Capital Group Core Plus Income (CGCP) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling CGCP?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Capital Group Core Plus Income , showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on CGCP?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Capital Group Core Plus Income .

Is institutional money flowing into CGCP?

57 institutional investors hold Capital Group Core Plus Income (CGCP). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CGCP?

Track institutional sentiment and conviction scores for Capital Group Core Plus Income (CGCP) including Smart Money Verdict and position changes on HoldingsIntel.

Capital Group Core Plus Income

CGCP·14020Y102·US·etf·Unknown - Unknown

CORE PLUS INCM

CGCP (Capital Group Core Plus Income ) is held by 57 institutional investors as of Q4 2025. Largest holders: Capital International Investors ($934.3M), LPL Financial LLC ($537.1M), MORGAN STANLEY ($416.3M). Net institutional sentiment: Bullish.

Holders

Avg rating(10 Elite)

$3.8B

Total Value

86% (61)

Fund Consensus

51 buying - 8 selling

Smart Money VerdictView all

70Positive Momentum (Unconfirmed)Single Source

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See how CGCP's score breaks down across 4 SEC sources

Held by 57 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Capital International Investors	Increased	41.3M(+24.7%)	$934.3M	0.1%	+5.03%	47
LPL Financial LLC	Increased	23.7M(+25.1%)	$537.1M	0.1%	+5.06%	46
MORGAN STANLEY	Increased	18.4M(+14.2%)	$416.3M	0.0%	+5.93%	36
WELLS FARGO & COMPANY/MN	Increased	14.9M(+14.3%)	$337.3M	0.1%	+7.42%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	10.4M(+15.1%)	$235.1M	0.1%	+6.70%	35
Cetera Investment Advisers	Increased	6.5M(+12.6%)	$147.3M	0.2%	+7.46%	41
RAYMOND JAMES FINANCIAL INC	Increased	6.1M(+13.2%)	$138.3M	0.0%	+6.11%	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	5.7M(+9.7%)	$130.2M	0.1%	+7.07%	33
UBS Group AG	Increased	4.7M(+10.8%)	$107M	0.0%	+10.55%	33
&PARTNERS	Increased	4.3M(+31.0%)	$97.4M	0.5%	+3.46%	53
ROYAL BANK OF CANADA	Increased	3.5M(+11.7%)	$80.4M	0.0%	+6.36%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3.3M(+10.2%)	$75M	0.1%	+8.90%	39
JONES FINANCIAL COMPANIES LLLP	Increased	2.8M(+24.2%)	$63.2M	0.0%	+4.46%	36
OSAIC HOLDINGS, INC.	Increased	2.7M(+12.4%)	$60.3M	0.1%	+9.37%	33
MML INVESTORS SERVICES, LLC	Increased	2.6M(+7.6%)	$59.4M	0.1%	+8.72%	38
STIFEL FINANCIAL CORP	Increased	2.4M(+0.6%)	$54.7M	0.0%	+9.52%	29
Merit Financial Group, LLC	Increased	2.4M(+5.6%)	$54M	0.4%	+2.20%	37
CAPTRUST FINANCIAL ADVISORS	Increased	1.7M(+0.5%)	$37.5M	0.1%	+5.98%	29
Baird Financial Group, Inc.	Increased	1.5M(+3.7%)	$35M	0.1%	+10.62%	30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.5M(+8.7%)	$33.6M	0.0%	+9.33%	31
BANK OF AMERICA CORP /DE/	Increased	1M(+55.8%)	$22.9M	0.0%	+2.05%	40
D.A. DAVIDSON & CO.	Increased	887,210(+10.4%)	$20.1M	0.1%	+10.17%	38
EP Wealth Advisors, LLC	New	600,336	$13.6M	0.1%	+0.49%	39
Private Advisor Group, LLC	Increased	541,171(+21.5%)	$12.3M	0.1%	+7.26%	33
BENJAMIN EDWARDS INC	Increased	487,858(+26.5%)	$11M	0.1%	+3.93%	41
TRUIST FINANCIAL CORP	Increased	429,048(+20.8%)	$9.7M	0.0%	+4.87%	33
Rockefeller Capital Management L.P.	Increased	391,520(+1155.4%)	$8.9M	0.0%	+0.80%	44
Kestra Advisory Services, LLC	Increased	361,040(+18.6%)	$8.2M	0.0%	+8.25%	32
NewEdge Advisors, LLC	Increased	359,700(+47.9%)	$8.1M	0.0%	+3.50%	38
CITADEL ADVISORS LLC	Increased	337,646(+43.1%)	$7.6M	0.0%	+2.40%	37
Mariner, LLC	Increased	282,687(+9.4%)	$6.4M	0.0%	+9.16%	30
Equitable Holdings, Inc.	Increased	244,060(+5.5%)	$5.5M	0.0%	+7.07%	29
JANE STREET GROUP, LLC	Decreased	238,657(-34.6%)	$5.4M	0.0%	+7.34%	0
Farther Finance Advisors, LLC	Increased	218,423(+154.9%)	$4.9M	0.1%	+1.20%	43
DAVENPORT & Co LLC	Increased	181,502(+5.1%)	$4.1M	0.0%	+8.65%	28
AMERIPRISE FINANCIAL INC	Increased	177,428(+445.9%)	$4M	0.0%	+0.84%	43
CULLEN/FROST BANKERS, INC.	Increased	160,803(+36.9%)	$3.6M	0.0%	+4.07%	35
JPMORGAN CHASE & CO	Increased	144,772(+21.6%)	$3.3M	0.0%	+3.62%	32
COMERICA BANK	Increased	142,467(+40.4%)	$3.2M	0.0%	+8.53%	35
CITIGROUP INC	Increased	109,583(+14.0%)	$2.5M	0.0%	+1.55%	30
ASSETMARK, INC	Increased	88,313(+100.4%)	$2M	0.0%	+1.38%	42
Orion Porfolio Solutions, LLC	Increased	84,109(+15.7%)	$1.9M	0.0%	+4.13%	30
Cerity Partners LLC	New	77,891	$1.8M	0.0%	+0.49%	36
Allworth Financial LP	Decreased	59,604(-5.5%)	$1.3M	0.0%	+10.64%	0
Envestnet Portfolio Solutions, Inc.	Increased	57,617(+40.4%)	$1.3M	0.0%	+4.14%	34
FRANKLIN RESOURCES INC	Decreased	28,858(-13.4%)	$653,345	0.0%	+4.41%	0
Integrated Wealth Concepts LLC	Increased	24,498(+9.4%)	$554,623	0.0%	+6.55%	27
AXXCESS WEALTH MANAGEMENT, LLC	New	15,858	$359,025	0.0%	+0.49%	33
Focus Partners Wealth	Decreased	12,466(-9.2%)	$282,231	0.0%	+1.70%	0
Qube Research & Technologies Ltd	New	9,307	$210,710	0.0%	+0.49%	32
Steward Partners Investment Advisory, LLC	Increased	7,229(+14.7%)	$163,663	0.0%	+9.25%	26
MAI Capital Management	Increased	5,107(+1.5%)	$115,630	0.0%	+2.74%	22
Aptus Capital Advisors, LLC	Unchanged	4,425	$100,182	0.0%	+9.31%	0
FIFTH THIRD BANCORP	Unchanged	1,423	$32,217	0.0%	+1.70%	0
AE Wealth Management LLC	New	1,012	$22,919	0.0%	+0.49%	26
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	366	$8,286	0.0%	+0.49%	25
HRT FINANCIAL LP	New	59,751	$1,352	0.0%	+0.49%	15
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$21.1M	0.0%	+1.21%	0
PNC FINANCIAL SERVICES GROUP, INC.	Exited	0(-100.0%)	$11,928	0.0%	+1.21%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$1.3M	0.0%	+1.73%	0
US BANCORP \DE\	Exited	0(-100.0%)	$40,532	0.0%	+1.21%	0

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