CAP GROUP HIGH YIELD BOND (CGHY) Institutional Shareholders
CAP GROUP HIGH YIELD BOND (CGHY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $119.64M in CGHY holdings during the latest filing period.
Benjamin Edwards Inc is currently the largest disclosed institutional shareholder of CGHY tracked by InsiderSet, reporting ownership valued at approximately $50.05M 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 $49.14M, representing an estimated loss of -1.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed CGHY value among the investors covered in this analysis. Major shareholders include Benjamin Edwards Inc, Envestnet Asset Management Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in CAP GROUP HIGH YIELD BOND (CGHY).
This page ranks the largest institutional CGHY 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
41
Total Reported Value
$119.64M
Largest Holder
Benjamin Edwards Inc
Largest Position
$50.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Benjamin Edwards Inc | 0.46% | 1,975,806 | $50,045,701 | $49,138,295 | -$907,406 | -1.81% | |
| Envestnet Asset Management Inc | 0.00% | 784,822 | $19,879,534 | $19,518,523 | -$361,011 | -1.82% | |
| Wells Fargo & Company/Mn | 0.00% | 527,795 | $13,369,048 | $13,126,262 | -$242,786 | -1.82% | |
| Cetera Investment Advisers | 0.01% | 217,690 | $5,514,078 | $5,413,950 | -$100,128 | -1.82% | |
| Mml Investors Services, Llc | 0.01% | 171,993 | $4,356,581 | $4,277,466 | -$79,115 | -1.82% | |
| J. Derek Lewis & Associates Inc. | 0.55% | 113,917 | $2,885,499 | $2,833,116 | -$52,383 | -1.82% | |
| Compton Financial Group, Llc | 0.52% | 106,441 | $2,696,147 | $2,647,188 | -$48,959 | -1.82% | |
| Capital International Investors | 0.00% | 90,887 | $2,302,168 | $2,260,360 | -$41,808 | -1.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 74,736 | $1,893,070 | $1,858,684 | -$34,386 | -1.82% | |
| Lpl Financial Llc | 0.00% | 73,328 | $1,857,399 | $1,823,667 | -$33,732 | -1.82% | |
| Osaic Holdings, Inc. | 0.00% | 64,507 | $1,634,232 | $1,604,289 | -$29,943 | -1.83% | |
| Janney Montgomery Scott Llc | 0.00% | 49,848 | $1,263,000 | $1,239,720 | -$23,280 | -1.84% | |
| &Partners | 0.00% | 44,621 | $1,197,538 | $1,109,724 | -$87,814 | -7.33% | |
| Merit Financial Group, Llc | 0.01% | 37,843 | $958,573 | $941,155 | -$17,418 | -1.82% | |
| Gateway Wealth Partners, Llc | 0.05% | 35,326 | $894,800 | $878,558 | -$16,242 | -1.82% | |
| Jane Street Group, Llc | 0.00% | 34,439 | $872,340 | $856,498 | -$15,842 | -1.82% | |
| Dynamic Advisor Solutions Llc | 0.02% | 34,170 | $865,527 | $849,808 | -$15,719 | -1.82% | |
| Greenline Wealth Management Llc | 0.70% | 33,518 | $849,008 | $833,593 | -$15,415 | -1.82% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 27,879 | $706,185 | $693,351 | -$12,834 | -1.82% | |
| Ausdal Financial Partners, Inc. | 0.02% | 23,530 | $596,015 | $585,191 | -$10,824 | -1.82% | |
| Concurrent Investment Advisors, Llc | 0.00% | 22,742 | $576,056 | $565,594 | -$10,462 | -1.82% | |
| Gutierrez Wealth Advisory, Llc | 0.28% | 18,958 | $480,217 | $471,485 | -$8,732 | -1.82% | |
| Cofg Advisors, Llc | 0.07% | 15,560 | $394,135 | $386,977 | -$7,158 | -1.82% | |
| Diversify Advisory Services, Llc | 0.01% | 15,631 | $393,353 | $388,743 | -$4,610 | -1.17% | |
| Diversify Wealth Management, Llc | 0.01% | 15,631 | $393,353 | $388,743 | -$4,610 | -1.17% | |
| Stifel Financial Corp | 0.00% | 15,082 | $382,028 | $375,089 | -$6,939 | -1.82% | |
| Longview Wealth Management | 0.09% | 14,429 | $365,487 | $358,849 | -$6,638 | -1.82% | |
| Truist Financial Corp | 0.00% | 14,213 | $360,015 | $353,477 | -$6,538 | -1.82% | |
| Perspective Wealth Advisors Llc | 0.20% | 14,065 | $356,266 | $349,797 | -$6,469 | -1.82% | |
| Ifp Advisors, Inc | 0.00% | 10,887 | $275,768 | $270,760 | -$5,008 | -1.82% | |
| Assetmark, Inc | 0.00% | 9,699 | $245,676 | $241,214 | -$4,462 | -1.82% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 8,216 | $208,111 | $204,332 | -$3,779 | -1.82% | |
| Royal Bank Of Canada | 0.00% | 8,185 | $207,000 | $203,561 | -$3,439 | -1.66% | |
| Capital Analysts, Llc | 0.00% | 4,055 | $103,000 | $100,848 | -$2,152 | -2.09% | |
| Farther Finance Advisors, Llc | 0.00% | 3,158 | $79,992 | $78,539 | -$1,453 | -1.82% | |
| Newedge Advisors, Llc | 0.00% | 2,165 | $54,840 | $53,844 | -$996 | -1.82% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,572 | $39,819 | $39,096 | -$723 | -1.82% | |
| Rothschild Investment Llc | 0.00% | 1,250 | $31,663 | $31,088 | -$576 | -1.82% | |
| Harbour Investments, Inc. | 0.00% | 1,094 | $27,720 | $27,208 | -$512 | -1.85% | |
| Advisornet Financial, Inc | 0.00% | 750 | $18,990 | $18,653 | -$338 | -1.78% | |
| Capital Investment Advisory Services, Llc | 0.00% | 223 | $5,649 | $5,546 | -$103 | -1.82% |
Frequently asked questions about CGHY
Who owns the most CGHY stock?
The largest holders of CGHY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP HIGH YIELD BOND (CGHY).
Is CGHY widely held by superinvestors?
Many widely followed stocks like CGHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGHY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.