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 |
|---|---|---|---|---|---|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
614,447
shares
|
$13.9 Million
7.32% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
601,461
shares
|
$13.6 Million
9.08% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
590,032
shares
|
$13.4 Million
7.23% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
567,985
shares
|
$12.9 Million
5.48% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
563,992
shares
|
$12.8 Million
1.14% of portfolio
|
Q3 2025
Added 21.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
553,853
shares
|
$12.5 Million
0.08% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
533,240
shares
|
$12.1 Million
0.16% of portfolio
|
Q3 2025
Added 35.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
516,607
shares
|
$11.7 Million
0.26% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
516,158
shares
|
$11.7 Million
1.76% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
500,932
shares
|
$11.3 Million
0.27% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
480,559
shares
|
$10.9 Million
0.88% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
445,422
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
444,303
shares
|
$10.1 Million
0.46% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
423,817
shares
|
$9.6 Million
3.55% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
391,665
shares
|
$8.87 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
388,457
shares
|
$8.8 Million
0.23% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
386,937
shares
|
$8.76 Million
3.37% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
385,664
shares
|
$8.74 Million
0.1% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
382,934
shares
|
$8.67 Million
3.32% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
377,639
shares
|
$8.55 Million
1.99% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
365,003
shares
|
$8.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.96%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
360,760
shares
|
$8.17 Million
0.8% of portfolio
|
Q3 2025
Reduced 49.03%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
355,256
shares
|
$8.05 Million
0.01% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
304,393
shares
|
$6.89 Million
0.03% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
293,242
shares
|
$6.64 Million
3.22% of portfolio
|
Q3 2025
Reduced 2.05%
|
|