Institutional Ownership Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP). We have compiled data on the 293 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
16,865
shares
|
$381,992
0.29% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
16,759
shares
|
$379,591
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
16,230
shares
|
$367,609
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
16,002
shares
|
$362,445
0.03% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
15,998
shares
|
$362,354
0.02% of portfolio
|
Q3 2025
Added 65.47%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
15,571
shares
|
$352,683
0.08% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
15,562
shares
|
$352,479
0.01% of portfolio
|
Q3 2025
Added 64.02%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
15,484
shares
|
$350,712
0.12% of portfolio
|
Q4 2025
Added 86.11%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,362
shares
|
$325,299
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
14,119
shares
|
$319,795
0.17% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
13,924
shares
|
$315,378
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
13,924
shares
|
$315,378
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
13,872
shares
|
$314,200
0.0% of portfolio
|
Q4 2025
Reduced 16.9%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
13,505
shares
|
$305,888
0.08% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,137
shares
|
$297,553
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
12,912
shares
|
$292,456
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
12,694
shares
|
$287,519
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
12,576
shares
|
$284,846
0.17% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
12,194
shares
|
$276,194
0.01% of portfolio
|
Q4 2025
Added 11.32%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
12,041
shares
|
$272,728
0.01% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,768
shares
|
$266,545
0.02% of portfolio
|
Q2 2025
Reduced 55.94%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,656
shares
|
$264,008
0.08% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,550
shares
|
$261,607
0.03% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
11,439
shares
|
$259,093
0.01% of portfolio
|
Q4 2025
Added 8.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
11,399
shares
|
$258,187
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|