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 |
|---|---|---|---|---|---|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
25,109
shares
|
$568,718
0.11% of portfolio
|
Q3 2025
Added 47.97%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
23,274
shares
|
$527,156
0.18% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
22,582
shares
|
$511,482
0.04% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,531
shares
|
$510,327
0.01% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
22,388
shares
|
$507,088
0.01% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
22,203
shares
|
$502,897
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
21,382
shares
|
$484,302
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
21,382
shares
|
$484,302
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
21,344
shares
|
$483,441
0.01% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
20,878
shares
|
$472,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
20,625
shares
|
$467,156
0.04% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
20,249
shares
|
$458,639
0.06% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
20,179
shares
|
$457,054
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
19,949
shares
|
$451,844
0.08% of portfolio
|
Q3 2025
Added 74.3%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
18,804
shares
|
$425,910
0.08% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
18,745
shares
|
$424,574
0.03% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,914
shares
|
$405,752
0.09% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
17,845
shares
|
$404,189
0.09% of portfolio
|
Q3 2025
Added 36.03%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
17,604
shares
|
$398,730
0.11% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
17,026
shares
|
$385,638
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
16,865
shares
|
$381,992
0.29% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
16,759
shares
|
$379,591
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
16,693
shares
|
$378,096
0.01% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
16,230
shares
|
$367,609
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
16,002
shares
|
$362,445
0.03% of portfolio
|
Q3 2025
Reduced 8.57%
|
|