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 |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -44.9% | 241,797 | $5.4M |
| Vigil Wealth Management, LLC | 4.16% | Add +8.0% | 230,601 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +106.3% | 226,807 | $5.1M |
| Leigh Baldwin & Co., LLC | 3.01% | Add +10.2% | 208,060 | $4.6M |
| Boyer Financial Services, Inc. | 4.91% | Add +5.8% | 207,303 | $4.6M |
| Inspire Advisors, LLC | 0.37% | Add +4.8% | 204,404 | $4.6M |
| Capital Analysts, LLC | 0.12% | Add +22.0% | 198,988 | $4.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +8.5% | 190,322 | $4.3M |
| Stewardship Concepts Financial Services LLC | 3.20% | Add +21.5% | 183,017 | $4.1M |
| Midwest Financial Network, LLC | 3.25% | Reduce -6.3% | 182,987 | $4.1M |
| DAVENPORT & Co LLC | 0.02% | Reduce -3.3% | 175,433 | $3.9M |
| Fifth Third Bancorp | 0.01% | Add +12138.0% | 174,146 | $3.9M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +5.8% | 170,136 | $3.8M |
| Western Wealth Management, LLC | 0.14% | Add +31.9% | 167,656 | $3.7M |
| Cornerstone Advisors Asset Management, LLC | 0.58% | Add +11.7% | 167,533 | $3.7M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -1.4% | 162,697 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.7% | 160,160 | $3.6M |
| CLG LLC | 0.88% | Add +15.3% | 159,323 | $3.6M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +10.1% | 155,672 | $3.5M |
| Perennial Investment Advisors, LLC | 0.28% | Add +7.7% | 154,767 | $3.5M |
| Capital Group Private Client Services, Inc. | 0.06% | Add +0.0% | 151,932 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +7.5% | 146,628 | $3.3M |
| Summit Financial, LLC | 0.04% | Reduce -2.4% | 146,029 | $3.3M |
| IFP Advisors, Inc | 0.07% | Add +13.3% | 144,430 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Add +5.8% | 143,409 | $3.2M |
| Continuum Advisory, LLC | 0.30% | Reduce -2.3% | 142,153 | $3.2M |
| Endeavor Private Wealth, Inc. | 0.91% | Add +18.5% | 141,907 | $3.2M |
| Greatmark Investment Partners, Inc. | 0.37% | Add +7.2% | 141,824 | $3.2M |
| Rothschild Investment LLC | 0.16% | Add +7.1% | 135,660 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +571.7% | 131,286 | $2.9M |
| Financial Management Network Inc. | 0.43% | Add +3.6% | 124,718 | $2.8M |
| Belpointe Asset Management LLC | 0.10% | Reduce -7.4% | 125,123 | $2.8M |
| World Investment Advisors | 0.04% | Add +45.9% | 124,349 | $2.8M |
| LongView Wealth Management | 0.67% | Add +1.0% | 118,509 | $2.7M |
| Hopwood Nicholas Hunter | 0.83% | Add +1.1% | 117,047 | $2.6M |
| Forge Financial Services LLC | 0.26% | Reduce -3.8% | 116,515 | $2.6M |
| Citigroup Inc. | 0.00% | Add +6.1% | 116,223 | $2.6M |
| Assetmark, Inc. | 0.01% | Add +31.5% | 116,158 | $2.6M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -10.8% | 109,927 | $2.5M |
| Bristlecone Value Partners, LLC | 2.14% | Add +22.8% | 108,967 | $2.4M |
| CVFG LLC | 0.29% | Add +42.3% | 105,787 | $2.4M |
| Magnus Financial Group LLC | 0.18% | Add +21.7% | 99,267 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +11.3% | 93,609 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -7.2% | 92,172 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +11.0% | 91,138 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +3.3% | 87,854 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.4% | 87,707 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +6.5% | 85,600 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +41.9% | 85,224 | $1.9M |
| Fiduciary Alliance LLC | 0.11% | Add +5.0% | 78,385 | $1.8M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +4.2% | 77,882 | $1.7M |
| True Blue Financial, LLC | 1.37% | Add +21.6% | 77,872 | $1.7M |
| Advisortrust Partners, LLC | 0.72% | Add +10.2% | 76,960 | $1.7M |
| Silverlake Wealth Management LLC | 0.36% | Add +4.6% | 76,958 | $1.7M |
| Principal Securities, Inc. | 0.02% | Add +16.6% | 76,040 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +28.6% | 74,116 | $1.7M |
| United Advisor Group, LLC | 0.20% | Add +23.3% | 73,969 | $1.7M |
| Trinity Wealth Management, LLC | 0.60% | Add +12.4% | 72,666 | $1.6M |
| 5T Wealth, LLC | 0.61% | Add +6.8% | 69,267 | $1.5M |
| Richmond Investment Services, LLC | 0.25% | Add +15.0% | 68,384 | $1.5M |
| OneAscent Financial Services LLC | 0.08% | New | 67,358 | $1.5M |
| Wealth Intelligence, LLC | 0.72% | Add +1.8% | 66,881 | $1.5M |
| Merited Wealth, LLC | 1.24% | Add +1.9% | 66,877 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | New | 65,391 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -5.6% | 64,519 | $1.4M |
| Alpha Financial Advisors, LLC | 0.42% | Reduce -6.2% | 61,929 | $1.4M |
| ProCore Advisors, LLC | 2.12% | Reduce -14.2% | 61,905 | $1.4M |
| Lanark Financial, Inc. | 0.10% | Add +5827.4% | 61,763 | $1.4M |
| Ethos Capital Management, Inc. | 1.18% | Reduce -13.4% | 61,357 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -18.0% | 61,298 | $1.4M |
| Richards, Merrill & Peterson, Inc. | 0.49% | Add +2.5% | 59,191 | $1.3M |
| Wise Wealth Partners | 1.76% | Reduce -1.1% | 58,158 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.33% | Add +4.3% | 56,252 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +99.5% | 55,603 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Reduce -23.3% | 55,447 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Add +7.7% | 55,277 | $1.2M |
| Vicus Capital | 0.09% | Add +26.3% | 52,885 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +3.0% | 52,057 | $1.2M |
| WealthCare Investment Partners, LLC | 0.32% | Reduce -2.8% | 51,578 | $1.2M |
| TCFG Wealth Management, LLC | 0.43% | Add +4.2% | 50,746 | $1.1M |
| TCFG Investment Advisors, LLC | 0.43% | — | 50,746 | $1.1M |
| TrueWealth Advisors, LLC | 0.28% | Add +10.6% | 50,565 | $1.1M |
| PFG Advisors | 0.05% | Add +2.4% | 49,194 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Add +9.2% | 49,071 | $1.1M |
| Aspire Growth Partners LLC | 0.72% | Add +41.0% | 47,211 | $1.1M |
| Wealthcare Capital Management LLC | 0.10% | Reduce -1.1% | 45,120 | $1.0M |
| AdvisorNet Financial, Inc | 0.05% | Reduce -43.6% | 45,099 | $1.0M |
| Kintra Wealth, LLC | 0.07% | New | 44,004 | $983K |
| Allworth Financial LP | 0.00% | Reduce -26.9% | 43,577 | $974K |
| Intergy Private Wealth, LLC | 0.28% | Add +5.5% | 43,341 | $968K |
| Old Mission Capital LLC | 0.02% | Reduce -13.9% | 43,307 | $967K |
| Clear Harbor Asset Management, LLC | 0.07% | Reduce -5.0% | 42,998 | $961K |
| Mann Financial Group, Inc. | 0.90% | No change | 42,975 | $960K |
| HighPoint Advisor Group LLC | 0.04% | Add +77.3% | 42,324 | $946K |
| Hartmann Taylor Wealth Management, LLC | 0.62% | Add +9.9% | 41,859 | $935K |
| RFG Advisory, LLC | 0.02% | Add +16.1% | 40,507 | $905K |
| Tempus Wealth Planning, LLC | 0.21% | Add +3.2% | 40,312 | $901K |
| Asset Allocation Strategies LLC | 0.15% | Add +8.2% | 38,711 | $865K |
| Gutierrez Wealth Advisory, LLC | 0.54% | Add +35.4% | 38,552 | $861K |
| Private Trust Co. NA | 0.08% | Reduce -1.1% | 38,183 | $853K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.2% | 38,051 | $850K |
| Certior Financial Group, LLC | 0.52% | Add +2.7% | 36,782 | $822K |
| Eq Wealth Advisors, LLC | 0.47% | Reduce -1.6% | 36,260 | $810K |
| Madison Wealth Partners, Inc | 0.12% | Add +5.1% | 34,745 | $776K |
| CWS Financial Advisors, LLC | 0.20% | Add +1.8% | 34,361 | $768K |
| Blueprint Financial Advisors LLC | 0.11% | Add +22.2% | 33,699 | $753K |
| Blueprint Investment Partners LLC | 0.08% | Add +22.2% | 33,699 | $753K |
| HRT Financial LP | 0.00% | Reduce -45.4% | 32,624 | $728K |
| Wealthcare Capital Partners, LLC | 0.33% | Add +24.1% | 31,635 | $707K |
| Advisory Services Network, LLC | 0.01% | Add +38.6% | 29,882 | $668K |
| Integrated Wealth Concepts LLC | 0.01% | Add +20.5% | 29,526 | $660K |
| Clearwave Capital, LLC | 0.45% | Add +0.7% | 29,400 | $657K |
| Franklin Resources Inc. | 0.00% | No change | 28,858 | $645K |
| Capital Planning LLC | 0.21% | No change | 28,254 | $631K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +4.0% | 27,829 | $622K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +7.8% | 27,266 | $609K |
| Security Financial Services, INC. | 0.10% | Add +24.7% | 27,185 | $607K |
| Bank of New York Mellon Corp | 0.00% | New | 26,942 | $602K |
| Jacobi Capital Management LLC | 0.03% | Add +1.1% | 26,830 | $599K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 26,757 | $598K |
| Silver Oak Securities, Incorporated | 0.04% | Add +13.5% | 24,805 | $554K |
| Atlas Legacy Advisors, LLC | 0.10% | No change | 24,058 | $537K |
| Balboa Wealth Partners | 0.09% | New | 23,018 | $514K |
| Lantern Wealth Advisors, LLC | 0.26% | New | 22,722 | $508K |
| Anchor Investment Management, LLC | 0.04% | No change | 22,203 | $496K |
| Michael Brady & Co., LLC | 0.50% | Add +91.9% | 22,087 | $493K |
| Cannon Financial Strategists, Inc. | 0.06% | New | 21,050 | $470K |
| American Financial Advisors, LLC | 0.06% | Add +1.1% | 20,726 | $463K |
| Glaxis Capital Management, LLC | 0.56% | No change | 20,000 | $447K |
| Ridgeline Wealth Planning, LLC | 0.30% | Add +5.5% | 18,386 | $411K |
| Founders Financial Securities LLC | 0.02% | Reduce -2.7% | 18,245 | $410K |
| Summit Global Investments | 0.02% | Add +2.0% | 18,218 | $407K |
| Carson Advisory Inc. | 0.21% | Add +23.3% | 18,139 | $405K |
| Bleakley Financial Group, LLC | 0.01% | No change | 17,930 | $401K |
| Leo Wealth, LLC | 0.03% | New | 17,274 | $386K |
| tru Independence LLC | 0.19% | Reduce -0.4% | 17,037 | $381K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -5.4% | 16,531 | $369K |
| Sterling Investment Advisors, Ltd. | 0.07% | Add +3.5% | 16,121 | $360K |
| Financial Perspectives, Inc | 0.10% | Add +0.2% | 15,656 | $350K |
| Elevation Wealth Partners, LLC | 0.12% | Add +0.8% | 15,600 | $348K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -5.2% | 14,945 | $334K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +20.4% | 14,686 | $328K |
| Tortuga Wealth Management, Inc | 0.30% | Add +0.1% | 14,246 | $318K |
| Tradition Wealth Management, LLC | 0.02% | No change | 14,029 | $313K |
| Tudor Financial Inc. | 0.16% | Add +0.1% | 13,814 | $309K |
| NWF Advisory Services Inc. | 0.03% | Add +13.0% | 13,467 | $301K |
| Trilogy Capital Inc. | 0.01% | No change | 13,364 | $299K |
| Zacks Investment Management | 0.00% | New | 13,084 | $292K |
| Equity Wealth Partners, LLC | 0.19% | Reduce -1.7% | 13,006 | $291K |
| CoreCap Advisors, LLC | 0.01% | Add +11.6% | 12,764 | $285K |
| Frazier Financial Advisors, LLC | 0.16% | No change | 12,694 | $284K |
| Ameritas Advisory Services, LLC | 0.01% | Add +34.6% | 12,611 | $282K |
| Cauble & Harre Wealth Management, Inc. | 0.22% | Reduce -24.1% | 12,569 | $281K |
| Sittner & Nelson, LLC | 0.10% | Add +163.4% | 12,540 | $280K |
| Focus Partners Wealth | 0.00% | No change | 12,466 | $278K |
| Atria Investments, Inc | 0.00% | New | 12,434 | $278K |
| Beam Wealth Advisors, Inc. | 0.07% | No change | 12,134 | $272K |
| Brookstone Capital Management | 0.00% | Reduce -12.9% | 12,086 | $270K |
| Mgo One Seven LLC | 0.01% | No change | 11,578 | $259K |
| Integrity Advisory Solutions, LLC | 0.03% | Reduce -17.7% | 11,234 | $251K |
| Advyzon Investment Management, LLC | 0.02% | New | 11,006 | $246K |
| Stonebridge Financial Group, LLC / MO | 0.21% | No change | 10,990 | $246K |
| Uhlmann Price Securities, LLC | 0.02% | Add +0.2% | 10,758 | $240K |
| Centaurus Financial, Inc. | 0.01% | Reduce -10.9% | 10,615 | $237K |
| Burford Brothers, Inc. | 0.10% | No change | 10,483 | $234K |
| BCS Wealth Management | 0.05% | Reduce -31.3% | 10,438 | $233K |
| Cim, LLC | 0.03% | Reduce -8.0% | 10,413 | $233K |
| Ascension Capital Advisors, Inc. | 0.07% | No change | 9,851 | $220K |
| Yarger Wealth Strategies, LLC | 0.09% | Add +1.1% | 9,427 | $211K |
| Etesian Wealth Advisors, Inc. | 0.07% | Add +1.6% | 9,350 | $209K |
| Breakwater Capital Group | 0.03% | Reduce -0.3% | 9,265 | $207K |
| Financial Partners Group, Inc | 0.02% | No change | 9,003 | $201K |
| Olistico Wealth, LLC | 0.09% | Add +16.1% | 7,896 | $176K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.7% | 7,644 | $171K |
| Bare Financial Services, Inc | 0.04% | No change | 7,489 | $167K |
| Creative Financial Designs Inc. | 0.01% | Add +26.4% | 6,805 | $152K |
| CENTRAL TRUST Co | 0.00% | Add +967.6% | 5,434 | $121K |
| Barrett & Company, Inc. | 0.04% | No change | 4,954 | $111K |
| Arax Advisory Partners | 0.00% | Reduce -2.1% | 4,464 | $100K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 4,425 | $99K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,425 | $99K |
| Larson Financial Group LLC | 0.00% | Add +123.6% | 3,980 | $89K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.06% | Add +2.3% | 3,779 | $84K |
| Cwm, LLC | 0.00% | Add +16.7% | 2,972 | $66K |
| Winch Advisory Services, LLC | 0.01% | Add +0.8% | 2,939 | $66K |
| Synergy Investment Management, LLC | 0.02% | New | 2,871 | $64K |
| Godfrey Financial Associates, Inc. | 0.06% | Add +0.6% | 2,871 | $64K |
| MAI Capital Management | 0.00% | Reduce -49.2% | 2,595 | $58K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,551 | $57K |
| Westside Investment Management, Inc. | 0.01% | New | 2,500 | $56K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,236 | $50K |
| Bessemer Group Inc. | 0.00% | New | 2,000 | $45K |
| Arvest Investments, Inc. | 0.00% | No change | 1,145 | $26K |
| Ballast Advisors LLC | 0.01% | New | 888 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 952 | $21K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $20K |
| Hickory Point Bank & Trust | 0.01% | New | 778 | $17K |
| FMR LLC | 0.00% | New | 558 | $12K |
| AE Wealth Management LLC | 0.00% | Reduce -46.6% | 540 | $12K |
| Key Financial Inc | 0.00% | No change | 438 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 366 | $8K |
| SYM FINANCIAL Corp | 0.00% | No change | 338 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 325 | $7K |
| Financial Life Planners | 0.01% | New | 299 | $7K |
| Signaturefd, LLC | 0.00% | No change | 273 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 261 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | New | 147 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 111 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 92 | $2K |
| Evolution Advisers, Inc. | 0.00% | No change | 80 | $1K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 9 | $203 |
"% 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.