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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.75 -0.03 (-0.13%)
Closing price 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)
245
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$100.11M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/25/2025National Wealth Management Group LLC9,743$219K0.1%-8.4%0.004%
9/4/2025Osaic Holdings Inc.1,961,509$44.14M0.1%-3.7%0.833%
8/29/2025Centaurus Financial Inc.176,162$3.96M0.2%+61.9%0.075%
8/27/2025Tribridge Partners Financial LLC478,431$10.77M6.3%N/A0.203%
8/27/2025Orion Porfolio Solutions LLC50,513$1.14M0.0%+49.5%0.021%
8/25/2025Silverlake Wealth Management LLC73,230$1.65M0.5%+0.8%0.031%
8/19/2025Advisory Services Network LLC18,140$406K0.0%-18.9%0.008%
8/19/2025Cim LLC9,320$210K0.0%N/A0.004%
8/18/2025Tyler Stone Wealth Management48,101$1.08M0.2%+1.1%0.020%
8/18/2025Geneos Wealth Management Inc.256,672$5.78M0.1%+8.2%0.109%
8/18/2025Kestra Investment Management LLC1,156,455$26.02M0.8%+27.7%0.491%
8/15/2025Asset Allocation Strategies LLC37,548$845K0.2%-39.5%0.016%
8/15/2025Equitable Holdings Inc.209,912$4.72M0.0%+5.0%0.089%
8/15/2025Captrust Financial Advisors1,540,954$34.67M0.1%+9.2%0.654%
8/15/2025Smartleaf Asset Management LLC246,400$5.53M0.5%+9.2%0.105%
8/15/2025Ruggaard & Associates LLC674,361$15.17M6.1%+3.4%0.286%
8/15/2025Orion Porfolio Solutions LLC50,513$1.14M0.0%+49.5%0.021%
8/15/2025MML Investors Services LLC2,318,254$52.16M0.2%+6.6%0.984%
8/15/2025IHT Wealth Management LLC233,083$5.24M0.1%+19.2%0.099%
8/15/2025Freedom Financial Partners LLC369,927$8.32M3.5%+3.7%0.157%
8/15/2025Benjamin Edwards Inc.320,599$7.21M0.1%+1.6%0.136%
8/15/2025Bank of America Corp DE198,801$4.47M0.0%-2.5%0.084%
8/15/2025Ameriprise Financial Inc.9,305$209K0.0%N/A0.004%
8/14/2025CLG LLC99,046$2.23M0.7%+5.8%0.042%
8/14/2025Jane Street Group LLC985,556$22.18M0.0%+88.8%0.418%
8/14/2025Ausdal Financial Partners Inc.68,419$1.54M0.1%-3.2%0.029%
8/14/2025Raymond James Financial Inc.4,606,095$103.64M0.0%+3.0%1.956%
8/14/2025Diversify Wealth Management LLC751,401$16.94M1.1%+10.7%0.319%
8/14/2025NewEdge Advisors LLC177,883$4.00M0.0%+79.1%0.076%
8/14/2025Gerber Kawasaki Wealth & Investment Management16,107$362K0.0%-18.3%0.007%
8/13/2025Flow Traders U.S. LLC34,550$777K0.0%-78.1%0.015%
8/13/2025Strategic Family Wealth Counselors L.L.C.47,927$1.08M0.3%-19.8%0.020%
8/13/2025Gateway Wealth Partners LLC19,410$437K0.1%+34.6%0.008%
8/13/2025Baird Financial Group Inc.1,541,135$34.68M0.1%+4.3%0.654%
8/13/2025EverSource Wealth Advisors LLC424,878$9.56M0.4%+4.7%0.180%
8/13/2025CW Advisors LLC46,702$1.05M0.0%+30.4%0.020%
8/13/2025VestGen Advisors LLC172,093$3.87M0.2%+3.1%0.073%
8/13/2025Bernardo Wealth Planning LLC1,058,461$23.82M5.2%-9.0%0.449%
8/13/2025Aspire Growth Partners LLC15,703$353K0.3%N/A0.007%
8/13/2025Level Four Advisory Services LLC166,554$3.75M0.1%+22.5%0.071%
8/13/2025Northwestern Mutual Wealth Management Co.4,979,795$112.05M0.1%+8.1%2.115%
8/13/2025Wambolt & Associates LLC10,628$239K0.1%N/A0.005%
8/12/2025J.W. Cole Advisors Inc.14,255$321K0.0%+29.4%0.006%
8/12/2025Richmond Investment Services LLC23,369$526K0.1%N/A0.010%
8/12/2025XTX Topco Ltd11,739$264K0.0%+25.3%0.005%
8/12/2025Quadcap Wealth Management LLC808,253$18.19M2.3%+10.6%0.343%
8/12/2025Summit Global Investments9,668$218K0.0%N/A0.004%
8/12/2025Global Retirement Partners LLC173,824$3.91M0.1%N/A0.074%
8/12/2025Entruity Wealth LLC218,672$4.92M4.2%+7.1%0.093%
8/12/2025AlphaCore Capital LLC74,771$1.68M0.1%-0.7%0.032%
8/12/2025Franklin Resources Inc.48,155$1.08M0.0%N/A0.020%
8/12/2025MAI Capital Management2,027$46K0.0%N/A0.001%
8/12/2025JPMorgan Chase & Co.57,428$1.29M0.0%+25.1%0.024%
8/12/2025Lodestone Wealth Management LLC220,201$4.96M2.4%-1.6%0.094%
8/11/2025Perennial Investment Advisors LLC76,767$1.73M0.2%+57.9%0.033%
8/11/2025Inspire Advisors LLC169,236$3.81M0.4%+1.5%0.073%
8/11/2025United Advisor Group LLC31,383$706K0.1%N/A0.014%
8/11/2025Rothschild Investment LLC123,090$2.77M0.2%+1.0%0.053%
8/11/2025Western Wealth Management LLC122,245$2.75M0.2%-10.2%0.053%
8/8/2025Rockefeller Capital Management L.P.27,223$613K0.0%+27.3%0.012%
8/8/2025Kingsview Wealth Management LLC180,221$4.06M0.1%+4.2%0.078%
8/8/2025Avantax Advisory Services Inc.271,468$6.11M0.0%+6.0%0.117%
8/8/2025Cetera Investment Advisers5,312,064$119.52M0.2%+9.3%2.289%
8/8/2025CWS Financial Advisors LLC30,443$685K0.2%+25.6%0.013%
8/8/2025New England Capital Financial Advisors LLC543,893$12.24M5.6%+8.3%0.234%
8/8/2025Condor Capital Management754,231$16.97M1.5%+3.4%0.325%
8/8/2025Meridian Wealth Management LLC63,588$1.43M0.1%-11.3%0.027%
8/8/2025Security Financial Services INC.11,445$258K0.0%N/A0.005%
8/8/2025Good Life Advisors LLC11,768$265K0.0%-55.9%0.005%
8/7/2025Cvfg LLC44,033$991K0.8%+6.7%0.019%
8/7/2025Allworth Financial LP70,040$1.58M0.0%-22.1%0.030%
8/7/2025PFG Advisors46,863$1.05M0.0%+10.5%0.020%
8/6/2025Prospera Financial Services Inc145,024$3.26M0.1%+5.2%0.063%
8/6/2025Souders Financial Advisors2,811,977$63.27M8.1%+5.0%1.212%
8/6/2025Commonwealth Equity Services LLC3,702,965$83.32M0.1%+17.0%1.596%
8/6/2025Convergence Financial LLC484,386$10.90M1.9%-2.0%0.209%
8/5/2025Hunter Associates Investment Management LLC104,318$2.35M0.3%+12.3%0.045%
8/5/2025Carson Advisory Inc.13,689$308K0.2%+52.8%0.006%
8/5/20255T Wealth LLC43,852$987K0.5%+21.2%0.019%
8/5/2025Beam Wealth Advisors Inc.12,634$284K0.1%N/A0.005%
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%
8/1/2025Advisory Alpha LLC38,036$856K0.0%-20.4%0.016%
8/1/2025Ashton Thomas Private Wealth LLC340,967$7.67M0.3%+31.9%0.147%
8/1/2025Envestnet Asset Management Inc.7,601,504$171.03M0.0%+44.8%3.276%
7/31/2025Richards Merrill & Peterson Inc.54,651$1.23M0.6%+33.2%0.024%
7/31/2025Ground Swell Capital LLC26,425$595K0.9%N/A0.011%
7/31/2025Moloney Securities Asset Management LLC81,153$1.83M0.2%-8.5%0.035%
7/30/2025Bleakley Financial Group LLC20,204$455K0.0%-9.1%0.009%
7/30/2025Strategic Blueprint LLC11,289$254K0.0%N/A0.005%
7/30/2025Greatmark Investment Partners Inc.107,480$2.42M0.3%+17.8%0.046%
7/30/2025Brookstone Capital Management20,740$467K0.0%+66.9%0.009%
7/30/2025Studio Investment Management LLC193,308$4.35M0.9%+1.9%0.083%
7/30/2025D.A. Davidson & CO.741,373$16.68M0.1%+6.7%0.320%
(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, 299 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 ($119.52M), and Northwestern Mutual Wealth Management Co. ($112.05M).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 292 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 ($6.33M), Envestnet Asset Management Inc. ($4.96M), Raymond James Financial Inc. ($4.61M), Johnson Bixby & Associates LLC ($4.14M), Cetera Investment Advisers ($4.11M), 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 63,335,164 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

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

Of the 80 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 Capital & Planning LLC ($146.66K).

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

Institutional investors have sold a total of 4,441,813 shares in the last 24 months. This volume of shares sold represents approximately $100.11M in transactions.


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This page (NYSEARCA:CGCP) was last updated on 10/6/2025 by MarketBeat.com Staff
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