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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
24,655
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
24,338
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 74.75%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
24,009
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 38.77%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
21,635
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 86.75%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
21,520
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
21,369
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
21,279
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,095
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
20,468
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
20,306
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
20,095
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
19,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
19,607
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
19,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
18,984
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
17,708
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
17,707
shares
|
$0
0.37% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
16,484
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
16,114
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
15,993
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
15,905
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 52.89%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
15,904
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
15,648
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,448
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 36.26%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
15,393
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.98%
|