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 |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
38,089
shares
|
$862,715
0.17% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
37,404
shares
|
$847,200
0.16% of portfolio
|
Q3 2025
Added 60.06%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
37,205
shares
|
$842,693
0.56% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
37,116
shares
|
$840,677
0.22% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
36,389
shares
|
$824,210
0.06% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
35,451
shares
|
$802,965
0.03% of portfolio
|
Q3 2025
Added 26.04%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,786
shares
|
$765,252
0.01% of portfolio
|
Q1 2025
Added 100.27%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
33,333
shares
|
$754,992
0.0% of portfolio
|
Q3 2025
Reduced 30.78%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
33,290
shares
|
$754,018
0.55% of portfolio
|
Q3 2025
Added 112.0%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
33,178
shares
|
$751,481
0.22% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
32,789
shares
|
$742,670
0.17% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
32,500
shares
|
$736,125
0.0% of portfolio
|
Q3 2025
Added 249.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,425
shares
|
$734,426
0.02% of portfolio
|
Q4 2023
Added 3.01%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
32,354
shares
|
$732,818
0.49% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
32,191
shares
|
$729,126
0.1% of portfolio
|
Q3 2025
Added 65.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
31,186
shares
|
$706,362
0.0% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
30,333
shares
|
$687,042
0.49% of portfolio
|
Q3 2025
Added 56.36%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
28,254
shares
|
$639,953
0.2% of portfolio
|
Q2 2025
Reduced 73.05%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
28,196
shares
|
$638,639
0.29% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
28,009
shares
|
$634,403
0.34% of portfolio
|
Q3 2025
Reduced 37.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,552
shares
|
$624,052
0.03% of portfolio
|
Q3 2025
Reduced 20.25%
|
|
|
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
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
25,209
shares
|
$570,983
0.02% of portfolio
|
Q3 2025
Added 8.47%
|
|