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 |
| Prospera Financial Services Inc | 0.06% | Add +5.3% | 145,024 | $3.3M |
| Belpointe Asset Management LLC | 0.13% | Add +2.6% | 135,816 | $3.1M |
| Citadel Advisors | 0.00% | New | 135,528 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Add +2.4% | 135,280 | $3.0M |
| Continuum Advisory, LLC | 0.34% | Reduce -2.6% | 127,094 | $2.9M |
| Rothschild Investment LLC | 0.17% | Add +1.0% | 123,090 | $2.8M |
| Western Wealth Management, LLC | 0.16% | Reduce -10.2% | 122,245 | $2.8M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +15.2% | 122,128 | $2.7M |
| IFP Advisors, Inc | 0.08% | Add +16.8% | 119,937 | $2.7M |
| Forge Financial Services LLC | 2.02% | Reduce -1.6% | 120,548 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Add +1.0% | 107,741 | $2.4M |
| Greatmark Investment Partners, Inc. | 0.30% | Add +17.8% | 107,480 | $2.4M |
| Hunter Associates Investment Management LLC | 0.35% | Add +12.3% | 104,318 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +12.4% | 101,908 | $2.3M |
| Comerica Bank | 0.01% | Reduce -0.8% | 101,785 | $2.3M |
| Endeavor Private Wealth, Inc. | 1.06% | Add +29.8% | 99,251 | $2.2M |
| CLG LLC | 0.70% | Add +5.8% | 99,046 | $2.2M |
| AdvisorNet Financial, Inc | 0.14% | Reduce -5.7% | 97,742 | $2.2M |
| Financial Management Network Inc. | 0.39% | Add +24.6% | 96,143 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -9.3% | 94,754 | $2.1M |
| LongView Wealth Management | 0.63% | Add +6.8% | 92,896 | $2.1M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +37.3% | 87,190 | $2.0M |
| Old Mission Capital LLC | 0.05% | Add +493.7% | 81,825 | $1.8M |
| Moloney Securities Asset Management, LLC | 0.23% | Reduce -8.5% | 81,153 | $1.8M |
| Priebe Wealth Holdings LLC | 1.58% | Add +39.2% | 80,988 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -47.9% | 80,814 | $1.8M |
| Independent Financial Group, LLC | 0.05% | Add +5.4% | 77,900 | $1.8M |
| Perennial Investment Advisors, LLC | 0.17% | Add +57.9% | 76,767 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +2.9% | 75,374 | $1.7M |
| AlphaCore Capital LLC | 0.06% | Reduce -0.7% | 74,771 | $1.7M |
| Magnus Financial Group LLC | 0.15% | Add +10.0% | 74,190 | $1.7M |
| Silverlake Wealth Management LLC | 0.48% | Add +0.8% | 73,230 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.12% | Add +5.2% | 73,022 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -22.1% | 70,040 | $1.6M |
| Fiduciary Alliance LLC | 0.12% | New | 69,337 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -3.2% | 68,419 | $1.5M |
| IFG Advisory, LLC | 0.08% | Add +46.5% | 66,799 | $1.5M |
| Alpha Financial Advisors, LLC | 0.57% | Add +0.2% | 65,004 | $1.5M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -11.3% | 63,588 | $1.4M |
| Capital Analysts, LLC | 0.04% | Add +55.2% | 58,441 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +25.1% | 57,428 | $1.3M |
| Trinity Wealth Management, LLC | 0.49% | Add +118.3% | 55,056 | $1.2M |
| Richards, Merrill & Peterson, Inc. | 0.58% | Add +33.2% | 54,651 | $1.2M |
| Premier Path Wealth Partners, LLC | 0.17% | Add +0.0% | 53,060 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +49.5% | 50,513 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +29.6% | 48,752 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -0.5% | 48,567 | $1.1M |
| Franklin Resources Inc. | 0.00% | New | 48,155 | $1.1M |
| Tyler-Stone Wealth Management | 0.17% | Add +1.1% | 48,101 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.31% | Reduce -19.8% | 47,927 | $1.1M |
| PFG Advisors | 0.05% | Add +10.6% | 46,863 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +30.4% | 46,702 | $1.1M |
| Fortress Wealth Management, Inc. | 0.48% | Reduce -6.2% | 44,486 | $1.0M |
| World Investment Advisors | 0.02% | Add +5.7% | 44,194 | $994K |
| CVFG LLC | 0.79% | Add +6.7% | 44,033 | $991K |
| 5T Wealth, LLC | 0.50% | Add +21.2% | 43,852 | $987K |
| Parsonex Advisory Services, Inc. | 0.82% | — | 43,786 | $985K |
| Wealthcare Capital Management LLC | 0.10% | Add +0.1% | 42,251 | $951K |
| Tempus Wealth Planning, LLC | 0.23% | Reduce -0.1% | 41,522 | $934K |
| TrueWealth Advisors, LLC | 0.27% | Reduce -6.0% | 40,298 | $907K |
| Intergy Private Wealth, LLC | 0.31% | Reduce -1.9% | 39,837 | $896K |
| Eq Wealth Advisors, LLC | 0.59% | Add +31.9% | 38,332 | $862K |
| Advisory Alpha, LLC | 0.03% | Reduce -20.4% | 38,036 | $856K |
| Asset Allocation Strategies LLC | 0.19% | Reduce -39.5% | 37,548 | $845K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -33.2% | 35,690 | $803K |
| Madison Wealth Partners, Inc | 0.17% | Add +0.6% | 35,602 | $801K |
| Flow Traders U.S. LLC | 0.03% | Reduce -78.1% | 34,550 | $777K |
| Koshinski Asset Management, Inc. | 0.06% | Add +17.5% | 32,687 | $735K |
| United Advisor Group, LLC | 0.12% | New | 31,383 | $706K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 30,871 | $695K |
| Oak Hill Wealth Advisors, LLC | 0.14% | New | 30,667 | $685K |
| CWS Financial Advisors, LLC | 0.20% | Add +25.6% | 30,443 | $685K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -46.7% | 29,837 | $671K |
| Capital Planning LLC | 0.20% | Reduce -73.0% | 28,254 | $636K |
| RFG Advisory, LLC | 0.01% | Add +7.7% | 28,126 | $633K |
| Certior Financial Group, LLC | 0.47% | Reduce -1.6% | 27,449 | $618K |
| Rockefeller Capital Management L.P. | 0.00% | Add +27.3% | 27,223 | $613K |
| GTS Securities LLC | 0.03% | New | 26,783 | $603K |
| Ground Swell Capital, LLC | 0.98% | New | 26,425 | $595K |
| Jacobi Capital Management LLC | 0.04% | Add +4.9% | 25,981 | $585K |
| Integrated Wealth Concepts LLC | 0.01% | Add +66.8% | 24,894 | $560K |
| Wealthcare Capital Partners, LLC | 0.28% | Add +77.9% | 24,676 | $555K |
| Arkadios Wealth Advisors | 0.02% | Add +5.7% | 23,717 | $534K |
| Richmond Investment Services, LLC | 0.11% | New | 23,369 | $526K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +13.0% | 23,241 | $523K |
| WealthCare Investment Partners, LLC | 0.19% | Reduce -0.4% | 22,963 | $516K |
| Silver Oak Securities, Incorporated | 0.04% | Add +9.2% | 22,311 | $502K |
| Anchor Investment Management, LLC | 0.04% | No change | 22,203 | $500K |
| American Financial Advisors, LLC | 0.07% | Reduce -0.9% | 21,032 | $473K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -23.6% | 20,959 | $472K |
| Brookstone Capital Management | 0.01% | Add +66.9% | 20,740 | $467K |
| Founders Financial Securities LLC | 0.03% | Reduce -6.3% | 20,359 | $458K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -9.1% | 20,204 | $455K |
| Farther Finance Advisors, LLC | 0.01% | New | 20,011 | $450K |
| Gateway Wealth Partners, LLC | 0.08% | Add +34.6% | 19,410 | $437K |
| Hartmann Taylor Wealth Management, LLC | 0.36% | Add +70.2% | 19,400 | $437K |
| Peterson Wealth Advisors, LLC | 0.07% | Reduce -2.6% | 18,835 | $424K |
| Atria Investments, Inc | 0.00% | Reduce -22.4% | 18,137 | $408K |
| Advisory Services Network, LLC | 0.01% | Reduce -18.9% | 18,140 | $406K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -25.9% | 17,502 | $394K |
| Vicus Capital | 0.03% | Add +34.4% | 17,446 | $393K |
| Atlas Legacy Advisors, LLC | 0.08% | No change | 16,969 | $382K |
| William Mack & Associates, Inc. | 0.24% | New | 16,759 | $377K |
| tru Independence LLC | 0.11% | Add +0.4% | 16,726 | $376K |
| Ridgeline Wealth Planning, LLC | 0.30% | Reduce -1.8% | 16,447 | $370K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -18.3% | 16,107 | $362K |
| Aspire Growth Partners LLC | 0.29% | New | 15,703 | $353K |
| Private Trust Co. NA | 0.03% | Reduce -13.4% | 15,488 | $348K |
| Cwm, LLC | 0.00% | Add +296.3% | 14,782 | $333K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +29.4% | 14,255 | $321K |
| Sterling Investment Advisors, Ltd. | 0.07% | Add +18.4% | 14,175 | $319K |
| Tudor Financial Inc. | 0.18% | Add +0.2% | 14,093 | $317K |
| Uptick Partners, LLC | 0.09% | No change | 13,705 | $308K |
| Carson Advisory Inc. | 0.20% | Add +52.8% | 13,689 | $308K |
| Breakwater Capital Group | 0.05% | Add +5.0% | 13,299 | $299K |
| ORG Partners LLC | 0.06% | Add +491.7% | 13,118 | $295K |
| Frazier Financial Advisors, LLC | 0.20% | No change | 12,694 | $286K |
| Balboa Wealth Partners | 0.06% | New | 12,661 | $285K |
| Beam Wealth Advisors, Inc. | 0.08% | New | 12,634 | $284K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -0.8% | 12,215 | $275K |
| Good Life Advisors, LLC | 0.02% | Reduce -55.9% | 11,768 | $265K |
| XTX Topco Ltd | 0.01% | Add +25.3% | 11,739 | $264K |
| Security Financial Services, INC. | 0.05% | New | 11,445 | $258K |
| Renaissance Technologies | 0.00% | New | 11,400 | $257K |
| Strategic Blueprint, LLC | 0.01% | New | 11,289 | $254K |
| Trilogy Capital Inc. | 0.01% | No change | 11,203 | $252K |
| Burford Brothers, Inc. | 0.11% | Reduce -5.0% | 10,767 | $242K |
| Financial Partners Group, Inc | 0.03% | Reduce -1.4% | 10,642 | $239K |
| Wambolt & Associates, LLC | 0.08% | New | 10,628 | $239K |
| Assetmark, Inc. | 0.00% | New | 9,837 | $221K |
| Mgo One Seven LLC | 0.01% | Add +2.1% | 9,828 | $221K |
| National Wealth Management Group, LLC | 0.12% | Reduce -8.3% | 9,743 | $219K |
| Summit Global Investments | 0.01% | New | 9,668 | $218K |
| Venture Visionary Partners LLC | 0.01% | New | 9,488 | $213K |
| Cim, LLC | 0.03% | New | 9,320 | $210K |
| Ameriprise Financial Inc. | 0.00% | New | 9,305 | $209K |
| Northwest Financial Advisors | 0.29% | Reduce -1.8% | 9,193 | $207K |
| Yarger Wealth Strategies, LLC | 0.11% | Add +1.2% | 9,079 | $204K |
| Creative Financial Designs Inc. | 0.01% | Add +9.4% | 8,451 | $190K |
| Elevation Wealth Partners, LLC | 0.07% | Add +0.1% | 8,280 | $186K |
| Financial Perspectives, Inc | 0.06% | Add +10.7% | 8,255 | $186K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.9% | 7,974 | $179K |
| CoreCap Advisors, LLC | 0.01% | Add +11.0% | 7,543 | $170K |
| Olistico Wealth, LLC | 0.08% | Add +20.5% | 6,440 | $145K |
| Acima Private Wealth, LLC | 0.05% | No change | 6,275 | $141K |
| Aptus Capital Advisors, LLC | 0.00% | Add +22.0% | 5,400 | $122K |
| Arax Advisory Partners | 0.01% | Add +102.9% | 5,392 | $121K |
| Barrett & Company, Inc. | 0.04% | No change | 4,954 | $111K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +190.2% | 4,490 | $101K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 4,425 | $100K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +193.7% | 3,947 | $89K |
| Winch Advisory Services, LLC | 0.02% | Add +0.8% | 2,862 | $64K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Add +4.6% | 2,469 | $56K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +17.8% | 2,274 | $51K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,236 | $50K |
| MAI Capital Management | 0.00% | New | 2,027 | $46K |
| Larson Financial Group LLC | 0.00% | Add +102.3% | 1,780 | $40K |
| Lanark Financial, Inc. | 0.00% | No change | 1,758 | $39K |
| Arvest Investments, Inc. | 0.00% | No change | 1,145 | $26K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 1,049 | $24K |
| Signaturefd, LLC | 0.00% | No change | 273 | $6K |
| Rossby Financial, LCC | 0.00% | New | 129 | $3K |
| Evolution Advisers, Inc. | 0.00% | No change | 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.