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 159 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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
9,409
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
9,181
shares
|
$0
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,456
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,300
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
8,215
shares
|
$0
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
8,115
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
7,781
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
7,779
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,707
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,695
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 92.77%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6,648
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1193.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,356
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
5,155
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,027
shares
|
$0
0.08% of portfolio
|
Q3 2025
Reduced 24.31%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,016
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
4,900
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,555
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,663
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 33.63%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,900
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,892
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 79.71%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
2,782
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 191.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,738
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 173.8%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,264
shares
|
$0
0.03% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,779
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 102.39%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,539
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|