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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
11,094
shares
|
$251,279
0.07% of portfolio
|
Q3 2025
Added 34.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,928
shares
|
$247,519
0.01% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
10,735
shares
|
$243,147
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
10,628
shares
|
$240,724
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
10,611
shares
|
$240,339
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
10,483
shares
|
$237,439
0.1% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
10,000
shares
|
$226,500
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
9,953
shares
|
$225,435
0.03% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
9,600
shares
|
$217,440
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
9,505
shares
|
$215,288
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
9,297
shares
|
$210,577
0.03% of portfolio
|
Q4 2025
Added 1.53%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
9,248
shares
|
$209,467
0.27% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
9,199
shares
|
$208,357
0.11% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
9,003
shares
|
$203,917
0.03% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
8,819
shares
|
$199,750
0.01% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
6,804
shares
|
$154,110
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$143,736
0.05% of portfolio
|
Q4 2024
Reduced 51.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,303
shares
|
$142,762
0.0% of portfolio
|
Q3 2025
Reduced 20.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,033
shares
|
$113,997
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
4,954
shares
|
$112,208
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,425
shares
|
$100,226
0.0% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
4,211
shares
|
$95,379
0.06% of portfolio
|
Q3 2025
Added 85.18%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,345
shares
|
$75,764
0.01% of portfolio
|
Q3 2025
Reduced 60.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,058
shares
|
$69,263
0.0% of portfolio
|
Q3 2025
Reduced 79.31%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
2,889
shares
|
$65,435
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|