Institutional Ownership Capital Grp Core Plus Income E (CGSD)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGSD). We have compiled data on the 155 institutions that hold shares in the stock, with a total of 35.6 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,345,569
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 72.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,955,676
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 40.1%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,244,927
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,099,696
shares
|
$0
0.07% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,839,269
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,168,716
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,035,466
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
960,267
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
939,933
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 44.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
902,485
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
881,595
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
877,337
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
800,831
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 62.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
798,718
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 68.64%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
787,980
shares
|
$0
5.19% of portfolio
|
Q2 2025
Added 745.3%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
738,301
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 76.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
640,707
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 37.23%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
558,923
shares
|
$0
1.57% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
523,928
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
493,239
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
408,059
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
398,518
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
344,503
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
328,320
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
317,271
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.49%
|