Institutional Ownership Capital Group Core Plus Income (CGMU)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGMU). We have compiled data on the 234 institutions that hold shares in the stock, with a total of 107 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 |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
39,694,561
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,424,405
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,977,547
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 35.88%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,720,170
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,673,308
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,189,654
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,954,080
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,860,585
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,291,900
shares
|
$0
0.08% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,948,750
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 111.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,825,400
shares
|
$0
0.14% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,517,911
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2093.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,463,949
shares
|
$0
0.12% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,433,796
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,306,833
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 85.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,152,361
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 45.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,010,975
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
989,763
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 51.32%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
947,101
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
898,643
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
756,569
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
709,009
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
679,170
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
640,916
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 38.01%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
561,401
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 12.01%
|