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 220 institutions that hold shares in the stock, with a total of 93.4 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
464,408
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
388,310
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
384,588
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
333,944
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
332,639
shares
|
$0
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
319,036
shares
|
$0
1.23% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
284,521
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
257,096
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
243,694
shares
|
$0
4.36% of portfolio
|
Q2 2025
Reduced 27.56%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
228,094
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 23.59%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
220,722
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
219,978
shares
|
$0
4.94% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
216,377
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
211,598
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
198,359
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
190,196
shares
|
$0
0.43% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
189,474
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 73.19%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
185,540
shares
|
$0
4.12% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
174,299
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
173,679
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
165,656
shares
|
$0
0.1% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
150,800
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 34.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
148,518
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,174
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
136,806
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.95%
|