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 286 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
15,998
shares
|
$362,354
0.02% of portfolio
|
Q3 2025
Added 65.47%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
15,571
shares
|
$352,683
0.08% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
15,562
shares
|
$352,479
0.01% of portfolio
|
Q3 2025
Added 64.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,362
shares
|
$325,299
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
14,119
shares
|
$319,795
0.17% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
13,924
shares
|
$315,378
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
13,924
shares
|
$315,378
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
13,505
shares
|
$305,888
0.08% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,137
shares
|
$297,553
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
12,912
shares
|
$292,456
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
12,794
shares
|
$289,784
0.03% of portfolio
|
Q3 2025
Added 224.14%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
12,694
shares
|
$287,519
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
12,576
shares
|
$284,846
0.17% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
12,041
shares
|
$272,728
0.01% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,768
shares
|
$266,545
0.02% of portfolio
|
Q2 2025
Reduced 55.94%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,656
shares
|
$264,008
0.08% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,550
shares
|
$261,607
0.03% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
11,399
shares
|
$258,187
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
11,094
shares
|
$251,279
0.07% of portfolio
|
Q3 2025
Added 34.39%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
10,954
shares
|
$248,108
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,928
shares
|
$247,519
0.01% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
10,628
shares
|
$240,724
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
10,611
shares
|
$240,339
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,592
shares
|
$239,908
0.01% of portfolio
|
Q3 2025
Added 40.42%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
10,483
shares
|
$237,439
0.1% of portfolio
|
Q3 2025
Reduced 2.64%
|
|