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 |
|---|---|---|---|---|---|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
49,194
shares
|
$0
0.5% of portfolio
|
Q3 2025
Added 98.52%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
48,971
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 296.53%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
48,883
shares
|
$0
0.31% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
48,082
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
47,252
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 37.02%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
46,402
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
45,078
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
43,738
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
42,158
shares
|
$0
0.89% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
40,902
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
40,695
shares
|
$0
0.07% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
40,337
shares
|
$0
1.41% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,154
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 29.12%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
40,074
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
39,896
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
37,731
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 246.86%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
37,289
shares
|
$0
0.85% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
37,131
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 52.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
37,002
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
36,632
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 120.42%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
35,458
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
34,906
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
34,614
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 34.5%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
33,813
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 54.88%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
33,013
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|