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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.65 +0.14 (+0.62%)
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)
243
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$98.42M
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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
8/19/2025 Advisory Services Network LLC18,140$406K0.0%-18.9%0.008%
8/19/2025 Cim LLC9,320$210K0.0%N/A0.004%
8/18/2025 Tyler Stone Wealth Management48,101$1.08M0.2%+1.1%0.020%
8/18/2025 Geneos Wealth Management Inc.256,672$5.78M0.1%+8.2%0.109%
8/18/2025 Kestra Investment Management LLC1,156,455$26.02M0.8%+27.7%0.491%
8/15/2025 Asset Allocation Strategies LLC37,548$845K0.2%-39.5%0.016%
8/15/2025 Equitable Holdings Inc.209,912$4.72M0.0%+5.0%0.089%
8/15/2025 Captrust Financial Advisors1,540,954$34.67M0.1%+9.2%0.654%
8/15/2025 Smartleaf Asset Management LLC246,400$5.53M0.5%+9.2%0.105%
8/15/2025 Ruggaard & Associates LLC674,361$15.17M6.1%+3.4%0.286%
8/15/2025 Orion Porfolio Solutions LLC50,513$1.14M0.0%+49.5%0.021%
8/15/2025 MML Investors Services LLC2,318,254$52.16M0.2%+6.6%0.984%
8/15/2025 IHT Wealth Management LLC233,083$5.24M0.1%+19.2%0.099%
8/15/2025 Freedom Financial Partners LLC369,927$8.32M3.5%+3.7%0.157%
8/15/2025 Benjamin Edwards Inc.320,599$7.21M0.1%+1.6%0.136%
8/15/2025 Bank of America Corp DE198,801$4.47M0.0%-2.5%0.084%
8/15/2025 Ameriprise Financial Inc.9,305$209K0.0%N/A0.004%
8/14/2025 CLG LLC99,046$2.23M0.7%+5.8%0.042%
8/14/2025 Jane Street Group LLC985,556$22.18M0.0%+88.8%0.418%
8/14/2025 Ausdal Financial Partners Inc.68,419$1.54M0.1%-3.2%0.029%
8/14/2025 Raymond James Financial Inc.4,606,095$103.64M0.0%+3.0%1.956%
8/14/2025 Diversify Wealth Management LLC751,401$16.94M1.1%+10.7%0.319%
8/14/2025 NewEdge Advisors LLC177,883$4.00M0.0%+79.1%0.076%
8/14/2025 Gerber Kawasaki Wealth & Investment Management16,107$362K0.0%-18.3%0.007%
8/13/2025 Flow Traders U.S. LLC34,550$777K0.0%-78.1%0.015%
8/13/2025 Strategic Family Wealth Counselors L.L.C.47,927$1.08M0.3%-19.8%0.020%
8/13/2025 Gateway Wealth Partners LLC19,410$437K0.1%+34.6%0.008%
8/13/2025 Baird Financial Group Inc.1,541,135$34.68M0.1%+4.3%0.654%
8/13/2025 EverSource Wealth Advisors LLC424,878$9.56M0.4%+4.7%0.180%
8/13/2025 CW Advisors LLC46,702$1.05M0.0%+30.4%0.020%
8/13/2025 VestGen Advisors LLC172,093$3.87M0.2%+3.1%0.073%
8/13/2025 Bernardo Wealth Planning LLC1,058,461$23.82M5.2%-9.0%0.449%
8/13/2025 Aspire Growth Partners LLC15,703$353K0.3%N/A0.007%
8/13/2025 Level Four Advisory Services LLC166,554$3.75M0.1%+22.5%0.071%
8/13/2025 Northwestern Mutual Wealth Management Co.4,979,795$112.05M0.1%+8.1%2.115%
8/13/2025 Wambolt & Associates LLC10,628$239K0.1%N/A0.005%
8/12/2025 J.W. Cole Advisors Inc.14,255$321K0.0%+29.4%0.006%
8/12/2025 Richmond Investment Services LLC23,369$526K0.1%N/A0.010%
8/12/2025 XTX Topco Ltd11,739$264K0.0%+25.3%0.005%
8/12/2025 Quadcap Wealth Management LLC808,253$18.19M2.3%+10.6%0.343%
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8/12/2025 Summit Global Investments9,668$218K0.0%N/A0.004%
8/12/2025 Global Retirement Partners LLC173,824$3.91M0.1%N/A0.074%
8/12/2025 Entruity Wealth LLC218,672$4.92M4.2%+7.1%0.093%
8/12/2025 AlphaCore Capital LLC74,771$1.68M0.1%-0.7%0.032%
8/12/2025 Franklin Resources Inc.48,155$1.08M0.0%N/A0.020%
8/12/2025 MAI Capital Management2,027$46K0.0%N/A0.001%
8/12/2025 JPMorgan Chase & Co.57,428$1.29M0.0%+25.1%0.024%
8/12/2025 Lodestone Wealth Management LLC220,201$4.96M2.4%-1.6%0.094%
8/11/2025 Perennial Investment Advisors LLC76,767$1.73M0.2%+57.9%0.033%
8/11/2025 Inspire Advisors LLC169,236$3.81M0.4%+1.5%0.073%
8/11/2025 United Advisor Group LLC31,383$706K0.1%N/A0.014%
8/11/2025 Rothschild Investment LLC123,090$2.77M0.2%+1.0%0.053%
8/11/2025 Western Wealth Management LLC122,245$2.75M0.2%-10.2%0.053%
8/8/2025 Rockefeller Capital Management L.P.27,223$613K0.0%+27.3%0.012%
8/8/2025 Kingsview Wealth Management LLC180,221$4.06M0.1%+4.2%0.078%
8/8/2025 Avantax Advisory Services Inc.271,468$6.11M0.0%+6.0%0.117%
8/8/2025 Cetera Investment Advisers5,312,064$119.52M0.2%+9.3%2.289%
8/8/2025 CWS Financial Advisors LLC30,443$685K0.2%+25.6%0.013%
8/8/2025 New England Capital Financial Advisors LLC543,893$12.24M5.6%+8.3%0.234%
8/8/2025 Condor Capital Management754,231$16.97M1.5%+3.4%0.325%
8/8/2025 Meridian Wealth Management LLC63,588$1.43M0.1%-11.3%0.027%
8/8/2025 Security Financial Services INC.11,445$258K0.0%N/A0.005%
8/8/2025 Good Life Advisors LLC11,768$265K0.0%-55.9%0.005%
8/7/2025 Cvfg LLC44,033$991K0.8%+6.7%0.019%
8/7/2025 Allworth Financial LP70,040$1.58M0.0%-22.1%0.030%
8/7/2025 PFG Advisors46,863$1.05M0.0%+10.5%0.020%
8/6/2025 Prospera Financial Services Inc145,024$3.26M0.1%+5.2%0.063%
8/6/2025 Souders Financial Advisors2,811,977$63.27M8.1%+5.0%1.212%
8/6/2025 Commonwealth Equity Services LLC3,702,965$83.32M0.1%+17.0%1.596%
8/6/2025 Convergence Financial LLC484,386$10.90M1.9%-2.0%0.209%
8/5/2025 Hunter Associates Investment Management LLC104,318$2.35M0.3%+12.3%0.045%
8/5/2025 Carson Advisory Inc.13,689$308K0.2%+52.8%0.006%
8/5/2025 5T Wealth LLC43,852$987K0.5%+21.2%0.019%
8/5/2025 Beam Wealth Advisors Inc.12,634$284K0.1%N/A0.005%
8/4/2025 Bridgewealth Advisory Group LLC359,069$8.08M2.1%+542.3%0.155%
8/4/2025 Creative Financial Designs Inc. ADV8,451$190K0.0%+9.4%0.004%
8/4/2025 IFG Advisory LLC66,799$1.50M0.1%+46.5%0.029%
8/4/2025 Atria Investments Inc18,137$408K0.0%-22.4%0.008%
8/4/2025 Assetmark Inc.9,837$221K0.0%N/A0.004%
8/4/2025 Arkadios Wealth Advisors23,717$534K0.0%+5.7%0.010%
8/4/2025 World Investment Advisors44,194$994K0.0%+5.7%0.019%
8/4/2025 WNY 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%
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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%
(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, 296 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 289 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 63,275,524 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 78 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 4,366,591 shares in the last 24 months. This volume of shares sold represents approximately $98.42M in transactions.


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This page (NYSEARCA:CGCP) was last updated on 8/22/2025 by MarketBeat.com Staff
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