Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CORE PLUS INCM
-
Total 13F shares
-
15,665,350
-
Share change
-
-4,899,915
-
Total reported value
-
$354,764,389
-
Price per share
-
$22.64
-
Number of holders
-
66
-
Value change
-
-$110,934,364
-
Number of buys
-
47
-
Number of sells
-
16
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM (CGCP) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM (CGCP) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,665,350 shares.
The largest 10 holders included
Stonebridge Financial Group, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, McGlone Suttner Wealth Management, Inc., IAM Advisory, LLC, Johnson Bixby & Associates, LLC, Main Line Retirement Advisors, LLC, AA Financial Advisors, LLC, Wealthcare Advisory Partners LLC, NavPoint Financial, Inc., and Sovran Advisors, LLC.
This page lists
66
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.