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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
14,700
shares
|
$0
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
14,603
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
14,496
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 121.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
14,485
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
14,333
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 24.65%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
13,986
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 53.22%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
13,674
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
13,555
shares
|
$0
0.3% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
13,304
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
13,258
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
13,192
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 55.16%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
12,946
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
12,873
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
12,699
shares
|
$0
0.17% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
12,177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 96.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,785
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 48.86%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
11,680
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
11,465
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
11,430
shares
|
$0
0.16% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,995
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
10,878
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
10,799
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
10,444
shares
|
$0
0.26% of portfolio
|
Q1 2025
Reduced 43.06%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
10,115
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 74.12%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
10,042
shares
|
$0
0.06% of portfolio
|
Q1 2025
Reduced 34.27%
|