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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
133,136
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 78.75%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
128,097
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
123,033
shares
|
$0
1.68% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
121,547
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 966.67%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
120,565
shares
|
$0
1.19% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Beacon Capital Management, Inc.
|
May 21, 2025 Q1 2025 |
120,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
117,686
shares
|
$0
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
116,898
shares
|
$0
0.12% of portfolio
|
Q1 2025
Added 136.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
115,766
shares
|
$0
0.12% of portfolio
|
Q1 2025
Added 23.5%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
114,470
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
113,942
shares
|
$0
1.35% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
111,619
shares
|
$0
0.05% of portfolio
|
Q2 2024
Added 25.15%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
108,531
shares
|
$0
2.32% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
105,139
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
101,656
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,214
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 73.78%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
99,881
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
97,981
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
91,818
shares
|
$0
1.48% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
89,092
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
83,300
shares
|
$0
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
82,758
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
78,283
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
77,339
shares
|
$0
0.26% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
71,263
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.12%
|