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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -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
COMMONWEALTH EQUITY SERVICES, LLCNew Position+3.3M+$74.0B
Souders Financial AdvisorsNew Position+3.1M+$69.1B
JONES FINANCIAL COMPANIES LLLPNew Position+2.8M+$63.0B
Stonebridge Financial Group, LLCNew Position+2.0M+$44.9B
WELLS FARGO & COMPANY/MNIncreased+1.9M+$39.8B
Confluence Wealth Services, Inc.New Position+1.5M+$33.1B
McGlone Suttner Wealth Management, Inc.New Position+1.4M+$31.3B
IAM Advisory, LLCNew Position+1.3M+$28.5B
Bernardo Wealth Planning LLCNew Position+1.2M+$26.2B
Midwest Heritage Bank, FSBNew Position+1.1M+$24.6B
Valmark Advisers, Inc.New Position+1.0M+$23.7B
BANK OF AMERICA CORP /DE/Increased+363K+$22.0B
D.A. DAVIDSON & CO.New Position+887K+$20.1B
Johnson Bixby & Associates, LLCNew Position+883K+$20.0B
Main Line Retirement Advisors, LLCNew Position+705K+$16.0B

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
JANE STREET GROUP, LLCDecreased-126K-$8.3B
LEIGH BALDWIN & CO., LLCDecreased-172K-$6.6B
VestGen Advisors, LLCDecreased-141K-$4.2B
Kingsview Wealth Management, LLCDecreased-46K-$3.8B
Prospera Financial Services IncDecreased-28K-$3.7B
Stadion Money Management, LLCDecreased-145K-$3.3B
Dynamic Advisor Solutions LLCDecreased-17K-$2.3B
Ausdal Financial Partners, Inc.Decreased-636-$1.8B
AlphaCore Capital LLCDecreased-813-$1.7B
Allworth Financial LPDecreased-3K-$1.4B
Ruggaard & Associates LLCDecreased-59K-$1.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN10,492,579$237.0B0.04%Share
2UBS Group AG4,726,088$107.0B0.02%Share
3WELLS FARGO & COMPANY/MN4,404,729$99.0B0.02%Share
4ROYAL BANK OF CANADA3,534,186$80.0B0.01%Share
5RAYMOND JAMES FINANCIAL INC3,320,429$75.0B0.02%Share
6COMMONWEALTH EQUITY SERVICES, LLC3,312,217$74.0B0.10%Share
7Souders Financial Advisors3,050,545$69.1B7.91%Share
8JONES FINANCIAL COMPANIES LLLP2,792,771$63.0B0.04%Share
9RAYMOND JAMES FINANCIAL INC2,769,186$62.0B0.02%Share
10OSAIC HOLDINGS, INC.2,254,001$51.0B0.07%Share
11Stonebridge Financial Group, LLC1,981,698$44.9B3.83%Share
12STIFEL FINANCIAL CORP1,964,263$44.0B0.04%Share
13Baird Financial Group, Inc.1,546,980$35.0B0.05%Share
14Confluence Wealth Services, Inc.1,460,686$33.1B1.37%Share
15McGlone Suttner Wealth Management, Inc.1,380,991$31.3B4.21%Share
16IAM Advisory, LLC1,257,483$28.5B6.33%Share
17Bernardo Wealth Planning LLC1,158,823$26.2B5.00%Share
18ST GERMAIN D J CO INC1,140,720$25.8B1.00%Share
19Midwest Heritage Bank, FSB1,084,574$24.6B8.47%Share
20Valmark Advisers, Inc.1,047,472$23.7B0.29%Share
21D.A. DAVIDSON & CO.887,210$20.1B0.12%Share
22Johnson Bixby & Associates, LLC883,426$20.0B2.48%Share
23DIVERSIFY WEALTH MANAGEMENT, LLC846,910$19.2B0.90%Share
24AA Financial Advisors, LLC811,326$18.4B3.40%Share
25CONDOR CAPITAL MANAGEMENT786,241$17.8B1.44%Share
26Main Line Retirement Advisors, LLC704,660$16.0B13.89%Share
27Wealthcare Advisory Partners LLC660,083$14.9B0.29%Share
28NavPoint Financial, Inc.659,944$14.9B6.39%Share
29Ruggaard & Associates LLC624,738$14.1B5.57%Share
30BANK OF AMERICA CORP /DE/626,065$14.0B0.00%Share
31Stadion Money Management, LLC615,253$13.9B1.13%Share
32Clearview Wealth Advisors LLC603,327$13.7B8.66%Share
33New England Capital Financial Advisors LLC554,916$12.6B4.91%Share
34Convergence Financial, LLC535,904$12.1B1.77%Share
35Private Advisor Group, LLC541,171$12.0B0.06%Share
36Sovran Advisors, LLC511,061$11.6B0.99%Share
37WBH ADVISORY INC508,361$11.5B0.85%Share
38Mutual Advisors, LLC496,370$11.2B0.24%Share
39Bridgewealth Advisory Group, LLC488,651$11.1B2.44%Share
40Greenbush Financial Group, LLC451,960$10.2B3.48%Share
41Ashton Thomas Private Wealth, LLC435,444$9.9B0.24%Share
42Entruity Wealth, LLC434,569$9.8B7.01%Share
43STEPHENS INC /AR/433,747$9.8B0.12%Share
44ADAMSBROWN WEALTH CONSULTANTS LLC428,572$9.7B2.70%Share
45Freedom Financial Partners LLC408,760$9.3B3.37%Share
46OSAIC HOLDINGS, INC.375,756$8.0B0.01%Share
47BANK OF AMERICA CORP /DE/386,719$8.0B0.00%Share
48Rockefeller Capital Management L.P.391,520$8.0B0.01%Share
49Investment Planning Advisors, Inc.332,783$7.5B2.19%Share
50CITADEL ADVISORS LLC337,646$7.0B0.00%Share

CGCP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025299$1.8T+154
Q3 2025145$2.8T-90
Q2 2025235$2.6T-5
Q1 2025240$3.3T+55
Q4 2024185$45.8T+49
Q3 2024136$573.9T+11
Q2 2024125$373.4T+23
Q1 2024102$891.6T—

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As of Q4 2025, 50 institutional investors hold CGCP (Capital Group Core Plus Income ETF). The largest holder is WELLS FARGO & COMPANY/MN with $237.0B in shares. This quarter, 13 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 WELLS FARGO & COMPANY/MN with $237.0B in shares.

Is institutional ownership of CGCP increasing or decreasing?

This quarter, 13 institutions opened new positions in CGCP and 3 closed their positions.