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 |
|---|---|---|---|---|---|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
65,442
shares
|
$0
0.86% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
63,874
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
63,508
shares
|
$0
0.54% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
62,904
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 48.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
61,557
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
60,218
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
59,647
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
54,658
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
53,905
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
53,642
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
52,749
shares
|
$0
0.41% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
52,155
shares
|
$0
0.39% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
51,797
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
50,425
shares
|
$0
0.52% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
49,581
shares
|
$0
0.58% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
49,284
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 85.14%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
47,548
shares
|
$0
0.08% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
45,720
shares
|
$0
0.55% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
45,319
shares
|
$0
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
45,173
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 37.07%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
44,639
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
43,584
shares
|
$0
0.08% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
41,887
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
41,869
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
40,448
shares
|
$0
0.17% of portfolio
|
Q3 2025
Added 116.58%
|
|