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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +884,794 | +7.7% | 12,369,670 | $275.72M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +10,152 | +13.7% | 84,268 | $1.88M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +4,848 | +16.4% | 34,374 | $766.20K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -266,492 | -62.0% | 163,537 | $3.65M | Q2 2026 | Sep 02, 2026 |
| January Capital Advisors Llc | Sell | -225,392 | -37.9% | 368,860 | $8.22M | Q2 2026 | Aug 25, 2026 |
| Kingsview Wealth Management, Llc | Sell | -11,636 | -10.6% | 98,291 | $2.19M | Q2 2026 | Aug 19, 2026 |
| Wny Asset Management, Llc | Buy | +3,749,326 | — | 3,749,326 | $83.57M | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +613,503 | — | 613,503 | $13.67M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -157,059 | -30.7% | 354,022 | $7.89M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +2,221 | +5.7% | 40,932 | $912.38K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -672 | -6.3% | 9,943 | $222.00K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,999,570 | +11.6% | 19,245,014 | $428.97M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,864,723 | +26.8% | 8,812,810 | $196.44M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +768,866 | +25.0% | 3,847,677 | $85.77M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +604,688 | +16.2% | 4,331,565 | $97.11M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +455,334 | +11.4% | 4,444,571 | $99.07M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +358,093 | +24.5% | 1,816,812 | $40.50M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +277,450 | — | 277,450 | $6.18M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +266,130 | — | 266,130 | $5.93M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -121,938 | -2.5% | 4,779,471 | $106.60M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +120,226 | — | 120,226 | $2.68M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +111,963 | +40.4% | 388,937 | $8.67M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +92,768 | — | 92,768 | $2.07M | Q2 2026 | Aug 14, 2026 |
| Roehl & Yi Investment Advisors, Llc | Buy | +79,357 | — | 79,357 | $1.77M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +54,750 | — | 54,750 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +54,700 | +124.3% | 98,704 | $2.18M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +49,873 | +395.5% | 62,484 | $1.39M | Q2 2026 | Aug 14, 2026 |
| Michael Brady & Co., Llc | Buy | +48,141 | +218.0% | 70,228 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +41,946 | +44.8% | 135,555 | $3.02M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +40,779 | +18.0% | 267,586 | $5.96M | Q2 2026 | Aug 14, 2026 |
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.