CAP GROUP CORE PLUS INCOME (CGCP) Institutional Ownership Changes & 13F Activity

CAP GROUP CORE PLUS INCOME (CGCP). 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 Wny Asset Management, Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, Envestnet Asset Management Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+884,794+7.7%12,369,670$275.72MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+10,152+13.7%84,268$1.88MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+4,848+16.4%34,374$766.20KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-266,492-62.0%163,537$3.65MQ2 2026Sep 02, 2026
January Capital Advisors LlcSell-225,392-37.9%368,860$8.22MQ2 2026Aug 25, 2026
Kingsview Wealth Management, LlcSell-11,636-10.6%98,291$2.19MQ2 2026Aug 19, 2026
Wny Asset Management, LlcBuy+3,749,326—3,749,326$83.57MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+613,503—613,503$13.67MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-157,059-30.7%354,022$7.89MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+2,221+5.7%40,932$912.38KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-672-6.3%9,943$222.00KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+1,999,570+11.6%19,245,014$428.97MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,864,723+26.8%8,812,810$196.44MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+768,866+25.0%3,847,677$85.77MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+604,688+16.2%4,331,565$97.11MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+455,334+11.4%4,444,571$99.07MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+358,093+24.5%1,816,812$40.50MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+277,450—277,450$6.18MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+266,130—266,130$5.93MQ2 2026Aug 14, 2026
&PartnersSell-121,938-2.5%4,779,471$106.60MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+120,226—120,226$2.68MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+111,963+40.4%388,937$8.67MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+92,768—92,768$2.07MQ2 2026Aug 14, 2026
Roehl & Yi Investment Advisors, LlcBuy+79,357—79,357$1.77MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+54,750—54,750$1.22MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+54,700+124.3%98,704$2.18MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+49,873+395.5%62,484$1.39MQ2 2026Aug 14, 2026
Michael Brady & Co., LlcBuy+48,141+218.0%70,228$1.57MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+41,946+44.8%135,555$3.02MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+40,779+18.0%267,586$5.96MQ2 2026Aug 14, 2026
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Frequently asked questions about CGCP activity

  • Which institutional owners are buying CGCP?

    Institutional owners buying CGCP 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 CGCP activity?

    "Buy" means an investor increased their reported position in CGCP compared to the prior reporting period. This reflects growing exposure to CAP GROUP CORE PLUS INCOME (CGCP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGCP increasing?

    Institutional interest in CGCP 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.