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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
126,072
shares
|
$0
0.26% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
123,450
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
121,685
shares
|
$0
0.05% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
116,646
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
109,593
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
108,005
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 23.47%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
107,415
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 162.34%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
101,070
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
101,010
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
90,196
shares
|
$0
1.01% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
89,368
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
85,515
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 28.76%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
81,723
shares
|
$0
0.58% of portfolio
|
Q3 2025
Added 24.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
81,567
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 52.49%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
78,571
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
67,271
shares
|
$0
0.92% of portfolio
|
Q3 2025
Added 30.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
64,551
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 204.62%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
60,524
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 278.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
56,668
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
53,656
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
53,386
shares
|
$0
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
51,922
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 79.95%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
48,050
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
46,869
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
46,429
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.73%
|
|