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 158 institutions that hold shares in the stock, with a total of 43.9 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 |
Nov 14, 2025 Q3 2025 |
5,548,464
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,090,458
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 28.69%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,331,339
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,080,207
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,021,436
shares
|
$0
0.07% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,822,843
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8823.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,266,820
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,215,314
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,170,865
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,144,172
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 68.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,116,611
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 39.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,036,315
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
997,621
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
991,285
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
982,034
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 33.01%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
906,410
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 22.44%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
813,953
shares
|
$0
4.9% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
749,658
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
704,984
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 205.86%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
542,187
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
526,551
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.84%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
488,998
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1814.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
447,826
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
434,745
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
405,525
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|