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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.28 -0.02 (-0.07%)
As of 09:53 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)
179
Total
Institutional Inflows
(last 12 months)
$882.18M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$101.65M
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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
1/21/2025Affiance Financial LLC131,141$2.91M0.7%+5.9%0.134%
1/21/2025Alpha Financial Advisors LLC16,889$375K0.2%+25.8%0.017%
1/21/2025Cyndeo Wealth Partners LLC55,808$1.24M0.1%+4.9%0.057%
1/21/2025Geneos Wealth Management Inc.189,708$4.21M0.1%+306.7%0.194%
1/21/2025Dynamic Advisor Solutions LLC83,629$1.86M0.1%+0.8%0.086%
1/21/2025RFG Advisory LLC26,251$583K0.0%-17.1%0.027%
1/21/2025McGlone Suttner Wealth Management Inc.1,208,816$26.84M4.5%+41.0%1.236%
1/21/2025Cornerstone Wealth Management LLC107,527$2.39M0.2%-0.5%0.110%
1/21/2025Johnson Bixby & Associates LLC4,402,179$97.73M14.9%+8.3%4.501%
1/17/2025 Endeavor Private Wealth Inc.61,238$1.36M1.3%N/A0.063%
1/17/2025 Peterson Wealth Advisors LLC19,152$425K0.1%N/A0.020%
1/17/2025 Mutual Advisors LLC495,038$10.98M0.3%-0.5%0.506%
1/17/2025 Janney Montgomery Scott LLC2,415,020$53.61M0.1%+22.5%2.469%
1/17/2025 Magnus Financial Group LLC63,729$1.42M0.1%+9.3%0.065%
1/17/2025 Advisory Alpha LLC52,475$1.17M0.0%-21.6%0.054%
1/16/2025 Koshinski Asset Management Inc.17,774$395K0.0%+19.9%0.018%
1/16/2025 Diversify Wealth Management LLC657,490$14.47M1.1%+50.3%0.672%
1/16/2025 Bernardo Wealth Planning LLC1,139,969$25.08M6.0%+8.5%1.166%
1/15/2025 IAM Advisory LLC1,141,564$25.34M6.4%+4.1%1.167%
1/15/2025 Kera Capital Partners Inc.259,477$5.76M1.7%N/A0.265%
1/15/2025 Ameritas Advisory Services LLC54,122$1.20M0.0%-2.0%0.055%
1/15/2025 Arkadios Wealth Advisors21,865$485K0.0%+8.4%0.022%
1/15/2025 TrueWealth Advisors LLC47,137$1.05M0.3%+15.4%0.048%
1/15/2025 LongView Wealth Management84,461$1.88M0.6%+17.7%0.086%
1/15/2025 Merit Financial Group LLC88,745$1.97M0.0%+17.0%0.091%
1/15/2025 Wealthcare Advisory Partners LLC336,719$7.48M0.2%+55.4%0.344%
1/15/2025 Wealthcare Capital Management LLC29,564$656K0.1%+7.4%0.030%
1/15/2025 Capital Planning LLC32,391$719K0.2%-68.4%0.033%
1/15/2025 KMG Fiduciary Partners LLC73,511$1.63M0.1%+11.4%0.075%
1/15/2025 Cvfg LLC39,951$887K0.8%N/A0.041%
1/14/2025 Smith Thornton Advisors LLC24,941$554K0.4%N/A0.026%
1/13/2025 AdvisorNet Financial Inc73,442$1.63M0.1%+23.6%0.075%
1/13/2025 Brookstone Capital Management24,250$538K0.0%N/A0.025%
1/10/2025 ST Germain D J Co. Inc.963,542$21.39M1.0%+11.1%0.985%
12/26/2024JPMorgan Chase & Co.44,139$977K0.0%-7.1%0.045%
11/25/2024World Investment Advisors LLC22,957$531K0.0%+141.5%0.023%
11/25/2024Sanctuary Advisors LLC537,970$12.05M0.1%+351.3%0.550%
11/21/2024Anchor Investment Management LLC22,203$513K0.0%N/A0.023%
11/21/2024 Tudor Financial Inc.13,989$323K0.2%N/A0.014%
11/18/2024Main Line Retirement Advisors LLC861,929$19.93M13.7%+5.3%0.881%
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11/18/2024Asset Allocation Strategies LLC26,454$612K0.2%+71.9%0.027%
11/15/2024Continuum Advisory LLC119,352$2.67M0.3%+51.0%0.122%
11/15/2024MML Investors Services LLC2,034,038$47.03M0.2%+10.8%2.080%
11/15/2024Jane Street Group LLC643,403$14.88M0.0%-52.3%0.658%
11/15/2024Stifel Financial Corp1,535,181$35.49M0.0%+19.7%1.570%
11/15/2024Benjamin Edwards Inc.228,328$5.28M0.1%N/A0.233%
11/15/2024Kestra Investment Management LLC457,895$10.59M0.5%+39.8%0.468%
11/14/2024Tradition Wealth Management LLC25,150$581K0.1%-16.5%0.026%
11/14/2024Flow Traders U.S. LLC155,381$3.59M0.2%N/A0.159%
11/14/2024Captrust Financial Advisors830,262$19.20M0.1%+711.0%0.849%
11/14/2024Rockefeller Capital Management L.P.20,897$483K0.0%N/A0.021%
11/14/2024Centric Wealth Management109,179$2.44M0.6%N/A0.112%
11/14/2024CWS Financial Advisors LLC23,026$532K0.2%+16.5%0.024%
11/14/2024CreativeOne Wealth LLC24,040$556K0.0%-1.9%0.025%
11/13/2024D.A. Davidson & CO.530,416$12.26M0.1%+10.4%0.542%
11/13/2024Private Trust Co. NA9,064$210K0.0%+151.8%0.009%
11/13/2024Prosperity Financial Group Inc.36,530$845K0.5%+23.4%0.037%
11/12/2024Kingsview Wealth Management LLC168,350$3.89M0.1%+61.2%0.172%
11/12/2024Great Valley Advisor Group Inc.86,839$2.01M0.0%N/A0.089%
11/12/2024Meridian Wealth Management LLC34,256$792K0.0%N/A0.035%
11/12/2024Studio Investment Management LLC156,273$3.61M0.8%+17.9%0.160%
11/9/2024LPL Financial LLC5,490,411$126.94M0.1%+69.4%5.614%
11/8/2024EverSource Wealth Advisors LLC133,495$3.09M0.2%+11.2%0.136%
11/8/2024Prospera Financial Services Inc85,483$1.98M0.1%+1.6%0.087%
11/6/2024 Pillar Wealth Advisors LLC12,326$285K8.5%-7.5%0.013%
11/6/2024Oppenheimer & Co. Inc.83,702$1.94M0.0%+12.2%0.086%
11/5/2024Souders Financial Advisors2,318,191$53.60M7.5%+7.6%2.370%
11/5/2024Ashton Thomas Private Wealth LLC202,570$4.68M0.2%+63.4%0.207%
11/5/2024Compass Financial Group Inc.315,557$7.30M3.4%+0.7%0.323%
11/5/2024Harbour Investments Inc.1,725,798$39.90M1.2%+46.4%1.765%
11/5/2024Nations Financial Group Inc. IA ADV71,186$1.65M0.1%+5.0%0.073%
11/4/2024tru Independence LLC17,308$400K0.1%+33.8%0.018%
11/4/2024Core Wealth Partners LLC202,178$4.67M2.8%+318.4%0.207%
11/4/2024Tyler Stone Wealth Management45,539$1.05M0.2%N/A0.047%
11/2/2024Transcendent Capital Group LLC2,303$53K0.0%N/A0.002%
11/1/2024Atria Investments Inc41,168$952K0.0%-4.9%0.042%
11/1/2024Strategic Family Wealth Counselors L.L.C.105,445$2.44M0.9%+3.3%0.108%
10/31/2024NavPoint Financial Inc.273,602$6.33M5.1%+24.3%0.280%
10/31/2024Concurrent Investment Advisors LLC330,110$7.63M0.2%+7.3%0.338%
10/30/2024Landmark Wealth Management LLC234,717$5.43M2.4%+2.6%0.240%
10/30/2024Moloney Securities Asset Management LLC80,040$1.85M0.2%+17.5%0.082%
10/30/2024New England Capital Financial Advisors LLC494,377$11.43M5.9%+29.0%0.505%
10/29/2024 TrueWealth Advisors LLC40,858$945K0.3%+19.3%0.042%
10/29/2024Lodestone Wealth Management LLC213,341$4.93M2.4%+42.6%0.218%
10/29/2024Confluence Wealth Services Inc.882,237$20.40M1.5%+28.6%0.902%
10/29/2024 Janney Montgomery Scott LLC1,970,739$45.56M0.1%+25.7%2.015%
10/28/2024Creative Financial Designs Inc. ADV1,774$41K0.0%+49.8%0.002%
10/25/2024 Diversify Wealth Management LLC437,487$9.88M0.9%N/A0.447%
10/25/2024 Mutual Advisors LLC497,533$11.26M0.3%+12.1%0.509%
10/25/2024Valmark Advisers Inc.88,804$2.05M0.0%+26.1%0.091%
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10/25/2024American Financial Advisors LLC20,711$479K0.1%-9.5%0.021%
10/24/2024Hunter Associates Investment Management LLC82,490$1.91M0.3%+61.5%0.084%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors61,718$1.43M0.2%+91.8%0.063%
10/24/2024 Wealth Enhancement Advisory Services LLC459,675$10.63M0.0%-5.2%0.470%
10/24/2024 Arkadios Wealth Advisors20,166$466K0.0%+68.0%0.021%
10/23/2024Convergence Financial LLC434,405$10.04M2.1%N/A0.444%
10/23/2024Financial Management Network Inc.52,372$1.20M0.3%+31.6%0.054%
10/23/2024Silver Oak Securities Incorporated21,854$506K0.1%+58.9%0.022%
10/23/2024Cherry Creek Investment Advisors Inc.141,219$3.27M1.7%+1.4%0.144%
10/22/2024SOL Capital Management CO194,803$4.50M0.5%+94.6%0.199%
(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, 208 institutional investors and hedge funds held shares of Capital Group Core Plus Income ETF. The most heavily invested institutionals were LPL Financial LLC ($126.94M), Capital International Investors ($98.05M), Johnson Bixby & Associates LLC ($97.73M), Cetera Investment Advisers ($73.01M), Envestnet Asset Management Inc. ($71.34M), Commonwealth Equity Services LLC ($60.60M), and Raymond James & Associates ($57.33M).Learn more on CGCP's institutional investors.

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

Of the 201 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 ($3.96M), Capital International Investors ($3.86M), Johnson Bixby & Associates LLC ($3.51M), Cetera Investment Advisers ($3.04M), WNY Asset Management LLC ($2.71M), Raymond James & Associates ($2.48M), and Envestnet Asset Management Inc. ($2.44M).

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

Institutional investors have bought a total of 63,587,409 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

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

Of the 49 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 ($1.23M), Stifel Financial Corp ($249.86K), WNY Asset Management LLC ($219.33K), Aptus Capital Advisors LLC ($218.59K), McGlone Suttner Wealth Management Inc. ($213.36K), and MML Investors Services LLC ($195.40K).

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

Institutional investors have sold a total of 5,151,983 shares in the last 24 months. This volume of shares sold represents approximately $116.19M in transactions.



This page (NYSEARCA:CGCP) was last updated on 1/22/2025 by MarketBeat.com Staff
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