Who owns CAPITAL GROUP CORE PLUS INCO?
- Ticker: CGCP
- CUSIP Number: 14020y102
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Core Plus Inco with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Capital Group Core Plus Inco stock
Who bought or sold CAPITAL GROUP CORE PLUS INCO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 41M | $934M | 25% | Dec 2025 |
|
| LPL Financial | 24M | $537M | 25% | Dec 2025 |
|
| Wells Fargo & Company | 15M | $337M | 14% | Dec 2025 |
|
| Envestnet Asset Management | 10M | $235M | 15% | Dec 2025 |
|
| Cetera Investment Advisers | 6.5M | $147M | 13% | Dec 2025 |
|
| Raymond James Financial | 6.1M | $138M | 13% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 5.7M | $130M | 10% | Dec 2025 |
|
| UBS Group | 4.7M | $107M | 11% | Dec 2025 |
|
| Janney Montgomery Scott | 4.4M | $100M | 22% | Dec 2025 |
|
| Wiley Bros.-aintree Capital | 4.3M | $97M | 31% | Dec 2025 |
|
| WNY Asset Management | 4.2M | $95M | 3% | Sep 2025 |
|
| Commonwealth Equity Services | 3.3M | $75M | 10% | Dec 2025 |
|
| Royal Bank of Canada | 3.2M | $72M | 9% | Sep 2025 |
|
| Souders Financial Advisors | 3.1M | $69M | 4% | Dec 2025 |
|
| Harbour Investments | 2.8M | $64M | 34% | Dec 2025 |
|
| Advisor Group Holdings | 2.7M | $60M | 12% | Dec 2025 |
|
| Mml Investors Services | 2.6M | $59M | 8% | Dec 2025 |
|
| Stifel Financial | 2.4M | $55M | 1% | Dec 2025 |
|
| Merit Financial Group | 2.4M | $54M | 6% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 2.3M | $52M | 15% | Dec 2025 |
|
| Jones Financial Companies, L.L | 2.2M | $51M | 25% | Sep 2025 |
|
| Stonebridge Financial Group | 2.0M | $45M | 5% | Dec 2025 |
|
| Captrust Financial Advisors | 1.6M | $37M | 7% | Sep 2025 |
|
| Kestra Investment Management | 1.6M | $37M | 11% | Dec 2025 |
|
| Baird Financial | 1.5M | $35M | 4% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 1.5M | $34M | 9% | Dec 2025 |
|
| Confluence Wealth Services | 1.5M | $33M | 7% | Dec 2025 |
|
| McGlone Suttner Wealth Management | 1.4M | $31M | 3% | Dec 2025 |
|
| IAM Advisory | 1.3M | $29M | 3% | Dec 2025 |
|
| Bernardo Wealth Planning | 1.2M | $26M | 3% | Dec 2025 |
|
| D. J. St. Germain | 1.1M | $26M | 1% | Dec 2025 |
|
| Wood Tarver Financial Group | 1.1M | $25M | -31% | Dec 2025 |
|
| Midwest Heritage Bank | 1.1M | $25M | 5% | Dec 2025 |
|
| ValMark Advisers | 1.0M | $24M | 96% | Dec 2025 |
|
| Aprio Wealth Management | 920k | $21M | 100% | Dec 2025 |
|
| D.A. Davidson & Co. | 887k | $20M | 10% | Dec 2025 |
|
| Johnson Bixby & Associates | 883k | $20M | -85% | Dec 2025 |
|
| Diversify Wealth Management | 847k | $19M | 6% | Dec 2025 |
|
| Main Line Retirement Advisors | 835k | $19M | -1% | Dec 2025 |
|
| AA Financial Advisors | 811k | $18M | -2% | Dec 2025 |
|
| Condor Capital Management | 786k | $18M | 2% | Dec 2025 |
|
| Stadion Money Management | 760k | $17M | -2% | Sep 2025 |
|
| FinDec Wealth Services | 712k | $16M | -4% | Dec 2025 |
|
| Tribridge Partners Financial | 679k | $15M | 15% | Dec 2025 |
|
| Wealthcare Advisory Partners | 660k | $15M | 28% | Dec 2025 |
|
| NavPoint Financial | 660k | $15M | 7% | Dec 2025 |
|
| Ruggaard & Associates | 625k | $14M | -9% | Dec 2025 |
|
| EverSource Wealth Advisors | 622k | $14M | 40% | Dec 2025 |
|
| Clearview Wealth Advisors | 603k | $14M | 0% | Dec 2025 |
|
| EP Wealth Advisors | 600k | $14M | 100% | Dec 2025 |
|
| Sovran Advisors | 596k | $14M | 6% | Dec 2025 |
|
| New England Capital Financial Advisors | 555k | $13M | -2% | Dec 2025 |
|
| Private Advisor | 541k | $12M | 21% | Dec 2025 |
|
| Convergence Financial | 536k | $12M | 4% | Dec 2025 |
|
| Wagner Bowman Management | 508k | $12M | 6% | Dec 2025 |
|
| Mutual Advisors | 496k | $11M | -1% | Dec 2025 |
|
| Bridgewealth Advisory Group | 489k | $11M | 29% | Dec 2025 |
|
| Benjamin Edwards | 488k | $11M | 26% | Dec 2025 |
|
| Greenbush Financial Group | 452k | $10M | 17% | Dec 2025 |
|
| Concurrent Investment Advisors | 439k | $9.9M | 51% | Dec 2025 |
|
| Ashton Thomas Private Wealth | 435k | $9.9M | 12% | Dec 2025 |
|
| Stephens | 434k | $9.8M | 11% | Dec 2025 |
|
| Branch Banking & Trust Company | 429k | $9.7M | 21% | Dec 2025 |
|
| Adamsbrown Wealth Consultants | 429k | $9.7M | -71% | Dec 2025 |
|
| Freedom Financial Partners | 409k | $9.3M | 7% | Dec 2025 |
|
| Rockefeller Capital Management | 392k | $8.9M | 1155% | Dec 2025 |
|
| Kestra Advisory Services | 361k | $8.2M | 19% | Dec 2025 |
|
| Goss Wealth Management | 360k | $8.1M | 48% | Dec 2025 |
|
| Investment Planning Advisors | 333k | $7.5M | 46% | Dec 2025 |
|
| Alpha Capital Advisors | 330k | $7.5M | 100% | Dec 2025 |
|
| Lodestone Wealth Management | 308k | $7.0M | 28% | Dec 2025 |
|
| Compass Financial | 291k | $6.6M | -1% | Dec 2025 |
|
| Swisher Financial Concepts | 290k | $6.6M | 5% | Dec 2025 |
|
| Mariner Wealth Advisors | 283k | $6.4M | 9% | Dec 2025 |
|
| Core Wealth Partners | 273k | $6.2M | 11% | Dec 2025 |
|
| Geneos Wealth Management | 271k | $6.1M | 9% | Dec 2025 |
|
| Landmark Wealth Management | 265k | $6.0M | 7% | Dec 2025 |
|
| IHT Wealth Management | 265k | $6.0M | 3% | Dec 2025 |
|
| Smartleaf Asset Management | 262k | $6.0M | 1% | Dec 2025 |
|
| Smith Thornton Advisors | 256k | $5.8M | 7% | Dec 2025 |
|
| Kera Capital Partners | 254k | $5.7M | -3% | Dec 2025 |
|
| SOL Capital Management | 247k | $5.6M | 2% | Dec 2025 |
|
| Affiance Financial | 245k | $5.6M | 28% | Dec 2025 |
|
| Equitable Holdings | 244k | $5.5M | 5% | Dec 2025 |
|
| Jane Street | 239k | $5.4M | -35% | Dec 2025 |
|
| Flynn Zito Capital Management | 237k | $5.4M | 4% | Dec 2025 |
|
| Citadel Advisors | 236k | $5.4M | 74% | Sep 2025 |
|
| Studio Investment Management | 233k | $5.3M | 11% | Dec 2025 |
|
| Entruity Wealth | 233k | $5.3M | 7% | Sep 2025 |
|
| Farther Finance Advisors | 218k | $4.9M | 155% | Dec 2025 |
|
| Global Retirement Partners | 211k | $4.8M | 8% | Dec 2025 |
|
| Hunter Associates | 197k | $4.5M | 67% | Dec 2025 |
|
| Boyer Financial Services | 196k | $4.4M | 100% | Dec 2025 |
|
| Inspire Advisors | 195k | $4.4M | 3% | Dec 2025 |
|
| Leigh Baldwin & Co | 189k | $4.3M | 3% | Dec 2025 |
|
| VestGen Advisors | 183k | $4.2M | 6% | Sep 2025 |
|
| Davenport & Co | 182k | $4.1M | 5% | Dec 2025 |
|
| Oppenheimer & Co | 175k | $4.0M | 1% | Dec 2025 |
|
| Level Four Advisory Services | 165k | $3.7M | -4% | Dec 2025 |
|
| Capital Analysts | 163k | $3.7M | 40% | Dec 2025 |
|
| Cullen Frost Bankers | 161k | $3.6M | 37% | Dec 2025 |
|
| Capital Group Private Client Services | 152k | $3.4M | 22% | Dec 2025 |
|
| Cornerstone Advisors Asset Management | 150k | $3.4M | 100% | Dec 2025 |
|
| Summit Financial | 150k | $3.4M | 15% | Dec 2025 |
|
| Continuum Advisory | 146k | $3.3M | 11% | Dec 2025 |
|
| Perennial Investment Advisors | 144k | $3.3M | 56% | Dec 2025 |
|
| Brian McDonald | 143k | $3.2M | 40% | Dec 2025 |
|
| Nations Financial Group | 141k | $3.2M | 4% | Dec 2025 |
|
| CLG | 138k | $3.1M | 22% | Dec 2025 |
|
| Stratos Wealth Partners | 136k | $3.1M | 46% | Dec 2025 |
|
| Prospera Financial Services | 136k | $3.1M | -17% | Dec 2025 |
|
| Belpointe Asset Management | 135k | $3.1M | 2% | Dec 2025 |
|
| Greatmark Investment Partners | 132k | $3.0M | 14% | Dec 2025 |
|
| IFP Advisors | 128k | $2.9M | 16% | Dec 2025 |
|
| Western Wealth Management | 127k | $2.9M | 4% | Dec 2025 |
|
| Rothschild Investment | 127k | $2.9M | 2% | Dec 2025 |
|
| Kingsview Wealth Management | 123k | $2.8M | -27% | Dec 2025 |
|
| Forge Financial Services | 121k | $2.7M | -1% | Dec 2025 |
|
| Financial Management Network | 120k | $2.7M | 20% | Dec 2025 |
|
| Endeavor Private Wealth | 120k | $2.7M | 6% | Dec 2025 |
|
| Jpmorgan Chase & Co | 119k | $2.7M | 100% | Sep 2025 |
|
| LongView Wealth Management | 117k | $2.7M | 9% | Dec 2025 |
|
| Flow Traders US | 117k | $2.6M | 324% | Dec 2025 |
|
| Natixis Asset Management Advisors | 110k | $2.5M | 427% | Dec 2025 |
|
| Cornerstone Wealth Management | 99k | $2.2M | 6% | Dec 2025 |
|
| Bristlecone Value Partners | 89k | $2.0M | 100% | Dec 2025 |
|
| Assetmark | 88k | $2.0M | 100% | Dec 2025 |
|
| Pensionmark Financial Group | 85k | $1.7M | 78% | Dec 2025 |
|
| Dynamic Advisors Solutions | 85k | $1.9M | -17% | Dec 2025 |
|
| CLS Investments | 84k | $1.9M | 16% | Dec 2025 |
|
| Cyndeo Wealth Partners | 82k | $1.9M | 2% | Dec 2025 |
|
| IFG Advisory | 82k | $1.9M | 5% | Dec 2025 |
|
| Magnus Financial Group | 82k | $1.8M | 3% | Dec 2025 |
|
| Ausdal Financial Partners | 80k | $1.8M | -1% | Dec 2025 |
|
| AdvisorNet Financial | 80k | $1.8M | 1% | Dec 2025 |
|
| HPM Partners | 78k | $1.8M | 100% | Dec 2025 |
|
| Moloney Securities Asset Management | 77k | $1.8M | -5% | Sep 2025 |
|
| Kmg Fiduciary Partners | 75k | $1.7M | 7% | Dec 2025 |
|
| Fiduciary Alliance | 75k | $1.7M | 0% | Dec 2025 |
|
| CVFG | 74k | $1.7M | 36% | Dec 2025 |
|
| Silverlake Wealth Management | 74k | $1.7M | 6% | Dec 2025 |
|
| AlphaCore Capital | 72k | $1.6M | -1% | Dec 2025 |
|
| ProCore Advisors | 72k | $1.6M | 100% | Dec 2025 |
|
| Ethos Capital Management | 71k | $1.6M | 100% | Dec 2025 |
|
| Meridian Wealth Management | 68k | $1.5M | -5% | Dec 2025 |
|
| Oak Hill Wealth Advisors | 66k | $1.5M | 116% | Sep 2025 |
|
| Alpha Financial Advisors | 66k | $1.5M | 0% | Dec 2025 |
|
| Wealth Intelligence | 66k | $1.5M | 100% | Dec 2025 |
|
| Principal Securities | 65k | $1.5M | 14% | Dec 2025 |
|
| 5T Wealth | 65k | $1.5M | 18% | Dec 2025 |
|
| Trinity Wealth Management | 65k | $1.5M | 7% | Dec 2025 |
|
| TrueWealth Financial Partners | 64k | $1.4M | 100% | Dec 2025 |
|
| Centaurus Financial | 12k | $270k | -94% | Dec 2025 |
|
Who sold out of Capital Group Core Plus Inco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 929k | $21M |
| Quadcap Wealth Management | Sep 2025 | 875k | $20M |