Institutional Ownership Capital Grp Core Plus Income E (CGSD)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGSD). We have compiled data on the 158 institutions that hold shares in the stock, with a total of 43.9 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
405,020
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
384,686
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 59.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
334,554
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
329,137
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
297,187
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 206.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
277,107
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
268,281
shares
|
$0
2.96% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
249,848
shares
|
$0
0.17% of portfolio
|
Q3 2025
Added 23.47%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
248,224
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
241,016
shares
|
$0
4.86% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
232,767
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 57.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
228,077
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
205,510
shares
|
$0
1.58% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
199,912
shares
|
$0
0.86% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
199,283
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 384.48%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
185,030
shares
|
$0
2.16% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
184,816
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.24%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
179,660
shares
|
$0
0.51% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
173,115
shares
|
$0
0.36% of portfolio
|
Q3 2025
Added 46.11%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
156,122
shares
|
$0
2.66% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
151,816
shares
|
$0
0.22% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
140,608
shares
|
$0
0.32% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
139,900
shares
|
$0
0.33% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
139,792
shares
|
$0
2.2% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
131,105
shares
|
$0
0.15% of portfolio
|
Q3 2025
Reduced 8.62%
|
|