Stock ownership · SEC 13F · Q4 2025

CAPITAL GROUP CORE PLUS INCOME ETF

Who owns CAPITAL GROUP CORE PLUS INCOME ETF (CUSIP 14020Y102)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$503K
Reported value
1
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 1 institutions report $503K in CAPITAL GROUP CORE PLUS INCOME ETF positions, ownership that is dominated by its top few institutional owners.

1
institutions hold it
$503K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 14020Y102 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $0.5M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - CAPITAL GROUP CORE PLUS INCOME ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a CAPITAL GROUP CORE PLUS INCOME ETF position has held steady from 1 to 1 over the last 8 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 1
Distinct 13F filers holding CAPITAL GROUP CORE PLUS INCOME ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Anchor Investment Management, LLC 22,203 $503K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CAPITAL GROUP CORE PLUS INCOME ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

Anchor Investment Management, LLC $503K

Complete exits (4)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
TCFG WEALTH MANAGEMENT, LLC exited
Vermillion & White Wealth Management Group, LLC exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold CAPITAL GROUP CORE PLUS INCOME ETF?▼
CAPITAL GROUP CORE PLUS INCOME ETF is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of CAPITAL GROUP CORE PLUS INCOME ETF?▼
Institutions report $503K of CAPITAL GROUP CORE PLUS INCOME ETF as of Q4 2025.
How concentrated is ownership of CAPITAL GROUP CORE PLUS INCOME ETF?▼
The top five institutional holders account for 100% of the reported institutional value in CAPITAL GROUP CORE PLUS INCOME ETF, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of CAPITAL GROUP CORE PLUS INCOME ETF?▼
Anchor Investment Management, LLC is the largest reported holder of CAPITAL GROUP CORE PLUS INCOME ETF with $503K across 22,203 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.