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 259 institutions that hold shares in the stock, with a total of 129 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 |
Nov 13, 2025 Q3 2025 |
45,584,635
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,998,302
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,597,766
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,507,384
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 37.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,277,094
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 43.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,062,885
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 42.03%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,582,696
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
3,550,459
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,361,585
shares
|
$0
0.08% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,236,326
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,111,606
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,797,923
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 77.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,584,368
shares
|
$0
0.12% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
1,565,047
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,504,354
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,501,319
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 30.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,464,113
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 47.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,231,999
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 30.08%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,082,258
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.43%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,058,945
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 45.66%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
1,033,760
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 36.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
923,178
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
746,403
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
714,227
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
653,923
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 16.48%
|
|