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 |
|---|---|---|---|---|---|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
25,024
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
23,804
shares
|
$0
0.4% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
23,563
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
23,400
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 37.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
23,316
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
23,169
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.52%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
22,795
shares
|
$0
0.17% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
22,622
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,480
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 63.42%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
22,446
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 63.04%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
21,898
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 27.21%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
21,015
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,986
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 37.95%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
20,891
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 65.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,789
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
20,520
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 103.05%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
20,478
shares
|
$0
0.32% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
20,437
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
20,290
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
20,170
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 56.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
18,920
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
18,207
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,157
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
17,841
shares
|
$0
0.16% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
17,654
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|