Cap Group Core Plus IncomeCGCPETF
13F holders, Q1 2026 (March 31)311holders +2
27new positions
22sold out
1famous investor
$22.34avg. 13F price*
At the end of Q1 2026, 311 institutions reported holding Cap Group Core Plus Income (CGCP) in their 13F filings, up 2 from Q4 2025. 27 opened new positions and 22 sold out. The largest holders were Capital International Investors ($1.2B), LPL Financial LLC ($663.6M) and Morgan Stanley ($457.9M). 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 (Q1 2026)
- CUSIP
- 14020Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $53.8M |
| Exits | 22 | $17.7M |
All 13F filers, Q4 2025 → Q1 2026: 42,004,440 shares bought and 2,487,423 shares sold, net +39,517,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 311 holders
| Capital International Investors | 0.27% | Add +26.2% | 52,096,653 | $1.2B |
| LPL Financial LLC | 0.18% | Add +25.2% | 29,704,133 | $663.6M |
| Morgan Stanley | 0.03% | Add +11.5% | 20,494,863 | $457.9M |
| Wells Fargo & Company | 0.08% | Add +15.8% | 17,245,444 | $385.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +10.6% | 11,484,876 | $256.6M |
| Cetera Investment Advisers | 0.17% | Add +12.5% | 7,319,089 | $163.5M |
| Raymond James Financial Inc. | 0.05% | Add +13.7% | 6,948,087 | $155.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +11.8% | 6,426,218 | $143.6M |
| &partners | 0.54% | Add +14.1% | 4,901,409 | $110.0M |
| UBS Group AG | 0.02% | Add +4.0% | 4,916,470 | $109.8M |
| Janney Montgomery Scott LLC | 0.27% | Add +11.8% | 4,915,821 | $109.8M |
| WNY Asset Management, LLC | 9.72% | — | 4,208,726 | $94.0M |
| Royal Bank of Canada | 0.02% | Add +12.4% | 3,989,237 | $89.1M |
| Jones Financial Companies LLLP | 0.04% | Add +33.5% | 3,726,877 | $82.8M |
| Commonwealth Equity Services, LLC | 0.11% | Add +6.8% | 3,537,792 | $79.0M |
| Benjamin Edwards Inc. | 0.72% | Add +563.7% | 3,237,956 | $72.3M |
| Souders Financial Advisors | 8.22% | Add +5.8% | 3,225,990 | $72.1M |
| Harbour Investments, Inc. | 1.11% | Add +14.1% | 3,217,996 | $71.9M |
| Osaic Holdings, Inc. | 0.10% | Add +15.7% | 3,078,811 | $68.8M |
| Stifel Financial Corp. | 0.05% | Add +8.7% | 2,624,185 | $58.6M |
| Merit Financial Group, LLC | 0.41% | Add +4.3% | 2,487,719 | $55.6M |
| MML Investors Services, LLC | 0.15% | Reduce -7.3% | 2,432,159 | $54.3M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +3.2% | 2,355,079 | $52.6M |
| Baird Financial Group, Inc. | 0.07% | Add +35.4% | 2,095,162 | $46.8M |
| Valmark Advisers, Inc. | 0.55% | Add +99.0% | 2,084,059 | $46.6M |
| Stonebridge Financial Group, LLC | 3.79% | Add +4.1% | 2,063,417 | $46.1M |
| Kestra Investment Management, LLC | 0.77% | Add +23.7% | 2,003,929 | $44.8M |
| Captrust Financial Advisors | 0.08% | Add +18.2% | 1,956,875 | $43.7M |
| Confluence Wealth Services, Inc. | 1.45% | Add +14.4% | 1,671,683 | $37.3M |
| Bank of America Corp. | 0.00% | Add +44.0% | 1,458,719 | $32.6M |
| McGlone Suttner Wealth Management, Inc. | 4.23% | Add +3.7% | 1,431,489 | $32.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -10.3% | 1,328,773 | $29.8M |
| Midwest Heritage Bank, FSB | 9.51% | Add +22.4% | 1,326,985 | $29.6M |
| IAM Advisory, LLC | 6.38% | Add +1.4% | 1,274,871 | $28.5M |
| Bernardo Wealth Planning LLC | 5.22% | Add +3.1% | 1,194,615 | $26.7M |
| Wood Tarver Financial Group, LLC | 7.36% | Add +7.0% | 1,191,768 | $26.6M |
| St Germain D J Co. Inc. | 1.03% | Add +1.7% | 1,159,800 | $25.9M |
| MCF Advisors LLC | 1.12% | New | 1,142,834 | $25.5M |
| Diversify Wealth Management, LLC | 0.39% | Add +14.8% | 972,363 | $21.8M |
| Aprio Wealth Management, LLC | 1.17% | Add +4.4% | 960,231 | $21.5M |
| Evolve Private Wealth, LLC | 1.10% | Add +20.8% | 919,620 | $20.5M |
| D.A. Davidson & Co. | 0.12% | Add +1.6% | 901,411 | $20.1M |
| Main Line Retirement Advisors, LLC | 9.32% | Add +0.1% | 835,729 | $18.7M |
| Condor Capital Management | 1.52% | Add +3.7% | 815,358 | $18.2M |
| Johnson Bixby & Associates, LLC | 2.15% | Reduce -12.2% | 775,621 | $17.3M |
| Troutman Wealth Management, LLC | 14.29% | Add +1.8% | 767,349 | $17.1M |
| Wealthcare Advisory Partners LLC | 0.33% | Add +13.4% | 748,481 | $16.7M |
| Tribridge Partners Financial LLC | 6.42% | Add +2.1% | 692,792 | $15.5M |
| EverSource Wealth Advisors, LLC | 0.47% | Add +11.4% | 692,902 | $15.5M |
| NavPoint Financial, Inc. | 6.20% | Add +3.9% | 685,901 | $15.3M |
| J. Derek Lewis & Associates Inc. | 3.33% | Add +3.9% | 660,252 | $14.8M |
| FinDec Wealth Services, Inc. | 17.61% | Reduce -9.4% | 644,522 | $14.4M |
| Independent Advisor Alliance | 0.15% | New | 635,412 | $14.2M |
| Ruggaard & Associates LLC | 5.62% | Add +1.6% | 634,983 | $14.2M |
| Sovran Advisors, LLC | 1.10% | Add +5.6% | 628,910 | $14.0M |
| Stadion Money Management, LLC | 1.41% | Add +2.0% | 627,733 | $14.0M |
| January Capital Advisors LLC | 17.90% | — | 594,252 | $13.3M |
| Truist Financial Corp. | 0.02% | Add +37.9% | 591,450 | $13.2M |
| Private Advisor Group, LLC | 0.06% | Add +9.1% | 590,466 | $13.2M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -2.1% | 587,687 | $13.1M |
| Bridgewealth Advisory Group, LLC | 2.64% | Add +16.4% | 568,795 | $12.7M |
| Greenbush Financial Group, LLC | 4.19% | Add +25.2% | 565,832 | $12.6M |
| Convergence Financial, LLC | 1.31% | Add +2.9% | 551,351 | $12.3M |
| WBH Advisory Inc. | 0.88% | Add +3.7% | 527,177 | $11.8M |
| Equitable Holdings, Inc. | 0.07% | Add +109.4% | 511,081 | $11.5M |
| Mutual Advisors, LLC | 0.25% | Add +3.2% | 512,067 | $11.4M |
| Ashton Thomas Private Wealth, LLC | 0.26% | Add +13.2% | 492,684 | $11.0M |
| AA Financial Advisors, LLC | 1.53% | Reduce -39.9% | 487,639 | $10.9M |
| Entruity Wealth, LLC | 7.00% | Add +6.3% | 461,768 | $10.3M |
| Stephens Inc. | 0.13% | Add +3.1% | 447,118 | $10.0M |
| Compton Financial Group, LLC | 2.15% | Add +1876.9% | 436,438 | $9.8M |
| Citadel Advisors | 0.01% | Add +27.4% | 430,029 | $9.6M |
| Freedom Financial Partners LLC | 3.38% | Add +4.0% | 425,071 | $9.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +5.4% | 412,691 | $9.2M |
| NewEdge Advisors, LLC | 0.03% | Add +11.3% | 400,168 | $8.9M |
| Adamsbrown Wealth Consultants LLC | 2.31% | Reduce -8.8% | 390,884 | $8.7M |
| Lodestone Wealth Management LLC | 3.26% | Add +19.5% | 368,478 | $8.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.3% | 365,657 | $8.2M |
| Affiance Financial, LLC | 1.27% | Add +43.4% | 351,792 | $7.9M |
| Cerity Partners LLC | 0.01% | Add +350.8% | 351,117 | $7.8M |
| Landmark Wealth Management, LLC | 2.02% | Add +27.5% | 338,426 | $7.6M |
| Investment Planning Advisors, Inc. | 2.07% | Add +1.2% | 336,728 | $7.5M |
| Alpha Capital Advisors Inc. | 7.05% | Add +0.4% | 331,524 | $7.4M |
| Swisher Financial Concepts, Inc. | 4.03% | Add +11.0% | 322,053 | $7.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +40.3% | 306,339 | $6.8M |
| Mariner, LLC | 0.01% | Add +4.3% | 294,761 | $6.6M |
| Flynn Zito Capital Management, LLC | 2.07% | Add +22.3% | 290,406 | $6.5M |
| Compass Financial Group, Inc. | 2.91% | Reduce -0.8% | 288,473 | $6.4M |
| Geneos Wealth Management Inc. | 0.15% | Add +3.9% | 281,626 | $6.3M |
| IHT Wealth Management, LLC | 0.14% | Add +4.5% | 276,974 | $6.2M |
| Smartleaf Asset Management LLC | 0.22% | Add +5.9% | 277,792 | $6.2M |
| Core Wealth Partners LLC | 2.83% | Add +0.1% | 272,691 | $6.1M |
| Gateway Wealth Partners, LLC | 0.23% | Add +449.3% | 266,681 | $6.0M |
| Smith Thornton Advisors LLC | 2.98% | Add +3.3% | 264,820 | $5.9M |
| New England Capital Financial Advisors LLC | 1.61% | Reduce -52.6% | 262,984 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | New | 261,158 | $5.8M |
| Kera Capital Partners, Inc. | 0.70% | Add +1.2% | 256,748 | $5.7M |
| Studio Investment Management LLC | 1.03% | Add +9.6% | 255,608 | $5.7M |
| Fearless Solutions, LLC dba Best Invest | 3.44% | Reduce -4.3% | 255,419 | $5.7M |
| Hunter Associates Investment Management LLC | 0.72% | Add +23.1% | 242,720 | $5.4M |
"% 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.