Cap Group Core Plus IncomeCGCPETF
13F holders, Q1 2025 (March 31)247holders +8
22new positions
13sold out
$22.45avg. 13F price*
At the end of Q1 2025, 247 institutions reported holding Cap Group Core Plus Income (CGCP) in their 13F filings, up 8 from Q4 2024. 22 opened new positions and 13 sold out. The largest holders were Capital International Investors ($467.8M), Morgan Stanley ($309.6M) and LPL Financial LLC ($278.5M).
- Company
- Cap Group Core Plus Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q1 2025)
- CUSIP
- 14020Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $13.0M |
| Exits | 13 | $32.9M |
All 13F filers, Q4 2024 → Q1 2025: 27,529,064 shares bought and 3,513,221 shares sold, net +24,015,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| Capital International Investors | 0.09% | Add +53.7% | 20,838,254 | $467.8M |
| Morgan Stanley | 0.02% | Add +27.2% | 13,792,303 | $309.6M |
| LPL Financial LLC | 0.11% | Add +45.6% | 12,405,221 | $278.5M |
| Wells Fargo & Company | 0.07% | Add +15.3% | 12,010,667 | $269.6M |
| Johnson Bixby & Associates, LLC | 18.59% | Add +25.8% | 5,536,984 | $124.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +16.8% | 5,247,876 | $117.8M |
| Cetera Investment Advisers | 0.21% | Add +13.3% | 4,859,643 | $109.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +10.9% | 4,605,576 | $103.4M |
| Raymond James Financial Inc. | 0.04% | Add +6.3% | 4,472,790 | $100.4M |
| UBS Group AG | 0.02% | Add +6.5% | 4,295,651 | $96.4M |
| WNY Asset Management, LLC | 10.74% | Add +4.8% | 4,021,493 | $90.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +7.4% | 3,164,414 | $71.0M |
| Royal Bank of Canada | 0.01% | Add +11.9% | 2,702,229 | $60.7M |
| Souders Financial Advisors | 8.39% | Add +7.3% | 2,678,280 | $60.1M |
| Janney Montgomery Scott LLC | 0.17% | Add +10.3% | 2,663,328 | $59.8M |
| MML Investors Services, LLC | 0.16% | Reduce -2.9% | 2,174,200 | $48.8M |
| Harbour Investments, Inc. | 1.37% | Add +9.2% | 2,134,399 | $47.9M |
| Osaic Holdings, Inc. | 0.10% | Add +20.1% | 2,035,843 | $45.7M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +2.8% | 1,890,978 | $42.5M |
| Stifel Financial Corp. | 0.04% | Add +10.7% | 1,880,577 | $42.2M |
| Wood Tarver Financial Group, LLC | 11.96% | Add +5.1% | 1,636,597 | $36.7M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +1.1% | 1,553,363 | $34.9M |
| Baird Financial Group, Inc. | 0.06% | Reduce -6.8% | 1,477,892 | $33.2M |
| Captrust Financial Advisors | 0.08% | Add +22.6% | 1,411,248 | $31.7M |
| Jones Financial Companies LLLP | 0.03% | Add +39.9% | 1,391,320 | $31.2M |
| McGlone Suttner Wealth Management, Inc. | 4.63% | Add +3.9% | 1,256,274 | $28.2M |
| Adamsbrown Wealth Consultants LLC | 8.59% | Add +3.7% | 1,217,568 | $27.3M |
| IAM Advisory, LLC | 6.79% | Add +1.9% | 1,163,731 | $26.1M |
| Bernardo Wealth Planning LLC | 6.25% | Add +2.0% | 1,163,193 | $26.1M |
| Confluence Wealth Services, Inc. | 1.64% | Add +12.2% | 1,174,656 | $26.0M |
| St Germain D J Co. Inc. | 1.18% | Add +15.7% | 1,114,582 | $25.0M |
| Stonebridge Financial Group, LLC | 2.59% | Add +3.2% | 1,085,806 | $24.4M |
| Midwest Heritage Bank, FSB | 9.07% | Add +20.7% | 981,282 | $22.0M |
| Kestra Investment Management, LLC | 0.39% | Add +46.1% | 905,627 | $20.3M |
| Investment Planning Advisors, Inc. | 7.90% | Reduce -2.3% | 865,579 | $19.4M |
| Stadion Money Management, LLC | 1.85% | Reduce -4.7% | 824,724 | $18.5M |
| Main Line Retirement Advisors, LLC | 11.90% | Add +2.6% | 816,249 | $18.3M |
| AA Financial Advisors, LLC | 4.13% | Add +27.0% | 753,186 | $16.9M |
| FinDec Wealth Services, Inc. | 16.32% | Reduce -11.9% | 735,168 | $16.5M |
| Quadcap Wealth Management, LLC | 2.38% | Add +7134.7% | 731,068 | $16.4M |
| Condor Capital Management | 1.53% | Add +4.3% | 729,459 | $16.4M |
| D.A. Davidson & Co. | 0.13% | Add +16.5% | 694,941 | $15.6M |
| Diversify Wealth Management, LLC | 1.13% | Add +3.2% | 678,522 | $15.2M |
| Ruggaard & Associates LLC | 6.41% | Add +0.7% | 652,057 | $14.6M |
| Clearview Wealth Advisors LLC | 8.94% | Reduce -2.1% | 532,727 | $12.0M |
| Jane Street Group, LLC | 0.02% | Add +87.8% | 521,993 | $11.7M |
| New England Capital Financial Advisors LLC | 5.73% | Reduce -4.7% | 502,005 | $11.3M |
| Convergence Financial, LLC | 2.18% | Add +2.0% | 494,490 | $11.1M |
| Mutual Advisors, LLC | 0.31% | Reduce -0.9% | 490,378 | $11.0M |
| &partners | 0.11% | Add +13.3% | 457,918 | $10.3M |
| WBH Advisory Inc. | 0.87% | Add +6.7% | 413,481 | $9.3M |
| EverSource Wealth Advisors, LLC | 0.50% | Add +25.8% | 405,631 | $9.1M |
| NavPoint Financial, Inc. | 6.11% | Add +25.2% | 387,136 | $8.7M |
| Private Advisor Group, LLC | 0.05% | Add +9.9% | 382,382 | $8.6M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +13.3% | 381,558 | $8.6M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +5.3% | 360,140 | $8.1M |
| Freedom Financial Partners LLC | 3.73% | Add +5.6% | 356,642 | $8.0M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +68.0% | 356,013 | $8.0M |
| Greenbush Financial Group, LLC | 3.71% | Add +5.1% | 332,172 | $7.5M |
| Benjamin Edwards Inc. | 0.10% | Add +15.5% | 315,435 | $7.1M |
| Valmark Advisers, Inc. | 0.10% | Add +95.8% | 304,082 | $6.8M |
| Compass Financial Group, Inc. | 3.46% | Reduce -1.6% | 300,504 | $6.7M |
| SOL Capital Management CO | 0.71% | Add +20.6% | 284,993 | $6.4M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +15.9% | 258,576 | $5.8M |
| Sovran Advisors, LLC | 0.75% | Add +66.7% | 261,428 | $5.8M |
| Swisher Financial Concepts, Inc. | 4.75% | Add +106.0% | 256,269 | $5.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +18.0% | 256,066 | $5.7M |
| Flynn Zito Capital Management, LLC | 2.59% | Add +731.6% | 251,203 | $5.6M |
| Kera Capital Partners, Inc. | 1.66% | Reduce -3.9% | 249,462 | $5.6M |
| Fearless Solutions, LLC dba Best Invest | 4.34% | Reduce -4.4% | 248,802 | $5.6M |
| Landmark Wealth Management, LLC | 2.39% | Reduce -1.6% | 240,991 | $5.4M |
| Geneos Wealth Management Inc. | 0.18% | Add +25.1% | 237,229 | $5.3M |
| Mariner, LLC | 0.01% | Add +4.0% | 230,215 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -12.4% | 229,328 | $5.1M |
| Smartleaf Asset Management LLC | 0.49% | Add +82.5% | 225,644 | $5.1M |
| Lodestone Wealth Management LLC | 2.67% | Add +2.5% | 223,863 | $5.0M |
| Smith Thornton Advisors LLC | 3.07% | Add +779.7% | 219,415 | $4.9M |
| Midwest Financial Network, LLC | 4.66% | Add +2.5% | 207,809 | $4.7M |
| Entruity Wealth, LLC | 4.32% | Add +4.5% | 204,083 | $4.6M |
| Bank of America Corp. | 0.00% | Add +21352.0% | 203,794 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Add +28.0% | 199,902 | $4.5M |
| IHT Wealth Management, LLC | 0.14% | Add +599.4% | 195,595 | $4.4M |
| Studio Investment Management LLC | 0.88% | Add +6.2% | 189,719 | $4.3M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -4.5% | 172,992 | $3.9M |
| VestGen Advisors, LLC | 0.17% | — | 166,845 | $3.7M |
| Inspire Advisors, LLC | 0.43% | Add +14.3% | 166,814 | $3.7M |
| Affiance Financial, LLC | 0.83% | Add +21.5% | 159,354 | $3.6M |
| Flow Traders U.S. LLC | 0.15% | Add +12.3% | 157,475 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -24.9% | 155,029 | $3.5M |
| Truist Financial Corp. | 0.01% | Add +28.9% | 149,435 | $3.4M |
| Core Wealth Partners LLC | 1.90% | Reduce -40.8% | 145,191 | $3.3M |
| Prospera Financial Services Inc | 0.07% | Add +10.8% | 137,793 | $3.1M |
| Western Wealth Management, LLC | 0.20% | Add +4.6% | 136,125 | $3.1M |
| Level Four Advisory Services, LLC | 0.13% | Add +4.5% | 135,947 | $3.1M |
| Merit Financial Group, LLC | 0.04% | Add +49.9% | 133,012 | $3.0M |
| Belpointe Asset Management LLC | 0.15% | Add +3.4% | 132,366 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Add +18.2% | 132,162 | $3.0M |
| Continuum Advisory, LLC | 0.38% | Reduce -0.2% | 130,476 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 129,356 | $2.9M |
| Leigh Baldwin & Co., LLC | 2.33% | Add +28.2% | 129,074 | $2.9M |
| Forge Financial Services LLC | 2.43% | Reduce -0.2% | 122,552 | $2.8M |
| Rothschild Investment LLC | 0.18% | Add +1.6% | 121,890 | $2.7M |
| Wise Wealth Partners | 5.92% | Add +28.2% | 110,461 | $2.5M |
| Centaurus Financial, Inc. | 0.15% | New | 108,798 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +5.1% | 106,703 | $2.4M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -16.6% | 105,987 | $2.4M |
| Oppenheimer & Co. Inc. | 0.04% | Add +19.3% | 105,657 | $2.4M |
| Capital Planning LLC | 0.66% | Add +223.6% | 104,825 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -2.9% | 104,408 | $2.3M |
| AdvisorNet Financial, Inc | 0.17% | Add +41.1% | 103,644 | $2.3M |
| IFP Advisors, Inc | 0.07% | Add +1350.6% | 102,717 | $2.3M |
| Comerica Bank | 0.01% | Reduce -0.7% | 102,630 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +16.6% | 99,330 | $2.2M |
| CLG LLC | 0.73% | Add +9.6% | 93,592 | $2.1M |
| Hunter Associates Investment Management LLC | 0.32% | Add +8.1% | 92,880 | $2.1M |
| BlackDiamond Wealth Management, LLC | 1.39% | Add +4.5% | 92,797 | $2.1M |
| Greatmark Investment Partners, Inc. | 0.28% | Add +26.8% | 91,255 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +8.4% | 90,623 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -7.5% | 89,908 | $2.0M |
| Moloney Securities Asset Management, LLC | 0.27% | Add +1.3% | 88,730 | $2.0M |
| LongView Wealth Management | 0.59% | Add +3.0% | 87,015 | $2.0M |
| Endeavor Private Wealth, Inc. | 0.93% | Add +24.9% | 76,478 | $1.7M |
| Financial Management Network Inc. | 0.38% | Add +40.8% | 77,164 | $1.7M |
| AlphaCore Capital LLC | 0.14% | New | 75,300 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Reduce -0.5% | 73,920 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +31.2% | 73,232 | $1.6M |
| Silverlake Wealth Management LLC | 0.63% | Reduce -6.1% | 72,628 | $1.6M |
| Meridian Wealth Management, LLC | 0.08% | Add +45.4% | 71,704 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +9.8% | 70,689 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.13% | Reduce -5.6% | 69,393 | $1.6M |
| Magnus Financial Group LLC | 0.15% | Add +5.8% | 67,431 | $1.5M |
| Alpha Financial Advisors, LLC | 0.65% | Add +284.1% | 64,863 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +19.0% | 63,508 | $1.4M |
| Asset Allocation Strategies LLC | 0.35% | Add +75.3% | 62,102 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.44% | Add +4.7% | 59,739 | $1.3M |
| Priebe Wealth Holdings LLC | 0.81% | New | 58,188 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +40.6% | 55,949 | $1.3M |
| Bridgewealth Advisory Group, LLC | 1.65% | Reduce -85.8% | 55,901 | $1.3M |
| Premier Path Wealth Partners, LLC | 0.19% | Add +7.0% | 53,040 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -1.2% | 53,458 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -18.2% | 48,809 | $1.1M |
| Perennial Investment Advisors, LLC | 0.12% | New | 48,615 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Reduce -8.9% | 47,795 | $1.1M |
| Tyler-Stone Wealth Management | 0.19% | Add +2.1% | 47,561 | $1.1M |
| Fortress Wealth Management, Inc. | 0.55% | Reduce -81.4% | 47,431 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 45,912 | $1.0M |
| IFG Advisory, LLC | 0.06% | Add +20.6% | 45,611 | $1.0M |
| TrueWealth Advisors, LLC | 0.32% | Reduce -9.1% | 42,872 | $962K |
| PFG Advisors | 0.05% | Add +22.9% | 42,392 | $952K |
| Wealthcare Capital Management LLC | 0.10% | Add +42.8% | 42,213 | $948K |
| World Investment Advisors | 0.02% | Reduce -3.0% | 41,825 | $939K |
| Tempus Wealth Planning, LLC | 0.28% | Add +23.4% | 41,552 | $933K |
| CVFG LLC | 0.84% | Add +3.3% | 41,255 | $926K |
| Richards, Merrill & Peterson, Inc. | 0.48% | Add +12.5% | 41,016 | $921K |
| Intergy Private Wealth, LLC | 0.35% | Reduce -0.2% | 40,595 | $911K |
| Capital Analysts, LLC | 0.03% | Add +1436.9% | 37,655 | $845K |
| Principal Securities, Inc. | 0.02% | No change | 37,626 | $835K |
| 5T Wealth, LLC | 0.46% | Add +6.4% | 36,186 | $812K |
| CW Advisors, LLC | 0.01% | New | 35,826 | $805K |
| Madison Wealth Partners, Inc | 0.20% | Add +1.1% | 35,383 | $794K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +100.3% | 33,786 | $758K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +100.3% | 33,786 | $758K |
| Eq Wealth Advisors, LLC | 0.52% | Add +0.5% | 29,064 | $652K |
| Carolinas Wealth Consulting LLC | 0.14% | Reduce -0.0% | 28,843 | $648K |
| Certior Financial Group, LLC | 0.52% | Add +1.5% | 27,888 | $626K |
| Koshinski Asset Management, Inc. | 0.05% | Add +56.6% | 27,827 | $625K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -95.0% | 27,435 | $616K |
| Good Life Advisors, LLC | 0.04% | Add +4.8% | 26,707 | $600K |
| RFG Advisory, LLC | 0.02% | Reduce -0.5% | 26,121 | $586K |
| Trinity Wealth Management, LLC | 0.26% | Add +41.2% | 25,217 | $566K |
| Jacobi Capital Management LLC | 0.04% | Add +1.1% | 24,765 | $556K |
| CWS Financial Advisors, LLC | 0.17% | Add +1.0% | 24,237 | $544K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -2.5% | 23,602 | $530K |
| Atria Investments, Inc | 0.01% | Reduce -45.3% | 23,380 | $525K |
| WealthCare Investment Partners, LLC | 0.22% | Add +1.1% | 23,049 | $508K |
| Arkadios Wealth Advisors | 0.02% | Add +2.6% | 22,444 | $504K |
| Advisory Services Network, LLC | 0.01% | Reduce -81.5% | 22,371 | $502K |
| Bleakley Financial Group, LLC | 0.02% | No change | 22,230 | $499K |
| Anchor Investment Management, LLC | 0.05% | No change | 22,203 | $498K |
| Founders Financial Securities LLC | 0.04% | Reduce -8.0% | 21,720 | $487K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.7% | 21,379 | $480K |
| American Financial Advisors, LLC | 0.07% | Add +1.1% | 21,221 | $476K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +39.1% | 20,563 | $462K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -0.0% | 20,428 | $458K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -45.9% | 19,716 | $443K |
| Peterson Wealth Advisors, LLC | 0.08% | Add +1.0% | 19,340 | $428K |
| Delta Financial Group, Inc. | 0.09% | Reduce -2.4% | 17,914 | $403K |
| Private Trust Co. NA | 0.04% | No change | 17,889 | $402K |
| Atlas Legacy Advisors, LLC | 0.10% | Reduce -1.0% | 16,969 | $382K |
| Ridgeline Wealth Planning, LLC | 0.37% | Reduce -4.4% | 16,743 | $376K |
| tru Independence LLC | 0.12% | Add +0.5% | 16,662 | $374K |
| Integrated Wealth Concepts LLC | 0.00% | Add +63.4% | 14,920 | $335K |
| Gateway Wealth Partners, LLC | 0.07% | New | 14,422 | $324K |
| Tudor Financial Inc. | 0.19% | Add +0.1% | 14,062 | $316K |
| Focus Partners Wealth | 0.00% | Add +6.0% | 13,927 | $313K |
| Wealthcare Capital Partners, LLC | 0.16% | New | 13,868 | $311K |
| Old Mission Capital LLC | 0.01% | Reduce -87.8% | 13,782 | $309K |
| Uptick Partners, LLC | 0.10% | Add +9.6% | 13,705 | $308K |
| Vicus Capital | 0.03% | New | 12,981 | $291K |
| Frazier Financial Advisors, LLC | 0.22% | No change | 12,694 | $285K |
| Breakwater Capital Group | 0.05% | Reduce -23.0% | 12,661 | $284K |
| Brookstone Capital Management | 0.00% | Reduce -48.8% | 12,425 | $279K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -8.0% | 12,315 | $276K |
| Sterling Investment Advisors, Ltd. | 0.06% | Add +2.1% | 11,975 | $269K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.1% | 11,789 | $264K |
| Hartmann Taylor Wealth Management, LLC | 0.23% | — | 11,400 | $256K |
| Burford Brothers, Inc. | 0.12% | New | 11,333 | $254K |
| Trilogy Capital Inc. | 0.01% | Reduce -12.8% | 11,203 | $252K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 11,014 | $247K |
| Financial Partners Group, Inc | 0.04% | Reduce -8.9% | 10,793 | $242K |
| National Wealth Management Group, LLC | 0.16% | Reduce -0.9% | 10,631 | $239K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,320 | $232K |
| Mgo One Seven LLC | 0.01% | No change | 9,628 | $216K |
| Seamount Financial Group Inc. | 0.15% | Reduce -0.7% | 9,604 | $216K |
| XTX Topco Ltd | 0.01% | New | 9,369 | $210K |
| Northwest Financial Advisors | 0.17% | New | 9,357 | $210K |
| Yarger Wealth Strategies, LLC | 0.12% | New | 8,968 | $201K |
| Carson Advisory Inc. | 0.14% | New | 8,959 | $201K |
| Hexagon Capital Partners LLC | 0.04% | No change | 8,584 | $193K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 8,269 | $186K |
| Creative Financial Designs Inc. | 0.01% | Add +202.3% | 7,728 | $173K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.9% | 7,602 | $171K |
| Financial Perspectives, Inc | 0.06% | Add +7.7% | 7,456 | $167K |
| Synergy Investment Management, LLC | 0.07% | No change | 6,980 | $157K |
| CoreCap Advisors, LLC | 0.01% | Add +6.5% | 6,795 | $153K |
| Acima Private Wealth, LLC | 0.05% | Reduce -86.6% | 6,275 | $141K |
| Olistico Wealth, LLC | 0.07% | Add +24.3% | 5,346 | $120K |
| Barrett & Company, Inc. | 0.05% | No change | 4,954 | $111K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +1.7% | 4,425 | $99K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.7% | 4,425 | $99K |
| Cwm, LLC | 0.00% | New | 3,730 | $84K |
| Winch Advisory Services, LLC | 0.02% | Add +0.8% | 2,838 | $64K |
| Arax Advisory Partners | 0.00% | New | 2,658 | $60K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | New | 2,361 | $53K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,236 | $50K |
| ORG Partners LLC | 0.01% | Add +182.4% | 2,217 | $50K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | New | 1,931 | $43K |
| Lanark Financial, Inc. | 0.00% | — | 1,758 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +54.7% | 1,547 | $35K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,344 | $30K |
| Arvest Investments, Inc. | 0.00% | No change | 1,145 | $26K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 1,049 | $24K |
| Larson Financial Group LLC | 0.00% | No change | 880 | $20K |
| Capital A Wealth Management, LLC | 0.01% | Reduce -6.9% | 618 | $14K |
| Signaturefd, LLC | 0.00% | New | 273 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 123 | $3K |
| Evolution Advisers, Inc. | 0.00% | New | 80 | $1K |
"% 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.