,352
shares
|
$0
0.71% of portfolio
|
Q2 2025
Added 26.45%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
82,144
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 58.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
81,450
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 117.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
79,125
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 41.6%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
78,638
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
75,557
shares
|
$0
0.99% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
75,342
shares
|
$0
1.09% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
74,162
shares
|
$0
1.74% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
74,041
shares
|
$0
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
70,190
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 28.9%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
69,788
shares
|
$0
0.99% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
69,744
shares
|
$0
1.45% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
67,256
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 36.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
66,928
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 72.54%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
63,478
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
60,723
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
58,706
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
58,366
shares
|
$0
0.83% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
57,332
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
56,640
shares
|
$0
0.74% of portfolio
|
Q2 2025
Added 31.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
56,107
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
55,424
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
52,720
shares
|
$0
0.44% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
52,367
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.51%
|