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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
43,539
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
41,341
shares
|
$0
0.29% of portfolio
|
Q3 2025
Added 58.05%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
39,250
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
38,396
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
37,110
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,336
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
35,294
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
34,655
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
33,964
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
32,445
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 42.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
31,926
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
31,822
shares
|
$0
0.34% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
30,144
shares
|
$0
0.26% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
29,108
shares
|
$0
0.11% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28,650
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
28,650
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
26,924
shares
|
$0
0.3% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
26,813
shares
|
$0
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
26,630
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,376
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
25,227
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
24,592
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
24,475
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
24,352
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
23,734
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 22.77%
|
|