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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
293,242
shares
|
$6.64 Million
3.22% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
292,485
shares
|
$6.62 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
290,552
shares
|
$6.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 24.06%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
275,050
shares
|
$6.23 Million
4.15% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
271,468
shares
|
$6.15 Million
0.03% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Jan 20, 2026 Q4 2025 |
266,968
shares
|
$6.05 Million
3.66% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
261,308
shares
|
$5.92 Million
0.94% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
258,522
shares
|
$5.86 Million
0.36% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
258,370
shares
|
$5.85 Million
0.01% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
256,397
shares
|
$5.81 Million
2.95% of portfolio
|
Q4 2025
Added 6.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
256,189
shares
|
$5.8 Million
0.16% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
248,642
shares
|
$5.63 Million
2.62% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
248,475
shares
|
$5.63 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2026 Q4 2025 |
245,357
shares
|
$5.56 Million
0.97% of portfolio
|
Q4 2025
Added 27.63%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
244,871
shares
|
$5.55 Million
2.55% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
243,155
shares
|
$5.51 Million
0.03% of portfolio
|
Q3 2025
Added 36.69%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
241,731
shares
|
$5.48 Million
0.49% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
235,997
shares
|
$5.35 Million
0.0% of portfolio
|
Q3 2025
Added 74.13%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
232,998
shares
|
$5.28 Million
4.11% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
231,429
shares
|
$5.24 Million
0.04% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
228,478
shares
|
$5.18 Million
2.14% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
218,423
shares
|
$4.95 Million
0.05% of portfolio
|
Q4 2025
Added 154.91%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
209,952
shares
|
$4.76 Million
0.95% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
205,682
shares
|
$4.66 Million
0.27% of portfolio
|
Q3 2025
Added 16.76%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 21, 2026 Q4 2025 |
197,186
shares
|
$4.47 Million
0.6% of portfolio
|
Q4 2025
Added 67.48%
|
|