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 |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
66,095
shares
|
$1.5 Million
0.28% of portfolio
|
Q3 2025
Added 115.52%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 20, 2026 Q4 2025 |
66,025
shares
|
$1.5 Million
0.46% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
64,647
shares
|
$1.46 Million
0.53% of portfolio
|
Q4 2025
Added 7.48%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
63,070
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
59,769
shares
|
$1.35 Million
2.07% of portfolio
|
Q3 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
57,400
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 403.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
57,384
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
56,649
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2025
Added 20.88%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
54,918
shares
|
$1.24 Million
0.54% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
54,651
shares
|
$1.24 Million
0.54% of portfolio
|
Q2 2025
Added 33.24%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
54,510
shares
|
$1.23 Million
0.89% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
53,614
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
53,177
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 34.2%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
53,067
shares
|
$1.2 Million
0.37% of portfolio
|
Q4 2025
Added 128.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
50,044
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
48,101
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
47,966
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
47,427
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2025
Added 51.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
46,702
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 30.36%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
45,704
shares
|
$1.04 Million
0.34% of portfolio
|
Q4 2025
Added 12.46%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 20, 2026 Q4 2025 |
45,638
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2025
Added 6.16%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
45,515
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.38%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
44,411
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
41,449
shares
|
$938,819
0.3% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
41,036
shares
|
$929,465
0.0% of portfolio
|
Q3 2025
Added 37.53%
|
|