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 219 institutions that hold shares in the stock, with a total of 93.5 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 |
May 12, 2025 Q1 2025 |
39,868,327
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,406,932
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,900,590
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 113.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,663,217
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 40.36%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,127,011
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,984,823
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,575,859
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,384,005
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,074,151
shares
|
$0
0.08% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,545,854
shares
|
$0
0.14% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,490,293
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,352,426
shares
|
$0
0.12% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
1,063,973
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
953,349
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
921,729
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
831,795
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
791,591
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 89.71%
|
|
|
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%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
705,214
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
654,073
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
620,848
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
561,401
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
525,933
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
523,025
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 73.91%
|