Funds holding Capital Group Core Plus Income ETF
ISIN US14020Y1029 · United States · LEI 549300D15HR3L1WV1T24
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 1.2B $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 52,089,647 | 1.2B $ | 21.56 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 21.56 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 52,089,647 | +26.6 % |
| 2026Q1 | 1 | 0 | 41,144,850 | +24.7 % |
| 2025Q4 | 1 | 0 | 33,006,548 | +24.0 % |
| 2025Q3 | 1 | 0 | 26,623,160 | +28.2 % |
| 2025Q2 | 1 | 0 | 20,769,111 | +54.0 % |
| 2025Q1 | 1 | 0 | 13,486,401 | +24.3 % |
| 2024Q4 | 1 | 0 | 10,852,119 | +37.8 % |
| 2024Q3 | 1 | 0 | 7,875,792 | +87.3 % |
| 2024Q2 | 1 | 0 | 4,204,612 | +164.3 % |
| 2024Q1 | 1 | 0 | 1,590,801 | +243.5 % |
| 2023Q4 | 1 | 463,079 |
Institutional managers
308 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| UBS Group AG | 4,916,470 | 109.8M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 4,915,821 | 109.8K $ | as of Mar 31, 2026 |
| &PARTNERS | 4,901,409 | 110M $ | 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 |
| Cambridge Investment Research Advisors, Inc. | 2,355,079 | 52.6K $ | 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 |
Cite this page
Titelia. "Funds holding Capital Group Core Plus Income ETF". https://titelia.com/en/stocks/capital-group-core-plus-income-etf-US14020Y1029