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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
297,840
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
295,143
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
294,999
shares
|
$0
0.27% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
289,878
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
276,946
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
269,285
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 34.55%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
263,885
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
263,080
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 28.72%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
253,264
shares
|
$0
1.17% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
250,983
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
247,518
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
236,974
shares
|
$0
0.11% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
234,817
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
224,265
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 53.54%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
221,178
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
220,822
shares
|
$0
0.1% of portfolio
|
Q2 2024
Added 24.57%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
217,292
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
216,326
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
213,112
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 279.83%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
211,872
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
206,952
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
201,715
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 38.26%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
197,812
shares
|
$0
4.26% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
197,149
shares
|
$0
0.6% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
193,832
shares
|
$0
3.25% of portfolio
|
Q3 2025
Added 79.73%
|
|