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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
17,791
shares
|
$0
0.14% of portfolio
|
Q2 2025
Added 35.46%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
17,519
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
17,070
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
16,775
shares
|
$0
0.17% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
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%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
16,297
shares
|
$0
0.34% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
15,607
shares
|
$0
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
15,539
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 61.81%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,425
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 147.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
15,240
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
15,053
shares
|
$0
0.41% of portfolio
|
Q1 2025
Added 69.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
14,975
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
14,834
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
14,745
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 98.83%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
14,002
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 20.46%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
13,925
shares
|
$0
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,833
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
13,515
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
13,376
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,122
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
12,894
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
12,674
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
12,612
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
12,442
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
12,381
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|