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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
7,501
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
7,443
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
7,407
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
7,380
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
7,353
shares
|
$0
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,688
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 89.6%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,551
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 67.62%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,498
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 142.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,386
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 139.02%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,751
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,671
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,509
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 91.68%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
3,329
shares
|
$0
0.05% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,276
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,629
shares
|
$0
0.07% of portfolio
|
Q3 2025
Added 422.66%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
2,125
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,900
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,413
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 62.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,230
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 122900.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,061
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 81.68%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
813
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
750
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 85.66%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
700
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 72.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
429
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
288
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 39.75%
|
|