Cap Group Core Plus IncomeCGCPETF
13F holders, Q2 2025 (June 30)263holders +16
26new positions
10sold out
2famous investors
$22.50avg. 13F price*
At the end of Q2 2025, 263 institutions reported holding Cap Group Core Plus Income (CGCP) in their 13F filings, up 16 from Q1 2025. 26 opened new positions and 10 sold out. The largest holders were Capital International Investors ($602.8M), LPL Financial LLC ($331.7M) and Morgan Stanley ($324.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Core Plus Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2025)
- CUSIP
- 14020Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $22.5M |
| Exits | 10 | $5.9M |
All 13F filers, Q1 2025 → Q2 2025: 22,509,171 shares bought and 2,149,050 shares sold, net +20,360,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Capital International Investors | 0.10% | Add +28.6% | 26,791,883 | $602.8M |
| LPL Financial LLC | 0.11% | Add +18.8% | 14,741,294 | $331.7M |
| Morgan Stanley | 0.02% | Add +4.5% | 14,411,181 | $324.3M |
| Wells Fargo & Company | 0.06% | Reduce -3.0% | 11,646,088 | $262.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +44.9% | 7,601,504 | $171.0M |
| Johnson Bixby & Associates, LLC | 17.40% | Add +1.7% | 5,631,675 | $126.7M |
| Cetera Investment Advisers | 0.20% | Add +9.3% | 5,312,064 | $119.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +8.1% | 4,979,795 | $112.0M |
| Raymond James Financial Inc. | 0.04% | Add +3.0% | 4,606,095 | $103.6M |
| WNY Asset Management, LLC | 10.04% | Add +0.7% | 4,048,556 | $91.1M |
| UBS Group AG | 0.02% | Reduce -8.3% | 3,940,972 | $88.7M |
| Commonwealth Equity Services, LLC | 0.11% | Add +17.0% | 3,702,965 | $83.3M |
| Royal Bank of Canada | 0.01% | Add +8.4% | 2,929,323 | $65.9M |
| &partners | 0.50% | Add +533.1% | 2,899,033 | $65.4M |
| Janney Montgomery Scott LLC | 0.17% | Add +7.8% | 2,871,186 | $64.6M |
| Souders Financial Advisors | 8.05% | Add +5.0% | 2,811,977 | $63.3M |
| MML Investors Services, LLC | 0.15% | Add +6.6% | 2,318,254 | $52.2M |
| Stifel Financial Corp. | 0.05% | Add +16.7% | 2,194,246 | $49.4M |
| Harbour Investments, Inc. | 1.12% | Reduce -7.8% | 1,967,746 | $44.3M |
| Osaic Holdings, Inc. | 0.08% | Reduce -3.6% | 1,961,509 | $44.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +1.8% | 1,924,689 | $43.3M |
| Jones Financial Companies LLLP | 0.03% | Add +29.1% | 1,796,177 | $40.3M |
| Stonebridge Financial Group, LLC | 3.58% | Add +50.8% | 1,637,195 | $36.8M |
| Wood Tarver Financial Group, LLC | 10.60% | Reduce -4.3% | 1,565,837 | $35.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +0.2% | 1,555,988 | $34.9M |
| Baird Financial Group, Inc. | 0.06% | Add +4.3% | 1,541,135 | $34.7M |
| Captrust Financial Advisors | 0.08% | Add +9.2% | 1,540,954 | $34.7M |
| McGlone Suttner Wealth Management, Inc. | 4.42% | Add +3.7% | 1,302,354 | $29.3M |
| Adamsbrown Wealth Consultants LLC | 8.23% | Add +3.6% | 1,261,494 | $28.4M |
| Confluence Wealth Services, Inc. | 1.52% | Add +5.3% | 1,236,582 | $27.8M |
| IAM Advisory, LLC | 6.49% | Add +3.2% | 1,200,730 | $27.0M |
| Kestra Investment Management, LLC | 0.79% | Add +27.7% | 1,156,455 | $26.0M |
| St Germain D J Co. Inc. | 1.05% | Reduce -2.9% | 1,082,767 | $24.4M |
| Bernardo Wealth Planning LLC | 5.17% | Reduce -9.0% | 1,058,461 | $23.8M |
| Midwest Heritage Bank, FSB | 8.55% | Add +3.0% | 1,010,208 | $22.7M |
| Jane Street Group, LLC | 0.04% | Add +88.8% | 985,556 | $22.2M |
| Investment Planning Advisors, Inc. | 6.69% | Reduce -2.8% | 841,368 | $18.9M |
| Quadcap Wealth Management, LLC | 2.31% | Add +10.6% | 808,253 | $18.2M |
| Main Line Retirement Advisors, LLC | 10.25% | Reduce -2.0% | 799,723 | $18.0M |
| Stadion Money Management, LLC | 1.42% | Reduce -6.0% | 774,924 | $17.3M |
| Condor Capital Management | 1.47% | Add +3.4% | 754,231 | $17.0M |
| Diversify Wealth Management, LLC | 1.05% | Add +10.7% | 751,401 | $16.9M |
| AA Financial Advisors, LLC | 3.63% | Reduce -0.7% | 747,854 | $16.8M |
| FinDec Wealth Services, Inc. | 17.45% | Add +0.9% | 741,825 | $16.7M |
| D.A. Davidson & Co. | 0.12% | Add +6.7% | 741,373 | $16.7M |
| Ruggaard & Associates LLC | 6.10% | Add +3.4% | 674,361 | $15.2M |
| NavPoint Financial, Inc. | 7.60% | Add +44.5% | 559,271 | $12.6M |
| Clearview Wealth Advisors LLC | 8.61% | Add +3.2% | 549,551 | $12.4M |
| New England Capital Financial Advisors LLC | 5.60% | Add +8.3% | 543,893 | $12.2M |
| Convergence Financial, LLC | 1.88% | Reduce -2.0% | 484,386 | $10.9M |
| Mutual Advisors, LLC | 0.27% | Reduce -1.6% | 482,686 | $10.8M |
| Tribridge Partners Financial LLC | 6.32% | — | 478,431 | $10.8M |
| Sovran Advisors, LLC | 1.08% | Add +76.9% | 462,510 | $10.3M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +14.6% | 437,070 | $9.8M |
| WBH Advisory Inc. | 0.82% | Add +3.8% | 429,060 | $9.7M |
| EverSource Wealth Advisors, LLC | 0.43% | Add +4.7% | 424,878 | $9.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +225.8% | 421,487 | $9.5M |
| Stephens Inc. | 0.13% | New | 404,483 | $9.1M |
| Private Advisor Group, LLC | 0.05% | Add +3.2% | 394,643 | $8.9M |
| Valmark Advisers, Inc. | 0.12% | Add +29.3% | 393,014 | $8.8M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +6.2% | 382,594 | $8.6M |
| Freedom Financial Partners LLC | 3.51% | Add +3.7% | 369,927 | $8.3M |
| Bridgewealth Advisory Group, LLC | 2.05% | Add +542.3% | 359,069 | $8.1M |
| Greenbush Financial Group, LLC | 3.50% | Add +7.5% | 357,203 | $8.0M |
| Truist Financial Corp. | 0.01% | Add +131.1% | 345,341 | $7.8M |
| Ashton Thomas Private Wealth, LLC | 0.27% | Add +31.9% | 340,967 | $7.7M |
| Benjamin Edwards Inc. | 0.09% | Add +1.6% | 320,599 | $7.2M |
| Compass Financial Group, Inc. | 3.38% | Reduce -0.4% | 299,384 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -17.8% | 292,485 | $6.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +23.8% | 283,877 | $6.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +6.0% | 271,468 | $6.1M |
| Fearless Solutions, LLC dba Best Invest | 4.20% | Add +7.2% | 266,654 | $6.0M |
| SOL Capital Management CO | 0.57% | Reduce -8.8% | 259,928 | $5.8M |
| Swisher Financial Concepts, Inc. | 3.76% | Add +1.0% | 258,879 | $5.8M |
| Geneos Wealth Management Inc. | 0.14% | Add +8.2% | 256,672 | $5.8M |
| Flynn Zito Capital Management, LLC | 2.38% | Reduce -0.2% | 250,790 | $5.6M |
| Smartleaf Asset Management LLC | 0.49% | Add +9.2% | 246,400 | $5.5M |
| Kera Capital Partners, Inc. | 1.09% | Reduce -1.8% | 245,081 | $5.5M |
| Landmark Wealth Management, LLC | 2.27% | Reduce -1.7% | 236,887 | $5.3M |
| Mariner, LLC | 0.01% | Add +1.4% | 233,377 | $5.3M |
| IHT Wealth Management, LLC | 0.14% | Add +19.2% | 233,083 | $5.2M |
| Core Wealth Partners LLC | 2.63% | Add +58.4% | 230,007 | $5.2M |
| Smith Thornton Advisors LLC | 2.85% | Add +0.4% | 220,283 | $5.0M |
| Lodestone Wealth Management LLC | 2.41% | Reduce -1.6% | 220,201 | $5.0M |
| Entruity Wealth, LLC | 4.18% | Add +7.2% | 218,672 | $4.9M |
| Equitable Holdings, Inc. | 0.04% | Add +5.0% | 209,912 | $4.7M |
| Midwest Financial Network, LLC | 4.61% | Reduce -0.6% | 206,507 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 198,801 | $4.5M |
| Studio Investment Management LLC | 0.87% | Add +1.9% | 193,308 | $4.3M |
| Merit Financial Group, LLC | 0.05% | Add +44.1% | 191,658 | $4.3M |
| Kingsview Wealth Management, LLC | 0.07% | Add +4.2% | 180,221 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Add +79.1% | 177,883 | $4.0M |
| Centaurus Financial, Inc. | 0.23% | Add +61.9% | 176,162 | $4.0M |
| Global Retirement Partners, LLC | 0.10% | — | 173,824 | $3.9M |
| VestGen Advisors, LLC | 0.15% | Add +3.1% | 172,093 | $3.9M |
| Affiance Financial, LLC | 0.78% | Add +7.0% | 170,480 | $3.8M |
| Leigh Baldwin & Co., LLC | 2.51% | Add +31.6% | 169,911 | $3.8M |
| Inspire Advisors, LLC | 0.40% | Add +1.4% | 169,236 | $3.8M |
| Level Four Advisory Services, LLC | 0.14% | Add +22.5% | 166,554 | $3.7M |
| Oppenheimer & Co. Inc. | 0.05% | Add +52.0% | 160,559 | $3.6M |
"% 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.