CGIB Institutional Ownership & Shareholders
CAP GROUP INTL BOND HDG (CGIB) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $244.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of CGIB tracked by InsiderSet, reporting ownership valued at approximately $72.85M 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 $71.74M, representing an estimated loss of -1.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed CGIB value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Composition Wealth, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in CAP GROUP INTL BOND HDG (CGIB).
This page ranks the largest institutional CGIB 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
63
Total Reported Value
$244.28M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$72.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.01% | 2,853,658 | $72,853,888 | $71,740,962 | -$1,112,926 | -1.53% | |
| Composition Wealth, Llc | 0.51% | 1,689,445 | $43,131,533 | $42,472,647 | -$658,886 | -1.53% | |
| Envestnet Asset Management Inc | 0.01% | 1,412,532 | $36,061,937 | $35,511,054 | -$550,883 | -1.53% | |
| Orion Porfolio Solutions, Llc | 0.10% | 496,819 | $12,683,800 | $12,490,030 | -$193,770 | -1.53% | |
| Merit Financial Group, Llc | 0.06% | 373,681 | $9,540,067 | $9,394,340 | -$145,727 | -1.53% | |
| Janney Montgomery Scott Llc | 0.02% | 365,641 | $9,335,000 | $9,192,215 | -$142,785 | -1.53% | |
| Benjamin Edwards Inc | 0.08% | 326,495 | $8,335,072 | $8,208,084 | -$126,988 | -1.52% | |
| Assetmark, Inc | 0.01% | 229,290 | $5,709,321 | $5,764,351 | +$55,030 | +0.96% | |
| Kestra Advisory Services, Llc | 0.01% | 170,393 | $4,242,795 | $4,283,680 | +$40,885 | +0.96% | |
| Osaic Holdings, Inc. | 0.00% | 153,226 | $3,912,464 | $3,852,102 | -$60,362 | -1.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 152,828 | $3,805,420 | $3,842,096 | +$36,676 | +0.96% | |
| Cetera Investment Advisers | 0.00% | 125,725 | $3,209,780 | $3,160,727 | -$49,054 | -1.53% | |
| Sei Investments Co | 0.00% | 112,986 | $2,884,660 | $2,840,468 | -$44,192 | -1.53% | |
| Royal Bank Of Canada | 0.00% | 109,387 | $2,792,000 | $2,749,989 | -$42,011 | -1.50% | |
| Stifel Financial Corp | 0.00% | 107,862 | $2,753,722 | $2,711,651 | -$42,071 | -1.53% | |
| Capital International Investors | 0.00% | 90,916 | $2,321,085 | $2,285,628 | -$35,457 | -1.53% | |
| Valmark Advisers, Inc. | 0.02% | 78,121 | $1,994,429 | $1,963,962 | -$30,467 | -1.53% | |
| Harbour Investments, Inc. | 0.02% | 67,880 | $1,732,965 | $1,706,503 | -$26,462 | -1.53% | |
| Sigma Planning Corp | 0.04% | 65,472 | $1,630,253 | $1,645,966 | +$15,713 | +0.96% | |
| Mml Investors Services, Llc | 0.00% | 62,924 | $1,606,438 | $1,581,909 | -$24,529 | -1.53% | |
| Bank Of New York Mellon Corp | 0.00% | 31,594 | $806,601 | $794,273 | -$12,328 | -1.53% | |
| Capital Analysts, Llc | 0.02% | 31,318 | $800,000 | $787,335 | -$12,665 | -1.58% | |
| &Partners | 0.00% | 30,157 | $776,804 | $758,147 | -$18,657 | -2.40% | |
| Tempus Wealth Planning, Llc | 0.14% | 30,044 | $748,097 | $755,306 | +$7,209 | +0.96% | |
| Sovran Advisors, Llc | 0.05% | 29,676 | $746,351 | $746,055 | -$296 | -0.04% | |
| Farther Finance Advisors, Llc | 0.01% | 28,534 | $710,497 | $717,345 | +$6,848 | +0.96% | |
| Raymond James Financial Inc | 0.00% | 25,587 | $653,236 | $643,257 | -$9,979 | -1.53% | |
| Ameritas Advisory Services, Llc | 0.01% | 23,103 | $589,817 | $580,809 | -$9,008 | -1.53% | |
| Kestra Private Wealth Services, Llc | 0.01% | 22,183 | $552,347 | $557,681 | +$5,334 | +0.97% | |
| Dynamic Advisor Solutions Llc | 0.02% | 21,611 | $538,121 | $543,301 | +$5,180 | +0.96% | |
| Rfg Advisory, Llc | 0.01% | 20,012 | $510,906 | $503,102 | -$7,804 | -1.53% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 19,906 | $495,663 | $500,437 | +$4,774 | +0.96% | |
| Security Financial Services, Inc. | 0.06% | 19,122 | $476,149 | $480,727 | +$4,578 | +0.96% | |
| Kintra Wealth, Llc | 0.02% | 17,106 | $434,926 | $430,045 | -$4,881 | -1.12% | |
| D.A. Davidson & Co. | 0.00% | 15,134 | $376,837 | $380,469 | +$3,632 | +0.96% | |
| Signature Equity Partners, Llc | 0.13% | 14,692 | $365,831 | $369,357 | +$3,526 | +0.96% | |
| Pfg Advisors | 0.02% | 14,611 | $363,814 | $367,321 | +$3,507 | +0.96% | |
| Peterson Wealth Advisors, Llc | 0.04% | 14,598 | $363,480 | $366,994 | +$3,514 | +0.97% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 13,865 | $353,975 | $348,566 | -$5,409 | -1.53% | |
| Koshinski Asset Management, Inc. | 0.02% | 12,709 | $316,454 | $319,504 | +$3,050 | +0.96% | |
| Fifth Third Bancorp | 0.00% | 11,622 | $296,710 | $292,177 | -$4,533 | -1.53% | |
| Diversify Advisory Services, Llc | 0.00% | 11,094 | $278,672 | $278,903 | +$231 | +0.08% | |
| Diversify Wealth Management, Llc | 0.00% | 11,094 | $278,672 | $278,903 | +$231 | +0.08% | |
| Marion Wealth Management | 0.05% | 10,938 | $272,358 | $274,981 | +$2,623 | +0.96% | |
| Jane Street Group, Llc | 0.00% | 10,660 | $272,150 | $267,992 | -$4,158 | -1.53% | |
| Citadel Advisors Llc | 0.00% | 9,176 | $234,263 | $230,685 | -$3,578 | -1.53% | |
| Truist Financial Corp | 0.00% | 8,614 | $214,491 | $216,556 | +$2,065 | +0.96% | |
| J. Derek Lewis & Associates Inc. | 0.04% | 8,294 | $211,753 | $208,511 | -$3,242 | -1.53% | |
| Geneos Wealth Management Inc. | 0.00% | 6,518 | $166,405 | $163,863 | -$2,542 | -1.53% | |
| Protective Life Corp | 1.16% | 6,339 | $161,835 | $159,362 | -$2,473 | -1.53% |
Frequently asked questions about CGIB
Who are the largest institutional holders of CGIB?
The largest institutional holders of CGIB reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Composition Wealth, Llc, Envestnet Asset Management Inc, Orion Porfolio Solutions, Llc, and Merit Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported CGIB position.
What is CGIB institutional ownership?
This page tracks CGIB positions reported by institutional investment managers through SEC Form 13F. CAP GROUP INTL BOND HDG (CGIB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGIB?
InsiderSet currently tracks 63 institutional managers reporting CGIB 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 CGIB shareholders.
How much CGIB stock do institutions own?
Institutional investment managers disclosed approximately $244.28M in CGIB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGIB institutional ownership last updated?
The latest CGIB 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 CGIB 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 CGIB position after the reporting date.
Are institutions buying or selling CGIB?
Institutional buying and selling can be analyzed by comparing CGIB positions across consecutive 13F reporting periods. InsiderSet's CGIB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGIB ownership changes.
How has CGIB institutional ownership changed over time?
InsiderSet tracks CGIB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.