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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
634,941
shares
|
$14.4 Million
2.54% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
601,461
shares
|
$13.6 Million
9.08% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
595,453
shares
|
$13.5 Million
1.15% of portfolio
|
Q4 2025
Added 5.58%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
590,032
shares
|
$13.4 Million
7.23% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
567,985
shares
|
$12.9 Million
5.48% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
533,240
shares
|
$12.1 Million
0.16% of portfolio
|
Q3 2025
Added 35.68%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
516,158
shares
|
$11.7 Million
1.76% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
500,932
shares
|
$11.3 Million
0.27% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
480,559
shares
|
$10.9 Million
0.88% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Jan 20, 2026 Q4 2025 |
451,960
shares
|
$10.2 Million
3.48% of portfolio
|
Q4 2025
Added 16.8%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
445,422
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
444,303
shares
|
$10.1 Million
0.46% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
428,572
shares
|
$9.71 Million
3.21% of portfolio
|
Q4 2025
Reduced 70.59%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
423,817
shares
|
$9.6 Million
3.55% of portfolio
|
Q1 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
408,760
shares
|
$9.26 Million
3.37% of portfolio
|
Q4 2025
Added 6.74%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
391,665
shares
|
$8.87 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
388,457
shares
|
$8.8 Million
0.23% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
385,664
shares
|
$8.74 Million
0.1% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
377,639
shares
|
$8.55 Million
1.99% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
365,003
shares
|
$8.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.96%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
360,760
shares
|
$8.17 Million
0.8% of portfolio
|
Q3 2025
Reduced 49.03%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
355,256
shares
|
$8.05 Million
0.01% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
332,783
shares
|
$7.54 Million
2.64% of portfolio
|
Q4 2025
Added 45.86%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
308,377
shares
|
$6.98 Million
2.84% of portfolio
|
Q4 2025
Added 27.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
304,393
shares
|
$6.89 Million
0.03% of portfolio
|
Q3 2025
Added 7.23%
|
|