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 |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
2,499
shares
|
$56,602
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,236
shares
|
$50,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,858
shares
|
$42,083
0.0% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,784
shares
|
$40,407
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,601
shares
|
$36,262
0.02% of portfolio
|
Q2 2024
Added 160000.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
1,555
shares
|
$35,220
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,423
shares
|
$32,230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jan 20, 2026 Q4 2025 |
1,145
shares
|
$25,934
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,042
shares
|
$23,601
0.0% of portfolio
|
Q3 2025
Reduced 40.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
525
shares
|
$11,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
438
shares
|
$9,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
325
shares
|
$7,361
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
273
shares
|
$6,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
261
shares
|
$5,911
0.0% of portfolio
|
Q3 2025
Added 102.33%
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
80
shares
|
$1,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
3
shares
|
$67
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|