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 |
|---|---|---|---|---|---|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
20,014
shares
|
$0
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
20,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
19,938
shares
|
$0
0.24% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
19,760
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
19,359
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
19,343
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 46.63%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
18,984
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
18,147
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
17,848
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 38.13%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
17,829
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
17,697
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
17,595
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,193
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
16,199
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
16,134
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
15,780
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
15,596
shares
|
$0
0.26% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
15,484
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,376
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
15,091
shares
|
$0
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
14,700
shares
|
$0
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
14,500
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 39.71%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,450
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
13,674
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
13,306
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.36%
|
|