CGCP Institutional Ownership
Capital Group Core Plus Income ETF
1W: -0.8%
1M: -3.2%
3M: -5.1%
YTD: -5.8%
1Y: -6.2%
3Y: +10.6%
$21.18
-0.03 (-0.14%)
Weekly Expected Move ±0.8%
$21
$21
$21
$21
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CGCP
340
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
34
New Positions
187
Increased
89
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (361 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 73,019,797 | 1.5B | +20,923,144 | +40.2% | 18Q | SEC ↗ |
| 2 | LPL Financial LLC | 33,461,676 | $709M | +3,757,543 | +12.6% | 17Q | SEC ↗ |
| 3 | MORGAN STANLEY | 22,479,871 | $476M | +1,985,008 | +9.7% | 14Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 19,245,014 | $408M | +1,999,570 | +11.6% | 15Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 12,369,670 | $262M | +884,794 | +7.7% | 17Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 8,989,818 | $190M | +1,670,729 | +22.8% | 15Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 8,812,810 | $187M | +1,864,723 | +26.8% | 7Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 6,331,676 | $134M | -94,542 | -1.5% | 13Q | SEC ↗ |
| 9 | UBS Group AG | 5,339,333 | $113M | +422,863 | +8.6% | 16Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC | 5,312,377 | $113M | +396,556 | +8.1% | 17Q | SEC ↗ |
| 11 | &PARTNERS | 4,779,471 | $101M | -121,938 | -2.5% | 10Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 4,444,571 | $94M | +455,334 | +11.4% | 17Q | SEC ↗ |
| 13 | JONES FINANCIAL COMPANIES LLLP | 4,331,565 | $92M | +604,688 | +16.2% | 10Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 3,847,677 | $81M | +768,866 | +25.0% | 18Q | SEC ↗ |
| 15 | WNY Asset Management, LLC | 3,749,326 | $79M | -459,400 | -10.9% | 2Q | SEC ↗ |
| 16 | Souders Financial Advisors | 3,439,135 | $73M | +213,145 | +6.6% | 17Q | SEC ↗ |
| 17 | BENJAMIN EDWARDS INC | 3,438,056 | $73M | +200,100 | +6.2% | 8Q | SEC ↗ |
| 18 | HARBOUR INVESTMENTS, INC. | 3,413,963 | $72M | +195,967 | +6.1% | 17Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 3,278,878 | $69M | -258,914 | -7.3% | 18Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 3,124,075 | $66M | +691,916 | +28.4% | 18Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 2,969,004 | $63M | +344,819 | +13.1% | 17Q | SEC ↗ |
| 22 | Merit Financial Group, LLC | 2,514,495 | $53M | +26,776 | +1.1% | 16Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 2,441,078 | $52M | +85,999 | +3.7% | 17Q | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 2,416,606 | $51M | +321,444 | +15.3% | 16Q | SEC ↗ |
| 25 | Confluence Wealth Services, Inc. | 2,277,176 | $48M | +605,493 | +36.2% | 11Q | SEC ↗ |
| 26 | Valmark Advisers, Inc. | 2,247,488 | $48M | +163,429 | +7.8% | 15Q | SEC ↗ |
| 27 | Stonebridge Financial Group, LLC | 2,134,998 | $45M | +71,581 | +3.5% | 7Q | SEC ↗ |
| 28 | CAPTRUST FINANCIAL ADVISORS | 2,028,738 | $43M | +71,863 | +3.7% | 14Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 1,816,812 | $38M | +358,093 | +24.5% | 7Q | SEC ↗ |
| 30 | McGlone Suttner Wealth Management, Inc | 1,495,388 | $32M | +63,899 | +4.5% | 13Q | SEC ↗ |
| 31 | Northwest Financial Advisors NEW | 1,459,111 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,439,149 | $30M | +110,376 | +8.3% | 12Q | SEC ↗ |
| 33 | Convergence Financial, LLC | 1,435,557 | $30M | +884,206 | +160.4% | 8Q | SEC ↗ |
| 34 | Kestra Investment Management, LLC | 1,386,767 | $29M | -617,162 | -30.8% | 9Q | SEC ↗ |
| 35 | Midwest Heritage Bank, FSB | 1,376,977 | $29M | +49,992 | +3.8% | 17Q | SEC ↗ |
| 36 | Compton Financial Group, LLC | 1,300,517 | $28M | +864,079 | +198.0% | 3Q | SEC ↗ |
| 37 | IAM Advisory, LLC | 1,300,230 | $28M | +25,359 | +2.0% | 14Q | SEC ↗ |
| 38 | Wood Tarver Financial Group, LLC | 1,247,580 | $26M | +55,812 | +4.7% | 7Q | SEC ↗ |
| 39 | Bernardo Wealth Planning LLC | 1,240,288 | $26M | +45,673 | +3.8% | 13Q | SEC ↗ |
| 40 | ST GERMAIN D J CO INC | 1,181,333 | $25M | +21,533 | +1.9% | 13Q | SEC ↗ |
| 41 | MCF Advisors LLC | 1,141,078 | $24M | -1,756 | -0.2% | 2Q | SEC ↗ |
| 42 | D.A. DAVIDSON & CO. | 983,289 | $21M | +81,878 | +9.1% | 17Q | SEC ↗ |
| 43 | EVOLVE PRIVATE WEALTH, LLC | 964,284 | $20M | +44,664 | +4.9% | 3Q | SEC ↗ |
| 44 | EverSource Wealth Advisors, LLC | 949,401 | $20M | +256,499 | +37.0% | 16Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 949,288 | $20M | +358,822 | +60.8% | 15Q | SEC ↗ |
| 46 | Kestra Advisory Services, LLC | 910,695 | $19M | +545,038 | +149.1% | 15Q | SEC ↗ |
| 47 | Wealthcare Advisory Partners LLC | 871,667 | $18M | +123,186 | +16.5% | 12Q | SEC ↗ |
| 48 | Main Line Retirement Advisors, LLC | 859,472 | $18M | +23,743 | +2.8% | 11Q | SEC ↗ |
| 49 | CONDOR CAPITAL MANAGEMENT | 855,417 | $18M | +40,059 | +4.9% | 11Q | SEC ↗ |
| 50 | Aprio Wealth Management, LLC | 830,361 | $18M | -129,870 | -13.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Northwest Financial Advisors | 1,459,111 | $31M |
| Diversify Advisory Services, LLC | 814,299 | $17M |
| VAQUERO PRIVATE WEALTH, LTD | 639,346 | $14M |
| Waterloo Capital, L.P. | 384,700 | $8M |
| QUANTUM FINANCIAL PARTNERS LLC | 300,192 | $6M |
| JANE STREET GROUP, LLC | 277,450 | $6M |
| GOLDMAN SACHS GROUP INC | 266,130 | $6M |
| Global Retirement Partners, LLC | 107,010 | $2M |
| IFG Advisory, LLC | 92,768 | $2M |
| Roehl & Yi Investment Advisors, LLC | 79,357 | $2M |
| LANGLEY WEALTH MANAGEMENT, LLC | 78,889 | $2M |
| COFG Advisors, LLC | 54,750 | $1M |
| Pinnacle Financial Partners, Inc. | 34,963 | $741K |
| Sigma Planning Corp | 17,523 | $371K |
| Leo Wealth, LLC | 17,274 | $366K |
| Qube Research & Technologies Ltd | 16,957 | $359K |
| AXXCESS WEALTH MANAGEMENT, LLC | 16,032 | $340K |
| FLORIDA FINANCIAL ADVISORS, LLC | 14,463 | $306K |
| Sun Group Wealth Partners | 13,743 | $291K |
| Moors & Cabot, Inc. | 13,743 | $291K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 635,412 | $13M |
| SOL Capital Management CO | 247,348 | $5M |
| FLOW TRADERS U.S. LLC | 116,783 | $2M |
| Richmond Investment Services, LLC | 68,384 | $1M |
| TrueWealth Financial Partners | 64,038 | $1M |
| Parsonex Advisory Services, Inc. | 64,037 | $1M |
| Wise Wealth Partners | 58,158 | $1M |
| OLD MISSION CAPITAL LLC | 43,307 | $917K |
| VestGen Advisors, LLC | 41,773 | $885K |
| HRT FINANCIAL LP | 32,624 | $691K |
| TWO SIGMA SECURITIES, LLC | 26,249 | $556K |
| William Mack & Associates, Inc. | 18,943 | $401K |
| GTS SECURITIES LLC | 16,903 | $358K |
| ZACKS INVESTMENT MANAGEMENT | 13,084 | $277K |
| UPTICK PARTNERS, LLC | 12,305 | $261K |
| INTEGRITY ALLIANCE, LLC. | 12,195 | $258K |
| Financial Partners Group, Inc | 9,003 | $191K |
| Greenline Wealth Management LLC | 8,819 | $187K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4,425 | $94K |
| Clearstead Advisors, LLC | 2,551 | $54K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital International Investors | +20,923,144 | +40.2% | 73,019,797 |
| LPL Financial LLC | +3,757,543 | +12.6% | 33,461,676 |
| WELLS FARGO & COMPANY/MN | +1,999,570 | +11.6% | 19,245,014 |
| MORGAN STANLEY | +1,985,008 | +9.7% | 22,479,871 |
| RAYMOND JAMES FINANCIAL INC | +1,864,723 | +26.8% | 8,812,810 |
| Cetera Investment Advisers | +1,670,729 | +22.8% | 8,989,818 |
| ENVESTNET ASSET MANAGEMENT INC | +884,794 | +7.7% | 12,369,670 |
| Convergence Financial, LLC | +884,206 | +160.4% | 1,435,557 |
| Compton Financial Group, LLC | +864,079 | +198.0% | 1,300,517 |
| OSAIC HOLDINGS, INC. | +768,866 | +25.0% | 3,847,677 |
| Alpha Financial Advisors, LLC | +767,169 | +1238.8% | 829,098 |
| MML INVESTORS SERVICES, LLC | +691,916 | +28.4% | 3,124,075 |
| Confluence Wealth Services, Inc. | +605,493 | +36.2% | 2,277,176 |
| JONES FINANCIAL COMPANIES LLLP | +604,688 | +16.2% | 4,331,565 |
| Kestra Advisory Services, LLC | +545,038 | +149.1% | 910,695 |
| ROYAL BANK OF CANADA | +455,334 | +11.4% | 4,444,571 |
| UBS Group AG | +422,863 | +8.6% | 5,339,333 |
| Janney Montgomery Scott LLC | +396,556 | +8.1% | 5,312,377 |
| Private Advisor Group, LLC | +358,822 | +60.8% | 949,288 |
| BANK OF AMERICA CORP /DE | +358,093 | +24.5% | 1,816,812 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Investment Management, LLC | -617,162 | -30.8% | 1,386,767 |
| WNY Asset Management, LLC | -459,400 | -10.9% | 3,749,326 |
| Mariner, LLC | -266,598 | -90.4% | 28,163 |
| CITADEL ADVISORS LLC | -266,492 | -62.0% | 163,537 |
| COMMONWEALTH EQUITY SERVICES, LLC | -258,914 | -7.3% | 3,278,878 |
| January Capital Advisors LLC | -225,392 | -37.9% | 368,860 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -158,064 | -16.3% | 814,299 |
| Equitable Holdings, Inc. | -157,059 | -30.7% | 354,022 |
| Entruity Wealth, LLC | -154,379 | -33.4% | 307,389 |
| Johnson Bixby & Associates, LLC | -137,478 | -17.7% | 638,143 |
| Aprio Wealth Management, LLC | -129,870 | -13.5% | 830,361 |
| New England Capital Financial Advis | -129,858 | -49.4% | 133,126 |
| &PARTNERS | -121,938 | -2.5% | 4,779,471 |
| Gateway Wealth Partners, LLC | -115,157 | -43.2% | 151,524 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -94,542 | -1.5% | 6,331,676 |
| Freedom Financial Partners LLC | -81,623 | -19.2% | 343,448 |
| Core Wealth Partners LLC | -44,670 | -16.4% | 228,021 |
| AMERIPRISE FINANCIAL INC | -39,934 | -24.9% | 120,226 |
| Merited Wealth, LLC | -37,650 | -56.3% | 29,227 |
| Midwest Financial Network, LLC | -34,250 | -18.7% | 148,737 |