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 145 institutions that hold shares in the stock, with a total of 29.2 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 |
|---|---|---|---|---|---|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
29,507
shares
|
$0
0.37% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
28,949
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 88.53%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
28,650
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
28,650
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
26,157
shares
|
$0
0.21% of portfolio
|
Q2 2025
Reduced 52.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
25,309
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
25,290
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
24,822
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,372
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
23,745
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23,342
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
22,420
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 51.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
21,027
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 47.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
20,900
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,944
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
18,648
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
17,948
shares
|
$0
0.17% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
17,623
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
16,458
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
15,636
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
15,427
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,057
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
14,550
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
14,314
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
13,909
shares
|
$0
0.35% of portfolio
|
Q4 2024
New holding
|