Institutional Ownership Capital Group Core Plus Income (CGMU)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGMU). We have compiled data on the 259 institutions that hold shares in the stock, with a total of 129 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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
622,200
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
565,220
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 260.34%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
557,932
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 47.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
550,308
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 142.78%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
525,933
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
509,941
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 121.16%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
505,762
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
433,728
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
424,706
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 50.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
393,017
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
384,260
shares
|
$0
2.98% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
362,196
shares
|
$0
0.29% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
352,962
shares
|
$0
1.34% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
322,736
shares
|
$0
0.78% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
320,825
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
302,078
shares
|
$0
0.14% of portfolio
|
Q3 2025
Added 24.58%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
297,610
shares
|
$0
5.83% of portfolio
|
Q3 2025
Added 26.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
296,795
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 30.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
284,429
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 45.62%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
278,037
shares
|
$0
3.28% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
272,143
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
270,755
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
269,398
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
263,892
shares
|
$0
4.61% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
262,906
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.61%
|
|