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 |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
188,906
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
188,655
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
173,644
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
172,975
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
172,600
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 157.89%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
171,367
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 20.48%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
167,514
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 66.55%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
159,829
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
158,879
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 40.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
155,980
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.97%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
154,173
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
149,053
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 65.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
143,182
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
140,864
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
135,407
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
130,184
shares
|
$0
0.42% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
122,956
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 186.58%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
119,631
shares
|
$0
2.32% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
119,360
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
118,661
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
118,561
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
117,980
shares
|
$0
0.22% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
113,975
shares
|
$0
0.18% of portfolio
|
Q3 2025
Added 18.29%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
112,978
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 228.12%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
109,421
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|