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 |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
51,123
shares
|
$0
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
50,022
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
49,223
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 67.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
49,114
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
48,886
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 20.92%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
47,423
shares
|
$0
0.41% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
46,804
shares
|
$0
0.61% of portfolio
|
Q2 2025
Added 43.82%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
44,929
shares
|
$0
0.54% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
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%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
43,161
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 90.54%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
42,928
shares
|
$0
0.62% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
42,904
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
42,543
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 305.6%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
40,380
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
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.
|
Jul 29, 2025 Q2 2025 |
40,026
shares
|
$0
0.08% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
38,744
shares
|
$0
0.07% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
37,367
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 77.84%
|
|
|
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%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
36,137
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
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%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
34,432
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 53.17%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
33,930
shares
|
$0
0.43% of portfolio
|
Q2 2025
Reduced 3.38%
|