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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
10,039
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
9,965
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
9,726
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
9,540
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
9,378
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
9,327
shares
|
$0
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
9,177
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
8,888
shares
|
$0
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,794
shares
|
$0
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,782
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,631
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
8,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,278
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 161.55%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
7,863
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,815
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
7,564
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,220
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7,219
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,583
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
6,075
shares
|
$0
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,433
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,395
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 81.76%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,908
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 135.85%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
3,793
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,637
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 51.55%
|