Free Trial

Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.56 +0.03 (+0.13%)
Closing price 08/4/2025 04:10 PM Eastern
Extended Trading
$22.56 0.00 (-0.02%)
As of 08/4/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Number of
Institutional Buyers
(last 12 months)
237
Total
Institutional Inflows
(last 12 months)
$1.41B
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$93.74M
Get CGCP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Core Plus Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CGCP Institutional Buying and Selling by Quarter

Capital Group Core Plus Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Bridgewealth Advisory Group LLC359,069$8.08M2.1%+542.3%0.155%
8/4/2025Creative Financial Designs Inc. ADV8,451$190K0.0%+9.4%0.004%
8/4/2025IFG Advisory LLC66,799$1.50M0.1%+46.5%0.029%
8/4/2025Atria Investments Inc18,137$408K0.0%-22.4%0.008%
8/4/2025Assetmark Inc.9,837$221K0.0%N/A0.004%
8/4/2025Arkadios Wealth Advisors23,717$534K0.0%+5.7%0.010%
8/4/2025World Investment Advisors44,194$994K0.0%+5.7%0.019%
8/4/2025WNY Asset Management LLC4,048,556$91.09M10.0%+0.7%1.745%
8/1/2025 Advisory Alpha LLC38,036$856K0.0%-20.4%0.016%
8/1/2025 Ashton Thomas Private Wealth LLC340,967$7.67M0.3%+31.9%0.147%
8/1/2025 Envestnet Asset Management Inc.7,601,504$171.03M0.0%+44.8%3.276%
7/31/2025 Richards Merrill & Peterson Inc.54,651$1.23M0.6%+33.2%0.024%
7/31/2025 Ground Swell Capital LLC26,425$595K0.9%N/A0.011%
7/31/2025 Moloney Securities Asset Management LLC81,153$1.83M0.2%-8.5%0.035%
7/30/2025 Bleakley Financial Group LLC20,204$455K0.0%-9.1%0.009%
7/30/2025 Strategic Blueprint LLC11,289$254K0.0%N/A0.005%
7/30/2025 Greatmark Investment Partners Inc.107,480$2.42M0.3%+17.8%0.046%
7/30/2025 Brookstone Capital Management20,740$467K0.0%+66.9%0.009%
7/30/2025 Studio Investment Management LLC193,308$4.35M0.9%+1.9%0.083%
7/30/2025 D.A. Davidson & CO.741,373$16.68M0.1%+6.7%0.320%
7/30/2025 Cullen Frost Bankers Inc.87,190$1.96M0.0%+37.3%0.038%
7/30/2025 Smith Thornton Advisors LLC220,283$4.96M2.8%+0.4%0.095%
7/30/2025 Financial Perspectives Inc8,255$186K0.1%+10.7%0.004%
7/30/2025 WBH Advisory Inc.429,060$9.65M0.8%+3.8%0.185%
7/29/2025 Stephens Inc. AR404,483$9.10M0.1%N/A0.174%
7/29/2025 Balboa Wealth Partners12,661$285K0.1%N/A0.005%
7/29/2025 Burford Brothers Inc.10,767$242K0.1%-5.0%0.005%
7/29/2025 Koshinski Asset Management Inc.32,687$735K0.1%+17.5%0.014%
7/29/2025 Stratos Wealth Partners LTD.30,871$695K0.0%N/A0.013%
7/29/2025 Private Trust Co. NA15,488$348K0.0%-13.4%0.007%
7/29/2025 Clearview Wealth Advisors LLC549,551$12.37M8.6%+3.2%0.237%
7/28/2025 EQ Wealth Advisors LLC38,332$862K0.6%+31.9%0.017%
7/28/2025 Mutual Advisors LLC482,686$10.84M0.3%-1.6%0.208%
7/28/2025 Harbour Investments Inc.1,967,746$44.27M1.1%-7.8%0.848%
7/28/2025 RFG Advisory LLC28,126$633K0.0%+7.7%0.012%
7/25/2025 Priebe Wealth Holdings LLC80,988$1.82M1.6%+39.2%0.035%
7/25/2025 Atria Wealth Solutions Inc.292,485$6.57M0.1%-17.8%0.126%
7/25/2025 Envestnet Portfolio Solutions Inc.29,837$671K0.0%-46.7%0.013%
7/25/2025 Landmark Wealth Management LLC236,887$5.33M2.3%-1.7%0.102%
7/25/2025 CWM LLC14,782$333K0.0%+296.3%0.006%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
7/25/2025 Concurrent Investment Advisors LLC382,594$8.61M0.2%+6.2%0.165%
7/24/2025 FinDec Wealth Services Inc.741,825$16.69M17.5%+0.9%0.320%
7/24/2025 Endeavor Private Wealth Inc.99,251$2.23M1.1%+29.8%0.043%
7/24/2025 Cyndeo Wealth Partners LLC75,374$1.70M0.1%+2.9%0.032%
7/24/2025 NavPoint Financial Inc.559,271$12.58M7.6%+44.5%0.241%
7/24/2025 Stonebridge Financial Group LLC1,637,195$36.84M3.6%+50.8%0.706%
7/24/2025 IFP Advisors Inc119,937$2.70M0.1%+16.8%0.052%
7/23/2025 Valmark Advisers Inc.393,014$8.84M0.1%+29.2%0.170%
7/22/2025 Belpointe Asset Management LLC135,816$3.06M0.1%+2.6%0.059%
7/22/2025 Confluence Wealth Services Inc.1,236,582$27.82M1.5%+5.3%0.534%
7/22/2025 DAVENPORT & Co LLC107,741$2.42M0.0%+1.0%0.047%
7/22/2025 Merit Financial Group LLC191,658$4.31M0.0%+44.1%0.083%
7/22/2025 Olistico Wealth LLC6,440$145K0.1%+20.5%0.003%
7/22/2025 Wealthcare Capital Partners LLC24,676$555K0.3%+77.9%0.011%
7/22/2025 Wealthcare Advisory Partners LLC437,070$9.83M0.2%+14.5%0.189%
7/22/2025 Oak Hill Wealth Advisors LLC30,667$685K0.1%N/A0.013%
7/21/2025 Ameritas Advisory Services LLC35,690$803K0.0%-33.2%0.015%
7/21/2025 Capital Planning LLC28,254$636K0.2%-73.0%0.012%
7/21/2025 Investment Planning Advisors Inc.841,368$18.93M6.7%-2.8%0.363%
7/18/2025 Vicus Capital17,446$393K0.0%+34.4%0.008%
7/18/2025 Truist Financial Corp345,341$7.77M0.0%+131.1%0.149%
7/17/2025 Sterling Investment Advisors Ltd.14,175$319K0.1%+18.4%0.006%
7/17/2025 Janney Montgomery Scott LLC2,871,186$64.60M0.2%+7.8%1.243%
7/17/2025 Greenbush Financial Group LLC357,203$8.04M3.5%+7.5%0.155%
7/17/2025 Johnson Bixby & Associates LLC5,631,675$126.71M17.4%+1.7%2.439%
7/16/2025 Midwest Heritage Bank FSB1,010,208$22.73M8.6%+2.9%0.437%
7/16/2025 ORG Partners LLC13,118$295K0.1%+491.7%0.006%
7/16/2025 ST Germain D J Co. Inc.1,082,767$24.36M1.0%-2.9%0.469%
7/16/2025 Swisher Financial Concepts Inc.258,879$5.83M3.8%+1.0%0.112%
7/16/2025 Magnus Financial Group LLC74,190$1.67M0.1%+10.0%0.032%
7/15/2025 Hartmann Taylor Wealth Management LLC19,400$436K0.4%+70.2%0.008%
7/14/2025 AdvisorNet Financial Inc97,742$2.20M0.1%-5.7%0.042%
7/14/2025 McGlone Suttner Wealth Management Inc.1,302,354$29.30M4.4%+3.7%0.560%
7/14/2025 U.S. Capital Wealth Advisors LLC23,241$523K0.0%+13.0%0.010%
7/14/2025 Main Line Retirement Advisors LLC799,723$17.99M10.2%-2.0%0.344%
7/11/2025 Trinity Wealth Management LLC55,056$1.24M0.5%+118.3%0.024%
7/11/2025 Farther Finance Advisors LLC20,011$450K0.0%N/A0.009%
7/11/2025 Silver Oak Securities Incorporated22,311$502K0.0%+9.2%0.010%
7/11/2025 AA Financial Advisors LLC747,854$16.83M3.6%-0.7%0.324%
7/11/2025 LongView Wealth Management92,896$2.09M0.6%+6.8%0.040%
7/10/2025 Fortress Wealth Management Inc.44,486$1.00M0.5%-6.2%0.019%
7/10/2025 Affiance Financial LLC170,480$3.84M0.8%+7.0%0.074%
7/10/2025 Wealth Enhancement Advisory Services LLC1,555,988$34.93M0.1%+0.2%0.673%
7/10/2025 KMG Fiduciary Partners LLC73,022$1.64M0.1%+5.2%0.032%
7/10/2025 Sovran Advisors LLC462,510$10.34M1.1%+76.9%0.200%
7/10/2025 Financial Management Network Inc.96,143$2.16M0.4%+24.6%0.042%
7/9/2025 Dynamic Advisor Solutions LLC101,908$2.29M0.1%+12.5%0.044%
7/9/2025 Breakwater Capital Group13,299$299K0.0%+5.0%0.006%
7/9/2025 Fiduciary Alliance LLC69,337$1.56M0.1%N/A0.030%
7/8/2025 IAM Advisory LLC1,200,730$27.02M6.5%+3.2%0.520%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
7/8/2025 Adamsbrown Wealth Consultants LLC1,261,494$28.38M8.2%+3.6%0.549%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.4,490$101K0.0%+190.2%0.002%
7/7/2025 Peterson Wealth Advisors LLC18,835$424K0.1%-2.6%0.008%
7/3/2025 TrueWealth Advisors LLC40,298$907K0.3%-6.0%0.018%
7/1/2025 Kera Capital Partners Inc.245,081$5.51M1.1%-1.8%0.107%
6/27/2025Goldman Sachs Group Inc.129,356$2.90M0.0%N/A0.057%
5/21/2025 Main Line Retirement Advisors LLC816,249$18.33M11.9%+2.6%0.378%
5/21/2025Geneos Wealth Management Inc.237,229$5.33M0.2%+25.0%0.110%
5/20/2025 Belpointe Asset Management LLC132,366$2.97M0.2%+3.4%0.061%
5/20/2025Focus Partners Wealth13,927$313K0.0%N/A0.006%
(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, 279 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), LPL Financial LLC ($278.50M), Wells Fargo & Company MN ($231.21M), Envestnet Asset Management Inc. ($171.03M), Johnson Bixby & Associates LLC ($126.71M), Cetera Investment Advisers ($109.10M), and Northwestern Mutual Wealth Management Co. ($103.40M).Learn more on Capital Group Core Plus Income ETF's institutional investors.

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

Of the 275 institutional investors that purchased Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($10.16M), Capital International Investors ($6.38M), Envestnet Asset Management Inc. ($4.96M), Raymond James Financial Inc. ($4.47M), Johnson Bixby & Associates LLC ($4.14M), Cetera Investment Advisers ($3.66M), 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 62,623,675 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

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

Of the 68 institutional investors that sold Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($1.07M), Fortress Wealth Management Inc. ($435.80K), Jones Financial Companies Lllp ($338.40K), Bridgewealth Advisory Group LLC ($336.89K), McGlone Suttner Wealth Management Inc. ($187.25K), Harbour Investments Inc. ($166.65K), and Advisory Alpha LLC ($142.64K).

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

Institutional investors have sold a total of 4,160,533 shares in the last 24 months. This volume of shares sold represents approximately $93.74M in transactions.



This page (NYSEARCA:CGCP) was last updated on 8/5/2025 by MarketBeat.com Staff
From Our Partners