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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,647,824
shares
|
$37.3 Million
0.08% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
1,612,249
shares
|
$36.5 Million
10.81% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,491,911
shares
|
$33.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,459,162
shares
|
$33.1 Million
0.89% of portfolio
|
Q3 2025
Added 26.18%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
1,457,043
shares
|
$33 Million
10.53% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,362,975
shares
|
$30.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,362,371
shares
|
$30.9 Million
1.66% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
1,335,471
shares
|
$30.2 Million
4.25% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,270,921
shares
|
$28.8 Million
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
1,220,665
shares
|
$27.6 Million
6.5% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,126,360
shares
|
$25.5 Million
1.07% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
1,125,315
shares
|
$25.5 Million
5.05% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
1,029,090
shares
|
$23.3 Million
8.9% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
928,603
shares
|
$21 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
874,900
shares
|
$19.8 Million
2.34% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
841,468
shares
|
$19.1 Million
11.73% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
825,640
shares
|
$18.7 Million
3.69% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
803,865
shares
|
$18.2 Million
0.12% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
797,120
shares
|
$18.1 Million
1.04% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
767,165
shares
|
$17.4 Million
1.48% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
759,999
shares
|
$17.2 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
742,467
shares
|
$16.8 Million
17.47% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
683,731
shares
|
$15.5 Million
5.81% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
649,951
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Added 226.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
634,941
shares
|
$14.4 Million
2.54% of portfolio
|
Q3 2024
Added 4.54%
|
|