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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
120,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
117,366
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 264.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
116,739
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
114,046
shares
|
$0
0.53% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
113,513
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
111,812
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 47.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
111,619
shares
|
$0
0.05% of portfolio
|
Q2 2024
Added 25.15%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
104,418
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 86.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,214
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 73.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
101,058
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
100,549
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
99,963
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.4%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
98,333
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
98,086
shares
|
$0
1.4% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
97,782
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
97,501
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 46.49%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
94,948
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
94,489
shares
|
$0
0.48% of portfolio
|
Q3 2025
Added 33.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
94,195
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 35.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
91,706
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.92%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
87,574
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
82,222
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
81,278
shares
|
$0
0.85% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
80,067
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
77,964
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 40.19%
|
|