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 |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
70,784
shares
|
$0
0.39% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
70,508
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
70,261
shares
|
$0
0.88% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
69,215
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
66,596
shares
|
$0
0.27% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
66,556
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
66,336
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 75.24%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
61,417
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
61,175
shares
|
$0
0.35% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
60,064
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.14%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
59,769
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
55,085
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
52,517
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
51,529
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
50,388
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 79.75%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
50,217
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
49,210
shares
|
$0
0.82% of portfolio
|
Q3 2024
Added 76.29%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
48,924
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1205.34%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
48,284
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
48,249
shares
|
$0
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
47,876
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 121.15%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
47,697
shares
|
$0
1.21% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
44,990
shares
|
$0
0.13% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
44,802
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
43,880
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.32%
|