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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
102,545
shares
|
$2.32 Million
0.07% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
101,456
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
100,024
shares
|
$2.27 Million
0.45% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
96,097
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
93,512
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
93,262
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2025
Added 202.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,982
shares
|
$2.11 Million
0.09% of portfolio
|
Q2 2022
Reduced 7.76%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
91,989
shares
|
$2.08 Million
0.18% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
85,688
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Added 328.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
80,994
shares
|
$1.83 Million
0.1% of portfolio
|
Q3 2025
Added 18.38%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
80,988
shares
|
$1.83 Million
1.58% of portfolio
|
Q2 2025
Added 39.18%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
80,268
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
79,393
shares
|
$1.8 Million
0.16% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
78,956
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
78,285
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
77,420
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
74,463
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
73,075
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
72,679
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Added 43.88%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
72,308
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
69,971
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
69,276
shares
|
$1.57 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
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 |
Nov 12, 2025 Q3 2025 |
66,025
shares
|
$1.5 Million
0.53% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
63,070
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.95%
|
|