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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
48,151
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
47,935
shares
|
$0
0.08% of portfolio
|
Q1 2025
Added 167.82%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
44,929
shares
|
$0
0.54% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
44,162
shares
|
$0
0.42% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
44,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 32.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
43,800
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 53.93%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
43,121
shares
|
$0
0.64% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
42,543
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 305.6%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
42,338
shares
|
$0
0.58% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
42,157
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
40,471
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
40,138
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
38,295
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
36,160
shares
|
$0
0.95% of portfolio
|
Q2 2025
Reduced 74.56%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
36,073
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 85.35%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
35,353
shares
|
$0
0.1% of portfolio
|
Q2 2025
Reduced 30.58%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
35,257
shares
|
$0
0.8% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
35,116
shares
|
$0
0.47% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
34,952
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 156.0%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
33,775
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
33,459
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
32,544
shares
|
$0
0.46% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
32,239
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
31,035
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
30,082
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.85%
|