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 |
|---|---|---|---|---|---|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
116,085
shares
|
$2.63 Million
0.32% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
112,959
shares
|
$2.56 Million
0.79% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
110,279
shares
|
$2.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
101,456
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
96,097
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
93,512
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,982
shares
|
$2.11 Million
0.09% of portfolio
|
Q2 2022
Reduced 7.76%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
91,989
shares
|
$2.08 Million
0.18% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
88,313
shares
|
$2 Million
0.0% of portfolio
|
Q4 2025
Added 100.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
85,091
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2025
Reduced 17.02%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
82,105
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2025
Added 2.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
81,578
shares
|
$1.85 Million
0.16% of portfolio
|
Q4 2025
Added 2.75%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
80,994
shares
|
$1.83 Million
0.1% of portfolio
|
Q3 2025
Added 18.38%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
80,988
shares
|
$1.83 Million
1.58% of portfolio
|
Q2 2025
Added 39.18%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
79,923
shares
|
$1.81 Million
0.1% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
78,285
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
77,420
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
74,748
shares
|
$1.69 Million
0.13% of portfolio
|
Q4 2025
Added 6.83%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
74,463
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
73,571
shares
|
$1.67 Million
0.37% of portfolio
|
Q4 2025
Added 6.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
73,075
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
72,679
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Added 43.88%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
72,308
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Pro Core Advisors, LLC
Newport Beach, CA |
Jan 21, 2026 Q4 2025 |
72,108
shares
|
$1.63 Million
1.67% of portfolio
|
Q4 2025
New holding
|
|
|
Ethos Capital Management, Inc.
Newtown, PA |
Jan 21, 2026 Q4 2025 |
70,816
shares
|
$1.6 Million
1.51% of portfolio
|
Q4 2025
New holding
|
|