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 |
| Prospera Financial Services Inc | 0.06% | Add +12.8% | 163,545 | $3.7M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +0.0% | 135,302 | $3.1M |
| Belpointe Asset Management LLC | 0.12% | Reduce -2.2% | 132,796 | $3.0M |
| Continuum Advisory, LLC | 0.32% | Add +3.4% | 131,443 | $3.0M |
| Summit Financial, LLC | 0.05% | New | 129,845 | $3.0M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +2.3% | 124,977 | $2.8M |
| Rothschild Investment LLC | 0.16% | Add +1.2% | 124,590 | $2.8M |
| Western Wealth Management, LLC | 0.15% | Add +0.1% | 122,399 | $2.8M |
| Forge Financial Services LLC | 1.30% | Add +1.2% | 121,974 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +107.3% | 119,078 | $2.7M |
| Hunter Associates Investment Management LLC | 0.37% | Add +12.9% | 117,735 | $2.7M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +34.7% | 117,449 | $2.7M |
| Capital Analysts, LLC | 0.08% | Add +98.8% | 116,154 | $2.6M |
| Greatmark Investment Partners, Inc. | 0.32% | Add +8.0% | 116,085 | $2.6M |
| CLG LLC | 0.70% | Add +14.6% | 113,466 | $2.6M |
| Endeavor Private Wealth, Inc. | 0.79% | Add +13.8% | 112,959 | $2.6M |
| IFP Advisors, Inc | 0.07% | Reduce -8.1% | 110,169 | $2.5M |
| LongView Wealth Management | 0.66% | Add +15.9% | 107,715 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +0.6% | 102,545 | $2.3M |
| Comerica Bank | 0.01% | Reduce -0.3% | 101,456 | $2.3M |
| Financial Management Network Inc. | 0.38% | Add +4.0% | 100,024 | $2.3M |
| Citigroup Inc. | 0.00% | New | 96,097 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -1.3% | 93,512 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +202.1% | 93,262 | $2.1M |
| Perennial Investment Advisors, LLC | 0.17% | Add +19.8% | 91,989 | $2.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +328.2% | 85,688 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +18.4% | 80,994 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +6.5% | 80,268 | $1.8M |
| Magnus Financial Group LLC | 0.14% | Add +7.0% | 79,393 | $1.8M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -19.2% | 78,956 | $1.8M |
| IFG Advisory, LLC | 0.08% | Add +17.2% | 78,285 | $1.8M |
| Moloney Securities Asset Management, LLC | 0.21% | Reduce -4.6% | 77,420 | $1.8M |
| Fiduciary Alliance LLC | 0.11% | Add +7.4% | 74,463 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Reduce -5.6% | 73,517 | $1.7M |
| AlphaCore Capital LLC | 0.06% | Reduce -2.3% | 73,075 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +43.9% | 72,679 | $1.7M |
| Meridian Wealth Management, LLC | 0.06% | Add +13.7% | 72,308 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.11% | Reduce -4.2% | 69,971 | $1.6M |
| Silverlake Wealth Management LLC | 0.39% | Reduce -5.4% | 69,276 | $1.6M |
| Oak Hill Wealth Advisors, LLC | 0.28% | Add +115.5% | 66,095 | $1.5M |
| Alpha Financial Advisors, LLC | 0.53% | Add +1.6% | 66,025 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -9.9% | 63,070 | $1.4M |
| Trinity Wealth Management, LLC | 0.51% | Add +9.3% | 60,150 | $1.4M |
| Wise Wealth Partners | 2.07% | New | 59,769 | $1.4M |
| Renaissance Technologies | 0.00% | Add +403.5% | 57,400 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +17.7% | 57,384 | $1.3M |
| PFG Advisors | 0.05% | Add +20.9% | 56,649 | $1.3M |
| 5T Wealth, LLC | 0.54% | Add +25.2% | 54,918 | $1.2M |
| Richards, Merrill & Peterson, Inc. | 0.54% | No change | 54,651 | $1.2M |
| CVFG LLC | 0.89% | Add +23.8% | 54,510 | $1.2M |
| Premier Path Wealth Partners, LLC | 0.16% | Add +1.0% | 53,614 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -34.2% | 53,177 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +3.0% | 50,044 | $1.1M |
| World Investment Advisors | 0.02% | Add +8.5% | 47,966 | $1.1M |
| United Advisor Group, LLC | 0.14% | Add +51.1% | 47,427 | $1.1M |
| Old Mission Capital LLC | 0.04% | Reduce -44.4% | 45,515 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.26% | Reduce -7.3% | 44,411 | $1.0M |
| Assetmark, Inc. | 0.00% | Add +348.1% | 44,075 | $1.0M |
| Parsonex Advisory Services, Inc. | 0.67% | Reduce -1.2% | 43,259 | $983K |
| Wealthcare Capital Management LLC | 0.10% | Add +1.8% | 42,990 | $977K |
| Intergy Private Wealth, LLC | 0.29% | Add +4.0% | 41,449 | $942K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +37.5% | 41,036 | $932K |
| TrueWealth Advisors, LLC | 0.25% | Add +0.8% | 40,639 | $923K |
| Mann Financial Group, Inc. | 0.90% | — | 39,975 | $908K |
| Ameritas Advisory Services, LLC | 0.06% | Add +10.6% | 39,478 | $897K |
| Advisory Alpha, LLC | 0.02% | Add +2.2% | 38,863 | $886K |
| Asset Allocation Strategies LLC | 0.17% | Add +1.4% | 38,089 | $865K |
| Richmond Investment Services, LLC | 0.16% | Add +60.1% | 37,404 | $850K |
| Eq Wealth Advisors, LLC | 0.56% | Reduce -2.9% | 37,205 | $845K |
| Tempus Wealth Planning, LLC | 0.19% | Reduce -10.6% | 37,116 | $843K |
| Koshinski Asset Management, Inc. | 0.06% | Add +11.3% | 36,389 | $827K |
| RFG Advisory, LLC | 0.02% | Add +26.0% | 35,451 | $805K |
| Franklin Resources Inc. | 0.00% | Reduce -30.8% | 33,333 | $757K |
| Aspire Growth Partners LLC | 0.55% | Add +112.0% | 33,290 | $756K |
| CWS Financial Advisors, LLC | 0.21% | Add +9.0% | 33,178 | $754K |
| Madison Wealth Partners, Inc | 0.15% | Reduce -7.9% | 32,789 | $745K |
| Ameriprise Financial Inc. | 0.00% | Add +249.3% | 32,500 | $738K |
| Certior Financial Group, LLC | 0.50% | Add +17.9% | 32,354 | $735K |
| Gateway Wealth Partners, LLC | 0.10% | Add +65.8% | 32,191 | $731K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.6% | 31,186 | $709K |
| Hartmann Taylor Wealth Management, LLC | 0.49% | Add +56.4% | 30,333 | $689K |
| Capital Planning LLC | 0.19% | No change | 28,254 | $642K |
| Wealthcare Capital Partners, LLC | 0.29% | Add +14.3% | 28,196 | $641K |
| Fortress Wealth Management, Inc. | 0.28% | Reduce -37.0% | 28,009 | $636K |
| Flow Traders U.S. LLC | 0.03% | Reduce -20.3% | 27,552 | $626K |
| Jacobi Capital Management LLC | 0.04% | Add +1.4% | 26,332 | $598K |
| Private Trust Co. NA | 0.05% | Add +67.8% | 25,995 | $591K |
| TCFG Wealth Management, LLC | 0.23% | New | 25,775 | $586K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +8.5% | 25,209 | $573K |
| Atlas Legacy Advisors, LLC | 0.11% | Add +48.0% | 25,109 | $570K |
| WealthCare Investment Partners, LLC | 0.17% | Add +1.4% | 23,274 | $530K |
| Silver Oak Securities, Incorporated | 0.04% | Add +1.2% | 22,582 | $513K |
| Arkadios Wealth Advisors | 0.01% | Reduce -5.0% | 22,531 | $512K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.1% | 22,388 | $509K |
| Anchor Investment Management, LLC | 0.04% | No change | 22,203 | $504K |
| Blueprint Financial Advisors LLC | 0.10% | New | 21,382 | $486K |
| Blueprint Investment Partners LLC | 0.07% | New | 21,382 | $486K |
| Advisory Services Network, LLC | 0.01% | Add +17.7% | 21,344 | $485K |
| Natixis Advisors, LLC | 0.00% | New | 20,878 | $474K |
| Vicus Capital | 0.04% | Add +18.2% | 20,625 | $469K |
| ORG Partners LLC | 0.09% | Add +36.0% | 17,845 | $464K |
| American Financial Advisors, LLC | 0.06% | Reduce -3.7% | 20,249 | $460K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.1% | 20,179 | $458K |
| Security Financial Services, INC. | 0.07% | Add +74.3% | 19,949 | $453K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -0.2% | 18,804 | $428K |
| Founders Financial Securities LLC | 0.03% | Reduce -7.9% | 18,745 | $426K |
| tru Independence LLC | 0.10% | Add +5.3% | 17,604 | $400K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 17,026 | $387K |
| Ridgeline Wealth Planning, LLC | 0.29% | Add +2.5% | 16,865 | $383K |
| William Mack & Associates, Inc. | 0.20% | No change | 16,759 | $381K |
| Brookstone Capital Management | 0.00% | Reduce -19.5% | 16,693 | $379K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.8% | 16,230 | $369K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -8.6% | 16,002 | $364K |
| Summit Global Investments | 0.02% | Add +65.5% | 15,998 | $363K |
| Sterling Investment Advisors, Ltd. | 0.07% | Add +9.8% | 15,571 | $354K |
| Venture Visionary Partners LLC | 0.01% | Add +64.0% | 15,562 | $354K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.8% | 14,362 | $326K |
| Tudor Financial Inc. | 0.17% | Add +0.2% | 14,119 | $321K |
| Mach-1 Financial Group, LLC | 0.05% | New | 13,924 | $316K |
| Integrity Advisory Solutions, LLC | 0.05% | — | 13,924 | $316K |
| Focus Partners Wealth | 0.00% | New | 13,734 | $312K |
| Uptick Partners, LLC | 0.08% | Reduce -1.5% | 13,505 | $307K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +224.1% | 12,794 | $291K |
| Frazier Financial Advisors, LLC | 0.18% | No change | 12,694 | $288K |
| Carson Advisory Inc. | 0.15% | Reduce -8.1% | 12,576 | $286K |
| Trilogy Capital Inc. | 0.01% | Add +7.5% | 12,041 | $274K |
| Beam Wealth Advisors, Inc. | 0.07% | Reduce -7.7% | 11,656 | $265K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -5.4% | 11,550 | $262K |
| Strategic Blueprint, LLC | 0.01% | Add +1.0% | 11,399 | $259K |
| Financial Perspectives, Inc | 0.07% | Add +34.4% | 11,094 | $252K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 10,954 | $249K |
| Mgo One Seven LLC | 0.01% | Add +11.2% | 10,928 | $248K |
| GM Advisory Group, LLC | 0.01% | New | 10,611 | $241K |
| CoreCap Advisors, LLC | 0.01% | Add +40.4% | 10,592 | $241K |
| Burford Brothers, Inc. | 0.10% | Reduce -2.6% | 10,483 | $238K |
| Glaxis Capital Management, LLC | 0.38% | New | 10,000 | $227K |
| Cim, LLC | 0.03% | Add +6.8% | 9,953 | $226K |
| National Wealth Management Group, LLC | 0.08% | No change | 9,743 | $221K |
| L.M. Kohn & Company | 0.26% | New | 9,600 | $218K |
| Gutierrez Wealth Advisory, LLC | 0.14% | New | 9,505 | $216K |
| Northwest Financial Advisors | 0.27% | Add +0.6% | 9,248 | $210K |
| Yarger Wealth Strategies, LLC | 0.10% | Add +1.3% | 9,199 | $209K |
| Breakwater Capital Group | 0.03% | Reduce -31.1% | 9,157 | $208K |
| Financial Partners Group, Inc | 0.03% | Reduce -15.4% | 9,003 | $205K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 8,911 | $202K |
| Elevation Wealth Partners, LLC | 0.07% | Add +0.5% | 8,320 | $189K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.0% | 6,303 | $143K |
| MAI Capital Management | 0.00% | Add +148.3% | 5,033 | $114K |
| Barrett & Company, Inc. | 0.04% | No change | 4,954 | $113K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -18.1% | 4,425 | $101K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | Add +85.2% | 4,211 | $96K |
| Creative Financial Designs Inc. | 0.01% | Reduce -60.4% | 3,345 | $76K |
| Cwm, LLC | 0.00% | Reduce -79.3% | 3,058 | $69K |
| Winch Advisory Services, LLC | 0.01% | Add +0.9% | 2,889 | $66K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +1.2% | 2,499 | $57K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,236 | $51K |
| Larson Financial Group LLC | 0.00% | Add +4.4% | 1,858 | $42K |
| US Bancorp \de | 0.00% | New | 1,784 | $41K |
| Fifth Third Bancorp | 0.00% | New | 1,423 | $32K |
| Arvest Investments, Inc. | 0.00% | No change | 1,145 | $26K |
| Lanark Financial, Inc. | 0.00% | Reduce -40.7% | 1,042 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | New | 525 | $12K |
| Key Financial Inc | 0.00% | New | 438 | $10K |
| Trust Co. of Vermont | 0.00% | New | 335 | $8K |
| Signaturefd, LLC | 0.00% | No change | 273 | $6K |
| Rossby Financial, LCC | 0.00% | Add +102.3% | 261 | $6K |
| Evolution Advisers, Inc. | 0.00% | No change | 80 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 1 | $0 |
"% 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.