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 |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
40,138
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
40,002
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
38,684
shares
|
$0
0.14% of portfolio
|
Q3 2025
Added 72.07%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
38,647
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.13%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
35,510
shares
|
$0
0.82% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
35,480
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
34,663
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
34,618
shares
|
$0
0.69% of portfolio
|
Q3 2025
Added 22.58%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
34,457
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
33,451
shares
|
$0
0.6% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
33,336
shares
|
$0
0.4% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
30,801
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
29,430
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
29,398
shares
|
$0
0.27% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
29,287
shares
|
$0
0.62% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
29,223
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
29,139
shares
|
$0
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
27,400
shares
|
$0
0.53% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
26,990
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
26,534
shares
|
$0
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
26,534
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
26,151
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
25,481
shares
|
$0
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
25,481
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
25,030
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.43%
|
|