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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
26,769
shares
|
$606,317
0.02% of portfolio
|
Q4 2025
Added 6.19%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
26,332
shares
|
$596,419
0.04% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
25,995
shares
|
$588,786
0.06% of portfolio
|
Q3 2025
Added 67.84%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
25,775
shares
|
$583,803
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
25,494
shares
|
$577,439
0.27% of portfolio
|
Q4 2025
Reduced 9.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
25,298
shares
|
$572,999
0.04% of portfolio
|
Q4 2025
Added 97.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
25,154
shares
|
$569,738
0.12% of portfolio
|
Q4 2025
Added 40.96%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
25,109
shares
|
$568,718
0.11% of portfolio
|
Q3 2025
Added 47.97%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,531
shares
|
$510,327
0.01% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
22,388
shares
|
$507,088
0.01% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
22,203
shares
|
$502,897
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
21,852
shares
|
$494,947
0.04% of portfolio
|
Q4 2025
Reduced 3.23%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
21,382
shares
|
$484,302
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
21,382
shares
|
$484,302
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
21,344
shares
|
$483,441
0.01% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
20,878
shares
|
$472,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
20,625
shares
|
$467,156
0.04% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
20,249
shares
|
$458,639
0.06% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
20,179
shares
|
$457,054
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
19,949
shares
|
$451,844
0.08% of portfolio
|
Q3 2025
Added 74.3%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
18,745
shares
|
$424,574
0.03% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,914
shares
|
$405,752
0.09% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
17,604
shares
|
$398,730
0.11% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
17,476
shares
|
$395,831
0.07% of portfolio
|
Q4 2025
Reduced 7.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
17,026
shares
|
$385,638
0.01% of portfolio
|
Q3 2025
New holding
|
|