Cap Group Core Plus IncomeCGCPETF
13F holders, Q3 2025 (September 30)268holders +5
23new positions
13sold out
2famous investors
$22.72avg. 13F price*
At the end of Q3 2025, 268 institutions reported holding Cap Group Core Plus Income (CGCP) in their 13F filings, up 5 from Q2 2025. 23 opened new positions and 13 sold out. The largest holders were Capital International Investors ($751.6M), LPL Financial LLC ($430.9M) and Morgan Stanley ($365.8M). 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 (Q3 2025)
- CUSIP
- 14020Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $32.1M |
| Exits | 13 | $12.7M |
All 13F filers, Q2 2025 → Q3 2025: 27,869,220 shares bought and 3,157,890 shares sold, net +24,711,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Capital International Investors | 0.12% | Add +23.5% | 33,082,005 | $751.6M |
| LPL Financial LLC | 0.13% | Add +28.6% | 18,964,709 | $430.9M |
| Morgan Stanley | 0.02% | Add +11.7% | 16,099,062 | $365.8M |
| Wells Fargo & Company | 0.06% | Add +11.9% | 13,035,824 | $296.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +18.7% | 9,025,453 | $205.1M |
| Johnson Bixby & Associates, LLC | 16.92% | Add +3.2% | 5,811,902 | $132.0M |
| Cetera Investment Advisers | 0.15% | Add +8.7% | 5,776,171 | $131.2M |
| Raymond James Financial Inc. | 0.04% | Add +17.2% | 5,396,909 | $122.6M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +5.3% | 5,243,014 | $119.1M |
| UBS Group AG | 0.02% | Add +8.3% | 4,266,533 | $96.9M |
| WNY Asset Management, LLC | 9.12% | Add +3.0% | 4,169,081 | $94.7M |
| Janney Montgomery Scott LLC | 0.19% | Add +25.4% | 3,601,418 | $81.8M |
| &partners | 0.48% | Add +13.2% | 3,280,177 | $74.5M |
| Royal Bank of Canada | 0.01% | Add +8.5% | 3,178,918 | $72.2M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -18.8% | 3,006,578 | $68.3M |
| Souders Financial Advisors | 7.95% | Add +4.7% | 2,944,032 | $66.9M |
| MML Investors Services, LLC | 0.15% | Add +5.2% | 2,438,289 | $55.4M |
| Stifel Financial Corp. | 0.05% | Add +9.4% | 2,400,741 | $54.5M |
| Osaic Holdings, Inc. | 0.08% | Add +20.7% | 2,367,516 | $53.7M |
| Merit Financial Group, LLC | 0.47% | Add +1078.9% | 2,259,377 | $51.3M |
| Jones Financial Companies LLLP | 0.03% | Add +25.2% | 2,248,226 | $51.2M |
| Harbour Investments, Inc. | 1.09% | Add +7.1% | 2,107,760 | $47.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +3.1% | 1,984,437 | $45.1M |
| Stonebridge Financial Group, LLC | 3.78% | Add +15.3% | 1,887,197 | $42.9M |
| Captrust Financial Advisors | 0.08% | Add +6.9% | 1,647,824 | $37.4M |
| Wood Tarver Financial Group, LLC | 10.81% | Add +3.0% | 1,612,249 | $36.6M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.2% | 1,491,911 | $33.9M |
| Kestra Investment Management, LLC | 0.89% | Add +26.2% | 1,459,162 | $33.2M |
| Adamsbrown Wealth Consultants LLC | 9.12% | Add +15.5% | 1,457,043 | $33.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -12.4% | 1,362,975 | $31.0M |
| Confluence Wealth Services, Inc. | 1.53% | Add +10.2% | 1,362,371 | $31.0M |
| McGlone Suttner Wealth Management, Inc. | 4.25% | Add +2.5% | 1,335,471 | $30.3M |
| IAM Advisory, LLC | 6.24% | Add +1.7% | 1,220,665 | $27.7M |
| St Germain D J Co. Inc. | 1.02% | Add +4.0% | 1,126,360 | $25.6M |
| Bernardo Wealth Planning LLC | 5.01% | Add +6.3% | 1,125,315 | $25.6M |
| Midwest Heritage Bank, FSB | 8.28% | Add +1.9% | 1,029,090 | $23.4M |
| Susquehanna International Group, LLP | 0.03% | New | 928,603 | $21.1M |
| Quadcap Wealth Management, LLC | 2.35% | Add +8.3% | 874,900 | $19.9M |
| Main Line Retirement Advisors, LLC | 9.81% | Add +5.2% | 841,468 | $19.1M |
| AA Financial Advisors, LLC | 3.69% | Add +10.4% | 825,640 | $18.8M |
| D.A. Davidson & Co. | 0.12% | Add +8.4% | 803,865 | $18.3M |
| Diversify Wealth Management, LLC | 1.04% | Add +6.1% | 797,120 | $18.1M |
| Condor Capital Management | 1.43% | Add +1.7% | 767,165 | $17.4M |
| Stadion Money Management, LLC | 1.38% | Reduce -1.9% | 759,999 | $17.3M |
| FinDec Wealth Services, Inc. | 17.47% | Add +0.1% | 742,467 | $16.9M |
| Ruggaard & Associates LLC | 5.81% | Add +1.4% | 683,731 | $15.5M |
| Bank of America Corp. | 0.00% | Add +226.9% | 649,951 | $14.8M |
| NavPoint Financial, Inc. | 7.32% | Add +9.9% | 614,447 | $14.0M |
| Clearview Wealth Advisors LLC | 8.75% | Add +9.4% | 601,461 | $13.7M |
| Tribridge Partners Financial LLC | 6.18% | Add +23.3% | 590,032 | $13.4M |
| New England Capital Financial Advisors LLC | 5.49% | Add +4.4% | 567,985 | $12.9M |
| Sovran Advisors, LLC | 1.14% | Add +21.9% | 563,992 | $12.9M |
| Valmark Advisers, Inc. | 0.16% | Add +35.7% | 533,240 | $12.1M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +18.2% | 516,607 | $11.7M |
| Convergence Financial, LLC | 1.76% | Add +6.6% | 516,158 | $11.7M |
| Mutual Advisors, LLC | 0.25% | Add +3.8% | 500,932 | $11.5M |
| WBH Advisory Inc. | 0.83% | Add +12.0% | 480,559 | $10.9M |
| Private Advisor Group, LLC | 0.05% | Add +12.9% | 445,422 | $10.1M |
| EverSource Wealth Advisors, LLC | 0.40% | Add +4.6% | 444,303 | $10.1M |
| Stephens Inc. | 0.11% | Reduce -3.2% | 391,665 | $8.9M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +13.9% | 388,457 | $8.8M |
| Greenbush Financial Group, LLC | 3.37% | Add +8.3% | 386,937 | $8.8M |
| Benjamin Edwards Inc. | 0.10% | Add +20.3% | 385,664 | $8.8M |
| Freedom Financial Partners LLC | 3.32% | Add +3.5% | 382,934 | $8.7M |
| Bridgewealth Advisory Group, LLC | 1.99% | Add +5.2% | 377,639 | $8.6M |
| Jane Street Group, LLC | 0.01% | Reduce -63.0% | 365,003 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +2.9% | 355,256 | $8.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.2% | 304,393 | $6.9M |
| Compass Financial Group, Inc. | 2.99% | Reduce -2.0% | 293,242 | $6.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -24.1% | 290,552 | $6.6M |
| Swisher Financial Concepts, Inc. | 3.75% | Add +6.3% | 275,050 | $6.2M |
| Fearless Solutions, LLC dba Best Invest | 3.96% | Add +1.8% | 271,520 | $6.2M |
| Kera Capital Partners, Inc. | 0.89% | Add +6.6% | 261,308 | $5.9M |
| Smartleaf Asset Management LLC | 0.36% | Add +4.9% | 258,522 | $5.9M |
| Mariner, LLC | 0.01% | Add +10.7% | 258,370 | $5.9M |
| IHT Wealth Management, LLC | 0.15% | Add +9.9% | 256,189 | $5.8M |
| Landmark Wealth Management, LLC | 2.24% | Add +5.0% | 248,642 | $5.6M |
| Geneos Wealth Management Inc. | 0.14% | Reduce -3.2% | 248,475 | $5.6M |
| Core Wealth Partners LLC | 2.56% | Add +6.5% | 244,871 | $5.6M |
| NewEdge Advisors, LLC | 0.03% | Add +36.7% | 243,155 | $5.5M |
| SOL Capital Management CO | 0.49% | Reduce -7.0% | 241,731 | $5.5M |
| Lodestone Wealth Management LLC | 2.46% | Add +9.5% | 241,069 | $5.5M |
| Smith Thornton Advisors LLC | 2.86% | Add +9.1% | 240,290 | $5.5M |
| Citadel Advisors | 0.00% | Add +74.1% | 235,997 | $5.4M |
| Entruity Wealth, LLC | 4.11% | Add +6.5% | 232,998 | $5.3M |
| Equitable Holdings, Inc. | 0.04% | Add +10.3% | 231,429 | $5.3M |
| Flynn Zito Capital Management, LLC | 1.92% | Reduce -8.9% | 228,478 | $5.2M |
| Investment Planning Advisors, Inc. | 1.63% | Reduce -72.9% | 228,154 | $5.2M |
| Studio Investment Management LLC | 0.90% | Add +8.6% | 209,952 | $4.8M |
| Centaurus Financial, Inc. | 0.22% | Add +16.8% | 205,682 | $4.7M |
| Global Retirement Partners, LLC | 0.10% | Add +12.5% | 195,474 | $4.4M |
| Affiance Financial, LLC | 0.80% | Add +12.8% | 192,243 | $4.4M |
| Inspire Advisors, LLC | 0.41% | Add +12.4% | 190,167 | $4.3M |
| Midwest Financial Network, LLC | 3.43% | Reduce -10.0% | 185,774 | $4.2M |
| Leigh Baldwin & Co., LLC | 2.35% | Add +8.2% | 183,892 | $4.2M |
| VestGen Advisors, LLC | 0.14% | Add +6.2% | 182,803 | $4.2M |
| Oppenheimer & Co. Inc. | 0.05% | Add +8.3% | 173,897 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Add +60.2% | 172,643 | $3.9M |
| Level Four Advisory Services, LLC | 0.13% | Add +3.5% | 172,322 | $3.9M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -6.3% | 168,820 | $3.8M |
"% 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.