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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
195,474
shares
|
$4.43 Million
0.1% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
190,167
shares
|
$4.31 Million
0.47% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
183,601
shares
|
$4.16 Million
0.07% of portfolio
|
Q2 2024
Added 26.58%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
182,803
shares
|
$4.14 Million
0.14% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
181,502
shares
|
$4.11 Million
0.02% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
173,897
shares
|
$3.94 Million
0.05% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
172,322
shares
|
$3.9 Million
0.15% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
168,820
shares
|
$3.82 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
163,545
shares
|
$3.7 Million
0.07% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
Jan 20, 2026 Q4 2025 |
150,667
shares
|
$3.41 Million
2.88% of portfolio
|
Q4 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
138,241
shares
|
$3.13 Million
0.78% of portfolio
|
Q4 2025
Added 21.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
136,414
shares
|
$3.09 Million
0.04% of portfolio
|
Q4 2025
Added 46.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
135,302
shares
|
$3.06 Million
0.2% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
132,796
shares
|
$3.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
131,443
shares
|
$2.98 Million
0.35% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
129,845
shares
|
$2.94 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
124,977
shares
|
$2.83 Million
0.06% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
124,590
shares
|
$2.82 Million
0.16% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
122,399
shares
|
$2.77 Million
0.15% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
121,974
shares
|
$2.76 Million
1.3% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
120,414
shares
|
$2.73 Million
0.53% of portfolio
|
Q4 2025
Added 20.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
119,078
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 159.36%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
117,449
shares
|
$2.66 Million
0.03% of portfolio
|
Q3 2025
Added 34.7%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
117,370
shares
|
$2.66 Million
0.64% of portfolio
|
Q4 2025
Added 8.96%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
116,154
shares
|
$2.63 Million
0.08% of portfolio
|
Q3 2025
Added 98.75%
|
|