Funds holding Capital Group Core Plus Income ETF
1 fund declares a position · 1 ETFs and 0 other funds · 1.2B $ · US14020Y1029
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 52,089,647 | 1.2B $ | 21.56 % | as of Mar 31, 2026 · Original filing |
Institutional managers
308 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Capital International Investors | 52,096,653 | 1.2B $ | as of Mar 31, 2026 |
| LPL Financial LLC | 29,704,133 | 663.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 20,494,863 | 457.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 17,245,444 | 385.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 11,484,876 | 256.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 7,319,089 | 163.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 6,948,087 | 155.2M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,426,218 | 143.6M $ | as of Mar 31, 2026 |
| &PARTNERS | 4,901,409 | 110M $ | as of Mar 31, 2026 |
| UBS Group AG | 4,916,470 | 109.8M $ | as of Mar 31, 2026 |
| WNY Asset Management, LLC | 4,208,726 | 94M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 3,989,237 | 89.1M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 3,726,877 | 82.8M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,537,792 | 79M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 3,237,956 | 72.3M $ | as of Mar 31, 2026 |
| Souders Financial Advisors | 3,225,990 | 72.1M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 3,217,996 | 71.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 3,078,811 | 68.8M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 2,624,185 | 58.6M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 2,487,719 | 55.6M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 2,432,159 | 54.3M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 2,095,162 | 46.8M $ | as of Mar 31, 2026 |
| Valmark Advisers, Inc. | 2,084,059 | 46.6M $ | as of Mar 31, 2026 |
| Stonebridge Financial Group, LLC | 2,063,417 | 46.1M $ | as of Mar 31, 2026 |
| Kestra Investment Management, LLC | 2,003,929 | 44.8M $ | as of Mar 31, 2026 |