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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
1,612,249
shares
|
$36.5 Million
10.81% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,491,911
shares
|
$33.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
1,481,704
shares
|
$33.6 Million
0.05% of portfolio
|
Q4 2025
Added 8.71%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,459,162
shares
|
$33.1 Million
0.89% of portfolio
|
Q3 2025
Added 26.18%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
1,380,991
shares
|
$31.3 Million
4.21% of portfolio
|
Q4 2025
Added 3.41%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,362,371
shares
|
$30.9 Million
1.66% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,270,921
shares
|
$28.8 Million
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,257,483
shares
|
$28.5 Million
6.67% of portfolio
|
Q4 2025
Added 3.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,126,360
shares
|
$25.5 Million
1.07% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
1,125,315
shares
|
$25.5 Million
5.05% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
1,029,090
shares
|
$23.3 Million
8.9% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
928,603
shares
|
$21 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
883,426
shares
|
$20 Million
3.04% of portfolio
|
Q4 2025
Reduced 84.8%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
874,900
shares
|
$19.8 Million
2.34% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 21, 2026 Q4 2025 |
835,254
shares
|
$18.9 Million
11.79% of portfolio
|
Q4 2025
Added 18.53%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
811,326
shares
|
$18.4 Million
3.4% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
803,865
shares
|
$18.2 Million
0.12% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
797,120
shares
|
$18.1 Million
1.04% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
767,165
shares
|
$17.4 Million
1.48% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
759,999
shares
|
$17.2 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
742,467
shares
|
$16.8 Million
17.47% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
683,731
shares
|
$15.5 Million
5.81% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
660,083
shares
|
$15 Million
0.31% of portfolio
|
Q4 2025
Added 27.77%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 20, 2026 Q4 2025 |
659,944
shares
|
$14.9 Million
6.39% of portfolio
|
Q4 2025
Added 7.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
649,951
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Added 226.94%
|
|