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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
108,260
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
107,473
shares
|
$0
0.81% of portfolio
|
Q3 2025
Added 27.41%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
107,371
shares
|
$0
2.14% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
106,285
shares
|
$0
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
105,633
shares
|
$0
1.26% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
105,582
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
105,338
shares
|
$0
0.55% of portfolio
|
Q3 2025
Added 106.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
103,366
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.18%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
100,949
shares
|
$0
1.07% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
97,206
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 97.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
92,002
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
91,380
shares
|
$0
1.11% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
82,259
shares
|
$0
1.03% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
82,223
shares
|
$0
1.02% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
81,450
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 117.12%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
80,113
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 148.5%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
79,816
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
79,125
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 41.6%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
78,523
shares
|
$0
1.68% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
75,872
shares
|
$0
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
74,106
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
74,041
shares
|
$0
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
73,481
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
73,326
shares
|
$0
1.4% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
68,360
shares
|
$0
0.05% of portfolio
|
Q3 2025
Added 15.64%
|
|