Cap Group Core Plus IncomeCGCPETF
13F holders, Q2 2026 (June 30)325holders +14
29new positions
14sold out
2famous investors
$22.29avg. 13F price*
At the end of Q2 2026, 325 institutions reported holding Cap Group Core Plus Income (CGCP) in their 13F filings, up 14 from Q1 2026. 29 opened new positions and 14 sold out. The largest holders were Capital International Investors ($1.6B), LPL Financial LLC ($745.9M) and Morgan Stanley ($501.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Core Plus Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2026)
- CUSIP
- 14020Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $81.3M |
| Exits | 14 | $19.4M |
All 13F filers, Q1 2026 → Q2 2026: 49,794,663 shares bought and 4,712,693 shares sold, net +45,081,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 325 holders
| Capital International Investors | 0.34% | Add +40.2% | 73,019,797 | $1.6B |
| LPL Financial LLC | 0.17% | Add +12.7% | 33,461,676 | $745.9M |
| Morgan Stanley | 0.03% | Add +9.7% | 22,479,871 | $501.1M |
| Wells Fargo & Company | 0.07% | Add +11.6% | 19,245,014 | $429.0M |
| Envestnet Asset Management Inc. | 0.07% | Add +7.7% | 12,369,670 | $275.7M |
| Cetera Investment Advisers | 0.18% | Add +22.8% | 8,989,818 | $200.4M |
| Raymond James Financial Inc. | 0.05% | Add +26.8% | 8,812,810 | $196.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -1.5% | 6,331,676 | $141.1M |
| UBS Group AG | 0.02% | Add +8.6% | 5,339,333 | $119.0M |
| Janney Montgomery Scott LLC | 0.23% | Add +8.1% | 5,312,377 | $118.4M |
| &partners | 0.44% | Reduce -2.5% | 4,779,471 | $106.6M |
| Royal Bank of Canada | 0.02% | Add +11.4% | 4,444,571 | $99.1M |
| Jones Financial Companies LLLP | 0.04% | Add +16.2% | 4,331,565 | $97.1M |
| Osaic Holdings, Inc. | 0.10% | Add +25.0% | 3,847,677 | $85.8M |
| WNY Asset Management, LLC | 7.48% | Reduce -10.9% | 3,749,326 | $83.6M |
| Souders Financial Advisors | 7.71% | Add +6.6% | 3,439,135 | $76.7M |
| Benjamin Edwards Inc. | 0.70% | Add +6.2% | 3,438,056 | $76.6M |
| Harbour Investments, Inc. | 1.02% | Add +6.1% | 3,413,963 | $76.1M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -7.3% | 3,278,878 | $73.1M |
| MML Investors Services, LLC | 0.14% | Add +28.4% | 3,124,075 | $69.6M |
| Stifel Financial Corp. | 0.06% | Add +13.1% | 2,969,004 | $66.2M |
| Merit Financial Group, LLC | 0.35% | Add +1.1% | 2,514,495 | $56.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +3.6% | 2,441,078 | $54.4M |
| Baird Financial Group, Inc. | 0.07% | Add +15.3% | 2,416,606 | $53.9M |
| Confluence Wealth Services, Inc. | 1.45% | Add +36.2% | 2,277,176 | $50.8M |
| Valmark Advisers, Inc. | 0.53% | Add +7.8% | 2,247,488 | $50.1M |
| Stonebridge Financial Group, LLC | 3.61% | Add +3.5% | 2,134,998 | $47.6M |
| Captrust Financial Advisors | 0.07% | Add +3.7% | 2,028,738 | $45.2M |
| Bank of America Corp. | 0.00% | Add +24.6% | 1,816,812 | $40.5M |
| McGlone Suttner Wealth Management, Inc. | 3.91% | Add +4.5% | 1,495,388 | $33.3M |
| Northwest Financial Advisors | 4.33% | New | 1,459,111 | $32.5M |
| Convergence Financial, LLC | 2.54% | Add +160.4% | 1,435,557 | $32.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +8.3% | 1,439,149 | $31.9M |
| Kestra Investment Management, LLC | 0.60% | Reduce -30.8% | 1,386,767 | $30.9M |
| Midwest Heritage Bank, FSB | 8.70% | Add +3.8% | 1,376,977 | $30.7M |
| Compton Financial Group, LLC | 5.58% | Add +198.0% | 1,300,517 | $29.0M |
| IAM Advisory, LLC | 5.65% | Add +2.0% | 1,300,230 | $29.0M |
| Wood Tarver Financial Group, LLC | 6.56% | Add +4.7% | 1,247,580 | $27.8M |
| Bernardo Wealth Planning LLC | 4.72% | Add +3.8% | 1,240,288 | $27.6M |
| St Germain D J Co. Inc. | 0.95% | Add +1.9% | 1,181,333 | $26.3M |
| MCF Advisors LLC | 0.91% | Reduce -0.1% | 1,141,078 | $25.4M |
| D.A. Davidson & Co. | 0.12% | Add +9.1% | 983,289 | $21.9M |
| Evolve Private Wealth, LLC | 1.31% | Add +4.9% | 964,284 | $21.5M |
| EverSource Wealth Advisors, LLC | 0.71% | Add +37.0% | 949,401 | $21.2M |
| Private Advisor Group, LLC | 0.10% | Add +60.8% | 949,288 | $21.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +149.1% | 910,695 | $20.3M |
| Wealthcare Advisory Partners LLC | 0.37% | Add +16.5% | 871,667 | $19.4M |
| Main Line Retirement Advisors, LLC | 8.78% | Add +2.8% | 859,472 | $19.2M |
| Condor Capital Management | 1.43% | Add +4.9% | 855,417 | $19.1M |
| Aprio Wealth Management, LLC | 0.91% | Reduce -13.5% | 830,361 | $18.5M |
| Alpha Financial Advisors, LLC | 5.16% | Add +1238.8% | 829,098 | $18.5M |
| Diversify Advisory Services, LLC | 0.30% | New | 814,299 | $18.0M |
| Diversify Wealth Management, LLC | 0.30% | Reduce -16.3% | 814,299 | $18.0M |
| Troutman Wealth Management, LLC | 13.48% | Add +2.4% | 786,014 | $17.5M |
| NavPoint Financial, Inc. | 5.87% | Add +3.5% | 710,284 | $15.8M |
| Sovran Advisors, LLC | 1.14% | Add +10.5% | 694,734 | $15.4M |
| Tribridge Partners Financial LLC | 5.92% | Reduce -1.1% | 685,314 | $15.1M |
| FinDec Wealth Services, Inc. | 17.82% | Add +5.0% | 676,714 | $15.1M |
| J. Derek Lewis & Associates Inc. | 2.83% | Add +1.9% | 672,597 | $15.0M |
| Vaquero Private Wealth, Ltd. | 2.93% | — | 639,346 | $14.3M |
| Johnson Bixby & Associates, LLC | 1.59% | Reduce -17.7% | 638,143 | $14.2M |
| Stadion Money Management, LLC | 1.21% | Add +0.4% | 630,233 | $14.0M |
| Greenbush Financial Group, LLC | 4.09% | Add +10.2% | 623,656 | $13.9M |
| Ruggaard & Associates LLC | 4.91% | Reduce -3.4% | 613,503 | $13.7M |
| Bridgewealth Advisory Group, LLC | 2.52% | Add +5.3% | 599,090 | $13.4M |
| EP Wealth Advisors, LLC | 0.05% | Add +0.4% | 589,880 | $13.1M |
| Truist Financial Corp. | 0.02% | Reduce -4.6% | 564,354 | $12.6M |
| Mutual Advisors, LLC | 0.23% | Add +6.8% | 547,062 | $12.2M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +9.2% | 538,086 | $12.0M |
| Lodestone Wealth Management LLC | 4.12% | Add +42.2% | 523,933 | $11.7M |
| AA Financial Advisors, LLC | 1.39% | Add +6.5% | 519,407 | $11.6M |
| WBH Advisory Inc. | 0.78% | Reduce -1.8% | 517,825 | $11.5M |
| NewEdge Advisors, LLC | 0.03% | Add +21.3% | 485,321 | $10.8M |
| Stephens Inc. | 0.11% | Add +2.2% | 456,827 | $10.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.3% | 413,952 | $9.2M |
| IHT Wealth Management, LLC | 0.18% | Add +40.4% | 388,937 | $8.7M |
| Waterloo Capital, L.P. | 0.48% | New | 384,700 | $8.6M |
| Farther Finance Advisors, LLC | 0.07% | Add +25.3% | 383,784 | $8.6M |
| Affiance Financial, LLC | 1.19% | Add +5.0% | 369,532 | $8.2M |
| Adamsbrown Wealth Consultants LLC | 1.55% | Reduce -5.5% | 369,414 | $8.2M |
| January Capital Advisors LLC | 6.87% | Reduce -37.9% | 368,860 | $8.2M |
| Landmark Wealth Management, LLC | 1.96% | Add +8.8% | 368,062 | $8.2M |
| Cerity Partners LLC | 0.01% | Add +1.4% | 356,009 | $7.9M |
| Equitable Holdings, Inc. | 0.05% | Reduce -30.7% | 354,022 | $7.9M |
| Equity Wealth Partners, LLC | 2.77% | Add +2560.3% | 346,002 | $7.7M |
| Freedom Financial Partners LLC | 2.49% | Reduce -19.2% | 343,448 | $7.7M |
| Investment Planning Advisors, Inc. | 1.77% | Add +1.9% | 343,021 | $7.6M |
| Alpha Capital Advisors Inc. | 6.49% | Add +1.8% | 337,507 | $7.5M |
| Swisher Financial Concepts, Inc. | 4.37% | Reduce -3.4% | 310,986 | $6.9M |
| Entruity Wealth, LLC | 4.43% | Reduce -33.4% | 307,389 | $6.9M |
| Flynn Zito Capital Management, LLC | 1.84% | Add +4.7% | 304,018 | $6.8M |
| Quantum Financial Partners LLC | 3.42% | — | 300,192 | $6.7M |
| Independent Financial Group, LLC | 0.12% | Add +378.7% | 293,450 | $6.5M |
| Compass Financial Group, Inc. | 2.70% | Reduce -0.5% | 286,925 | $6.4M |
| Geneos Wealth Management Inc. | 0.13% | Add +0.3% | 282,442 | $6.3M |
| Smartleaf Asset Management LLC | 0.20% | No change | 277,792 | $6.2M |
| Smith Thornton Advisors LLC | 2.74% | Add +6.1% | 281,071 | $6.2M |
| Jane Street Group, LLC | 0.00% | New | 277,450 | $6.2M |
| Capital Analysts, LLC | 0.14% | Add +34.7% | 267,958 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Add +18.0% | 267,586 | $6.0M |
"% of holder's portfolio" is CGCP's weight in each manager's 13F, not the share of Cap Group Core Plus Income the manager owns.