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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
74,774
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
73,646
shares
|
$0
0.74% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
72,254
shares
|
$0
0.23% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
70,748
shares
|
$0
0.61% of portfolio
|
Q3 2025
Added 380.49%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
70,353
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 762.38%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
70,260
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 154.86%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
69,830
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 47.55%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
69,224
shares
|
$0
0.26% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
65,230
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
64,918
shares
|
$0
0.35% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
63,816
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
62,436
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 123.9%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
61,727
shares
|
$0
0.46% of portfolio
|
Q3 2025
Added 42.68%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
60,642
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
60,308
shares
|
$0
0.05% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
59,694
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
59,214
shares
|
$0
0.14% of portfolio
|
Q3 2025
Added 31.62%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
59,210
shares
|
$0
0.85% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
58,766
shares
|
$0
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
52,910
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
51,175
shares
|
$0
0.67% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
50,116
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Leverty Financial Group, LLC
|
Oct 07, 2025 Q3 2025 |
49,567
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 129.11%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
49,491
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
49,282
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.77%
|
|