Cap Group Core Plus IncomeCGCPETF
13F holders, Q4 2025 (December 31)309holders +41
36new positions
14sold out
1famous investor
$22.64avg. 13F price*
At the end of Q4 2025, 309 institutions reported holding Cap Group Core Plus Income (CGCP) in their 13F filings, up 41 from Q3 2025. 36 opened new positions and 14 sold out. The largest holders were Capital International Investors ($934.3M), LPL Financial LLC ($537.1M) and Morgan Stanley ($416.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Core Plus Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q4 2025)
- CUSIP
- 14020Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $35.6M |
| Exits | 14 | $45.2M |
All 13F filers, Q3 2025 → Q4 2025: 32,993,069 shares bought and 9,365,990 shares sold, net +23,627,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 309 holders
| Capital International Investors | 0.15% | Add +24.7% | 41,266,604 | $934.3M |
| LPL Financial LLC | 0.15% | Add +25.1% | 23,722,685 | $537.1M |
| Morgan Stanley | 0.02% | Add +14.2% | 18,386,647 | $416.3M |
| Wells Fargo & Company | 0.07% | Add +14.3% | 14,897,308 | $337.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +15.1% | 10,383,763 | $235.1M |
| Cetera Investment Advisers | 0.16% | Add +12.6% | 6,504,150 | $147.3M |
| Raymond James Financial Inc. | 0.04% | Add +13.2% | 6,108,791 | $138.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +9.7% | 5,749,143 | $130.2M |
| UBS Group AG | 0.02% | Add +10.8% | 4,726,088 | $107.0M |
| Janney Montgomery Scott LLC | 0.23% | Add +22.1% | 4,395,360 | $99.5M |
| &partners | 0.51% | Add +31.0% | 4,297,725 | $97.4M |
| Royal Bank of Canada | 0.01% | Add +11.7% | 3,549,555 | $80.4M |
| Commonwealth Equity Services, LLC | 0.10% | Add +10.2% | 3,312,217 | $75.0M |
| Souders Financial Advisors | 7.91% | Add +3.6% | 3,050,545 | $69.1M |
| Harbour Investments, Inc. | 1.29% | Add +33.8% | 2,819,563 | $63.8M |
| Jones Financial Companies LLLP | 0.04% | Add +24.2% | 2,792,771 | $63.2M |
| Osaic Holdings, Inc. | 0.09% | Add +12.4% | 2,662,227 | $60.3M |
| MML Investors Services, LLC | 0.14% | Add +7.6% | 2,623,539 | $59.4M |
| Stifel Financial Corp. | 0.05% | Add +0.6% | 2,414,848 | $54.7M |
| Merit Financial Group, LLC | 0.43% | Add +5.6% | 2,386,398 | $54.0M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +15.0% | 2,282,385 | $51.7M |
| Stonebridge Financial Group, LLC | 3.83% | Add +5.0% | 1,981,698 | $44.9M |
| Captrust Financial Advisors | 0.07% | Add +0.5% | 1,655,925 | $37.5M |
| Kestra Investment Management, LLC | 0.90% | Add +11.0% | 1,619,964 | $36.7M |
| Baird Financial Group, Inc. | 0.05% | Add +3.7% | 1,546,980 | $35.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +8.7% | 1,481,704 | $33.6M |
| Confluence Wealth Services, Inc. | 1.37% | Add +7.2% | 1,460,686 | $33.1M |
| McGlone Suttner Wealth Management, Inc. | 4.21% | Add +3.4% | 1,380,991 | $31.3M |
| IAM Advisory, LLC | 6.33% | Add +3.0% | 1,257,483 | $28.5M |
| Bernardo Wealth Planning LLC | 5.00% | Add +3.0% | 1,158,823 | $26.2M |
| St Germain D J Co. Inc. | 1.00% | Add +1.3% | 1,140,720 | $25.8M |
| Wood Tarver Financial Group, LLC | 7.08% | Reduce -30.9% | 1,113,509 | $25.2M |
| Midwest Heritage Bank, FSB | 8.48% | Add +5.4% | 1,084,574 | $24.6M |
| Valmark Advisers, Inc. | 0.29% | Add +96.4% | 1,047,472 | $23.7M |
| Bank of America Corp. | 0.00% | Add +55.8% | 1,012,784 | $22.9M |
| Aprio Wealth Management, LLC | 1.20% | New | 919,978 | $20.8M |
| D.A. Davidson & Co. | 0.12% | Add +10.4% | 887,210 | $20.1M |
| Johnson Bixby & Associates, LLC | 2.48% | Reduce -84.8% | 883,426 | $20.0M |
| Diversify Wealth Management, LLC | 0.90% | Add +6.3% | 846,910 | $19.2M |
| Main Line Retirement Advisors, LLC | 9.57% | Reduce -0.7% | 835,254 | $18.9M |
| AA Financial Advisors, LLC | 3.40% | Reduce -1.7% | 811,326 | $18.4M |
| Condor Capital Management | 1.44% | Add +2.5% | 786,241 | $17.8M |
| Evolve Private Wealth, LLC | 1.02% | — | 761,301 | $17.2M |
| Troutman Wealth Management, LLC | 14.11% | — | 753,693 | $17.1M |
| FinDec Wealth Services, Inc. | 17.28% | Reduce -4.2% | 711,642 | $16.1M |
| Tribridge Partners Financial LLC | 6.45% | Add +15.0% | 678,618 | $15.4M |
| Wealthcare Advisory Partners LLC | 0.29% | Add +27.8% | 660,083 | $14.9M |
| NavPoint Financial, Inc. | 6.39% | Add +7.4% | 659,944 | $14.9M |
| J. Derek Lewis & Associates Inc. | 3.37% | — | 635,488 | $14.4M |
| Ruggaard & Associates LLC | 5.57% | Reduce -8.6% | 624,738 | $14.1M |
| EverSource Wealth Advisors, LLC | 0.52% | Add +40.0% | 621,845 | $14.1M |
| Stadion Money Management, LLC | 1.13% | Reduce -19.1% | 615,253 | $13.9M |
| Clearview Wealth Advisors LLC | 8.66% | Add +0.3% | 603,327 | $13.7M |
| EP Wealth Advisors, LLC | 0.07% | — | 600,336 | $13.6M |
| Sovran Advisors, LLC | 1.15% | Add +5.6% | 595,453 | $13.5M |
| New England Capital Financial Advisors LLC | 4.91% | Reduce -2.3% | 554,916 | $12.6M |
| Private Advisor Group, LLC | 0.06% | Add +21.5% | 541,171 | $12.3M |
| Convergence Financial, LLC | 1.77% | Add +3.8% | 535,904 | $12.1M |
| WBH Advisory Inc. | 0.85% | Add +5.8% | 508,361 | $11.5M |
| Mutual Advisors, LLC | 0.24% | Reduce -0.9% | 496,370 | $11.2M |
| Bridgewealth Advisory Group, LLC | 2.44% | Add +29.4% | 488,651 | $11.1M |
| Benjamin Edwards Inc. | 0.12% | Add +26.5% | 487,858 | $11.0M |
| Greenbush Financial Group, LLC | 3.48% | Add +16.8% | 451,960 | $10.2M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +51.0% | 438,617 | $9.9M |
| Ashton Thomas Private Wealth, LLC | 0.24% | Add +12.1% | 435,444 | $9.9M |
| Entruity Wealth, LLC | 7.01% | Add +86.5% | 434,569 | $9.8M |
| Stephens Inc. | 0.12% | Add +10.7% | 433,747 | $9.8M |
| Truist Financial Corp. | 0.01% | Add +20.8% | 429,048 | $9.7M |
| Adamsbrown Wealth Consultants LLC | 2.70% | Reduce -70.6% | 428,572 | $9.7M |
| Freedom Financial Partners LLC | 3.37% | Add +6.7% | 408,760 | $9.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1155.4% | 391,520 | $8.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +18.6% | 361,040 | $8.2M |
| NewEdge Advisors, LLC | 0.03% | Add +47.9% | 359,700 | $8.1M |
| Citadel Advisors | 0.01% | Add +43.1% | 337,646 | $7.6M |
| Investment Planning Advisors, Inc. | 2.19% | Add +45.9% | 332,783 | $7.5M |
| Alpha Capital Advisors Inc. | 6.96% | — | 330,103 | $7.5M |
| Lodestone Wealth Management LLC | 2.84% | Add +27.9% | 308,377 | $7.0M |
| Compass Financial Group, Inc. | 2.91% | Reduce -0.8% | 290,839 | $6.6M |
| Swisher Financial Concepts, Inc. | 3.73% | Add +5.5% | 290,036 | $6.6M |
| Mariner, LLC | 0.01% | Add +9.4% | 282,687 | $6.4M |
| Core Wealth Partners LLC | 2.78% | Add +11.3% | 272,517 | $6.2M |
| Geneos Wealth Management Inc. | 0.15% | Add +9.1% | 271,127 | $6.1M |
| Fearless Solutions, LLC dba Best Invest | 3.66% | Reduce -1.7% | 266,968 | $6.0M |
| Landmark Wealth Management, LLC | 2.30% | Add +6.7% | 265,399 | $6.0M |
| IHT Wealth Management, LLC | 0.15% | Add +3.5% | 265,028 | $6.0M |
| Smartleaf Asset Management LLC | 0.23% | Add +1.5% | 262,291 | $6.0M |
| Smith Thornton Advisors LLC | 2.95% | Add +6.7% | 256,397 | $5.8M |
| Kera Capital Partners, Inc. | 0.71% | Reduce -2.9% | 253,801 | $5.7M |
| SOL Capital Management CO | 0.50% | Add +2.3% | 247,348 | $5.6M |
| Affiance Financial, LLC | 0.89% | Add +27.6% | 245,357 | $5.6M |
| Equitable Holdings, Inc. | 0.04% | Add +5.5% | 244,060 | $5.5M |
| Jane Street Group, LLC | 0.01% | Reduce -34.6% | 238,657 | $5.4M |
| Flynn Zito Capital Management, LLC | 1.92% | Add +3.9% | 237,406 | $5.4M |
| Studio Investment Management LLC | 0.96% | Add +11.1% | 233,262 | $5.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +154.9% | 218,423 | $4.9M |
| Vigil Wealth Management, LLC | 4.02% | — | 213,593 | $4.8M |
| Global Retirement Partners, LLC | 0.08% | Add +8.0% | 211,103 | $4.8M |
| Hunter Associates Investment Management LLC | 0.60% | Add +67.5% | 197,186 | $4.5M |
| Boyer Financial Services, Inc. | 4.71% | — | 195,996 | $4.4M |
| Midwest Financial Network, LLC | 3.41% | Add +5.1% | 195,224 | $4.4M |
"% 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.