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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
663,479
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
645,815
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
628,755
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 29.16%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
605,687
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
542,730
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
539,141
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
538,456
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
522,997
shares
|
$0
9.54% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
499,900
shares
|
$0
4.78% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
494,428
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
456,835
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
451,511
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
443,590
shares
|
$0
0.76% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
428,126
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
425,425
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
418,054
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 253.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
400,235
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
365,726
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
364,184
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
363,945
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
354,998
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
350,095
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
308,311
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 30.06%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
306,338
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
301,636
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.84%
|
|