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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
17,471
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
17,277
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 30.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,951
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
16,579
shares
|
$0
0.06% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
16,430
shares
|
$0
0.24% of portfolio
|
Q3 2025
Added 63.34%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
16,041
shares
|
$0
0.1% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,037
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 41.39%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
15,832
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
15,640
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
15,607
shares
|
$0
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
15,429
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
15,366
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,614
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
14,601
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 34.31%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
14,070
shares
|
$0
0.05% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
13,376
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,304
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
12,750
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
12,674
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
12,546
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
12,504
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 26.45%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
12,381
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
12,348
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
12,009
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.28%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
11,972
shares
|
$0
0.09% of portfolio
|
Q3 2025
Added 84.98%
|
|