CGCP Institutional Ownership & Shareholders
CAP GROUP CORE PLUS INCOME (CGCP) is currently held by 324 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.75B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Capital International Investors is currently the largest disclosed institutional shareholder of CGCP tracked by InsiderSet, reporting ownership valued at approximately $1.63B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.58B, representing an estimated loss of -3.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed CGCP value among the investors covered in this analysis. Major shareholders include Capital International Investors, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in CAP GROUP CORE PLUS INCOME (CGCP).
This page ranks the largest institutional CGCP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
324
Total Reported Value
$6.75B
Largest Holder
Capital International Investors
Largest Position
$1.63B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 0.34% | 73,019,797 | $1,627,611,275 | $1,575,037,021 | -$52,574,254 | -3.23% | |
| Lpl Financial Llc | 0.17% | 33,461,676 | $745,860,725 | $721,768,351 | -$24,092,374 | -3.23% | |
| Morgan Stanley | 0.03% | 22,479,871 | $501,076,364 | $484,890,817 | -$16,185,547 | -3.23% | |
| Wells Fargo & Company/Mn | 0.07% | 19,245,014 | $428,971,366 | $415,114,952 | -$13,856,414 | -3.23% | |
| Envestnet Asset Management Inc | 0.06% | 12,369,670 | $275,719,936 | $266,813,782 | -$8,906,154 | -3.23% | |
| Cetera Investment Advisers | 0.18% | 8,989,818 | $200,383,027 | $193,910,374 | -$6,472,653 | -3.23% | |
| Raymond James Financial Inc | 0.05% | 8,812,810 | $196,437,532 | $190,092,312 | -$6,345,220 | -3.23% | |
| Ubs Group Ag | 0.02% | 5,339,333 | $119,013,733 | $115,169,413 | -$3,844,320 | -3.23% | |
| Janney Montgomery Scott Llc | 0.23% | 5,312,377 | $118,413,000 | $114,587,972 | -$3,825,028 | -3.23% | |
| &Partners | 0.44% | 4,779,471 | $106,602,458 | $103,093,189 | -$3,509,269 | -3.29% | |
| Royal Bank Of Canada | 0.02% | 4,444,571 | $99,069,000 | $95,869,396 | -$3,199,604 | -3.23% | |
| Jones Financial Companies Lllp | 0.04% | 4,331,565 | $97,113,680 | $93,431,857 | -$3,681,823 | -3.79% | |
| Osaic Holdings, Inc. | 0.10% | 3,847,677 | $85,768,789 | $82,994,393 | -$2,774,396 | -3.23% | |
| Wny Asset Management, Llc | 7.48% | 3,749,326 | $83,572,466 | $80,872,962 | -$2,699,504 | -3.23% | |
| Souders Financial Advisors | 7.71% | 3,439,135 | $76,658,312 | $74,182,142 | -$2,476,170 | -3.23% | |
| Benjamin Edwards Inc | 0.70% | 3,438,056 | $76,632,244 | $74,158,868 | -$2,473,376 | -3.23% | |
| Harbour Investments, Inc. | 1.02% | 3,413,963 | $76,097,227 | $73,639,182 | -$2,458,045 | -3.23% | |
| Mml Investors Services, Llc | 0.14% | 3,124,075 | $69,635,635 | $67,386,298 | -$2,249,337 | -3.23% | |
| Stifel Financial Corp | 0.06% | 2,969,004 | $66,179,179 | $64,041,416 | -$2,137,763 | -3.23% | |
| Commonwealth Equity Services, Llc | 0.08% | 2,924,929 | $61,920,739 | $63,090,719 | +$1,169,980 | +1.89% | |
| Merit Financial Group, Llc | 0.35% | 2,514,495 | $56,048,083 | $54,237,657 | -$1,810,426 | -3.23% | |
| Baird Financial Group, Inc. | 0.07% | 2,416,606 | $53,866,147 | $52,126,191 | -$1,739,956 | -3.23% | |
| Bernardo Wealth Planning Llc | 4.53% | 2,531,520 | $53,592,260 | $54,604,886 | +$1,012,626 | +1.89% | |
| Confluence Wealth Services, Inc. | 1.45% | 2,277,176 | $50,758,524 | $49,118,686 | -$1,639,838 | -3.23% | |
| Valmark Advisers, Inc. | 0.53% | 2,247,488 | $50,096,502 | $48,478,316 | -$1,618,186 | -3.23% | |
| Wealthcare Advisory Partners Llc | 0.84% | 2,327,282 | $49,268,557 | $50,199,473 | +$930,916 | +1.89% | |
| Captrust Financial Advisors | 0.07% | 2,028,738 | $45,220,578 | $43,759,879 | -$1,460,699 | -3.23% | |
| Bank Of America Corp | 0.00% | 1,816,812 | $40,496,734 | $39,188,635 | -$1,308,099 | -3.23% | |
| Stonebridge Financial Group, Llc | 2.55% | 1,634,618 | $34,604,873 | $35,258,710 | +$653,837 | +1.89% | |
| Mcglone Suttner Wealth Management, Inc. | 3.83% | 1,558,975 | $33,003,509 | $33,627,091 | +$623,582 | +1.89% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 1,462,511 | $31,107,616 | $31,546,362 | +$438,746 | +1.41% | |
| Northwest Financial Advisors | 4.15% | 1,458,450 | $30,875,372 | $31,458,767 | +$583,395 | +1.89% | |
| Midwest Heritage Bank, Fsb | 8.57% | 1,386,508 | $29,352,382 | $29,906,978 | +$554,596 | +1.89% | |
| Compton Financial Group, Llc | 5.58% | 1,300,517 | $28,988,507 | $28,052,152 | -$936,355 | -3.23% | |
| Iam Advisory, Llc | 5.65% | 1,300,230 | $28,982,117 | $28,045,961 | -$936,156 | -3.23% | |
| Wood Tarver Financial Group, Llc | 6.56% | 1,247,580 | $27,808,000 | $26,910,301 | -$897,699 | -3.23% | |
| St Germain D J Co Inc | 0.95% | 1,181,333 | $26,331,923 | $25,481,353 | -$850,570 | -3.23% | |
| Kestra Advisory Services, Llc | 0.07% | 1,160,927 | $24,576,826 | $25,041,195 | +$464,369 | +1.89% | |
| D.A. Davidson & Co. | 0.13% | 1,101,370 | $23,316,003 | $23,756,551 | +$440,548 | +1.89% | |
| Evolve Private Wealth, Llc | 1.31% | 964,284 | $21,493,894 | $20,799,606 | -$694,288 | -3.23% | |
| Private Advisor Group, Llc | 0.10% | 949,288 | $21,159,640 | $20,476,142 | -$683,498 | -3.23% | |
| Main Line Retirement Advisors, Llc | 8.69% | 935,007 | $19,794,099 | $20,168,101 | +$374,002 | +1.89% | |
| Condor Capital Management | 1.43% | 855,417 | $19,067,260 | $18,451,345 | -$615,915 | -3.23% | |
| Mcf Advisors Llc | 0.66% | 877,383 | $18,574,198 | $18,925,151 | +$350,953 | +1.89% | |
| Alpha Financial Advisors, Llc | 5.16% | 829,098 | $18,480,590 | $17,883,644 | -$596,946 | -3.23% | |
| Troutman Wealth Management, Llc | 13.48% | 786,014 | $17,520,247 | $16,954,322 | -$565,925 | -3.23% | |
| Navpoint Financial, Inc. | 6.11% | 817,672 | $17,310,116 | $17,637,185 | +$327,069 | +1.89% | |
| Diversify Advisory Services, Llc | 0.25% | 780,874 | $16,734,138 | $16,843,452 | +$109,314 | +0.65% | |
| Diversify Wealth Management, Llc | 0.25% | 780,874 | $16,734,138 | $16,843,452 | +$109,314 | +0.65% | |
| Aprio Wealth Management, Llc | 0.73% | 760,605 | $16,102,000 | $16,406,250 | +$304,250 | +1.89% |
Frequently asked questions about CGCP
Who are the largest institutional holders of CGCP?
The largest institutional holders of CGCP reported in the latest SEC Form 13F filings include Capital International Investors, Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported CGCP position.
What is CGCP institutional ownership?
This page tracks CGCP positions reported by institutional investment managers through SEC Form 13F. CAP GROUP CORE PLUS INCOME (CGCP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGCP?
InsiderSet currently tracks 324 institutional managers reporting CGCP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGCP shareholders.
How much CGCP stock do institutions own?
Institutional investment managers disclosed approximately $6.75B in CGCP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGCP institutional ownership last updated?
The latest CGCP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGCP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGCP position after the reporting date.
Are institutions buying or selling CGCP?
Institutional buying and selling can be analyzed by comparing CGCP positions across consecutive 13F reporting periods. InsiderSet's CGCP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGCP ownership changes.
How has CGCP institutional ownership changed over time?
InsiderSet tracks CGCP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.