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Who owns CGCPWhat CGCP owns — n/a

Who owns Capital Group Core Plus Income ETF?

Institutional ownership of CGCP from SEC Form 13F filings across 194 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

194

13F holders

$6.05B

value, 2026 filers

74.3%

of shares outstanding (282.3M sh)

23

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CGCP's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Capital International Investors73.0M$1.63B0.3%19.2%+40.2%
2LPL Financial LLC33.5M$745.9M0.2%8.8%+12.6%
3MORGAN STANLEY22.5M$501.1M0.0%5.9%+9.7%
4WELLS FARGO & COMPANY/MN19.2M$429.0M0.1%5.1%+11.6%
5ENVESTNET ASSET MANAGEMENT INC12.4M$275.7M0.1%3.3%+7.7%
6Cetera Investment Advisers9.0M$200.4M0.2%2.4%+22.8%
7RAYMOND JAMES FINANCIAL INC8.8M$196.4M0.1%2.3%+26.8%
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6.3M$141.1M0.1%1.7%-1.5%
9UBS Group AG5.3M$119.0M0.0%1.4%+8.6%
10Janney Montgomery Scott LLC5.3M$118,4130.2%1.4%+8.1%
11Merit Financial Group, LLC5.0M$112.1M0.7%1.3%+102.2%
12Cambridge Investment Research Advisors, Inc.4.9M$108,8180.2%1.3%+107.3%
13&PARTNERS4.8M$106.6M0.4%1.3%-2.5%
14ROYAL BANK OF CANADA4.4M$99.1M0.0%1.2%+11.4%
15JONES FINANCIAL COMPANIES LLLP4.3M$97.1M0.0%1.1%+16.2%
16OSAIC HOLDINGS, INC.3.8M$85.8M0.1%1%+25.0%
17Souders Financial Advisors3.4M$76.7M7.7%0.9%+6.6%
18BENJAMIN EDWARDS INC3.4M$76.6M0.7%0.9%+6.2%
19HARBOUR INVESTMENTS, INC.3.4M$76.1M1.0%0.9%+6.1%
20COMMONWEALTH EQUITY SERVICES, LLC3.3M$73.1M0.1%0.9%-7.3%
21MML INVESTORS SERVICES, LLC3.1M$69.6M0.1%0.8%+28.4%
22STIFEL FINANCIAL CORP3.0M$66.2M0.1%0.8%+13.1%
23Baird Financial Group, Inc.2.4M$53.9M0.1%0.6%+15.3%
24Confluence Wealth Services, Inc.2.3M$50.8M1.5%0.6%+36.2%
25Valmark Advisers, Inc.2.2M$50.1M0.5%0.6%+7.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.