Who Owns Capital Group Core Plus Income ETF (CGCP)?Hedge Fund & Institutional Holders

$22.39-0.04 (-0.16%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.340005370005026e+248T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$21.92$22.27$22.62$22.96$23.31Sep 24Jun 25Mar 26

CGCP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+10.4M+$235.0M
Janney Montgomery Scott LLCNew Position+4.4M+$99.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+3.3M+$74.0M
Souders Financial AdvisorsNew Position+3.1M+$69.1M
JONES FINANCIAL COMPANIES LLLPNew Position+2.8M+$63.0M
Merit Financial Group, LLCNew Position+2.4M+$54.0M
Stonebridge Financial Group, LLCNew Position+2.0M+$44.9M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.5M+$33.6M
Confluence Wealth Services, Inc.New Position+1.5M+$33.1M
McGlone Suttner Wealth Management, Inc.New Position+1.4M+$31.3M
IAM Advisory, LLCNew Position+1.3M+$28.5M
Bernardo Wealth Planning LLCNew Position+1.2M+$26.2M
Midwest Heritage Bank, FSBNew Position+1.1M+$24.6M
Valmark Advisers, Inc.New Position+1.0M+$23.7M
Aprio Wealth Management, LLCNew Position+920K+$20.8M

CGCP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-4.4M-$119.0B
WNY Asset Management, LLCClosed Position-4.2M-$94.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-929K-$21.1B
Quadcap Wealth Management, LLCClosed Position-875K-$19.9B
AA Financial Advisors, LLCDecreased-14K-$18.7B
Stadion Money Management, LLCDecreased-145K-$17.3B
Ruggaard & Associates LLCDecreased-59K-$15.5B
LEIGH BALDWIN & CO., LLCDecreased-172K-$10.9B
JANE STREET GROUP, LLCDecreased-126K-$8.3B
VestGen Advisors, LLCDecreased-141K-$4.2B
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-7K-$3.9B
Kingsview Wealth Management, LLCDecreased-46K-$3.8B
Prospera Financial Services IncDecreased-28K-$3.7B
Forge Financial Services LLCDecreased-894-$2.8B
Dynamic Advisor Solutions LLCDecreased-17K-$2.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital International Investors41,266,604$934.0M0.15%Share
2LPL Financial LLC23,722,685$537.0M0.15%Share
3Anchor Investment Management, LLC22,203$502.7M0.04%Share
4MORGAN STANLEY18,386,646$416.0M0.02%Share
5WELLS FARGO & COMPANY/MN10,492,579$237.0M0.04%Share
6ENVESTNET ASSET MANAGEMENT INC10,383,763$235.0M0.07%Share
7Cetera Investment Advisers6,504,150$147.0M0.16%Share
8UBS Group AG4,726,088$107.0M0.02%Share
9WELLS FARGO & COMPANY/MN4,404,729$99.0M0.02%Share
10Janney Montgomery Scott LLC4,395,360$99.0M0.23%Share
11&PARTNERS4,297,725$97.0M0.51%Share
12ROYAL BANK OF CANADA3,534,186$80.0M0.01%Share
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO795,871$79.2M0.05%Share
14RAYMOND JAMES FINANCIAL INC3,320,429$75.0M0.02%Share
15COMMONWEALTH EQUITY SERVICES, LLC3,312,217$74.0M0.10%Share
16Souders Financial Advisors3,050,545$69.1M7.91%Share
17HARBOUR INVESTMENTS, INC.2,819,563$63.8M1.29%Share
18JONES FINANCIAL COMPANIES LLLP2,792,771$63.0M0.04%Share
19RAYMOND JAMES FINANCIAL INC2,769,186$62.0M0.02%Share
20MML INVESTORS SERVICES, LLC2,623,539$59.0M0.14%Share
21Merit Financial Group, LLC2,386,398$54.0M0.43%Share
22OSAIC HOLDINGS, INC.2,254,001$51.0M0.07%Share
23Cambridge Investment Research Advisors, Inc.2,282,385$51.0M0.13%Share
24Stonebridge Financial Group, LLC1,981,698$44.9M3.83%Share
25STIFEL FINANCIAL CORP1,964,263$44.0M0.04%Share
26CAPTRUST FINANCIAL ADVISORS1,655,925$37.0M0.07%Share
27Kestra Investment Management, LLC1,619,964$36.7M0.90%Share
28Baird Financial Group, Inc.1,546,980$35.0M0.05%Share
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,481,704$33.6M0.05%Share
30Confluence Wealth Services, Inc.1,460,686$33.1M1.37%Share
31McGlone Suttner Wealth Management, Inc.1,380,991$31.3M4.21%Share
32IAM Advisory, LLC1,257,483$28.5M6.33%Share
33Bernardo Wealth Planning LLC1,158,823$26.2M5.00%Share
34ST GERMAIN D J CO INC1,140,720$25.8M1.00%Share
35Wood Tarver Financial Group, LLC1,113,509$25.2M7.08%Share
36Midwest Heritage Bank, FSB1,084,574$24.6M8.47%Share
37Valmark Advisers, Inc.1,047,472$23.7M0.29%Share
38Aprio Wealth Management, LLC919,978$20.8M1.20%Share
39D.A. DAVIDSON & CO.887,210$20.1M0.12%Share
40Johnson Bixby & Associates, LLC883,426$20.0M2.48%Share
41DIVERSIFY WEALTH MANAGEMENT, LLC846,910$19.2M0.90%Share
42AA Financial Advisors, LLC811,326$18.4M3.40%Share
43CONDOR CAPITAL MANAGEMENT786,241$17.8M1.44%Share
44Troutman Wealth Management, LLC753,693$17.1M14.11%Share
45EVOLVE PRIVATE WEALTH, LLC761,301$17.0M1.01%Share
46FinDec Wealth Services, Inc.711,642$16.1M17.28%Share
47Main Line Retirement Advisors, LLC704,660$16.0M13.89%Share
48Tribridge Partners Financial LLC678,618$15.4M6.44%Share
49Wealthcare Advisory Partners LLC660,083$14.9M0.29%Share
50NavPoint Financial, Inc.659,944$14.9M6.39%Share

CGCP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025299$5.5B+154
Q3 2025145$3.3T-90
Q2 2025235$2.5T-5
Q1 2025240$3.3T+55
Q4 2024185$152.7T+49
Q3 2024136$1227.9T+11
Q2 2024125$887.1T+23
Q1 2024102$560.4T—

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As of Q4 2025, 50 institutional investors hold CGCP (Capital Group Core Plus Income ETF). The largest holder is Capital International Investors with $934.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CGCP?

As of Q4 2025, 50 institutional investors report holding CGCP (Capital Group Core Plus Income ETF) in their 13F filings.

Who is the largest institutional holder of CGCP?

The largest institutional holder of CGCP is Capital International Investors with $934.0M in shares.

Is institutional ownership of CGCP increasing or decreasing?

This quarter, 15 institutions opened new positions in CGCP and 3 closed their positions.