Institutional Ownership Capital Grp Core Plus Income E (CGMS)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGMS). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 89.5 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,900
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
11,592
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 56.65%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
11,535
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,520
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
11,462
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 53.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
11,300
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
11,167
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,166
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 46.38%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,030
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
10,723
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
10,428
shares
|
$0
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
10,325
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
10,001
shares
|
$0
0.05% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
9,939
shares
|
$0
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
9,846
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 29.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
9,551
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 40.89%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
9,521
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 66.25%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
9,503
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
8,656
shares
|
$0
0.14% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,544
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,469
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,105
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 63.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
7,940
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,711
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
7,570
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 27.86%
|
|