CAP GROUP HIGH YIELD BOND (CGHY) Institutional Ownership Changes & 13F Activity
CAP GROUP HIGH YIELD BOND (CGHY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Capital International Investors, Envestnet Asset Management Inc, Wells Fargo & Company/Mn, Cetera Investment Advisers, and Mml Investors Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +527,795 | — | 527,795 | $13.37M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +44,621 | — | 44,621 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +35,125 | +119.5% | 64,507 | $1.63M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +15,560 | — | 15,560 | $394.13K | Q2 2026 | Aug 14, 2026 |
| Perspective Wealth Advisors Llc | Buy | +14,065 | — | 14,065 | $356.27K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +12,170 | +54.6% | 34,439 | $872.34K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +8,185 | — | 8,185 | $207.00K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,572 | — | 1,572 | $39.82K | Q2 2026 | Aug 13, 2026 |
| Capital International Investors | Sell | -944,113 | -91.2% | 90,887 | $2.30M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +217,690 | — | 217,690 | $5.51M | Q2 2026 | Aug 12, 2026 |
| Compton Financial Group, Llc | Buy | +106,441 | — | 106,441 | $2.70M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +15,082 | — | 15,082 | $382.03K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -2,787 | -71.8% | 1,094 | $27.72K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +2,165 | — | 2,165 | $54.84K | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, Llc | Buy | +15,631 | — | 15,631 | $393.35K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +153,213 | +815.8% | 171,993 | $4.36M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +73,328 | — | 73,328 | $1.86M | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +49,848 | — | 49,848 | $1.26M | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Buy | +4,055 | — | 4,055 | $103.00K | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, Llc | Buy | +35,326 | — | 35,326 | $894.80K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +761,699 | +3294.1% | 784,822 | $19.88M | Q2 2026 | Aug 03, 2026 |
| Gutierrez Wealth Advisory, Llc | Buy | +79 | +0.4% | 18,958 | $480.22K | Q2 2026 | Aug 03, 2026 |
| J. Derek Lewis & Associates Inc. | Buy | +36,600 | +47.3% | 113,917 | $2.89M | Q2 2026 | Jul 31, 2026 |
| Assetmark, Inc | Buy | +9,699 | — | 9,699 | $245.68K | Q2 2026 | Jul 30, 2026 |
| Diversify Wealth Management, Llc | Buy | +217 | +1.4% | 15,631 | $393.35K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +23,298 | +45.3% | 74,736 | $1.89M | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +14,213 | — | 14,213 | $360.01K | Q2 2026 | Jul 28, 2026 |
| Cullen/Frost Bankers, Inc. | Buy | +27,879 | — | 27,879 | $706.18K | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +22,742 | — | 22,742 | $576.06K | Q2 2026 | Jul 27, 2026 |
| Benjamin Edwards Inc | Buy | +225 | +0.0% | 1,975,806 | $50.05M | Q2 2026 | Jul 24, 2026 |
Frequently asked questions about CGHY activity
Which institutional owners are buying CGHY?
Institutional owners buying CGHY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CGHY activity?
"Buy" means an investor increased their reported position in CGHY compared to the prior reporting period. This reflects growing exposure to CAP GROUP HIGH YIELD BOND (CGHY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CGHY increasing?
Institutional interest in CGHY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.