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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
22,875
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
22,433
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
21,708
shares
|
$0
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
19,710
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 33.88%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
19,691
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
19,266
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
18,617
shares
|
$0
0.15% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,224
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 25.35%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
17,623
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
17,402
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
15,592
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 87.63%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,057
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
14,910
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
13,909
shares
|
$0
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
13,844
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
13,805
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.15%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
13,698
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
12,951
shares
|
$0
0.03% of portfolio
|
Q3 2025
Reduced 67.79%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,681
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.43%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
11,671
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,449
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
10,723
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,407
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.98%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
9,752
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,549
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 12.95%
|
|