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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.26 -0.01 (-0.02%)
As of 11:35 AM 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)
233
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$90.13M
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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
7/16/2025Magnus Financial Group LLC74,190$1.67M0.1%+10.0%0.032%
7/15/2025Hartmann 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%
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%
5/20/2025Belpointe Asset Management LLC132,366$2.97M0.2%+3.4%0.061%
5/20/2025Focus Partners Wealth13,927$313K0.0%N/A0.006%
5/19/2025Jane Street Group LLC521,993$11.72M0.0%+87.7%0.241%
5/19/2025Advisory Alpha LLC47,795$1.07M0.0%-8.9%0.022%
5/16/2025Ashton Thomas Private Wealth LLC258,576$5.81M0.2%+15.9%0.120%
5/16/2025Goldman Sachs Group Inc.129,356$2.90M0.0%N/A0.060%
5/16/2025Kestra Investment Management LLC905,627$20.33M0.6%+46.1%0.419%
5/16/2025Jones Financial Companies Lllp656,033$14.73M0.0%-34.0%0.303%
5/16/2025Ruggaard & Associates LLC652,057$14.64M6.4%+0.7%0.302%
5/16/2025NewEdge Advisors LLC99,330$2.23M0.0%+16.6%0.046%
5/16/2025Integrated Wealth Concepts LLC14,920$335K0.0%+63.4%0.007%
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5/15/2025Royal Bank of Canada2,702,229$60.67M0.0%+11.9%1.288%
5/15/2025Baird Financial Group Inc.1,477,892$33.18M0.1%-6.8%0.704%
5/15/2025OLD Mission Capital LLC13,782$309K0.0%-87.8%0.007%
5/15/2025Vermillion & White Wealth Management Group LLC2,361$53K0.0%N/A0.001%
5/14/2025Quadcap Wealth Management LLC731,068$16.41M2.4%+7,134.7%0.348%
5/14/2025Jane Street Group LLC521,993$11.72M0.0%+87.7%0.249%
5/14/2025Comerica Bank102,630$2.30M0.0%-0.7%0.049%
5/14/2025Smartleaf Asset Management LLC225,644$5.06M0.5%+82.5%0.108%
5/14/2025Northwestern Mutual Wealth Management Co.4,605,576$103.40M0.1%+10.9%2.194%
5/14/2025Kestra Advisory Services LLC229,328$5.15M0.0%-12.5%0.109%
5/14/2025CW Advisors LLC35,826$805K0.0%N/A0.017%
5/14/2025Flow Traders U.S. LLC157,475$3.54M0.1%+12.3%0.075%
5/14/2025Capital Analysts LLC37,655$845K0.0%+1,436.9%0.018%
5/14/2025Level Four Advisory Services LLC135,947$3.05M0.1%+4.5%0.065%
5/14/2025Tradition Wealth Management LLC23,602$530K0.0%-2.5%0.011%
5/13/2025Tyler Stone Wealth Management47,561$1.07M0.2%+2.1%0.023%
5/13/2025Raymond James Financial Inc.4,472,790$100.41M0.0%+6.3%2.131%
5/13/2025Nations Financial Group Inc. IA ADV132,162$2.97M0.2%+18.2%0.063%
5/13/2025EverSource Wealth Advisors LLC405,631$9.11M0.5%+25.8%0.193%
5/13/2025Leigh Baldwin & CO. LLC129,074$2.90M2.3%+28.2%0.061%
5/13/2025Bridgewealth Advisory Group LLC55,901$1.26M1.6%-85.8%0.027%
5/13/2025Core Wealth Partners LLC145,191$3.26M1.9%-40.8%0.069%
5/12/2025Meridian Wealth Management LLC71,704$1.61M0.1%+45.4%0.034%
5/12/2025Benjamin Edwards Inc.315,435$7.08M0.1%+15.5%0.150%
5/12/2025Condor Capital Management729,459$16.38M1.5%+4.3%0.348%
5/12/2025AlphaCore Capital LLC75,300$1.69M0.1%N/A0.036%
5/12/2025WBH Advisory Inc.413,481$9.28M0.9%+6.7%0.197%
5/9/2025Acima Private Wealth LLC6,275$141K0.1%-86.6%0.003%
5/9/2025Atria Wealth Solutions Inc.356,013$8.00M0.1%+68.0%0.170%
5/9/2025Commonwealth Equity Services LLC3,164,414$71.04M0.1%+7.4%1.508%
5/8/2025Endeavor Private Wealth Inc.76,478$1.72M0.9%+24.9%0.036%
5/8/2025IFG Advisory LLC45,611$1.02M0.1%+20.6%0.022%
5/8/2025Strategic Family Wealth Counselors L.L.C.59,739$1.34M0.4%+4.7%0.028%
5/8/2025Harbour Investments Inc.2,134,399$47.92M1.4%+9.2%1.017%
5/8/2025Entruity Wealth LLC204,083$4.58M4.3%+4.6%0.097%
5/8/2025Arkadios Wealth Advisors22,444$504K0.0%+2.6%0.011%
5/8/2025XTX Topco Ltd9,369$210K0.0%N/A0.004%
5/8/2025Geneos 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%
5/7/2025Richards Merrill & Peterson Inc.41,016$921K0.5%+12.5%0.020%
5/7/2025LPL Financial LLC12,405,221$278.50M0.1%+45.6%5.911%
5/7/2025Inspire Advisors LLC166,814$3.75M0.4%+14.3%0.079%
5/7/2025Trilogy Capital Inc.11,203$252K0.0%-12.8%0.005%
5/6/2025Cetera Investment Advisers4,859,643$109.10M0.2%+13.3%2.315%
5/6/2025Avantax Advisory Services Inc.256,066$5.75M0.0%+18.0%0.122%
5/6/2025Tempus Wealth Planning LLC41,552$933K0.3%+23.4%0.020%
5/6/2025Compass Financial Group Inc.300,504$6.75M3.5%-1.6%0.143%
5/6/2025Financial Partners Group Inc10,793$242K0.0%-9.0%0.005%
5/6/2025Flynn Zito Capital Management LLC251,203$5.64M2.6%+731.6%0.120%
5/6/2025PFG Advisors42,392$952K0.1%+22.9%0.020%
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5/5/2025Souders Financial Advisors2,678,280$60.13M8.4%+7.3%1.276%
5/5/2025New England Capital Financial Advisors LLC502,005$11.27M5.7%-4.7%0.239%
5/5/2025WNY Asset Management LLC4,021,493$90.28M10.7%+4.8%1.916%
5/5/2025IFP Advisors Inc102,717$2.31M0.1%+1,350.6%0.049%
5/5/2025Kestra Private Wealth Services LLC155,029$3.48M0.1%-24.9%0.074%
5/5/2025Private Advisor Group LLC382,382$8.58M0.1%+9.9%0.182%
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%
(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, 273 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 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 268 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 ($10.41M), 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 60,927,448 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

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

Of the 65 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), Aptus Capital Advisors LLC ($218.59K), McGlone Suttner Wealth Management Inc. ($213.36K), and Advisory Alpha LLC ($132.88K).

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

Institutional investors have sold a total of 4,003,640 shares in the last 24 months. This volume of shares sold represents approximately $90.13M in transactions.


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This page (NYSEARCA:CGCP) was last updated on 7/16/2025 by MarketBeat.com Staff
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