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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
21,898
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 27.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
20,444
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
20,287
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
20,255
shares
|
$0
0.24% of portfolio
|
Q1 2025
Added 64.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
19,002
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,955
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
18,676
shares
|
$0
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
18,189
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,169
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
17,838
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 34.91%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
17,791
shares
|
$0
0.14% of portfolio
|
Q2 2025
Added 35.46%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
17,571
shares
|
$0
0.17% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
17,007
shares
|
$0
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17,001
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
16,977
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
16,579
shares
|
$0
0.07% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
16,533
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
16,348
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
16,250
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
15,607
shares
|
$0
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,348
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 23.36%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
15,213
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 84.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
14,990
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,646
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 69.58%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
14,070
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 1.04%
|