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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
32,533
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
31,486
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
31,201
shares
|
$0
0.25% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
31,132
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.33%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
29,177
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 139.61%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
27,661
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27,602
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 48.58%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
26,955
shares
|
$0
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
25,455
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
24,956
shares
|
$0
0.09% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
24,946
shares
|
$0
0.05% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
24,761
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
24,242
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
24,032
shares
|
$0
0.11% of portfolio
|
Q3 2025
Added 64.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
23,803
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
22,843
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 168.74%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
22,251
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
22,251
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
22,157
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 101.52%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
21,438
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
21,253
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
20,405
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
20,279
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.27%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
20,095
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,029
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 24.94%
|
|