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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
43,277
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
43,262
shares
|
$0
0.35% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
40,084
shares
|
$0
0.55% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
38,288
shares
|
$0
0.97% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
37,396
shares
|
$0
0.45% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
34,617
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
34,324
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
34,202
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
33,890
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 624.3%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
33,445
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
33,154
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
32,389
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
31,434
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
30,199
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 99.95%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
29,869
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 76.59%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
29,829
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
29,732
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 52.9%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
27,568
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
27,192
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
26,683
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 32.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
26,230
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 64.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
25,924
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1183.37%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25,327
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
24,946
shares
|
$0
0.07% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
24,780
shares
|
$0
0.29% of portfolio
|
Q2 2025
Reduced 2.87%
|