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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.19 -0.06 (-0.27%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Number of
Institutional Buyers
(last 12 months)
228
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$116.76M
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CGCP Institutional Buying and Selling by Quarter

Capital Group Core Plus Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Carson Advisory Inc.8,959$201K0.1%N/A0.004%
5/2/2025Midwest Heritage Bank FSB981,282$22.03M9.1%+20.7%0.468%
5/2/2025Kingsview Wealth Management LLC172,992$3.88M0.1%-4.5%0.082%
5/2/2025Cullen Frost Bankers Inc.63,508$1.43M0.0%+19.0%0.030%
5/2/2025Fortress Wealth Management Inc.47,431$1.07M0.6%-81.4%0.023%
5/2/2025Landmark Wealth Management LLC240,991$5.41M2.4%-1.6%0.115%
5/1/2025 Smith Thornton Advisors LLC219,415$4.93M3.1%+779.7%0.105%
5/1/2025 CWM LLC3,730$84K0.0%N/A0.002%
5/1/2025 Greatmark Investment Partners Inc.91,255$2.05M0.3%+26.8%0.043%
5/1/2025 Gateway Wealth Partners LLC14,422$324K0.1%N/A0.007%
5/1/2025 Diversify Wealth Management LLC678,522$15.23M1.1%+3.2%0.323%
4/30/2025 Burford Brothers Inc.11,333$254K0.1%N/A0.005%
4/30/2025 Hunter Associates Investment Management LLC92,880$2.09M0.3%+8.1%0.044%
4/30/2025 Allworth Financial LP89,908$2.00M0.0%-7.5%0.043%
4/30/2025 Moloney Securities Asset Management LLC88,730$1.99M0.3%+1.2%0.042%
4/30/2025 Silverlake Wealth Management LLC72,628$1.63M0.6%-6.1%0.035%
4/30/2025 Ridgeline Wealth Planning LLC16,743$376K0.4%-4.4%0.008%
4/29/2025 U.S. Capital Wealth Advisors LLC20,563$462K0.0%+39.1%0.010%
4/29/2025 Wood Tarver Financial Group LLC1,636,597$36.74M12.0%+5.1%0.780%
4/29/2025 Envestnet Asset Management Inc.5,247,876$117.82M0.0%+16.8%2.500%
4/29/2025 McGlone Suttner Wealth Management Inc.1,256,274$28.20M4.6%+3.9%0.599%
4/29/2025 Capital Planning LLC104,825$2.35M0.7%+223.6%0.050%
4/29/2025 Olistico Wealth LLC5,346$120K0.1%+24.3%0.003%
4/29/2025 Concurrent Investment Advisors LLC360,140$8.09M0.2%+5.3%0.172%
4/29/2025 World Investment Advisors41,825$939K0.0%-3.0%0.020%
4/28/2025 D.A. Davidson & CO.694,941$15.60M0.1%+16.5%0.331%
4/28/2025 Mutual Advisors LLC490,378$10.96M0.3%-0.9%0.234%
4/28/2025 Lodestone Wealth Management LLC223,863$5.03M2.7%+2.5%0.107%
4/28/2025 DAVENPORT & Co LLC106,703$2.40M0.0%+5.1%0.051%
4/25/2025 Koshinski Asset Management Inc.27,827$625K0.1%+56.6%0.013%
4/25/2025 Ameritas Advisory Services LLC53,458$1.19M0.0%-1.2%0.025%
4/25/2025 Wise Wealth Partners110,461$2.48M5.9%+28.2%0.053%
4/25/2025 Stonebridge Financial Group LLC1,085,806$24.38M2.6%+3.2%0.517%
4/25/2025 Sovran Advisors LLC261,428$5.79M0.7%+66.7%0.125%
4/25/2025 Convergence Financial LLC494,490$11.10M2.2%+2.0%0.236%
4/24/2025 Confluence Wealth Services Inc.1,174,656$26.00M1.6%+12.2%0.560%
4/24/2025 Hartmann Taylor Wealth Management LLC11,400$256K0.2%N/A0.005%
4/24/2025 Holistic Planning LLC13,705$308K0.1%+9.6%0.007%
4/23/2025 Western Wealth Management LLC136,125$3.06M0.2%+4.6%0.065%
4/23/2025 Creative Financial Designs Inc. ADV7,728$173K0.0%+202.3%0.004%
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4/23/2025 SOL Capital Management CO284,993$6.40M0.7%+20.6%0.136%
4/23/2025 Cvfg LLC41,255$926K0.8%+3.3%0.020%
4/23/2025 Alpha Financial Advisors LLC64,863$1.46M0.6%+284.1%0.031%
4/23/2025 Investment Planning Advisors Inc.865,579$19.43M7.9%-2.3%0.413%
4/23/2025 Clearview Wealth Advisors LLC532,727$11.96M8.9%-2.1%0.254%
4/23/2025 Johnson Bixby & Associates LLC5,536,984$124.31M18.6%+25.8%2.641%
4/23/2025 Valmark Advisers Inc.304,082$6.83M0.1%+95.8%0.145%
4/23/2025 Oppenheimer & Co. Inc.105,657$2.37M0.0%+19.3%0.050%
4/22/2025 5T Wealth LLC36,186$812K0.4%+6.4%0.017%
4/22/2025 Cambridge Investment Research Advisors Inc.1,890,978$42.45M0.1%+2.8%0.902%
4/22/2025 Bernardo Wealth Planning LLC1,163,193$26.11M6.2%+2.0%0.554%
4/21/2025 ORG Partners LLC2,217$50K0.0%+182.4%0.001%
4/21/2025 LongView Wealth Management87,015$1.95M0.6%+3.0%0.042%
4/21/2025 CLG LLC93,592$2.10M0.7%+9.6%0.045%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors48,809$1.09M0.2%-18.2%0.023%
4/21/2025 Envestnet Portfolio Solutions Inc.55,949$1.26M0.0%+40.6%0.027%
4/21/2025 Premier Path Wealth Partners LLC53,040$1.19M0.2%+7.0%0.025%
4/18/2025 Cornerstone Wealth Management LLC104,408$2.34M0.2%-2.9%0.050%
4/18/2025 Financial Perspectives Inc7,456$167K0.1%+7.7%0.004%
4/18/2025 Greenbush Financial Group LLC332,172$7.46M3.7%+5.1%0.158%
4/17/2025 Vicus Capital12,981$291K0.0%N/A0.006%
4/17/2025 AA Financial Advisors LLC753,186$16.91M4.1%+27.0%0.359%
4/17/2025 Janney Montgomery Scott LLC2,663,328$59.79M0.2%+10.3%1.270%
4/17/2025 Cyndeo Wealth Partners LLC73,232$1.64M0.1%+31.2%0.035%
4/17/2025 Dynamic Advisor Solutions LLC90,623$2.03M0.1%+8.4%0.043%
4/16/2025 Wealth Enhancement Advisory Services LLC1,553,363$34.87M0.1%+1.0%0.741%
4/15/2025 Yarger Wealth Strategies LLC8,968$201K0.1%N/A0.004%
4/15/2025 GPS Wealth Strategies Group LLC12,315$276K0.0%-8.0%0.006%
4/15/2025 Wealthcare Capital Management LLC42,213$948K0.1%+42.8%0.020%
4/15/2025 Wealthcare Advisory Partners LLC381,558$8.57M0.2%+13.3%0.182%
4/14/2025 Priebe Wealth Holdings LLC58,188$1.31M0.8%N/A0.028%
4/14/2025 KMG Fiduciary Partners LLC69,393$1.56M0.1%-5.6%0.033%
4/14/2025 Wealthcare Capital Partners LLC13,868$311K0.2%N/A0.007%
4/14/2025 NavPoint Financial Inc.387,136$8.69M6.1%+25.2%0.185%
4/11/2025 IAM Advisory LLC1,163,731$26.13M6.8%+1.9%0.555%
4/11/2025 Magnus Financial Group LLC67,431$1.51M0.1%+5.8%0.032%
4/11/2025 Adamsbrown Wealth Consultants LLC1,217,568$27.33M8.6%+3.7%0.581%
4/11/2025 Northwest Financial Advisors9,357$210K0.2%N/A0.004%
4/10/2025 Breakwater Capital Group12,661$284K0.1%-23.0%0.006%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,547$35K0.0%+54.7%0.001%
4/10/2025 Trinity Wealth Management LLC25,217$566K0.3%+41.2%0.012%
4/10/2025 Freedom Financial Partners LLC356,642$8.01M3.7%+5.6%0.170%
4/10/2025 TrueWealth Advisors LLC42,872$962K0.3%-9.0%0.020%
4/9/2025 Swisher Financial Concepts Inc.256,269$5.75M4.8%+106.0%0.122%
4/9/2025 ST Germain D J Co. Inc.1,114,582$25.02M1.2%+15.7%0.532%
4/9/2025 Merit Financial Group LLC133,012$2.99M0.0%+49.9%0.063%
4/9/2025 Affiance Financial LLC159,354$3.58M0.8%+21.5%0.076%
4/9/2025 NBC Securities Inc.1,758$39K0.0%+10,241.2%0.001%
4/8/2025 Advisory Alpha LLC47,794$1.07M0.1%-8.9%0.023%
4/8/2025 Rothschild Investment LLC121,890$2.74M0.2%+1.6%0.058%
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4/7/2025 AdvisorNet Financial Inc103,644$2.33M0.2%+41.1%0.049%
4/2/2025 Kera Capital Partners Inc.249,462$5.60M1.7%-3.9%0.123%
3/24/2025 Mascagni Wealth Management Inc.4,811$107K0.1%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC1,537,231$34.13M0.1%+234.4%0.756%
3/6/2025 Wood Tarver Financial Group LLC1,556,695$34.56M11.5%N/A0.785%
2/25/2025Leigh Baldwin & CO. LLC100,654$2.24M1.2%N/A0.103%
2/21/2025WNY Asset Management LLC3,835,572$85.15M10.6%+0.4%3.922%
2/18/2025 Sunbelt Securities Inc.2,236$50K0.0%N/A0.002%
2/18/2025 Continuum Advisory LLC130,728$2.90M0.4%+9.5%0.134%
2/17/2025Stadion Money Management LLC864,924$19.20M1.5%+0.4%0.884%
(Data available from 1/1/2016 forward)

CGCP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCP shares?

During the previous two years, 265 institutional investors and hedge funds held shares of Capital Group Core Plus Income ETF. The most heavily invested institutionals were Capital International Investors ($301.07M), Wells Fargo & Company MN ($231.21M), LPL Financial LLC ($189.17M), Johnson Bixby & Associates LLC ($124.31M), Envestnet Asset Management Inc. ($117.82M), Cetera Investment Advisers ($95.26M), and Raymond James Financial Inc. ($93.45M).Learn more on CGCP's institutional investors.

Which institutional investors have been buying Capital Group Core Plus Income ETF stock?

Of the 260 institutional investors that purchased Capital Group Core Plus Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($6.69M), Capital International Investors ($6.38M), Raymond James Financial Inc. ($4.21M), Johnson Bixby & Associates LLC ($4.21M), Envestnet Asset Management Inc. ($3.55M), Cetera Investment Advisers ($3.09M), and Wells Fargo & Company MN ($2.87M).

How much institutional buying is happening at Capital Group Core Plus Income ETF?

Institutional investors have bought a total of 87,017,314 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

Which Capital Group Core Plus Income ETF major shareholders have been selling company stock?

Of the 70 institutional investors that sold Capital Group Core Plus Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($1.64M), Jane Street Group LLC ($1.60M), Fortress Wealth Management Inc. ($433.98K), Stifel Financial Corp ($249.86K), WNY Asset Management LLC ($219.33K), Aptus Capital Advisors LLC ($218.59K), and McGlone Suttner Wealth Management Inc. ($213.36K).

How much institutional selling is happening at Capital Group Core Plus Income ETF?

Institutional investors have sold a total of 6,394,438 shares in the last 24 months. This volume of shares sold represents approximately $143.82M in transactions.


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This page (NYSEARCA:CGCP) was last updated on 5/3/2025 by MarketBeat.com Staff
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