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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.29 -0.07 (-0.31%)
As of 06/13/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
233
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$89.48M
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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
5/21/2025 Main Line Retirement Advisors LLC816,249$18.33M11.9%+2.6%0.378%
5/21/2025 Geneos 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%
5/20/2025 Focus Partners Wealth13,927$313K0.0%N/A0.006%
5/19/2025 Jane Street Group LLC521,993$11.72M0.0%+87.7%0.241%
5/19/2025 Advisory Alpha LLC47,795$1.07M0.0%-8.9%0.022%
5/16/2025 Ashton Thomas Private Wealth LLC258,576$5.81M0.2%+15.9%0.120%
5/16/2025 Goldman Sachs Group Inc.129,356$2.90M0.0%N/A0.060%
5/16/2025 Kestra Investment Management LLC905,627$20.33M0.6%+46.1%0.419%
5/16/2025 Jones Financial Companies Lllp656,033$14.73M0.0%-34.0%0.303%
5/16/2025 Ruggaard & Associates LLC652,057$14.64M6.4%+0.7%0.302%
5/16/2025 NewEdge Advisors LLC99,330$2.23M0.0%+16.6%0.046%
5/16/2025 Integrated Wealth Concepts LLC14,920$335K0.0%+63.4%0.007%
5/15/2025 Royal Bank of Canada2,702,229$60.67M0.0%+11.9%1.288%
5/15/2025 Baird Financial Group Inc.1,477,892$33.18M0.1%-6.8%0.704%
5/15/2025 OLD Mission Capital LLC13,782$309K0.0%-87.8%0.007%
5/15/2025 Vermillion & White Wealth Management Group LLC2,361$53K0.0%N/A0.001%
5/14/2025 Quadcap Wealth Management LLC731,068$16.41M2.4%+7,134.7%0.348%
5/14/2025 Jane Street Group LLC521,993$11.72M0.0%+87.7%0.249%
5/14/2025 Comerica Bank102,630$2.30M0.0%-0.7%0.049%
5/14/2025 Smartleaf Asset Management LLC225,644$5.06M0.5%+82.5%0.108%
5/14/2025 Northwestern Mutual Wealth Management Co.4,605,576$103.40M0.1%+10.9%2.194%
5/14/2025 Kestra Advisory Services LLC229,328$5.15M0.0%-12.5%0.109%
5/14/2025 CW Advisors LLC35,826$805K0.0%N/A0.017%
5/14/2025 Flow Traders U.S. LLC157,475$3.54M0.1%+12.3%0.075%
5/14/2025 Capital Analysts LLC37,655$845K0.0%+1,436.9%0.018%
5/14/2025 Level Four Advisory Services LLC135,947$3.05M0.1%+4.5%0.065%
5/14/2025 Tradition Wealth Management LLC23,602$530K0.0%-2.5%0.011%
5/13/2025 Tyler Stone Wealth Management47,561$1.07M0.2%+2.1%0.023%
5/13/2025 Raymond James Financial Inc.4,472,790$100.41M0.0%+6.3%2.131%
5/13/2025 Nations Financial Group Inc. IA ADV132,162$2.97M0.2%+18.2%0.063%
5/13/2025 EverSource Wealth Advisors LLC405,631$9.11M0.5%+25.8%0.193%
5/13/2025 Leigh Baldwin & CO. LLC129,074$2.90M2.3%+28.2%0.061%
5/13/2025 Bridgewealth Advisory Group LLC55,901$1.26M1.6%-85.8%0.027%
5/13/2025 Core Wealth Partners LLC145,191$3.26M1.9%-40.8%0.069%
5/12/2025 Meridian Wealth Management LLC71,704$1.61M0.1%+45.4%0.034%
5/12/2025 Benjamin Edwards Inc.315,435$7.08M0.1%+15.5%0.150%
5/12/2025 Condor Capital Management729,459$16.38M1.5%+4.3%0.348%
5/12/2025 AlphaCore Capital LLC75,300$1.69M0.1%N/A0.036%
5/12/2025 WBH Advisory Inc.413,481$9.28M0.9%+6.7%0.197%
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5/9/2025 Acima Private Wealth LLC6,275$141K0.1%-86.6%0.003%
5/9/2025 Atria Wealth Solutions Inc.356,013$8.00M0.1%+68.0%0.170%
5/9/2025 Commonwealth Equity Services LLC3,164,414$71.04M0.1%+7.4%1.508%
5/8/2025 Endeavor Private Wealth Inc.76,478$1.72M0.9%+24.9%0.036%
5/8/2025 IFG Advisory LLC45,611$1.02M0.1%+20.6%0.022%
5/8/2025 Strategic Family Wealth Counselors L.L.C.59,739$1.34M0.4%+4.7%0.028%
5/8/2025 Harbour Investments Inc.2,134,399$47.92M1.4%+9.2%1.017%
5/8/2025 Entruity Wealth LLC204,083$4.58M4.3%+4.6%0.097%
5/8/2025 Arkadios Wealth Advisors22,444$504K0.0%+2.6%0.011%
5/8/2025 XTX Topco Ltd9,369$210K0.0%N/A0.004%
5/8/2025 Geneos Wealth Management Inc.236,125$5.30M0.1%+24.5%0.113%
5/7/2025 Financial Management Network Inc.77,164$1.71M0.4%+40.8%0.037%
5/7/2025 Richards Merrill & Peterson Inc.41,016$921K0.5%+12.5%0.020%
5/7/2025 LPL Financial LLC12,405,221$278.50M0.1%+45.6%5.911%
5/7/2025 Inspire Advisors LLC166,814$3.75M0.4%+14.3%0.079%
5/7/2025 Trilogy Capital Inc.11,203$252K0.0%-12.8%0.005%
5/6/2025 Cetera Investment Advisers4,859,643$109.10M0.2%+13.3%2.315%
5/6/2025 Avantax Advisory Services Inc.256,066$5.75M0.0%+18.0%0.122%
5/6/2025 Tempus Wealth Planning LLC41,552$933K0.3%+23.4%0.020%
5/6/2025 Compass Financial Group Inc.300,504$6.75M3.5%-1.6%0.143%
5/6/2025 Financial Partners Group Inc10,793$242K0.0%-9.0%0.005%
5/6/2025 Flynn Zito Capital Management LLC251,203$5.64M2.6%+731.6%0.120%
5/6/2025 PFG Advisors42,392$952K0.1%+22.9%0.020%
5/5/2025 Souders Financial Advisors2,678,280$60.13M8.4%+7.3%1.276%
5/5/2025 New England Capital Financial Advisors LLC502,005$11.27M5.7%-4.7%0.239%
5/5/2025 WNY Asset Management LLC4,021,493$90.28M10.7%+4.8%1.916%
5/5/2025 IFP Advisors Inc102,717$2.31M0.1%+1,350.6%0.049%
5/5/2025 Kestra Private Wealth Services LLC155,029$3.48M0.1%-24.9%0.074%
5/5/2025 Private Advisor Group LLC382,382$8.58M0.1%+9.9%0.182%
5/2/2025 Carson Advisory Inc.8,959$201K0.1%N/A0.004%
5/2/2025 Midwest Heritage Bank FSB981,282$22.03M9.1%+20.7%0.468%
5/2/2025 Kingsview Wealth Management LLC172,992$3.88M0.1%-4.5%0.082%
5/2/2025 Cullen Frost Bankers Inc.63,508$1.43M0.0%+19.0%0.030%
5/2/2025 Fortress Wealth Management Inc.47,431$1.07M0.6%-81.4%0.023%
5/2/2025 Landmark 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%
New Rule Hits in July — The Smart Money Already Moved (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
4/29/2025 Capital & Planning LLC104,825$2.35M1.7%+223.6%0.048%
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%
(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, 271 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), Johnson Bixby & Associates LLC ($124.31M), Envestnet Asset Management Inc. ($117.82M), Cetera Investment Advisers ($109.10M), and Northwestern Mutual Wealth Management Co. ($103.40M).Learn more on CGCP's institutional investors.

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

Of the 266 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 ($10.41M), Capital International Investors ($6.38M), Raymond James Financial Inc. ($4.47M), Johnson Bixby & Associates LLC ($4.21M), Cetera Investment Advisers ($3.66M), Envestnet Asset Management Inc. ($3.44M), 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 95,154,696 shares in the last 24 months. This purchase volume represents approximately $2.13B in transactions.

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

Of the 79 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), Jones Financial Companies Lllp ($338.40K), Bridgewealth Advisory Group LLC ($336.89K), Stifel Financial Corp ($249.86K), and WNY Asset Management LLC ($219.33K).

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

Institutional investors have sold a total of 7,344,587 shares in the last 24 months. This volume of shares sold represents approximately $165.08M in transactions.



This page (NYSEARCA:CGCP) was last updated on 6/14/2025 by MarketBeat.com Staff
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