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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.16 +0.06 (+0.27%)
As of 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)
229
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$111.00M
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CGCP Institutional Buying and Selling by Quarter

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Capital Group Core Plus Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Wealth Enhancement Advisory Services LLC1,553,363$34.87M0.1%+1.0%0.741%
4/15/2025 Yarger Wealth Strategies LLC8,968$201K0.1%N/A0.004%
4/15/2025 GPS Wealth Strategies Group LLC12,315$276K0.0%-8.0%0.006%
4/15/2025 Wealthcare Capital Management LLC42,213$948K0.1%+42.8%0.020%
4/15/2025 Wealthcare Advisory Partners LLC381,558$8.57M0.2%+13.3%0.182%
4/14/2025 Priebe Wealth Holdings LLC58,188$1.31M0.8%N/A0.028%
4/14/2025 KMG Fiduciary Partners LLC69,393$1.56M0.1%-5.6%0.033%
4/14/2025 Wealthcare Capital Partners LLC13,868$311K0.2%N/A0.007%
4/14/2025 NavPoint Financial Inc.387,136$8.69M6.1%+25.2%0.185%
4/11/2025 IAM Advisory LLC1,163,731$26.13M6.8%+1.9%0.555%
4/11/2025 Magnus Financial Group LLC67,431$1.51M0.1%+5.8%0.032%
4/11/2025 Adamsbrown Wealth Consultants LLC1,217,568$27.33M8.6%+3.7%0.581%
4/11/2025 Northwest Financial Advisors9,357$210K0.2%N/A0.004%
4/10/2025 Breakwater Capital Group12,661$284K0.1%-23.0%0.006%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,547$35K0.0%+54.7%0.001%
4/10/2025 Trinity Wealth Management LLC25,217$566K0.3%+41.2%0.012%
4/10/2025 Freedom Financial Partners LLC356,642$8.01M3.7%+5.6%0.170%
4/10/2025 TrueWealth Advisors LLC42,872$962K0.3%-9.0%0.020%
4/9/2025 Swisher Financial Concepts Inc.256,269$5.75M4.8%+106.0%0.122%
4/9/2025 ST Germain D J Co. Inc.1,114,582$25.02M1.2%+15.7%0.532%
4/9/2025 Merit Financial Group LLC133,012$2.99M0.0%+49.9%0.063%
4/9/2025 Affiance Financial LLC159,354$3.58M0.8%+21.5%0.076%
4/9/2025 NBC Securities Inc.1,758$39K0.0%+10,241.2%0.001%
4/8/2025 Advisory Alpha LLC47,794$1.07M0.1%-8.9%0.023%
4/8/2025 Rothschild Investment LLC121,890$2.74M0.2%+1.6%0.058%
4/7/2025 AdvisorNet Financial Inc103,644$2.33M0.2%+41.1%0.049%
4/2/2025 Kera Capital Partners Inc.249,462$5.60M1.7%-3.9%0.123%
3/24/2025Mascagni Wealth Management Inc.4,811$107K0.1%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC1,537,231$34.13M0.1%+234.4%0.756%
3/6/2025Wood Tarver Financial Group LLC1,556,695$34.56M11.5%N/A0.785%
2/25/2025Leigh Baldwin & CO. LLC100,654$2.24M1.2%N/A0.103%
2/21/2025WNY Asset Management LLC3,835,572$85.15M10.6%+0.4%3.922%
2/18/2025Sunbelt Securities Inc.2,236$50K0.0%N/A0.002%
2/18/2025Continuum Advisory LLC130,728$2.90M0.4%+9.5%0.134%
2/17/2025Stadion Money Management LLC864,924$19.20M1.5%+0.4%0.884%
2/17/2025Studio Investment Management LLC178,591$3.97M0.8%+14.3%0.183%
2/17/2025Royal Bank of Canada2,415,401$53.62M0.0%+23.5%2.470%
2/17/2025Quadcap Wealth Management LLC10,105$224K0.0%N/A0.010%
2/17/2025Leigh Baldwin & CO. LLC2,234,521$49.61M0.3%N/A2.285%
2/17/2025Guardian Wealth Advisors LLC NC4,350$97K0.0%+29.9%0.004%
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2/17/2025First Manhattan CO. LLC.19,709$438K0.0%N/A0.020%
2/17/2025CoreCap Advisors LLC6,382$142K0.0%+82.6%0.007%
2/17/2025Cambridge Investment Research Advisors Inc.1,839,802$40.84M0.1%+23.2%1.881%
2/17/2025Cetera Investment Advisers4,290,947$95.26M0.2%+1.4%4.387%
2/17/2025Captrust Financial Advisors1,150,656$25.55M0.1%+38.6%1.177%
2/17/2025Citadel Advisors LLC624,142$13.86M0.0%+207.2%0.638%
2/17/2025Baird Financial Group Inc.1,585,585$35.20M0.1%+4.2%1.621%
2/17/2025Benjamin Edwards Inc.273,109$6.06M0.1%+19.6%0.279%
2/17/2025Aptus Capital Advisors LLC4,350$97K0.0%+29.9%0.004%
2/14/2025Jane Street Group LLC278,030$6.17M0.0%-56.8%0.284%
2/14/2025Wise Wealth Partners86,192$1.91M4.7%N/A0.088%
2/14/2025Comerica Bank103,337$2.29M0.0%+35.2%0.106%
2/14/2025Bridgewealth Advisory Group LLC392,787$8.76M2.5%+20.3%0.402%
2/14/2025Capital Analysts LLC2,450$54K0.0%N/A0.003%
2/14/2025Susquehanna International Group LLP97,542$2.17M0.0%N/A0.100%
2/14/2025IHT Wealth Management LLC27,965$621K0.0%N/A0.029%
2/14/2025Stifel Financial Corp1,698,540$37.71M0.0%+10.6%1.737%
2/14/2025Tradition Wealth Management LLC24,202$537K0.0%-3.8%0.025%
2/14/2025MML Investors Services LLC2,239,306$49.71M0.2%+10.1%2.290%
2/14/2025Concourse Financial Group Securities Inc.77,630$1.73M0.1%+5.3%0.079%
2/14/2025Capital Group Private Client Services Inc.127,031$2.82M0.0%+8.4%0.130%
2/14/2025Capital International Investors13,561,469$301.07M0.1%+22.9%13.867%
2/13/2025NewEdge Advisors LLC85,207$1.89M0.0%+1,636.8%0.087%
2/13/2025Mariner LLC221,335$4.91M0.0%+11.1%0.226%
2/13/2025Entruity Wealth LLC195,195$4.33M4.3%N/A0.200%
2/13/2025Advisory Services Network LLC121,219$2.69M0.1%-43.6%0.124%
2/13/2025 Swisher Financial Concepts Inc.124,374$2.76M3.3%-35.2%0.127%
2/13/2025Certior Financial Group LLC27,472$610K0.5%N/A0.028%
2/13/2025Ruggaard & Associates LLC647,385$14.37M6.3%+3.0%0.662%
2/13/2025Envestnet Asset Management Inc.4,494,352$99.78M0.0%+15.6%4.595%
2/13/2025Wells Fargo & Company MN10,414,720$231.21M0.1%+25.4%10.649%
2/12/2025Forge Financial Services LLC122,819$2.74M2.3%N/A0.126%
2/12/2025Thoroughbred Financial Services LLC24,622$546K0.0%N/A0.025%
2/12/2025World Investment Advisors43,105$957K0.0%+87.8%0.044%
2/12/2025OLD Mission Capital LLC113,244$2.51M0.0%N/A0.116%
2/12/2025Level Four Advisory Services LLC130,048$2.89M0.1%+18.3%0.133%
2/12/2025Orion Portfolio Solutions LLC16,870$375K0.0%N/A0.017%
2/12/2025JPMorgan Chase & Co.45,104$1.00M0.0%+2.2%0.046%
2/12/2025Tyler Stone Wealth Management46,576$1.03M0.2%+2.3%0.048%
2/12/2025Core Wealth Partners LLC245,165$5.44M3.1%+21.3%0.251%
2/12/2025Ausdal Financial Partners Inc.64,365$1.43M0.1%+16.7%0.066%
2/11/2025LPL Financial LLC8,521,216$189.17M0.1%+55.2%8.713%
2/11/2025Condor Capital Management699,480$15.53M1.4%+2.5%0.715%
2/10/2025BlackDiamond Wealth Management LLC88,762$1.97M1.1%-1.9%0.091%
2/10/2025Creative Financial Designs Inc. ADV2,556$57K0.0%+44.1%0.003%
2/10/2025Harbour Investments Inc.1,955,062$43.40M1.2%+13.3%1.999%
2/10/2025Envestnet Portfolio Solutions Inc.39,793$883K0.0%+24.0%0.041%
2/10/2025Greatmark Investment Partners Inc.71,990$1.60M0.2%+10.8%0.074%
2/10/2025Commonwealth Equity Services LLC2,946,315$65.41M0.1%+12.4%3.013%
2/10/2025Madison Wealth Partners Inc35,017$777K0.2%+22.7%0.036%
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2/10/2025Avantax Advisory Services Inc.217,069$4.82M0.0%+14.9%0.222%
2/10/2025EverSource Wealth Advisors LLC322,434$7.16M0.5%+141.5%0.330%
2/7/2025PFG Advisors34,483$766K0.0%+28.3%0.035%
2/7/2025Inspire Advisors LLC145,989$3.24M0.4%+3.2%0.149%
2/7/2025Independent Advisor Alliance672,135$14.92M0.2%N/A0.687%
2/7/2025Beam Wealth Advisors Inc.11,528$256K0.1%N/A0.012%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors59,699$1.33M0.2%-3.3%0.061%
2/7/2025Ashton Thomas Private Wealth LLC223,148$4.95M0.2%+10.2%0.228%
2/7/2025Strategic Family Wealth Counselors L.L.C.57,048$1.27M0.4%-45.9%0.058%
2/6/2025Midwest Heritage Bank FSB813,127$18.05M8.4%+8.3%0.831%
(Data available from 1/1/2016 forward)

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CGCP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCP shares?

During the previous two years, 257 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), Wells Fargo & Company MN ($231.21M), LPL Financial LLC ($189.17M), Envestnet Asset Management Inc. ($99.78M), Johnson Bixby & Associates LLC ($97.73M), Cetera Investment Advisers ($95.26M), and Raymond James Financial Inc. ($93.45M).Learn more on CGCP's institutional investors.

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

Of the 252 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 ($6.69M), Capital International Investors ($6.38M), Raymond James Financial Inc. ($4.21M), Johnson Bixby & Associates LLC ($3.51M), Cetera Investment Advisers ($3.09M), Wells Fargo & Company MN ($2.87M), and Envestnet Asset Management Inc. ($2.80M).

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

Institutional investors have bought a total of 84,877,295 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

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

Of the 64 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), Stifel Financial Corp ($249.86K), Fortress Wealth Management Inc. ($226.29K), WNY Asset Management LLC ($219.33K), Aptus Capital Advisors LLC ($218.59K), and McGlone Suttner Wealth Management Inc. ($213.36K).

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

Institutional investors have sold a total of 6,164,724 shares in the last 24 months. This volume of shares sold represents approximately $138.68M in transactions.



This page (NYSEARCA:CGCP) was last updated on 4/16/2025 by MarketBeat.com Staff
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