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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
258,043
shares
|
$0
0.47% of portfolio
|
Q3 2025
Added 21.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
234,546
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
215,557
shares
|
$0
2.49% of portfolio
|
Q3 2025
Added 81.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
209,348
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
195,826
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
192,286
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 25.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
179,485
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 18.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
178,959
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 44.86%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
178,856
shares
|
$0
3.5% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
178,039
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 19.34%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
173,200
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 78.71%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
166,213
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
165,999
shares
|
$0
1.56% of portfolio
|
Q3 2025
Added 37.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
163,808
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
148,276
shares
|
$0
0.71% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,174
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.91%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
141,143
shares
|
$0
1.64% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
139,280
shares
|
$0
0.3% of portfolio
|
Q3 2025
Added 67.2%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
139,181
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 39.35%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
136,306
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
131,063
shares
|
$0
0.07% of portfolio
|
Q3 2025
Added 54.02%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
129,774
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
125,566
shares
|
$0
2.25% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
124,365
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 69.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
122,402
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 63.61%
|
|