Cap Group Core Plus IncomeCGCPETF
13F holders, Q4 2024 (December 31)239holders +34
25new positions
13sold out
1famous investor
$22.20avg. 13F price*
At the end of Q4 2024, 239 institutions reported holding Cap Group Core Plus Income (CGCP) in their 13F filings, up 34 from Q3 2024. 25 opened new positions and 13 sold out. The largest holders were Capital International Investors ($301.1M), Morgan Stanley ($240.8M) and Wells Fargo & Company ($231.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Core Plus Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q4 2024)
- CUSIP
- 14020Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $25.6M |
| Exits | 13 | $27.6M |
All 13F filers, Q3 2024 → Q4 2024: 22,934,151 shares bought and 3,173,708 shares sold, net +19,760,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 239 holders
| Capital International Investors | 0.06% | Add +22.9% | 13,561,469 | $301.1M |
| Morgan Stanley | 0.02% | Add +43.2% | 10,846,156 | $240.8M |
| Wells Fargo & Company | 0.06% | Add +25.4% | 10,414,720 | $231.2M |
| LPL Financial LLC | 0.08% | Add +55.2% | 8,521,216 | $189.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +15.6% | 4,494,352 | $99.8M |
| Johnson Bixby & Associates, LLC | 14.91% | Add +8.3% | 4,402,179 | $97.7M |
| Cetera Investment Advisers | 0.20% | Add +1.4% | 4,290,947 | $95.3M |
| Raymond James Financial Inc. | 0.03% | — | 4,209,477 | $93.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +21.0% | 4,152,063 | $92.2M |
| UBS Group AG | 0.02% | Add +15.6% | 4,034,103 | $89.6M |
| WNY Asset Management, LLC | 10.56% | Add +0.4% | 3,835,572 | $85.1M |
| Commonwealth Equity Services, LLC | 0.10% | Add +12.4% | 2,946,315 | $65.4M |
| Souders Financial Advisors | 7.74% | Add +7.7% | 2,496,188 | $55.4M |
| Royal Bank of Canada | 0.01% | Add +23.5% | 2,415,401 | $53.6M |
| Janney Montgomery Scott LLC | 0.15% | Add +22.5% | 2,415,020 | $53.6M |
| MML Investors Services, LLC | 0.17% | Add +10.1% | 2,239,306 | $49.7M |
| Harbour Investments, Inc. | 1.25% | Add +13.3% | 1,955,062 | $43.4M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +23.2% | 1,839,802 | $40.8M |
| Stifel Financial Corp. | 0.04% | Add +10.6% | 1,698,540 | $37.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -6.8% | 1,695,123 | $37.6M |
| Baird Financial Group, Inc. | 0.07% | Add +4.2% | 1,585,585 | $35.2M |
| Wood Tarver Financial Group, LLC | 11.55% | — | 1,556,695 | $34.6M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +234.4% | 1,537,231 | $34.1M |
| McGlone Suttner Wealth Management, Inc. | 4.48% | Add +41.0% | 1,208,816 | $26.8M |
| Adamsbrown Wealth Consultants LLC | 8.89% | Add +9.7% | 1,174,463 | $26.1M |
| Captrust Financial Advisors | 0.07% | Add +38.6% | 1,150,656 | $25.5M |
| IAM Advisory, LLC | 6.42% | Add +4.1% | 1,141,564 | $25.3M |
| Bernardo Wealth Planning LLC | 6.00% | Add +8.5% | 1,139,969 | $25.1M |
| Stonebridge Financial Group, LLC | 2.57% | — | 1,052,329 | $23.4M |
| Confluence Wealth Services, Inc. | 1.51% | Add +18.7% | 1,047,371 | $23.3M |
| Jones Financial Companies LLLP | 0.02% | Add +60.6% | 994,431 | $22.1M |
| St Germain D J Co. Inc. | 0.97% | Add +11.1% | 963,542 | $21.4M |
| Investment Planning Advisors, Inc. | 8.59% | Add +55.9% | 886,110 | $19.7M |
| Stadion Money Management, LLC | 1.50% | Add +0.4% | 864,924 | $19.2M |
| FinDec Wealth Services, Inc. | 12.87% | Reduce -3.4% | 834,764 | $18.5M |
| Midwest Heritage Bank, FSB | 8.38% | Add +8.3% | 813,127 | $18.1M |
| Main Line Retirement Advisors, LLC | 11.64% | Reduce -7.7% | 795,640 | $17.7M |
| Condor Capital Management | 1.37% | Add +2.5% | 699,480 | $15.5M |
| Independent Advisor Alliance | 0.20% | New | 672,135 | $14.9M |
| Diversify Wealth Management, LLC | 1.13% | Add +50.3% | 657,490 | $14.5M |
| Ruggaard & Associates LLC | 6.30% | Add +3.0% | 647,385 | $14.4M |
| Citadel Advisors | 0.01% | Add +207.2% | 624,142 | $13.9M |
| Kestra Investment Management, LLC | 0.54% | Add +35.4% | 619,739 | $13.8M |
| D.A. Davidson & Co. | 0.11% | Add +12.5% | 596,533 | $13.2M |
| AA Financial Advisors, LLC | 3.51% | Add +5.1% | 592,975 | $13.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +3.0% | 553,853 | $12.4M |
| Clearview Wealth Advisors LLC | 9.18% | Add +5.5% | 544,175 | $12.1M |
| New England Capital Financial Advisors LLC | 5.71% | Add +6.6% | 527,010 | $11.7M |
| Mutual Advisors, LLC | 0.32% | Reduce -0.5% | 495,038 | $11.0M |
| Convergence Financial, LLC | 2.15% | Add +11.6% | 484,942 | $10.8M |
| &partners | 0.11% | Add +61.5% | 404,282 | $9.0M |
| Bridgewealth Advisory Group, LLC | 2.48% | Add +20.3% | 392,787 | $8.8M |
| WBH Advisory Inc. | 0.80% | Add +21.6% | 387,663 | $8.6M |
| Private Advisor Group, LLC | 0.04% | Add +10.8% | 347,811 | $7.7M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +3.6% | 341,941 | $7.6M |
| Freedom Financial Partners LLC | 3.62% | — | 337,598 | $7.5M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +55.4% | 336,719 | $7.5M |
| EverSource Wealth Advisors, LLC | 0.40% | Add +141.5% | 322,434 | $7.2M |
| Greenbush Financial Group, LLC | 3.70% | — | 316,058 | $7.0M |
| NavPoint Financial, Inc. | 5.43% | Add +13.0% | 309,103 | $6.9M |
| Compass Financial Group, Inc. | 3.24% | Reduce -3.2% | 305,325 | $6.8M |
| Jane Street Group, LLC | 0.01% | Reduce -56.8% | 278,030 | $6.2M |
| Benjamin Edwards Inc. | 0.09% | Add +19.6% | 273,109 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -69.7% | 261,950 | $5.8M |
| Fearless Solutions, LLC dba Best Invest | 4.41% | — | 260,291 | $5.8M |
| Kera Capital Partners, Inc. | 1.66% | — | 259,477 | $5.8M |
| Fortress Wealth Management, Inc. | 2.75% | Reduce -46.9% | 255,126 | $5.7M |
| Core Wealth Partners LLC | 3.12% | Add +21.3% | 245,165 | $5.4M |
| Landmark Wealth Management, LLC | 2.41% | Add +4.3% | 244,915 | $5.4M |
| SOL Capital Management CO | 0.58% | Add +21.3% | 236,273 | $5.2M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +10.2% | 223,148 | $5.0M |
| Mariner, LLC | 0.01% | Add +11.1% | 221,335 | $4.9M |
| Lodestone Wealth Management LLC | 2.43% | Add +2.4% | 218,427 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +14.9% | 217,069 | $4.8M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +31.6% | 211,885 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +59.2% | 206,508 | $4.6M |
| Midwest Financial Network, LLC | 4.68% | — | 202,708 | $4.5M |
| Entruity Wealth, LLC | 4.30% | — | 195,195 | $4.3M |
| Geneos Wealth Management Inc. | 0.15% | Add +306.7% | 189,708 | $4.2M |
| Kingsview Wealth Management, LLC | 0.08% | Add +7.6% | 181,092 | $4.0M |
| Studio Investment Management LLC | 0.84% | Add +14.3% | 178,591 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Add +55.1% | 156,211 | $3.5M |
| Valmark Advisers, Inc. | 0.05% | Add +74.8% | 155,270 | $3.4M |
| Sovran Advisors, LLC | 0.49% | — | 156,866 | $3.4M |
| Inspire Advisors, LLC | 0.40% | Add +3.2% | 145,989 | $3.2M |
| Flow Traders U.S. LLC | 0.12% | Reduce -9.7% | 140,256 | $3.1M |
| Belpointe Asset Management LLC | 0.18% | No change | 128,066 | $2.9M |
| Affiance Financial, LLC | 0.70% | Add +5.9% | 131,141 | $2.9M |
| Continuum Advisory, LLC | 0.37% | Add +9.5% | 130,728 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Add +52.8% | 130,100 | $2.9M |
| Level Four Advisory Services, LLC | 0.12% | Add +18.3% | 130,048 | $2.9M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +8.4% | 127,031 | $2.8M |
| Swisher Financial Concepts, Inc. | 3.25% | Reduce -35.2% | 124,374 | $2.8M |
| Prospera Financial Services Inc | 0.06% | Add +45.4% | 124,320 | $2.8M |
| Smartleaf Asset Management LLC | 0.28% | Add +24.4% | 123,668 | $2.7M |
| Forge Financial Services LLC | 2.30% | — | 122,819 | $2.7M |
| Advisory Services Network, LLC | 0.05% | Reduce -43.5% | 121,219 | $2.7M |
| Rothschild Investment LLC | 0.17% | Add +145.6% | 119,940 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -23.8% | 115,980 | $2.6M |
| Old Mission Capital LLC | 0.06% | New | 113,244 | $2.5M |
"% 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.