CAP GROUP CORE PLUS INCOME (CGCP) Institutional Shareholders
CAP GROUP CORE PLUS INCOME (CGCP) 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 $6.61B in CGCP holdings during the latest filing period.
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 $1.61B, representing an estimated loss of -1.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
321
Total Reported Value
$6.61B
Largest Holder
Capital International Investors
Largest Position
$1.63B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
1
| 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 | $1,609,356,326 | -$18,254,949 | -1.12% | |
| Lpl Financial Llc | 0.17% | 33,461,676 | $745,860,725 | $737,495,339 | -$8,365,386 | -1.12% | |
| Morgan Stanley | 0.03% | 22,479,871 | $501,076,364 | $495,456,357 | -$5,620,007 | -1.12% | |
| Wells Fargo & Company/Mn | 0.07% | 19,245,014 | $428,971,366 | $424,160,109 | -$4,811,257 | -1.12% | |
| Envestnet Asset Management Inc | 0.07% | 12,369,670 | $275,719,936 | $272,627,527 | -$3,092,409 | -1.12% | |
| Cetera Investment Advisers | 0.18% | 8,989,818 | $200,383,027 | $198,135,589 | -$2,247,438 | -1.12% | |
| Raymond James Financial Inc | 0.05% | 8,812,810 | $196,437,532 | $194,234,332 | -$2,203,200 | -1.12% | |
| Ubs Group Ag | 0.02% | 5,339,333 | $119,013,733 | $117,678,899 | -$1,334,834 | -1.12% | |
| &Partners | 0.44% | 4,779,471 | $106,602,458 | $105,339,541 | -$1,262,917 | -1.18% | |
| Royal Bank Of Canada | 0.02% | 4,444,571 | $99,069,000 | $97,958,345 | -$1,110,655 | -1.12% | |
| Jones Financial Companies Lllp | 0.04% | 4,331,565 | $97,113,680 | $95,467,693 | -$1,645,987 | -1.69% | |
| Osaic Holdings, Inc. | 0.10% | 3,847,677 | $85,768,789 | $84,802,801 | -$965,988 | -1.13% | |
| Wny Asset Management, Llc | 7.48% | 3,749,326 | $83,572,466 | $82,635,145 | -$937,321 | -1.12% | |
| Souders Financial Advisors | 7.71% | 3,439,135 | $76,658,312 | $75,798,535 | -$859,777 | -1.12% | |
| Benjamin Edwards Inc | 0.70% | 3,438,056 | $76,632,244 | $75,774,754 | -$857,490 | -1.12% | |
| Harbour Investments, Inc. | 1.02% | 3,413,963 | $76,097,227 | $75,243,745 | -$853,482 | -1.12% | |
| Commonwealth Equity Services, Llc | 0.09% | 3,278,878 | $73,086,184 | $72,266,471 | -$819,713 | -1.12% | |
| Mml Investors Services, Llc | 0.14% | 3,124,075 | $69,635,635 | $68,854,613 | -$781,022 | -1.12% | |
| Stifel Financial Corp | 0.06% | 2,969,004 | $66,179,179 | $65,436,848 | -$742,331 | -1.12% | |
| Merit Financial Group, Llc | 0.35% | 2,514,495 | $56,048,083 | $55,419,470 | -$628,613 | -1.12% | |
| Baird Financial Group, Inc. | 0.07% | 2,416,606 | $53,866,147 | $53,261,996 | -$604,151 | -1.12% | |
| Confluence Wealth Services, Inc. | 1.45% | 2,277,176 | $50,758,524 | $50,188,959 | -$569,565 | -1.12% | |
| Valmark Advisers, Inc. | 0.53% | 2,247,488 | $50,096,502 | $49,534,636 | -$561,866 | -1.12% | |
| Stonebridge Financial Group, Llc | 3.61% | 2,134,998 | $47,589,105 | $47,055,356 | -$533,749 | -1.12% | |
| Captrust Financial Advisors | 0.07% | 2,028,738 | $45,220,578 | $44,713,386 | -$507,192 | -1.12% | |
| Bank Of America Corp | 0.00% | 1,816,812 | $40,496,734 | $40,042,536 | -$454,198 | -1.12% | |
| Mcglone Suttner Wealth Management, Inc. | 3.91% | 1,495,388 | $33,332,188 | $32,958,352 | -$373,836 | -1.12% | |
| Northwest Financial Advisors | 4.33% | 1,459,111 | $32,523,580 | $32,158,806 | -$364,774 | -1.12% | |
| Convergence Financial, Llc | 2.54% | 1,435,557 | $31,998,550 | $31,639,676 | -$358,874 | -1.12% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 1,439,149 | $31,905,944 | $31,718,844 | -$187,100 | -0.59% | |
| Midwest Heritage Bank, Fsb | 8.70% | 1,376,977 | $30,692,815 | $30,348,573 | -$344,242 | -1.12% | |
| Compton Financial Group, Llc | 5.58% | 1,300,517 | $28,988,507 | $28,663,395 | -$325,112 | -1.12% | |
| Iam Advisory, Llc | 5.65% | 1,300,230 | $28,982,117 | $28,657,069 | -$325,048 | -1.12% | |
| Bernardo Wealth Planning Llc | 4.72% | 1,240,288 | $27,646,022 | $27,335,948 | -$310,074 | -1.12% | |
| St Germain D J Co Inc | 0.95% | 1,181,333 | $26,331,923 | $26,036,579 | -$295,344 | -1.12% | |
| Mcf Advisors Llc | 0.91% | 1,141,078 | $25,434,623 | $25,149,359 | -$285,264 | -1.12% | |
| D.A. Davidson & Co. | 0.12% | 983,289 | $21,917,522 | $21,671,690 | -$245,832 | -1.12% | |
| Evolve Private Wealth, Llc | 1.31% | 964,284 | $21,493,894 | $21,252,819 | -$241,075 | -1.12% | |
| Private Advisor Group, Llc | 0.10% | 949,288 | $21,159,640 | $20,922,308 | -$237,332 | -1.12% | |
| Kestra Advisory Services, Llc | 0.07% | 910,695 | $20,299,402 | $20,071,718 | -$227,684 | -1.12% | |
| Wealthcare Advisory Partners Llc | 0.37% | 871,667 | $19,429,449 | $19,211,541 | -$217,908 | -1.12% | |
| Main Line Retirement Advisors, Llc | 8.78% | 859,472 | $19,157,638 | $18,942,763 | -$214,875 | -1.12% | |
| Condor Capital Management | 1.43% | 855,417 | $19,067,260 | $18,853,391 | -$213,869 | -1.12% | |
| Aprio Wealth Management, Llc | 0.91% | 830,361 | $18,508,745 | $18,301,156 | -$207,589 | -1.12% | |
| Alpha Financial Advisors, Llc | 5.16% | 829,098 | $18,480,590 | $18,273,320 | -$207,270 | -1.12% | |
| Diversify Advisory Services, Llc | 0.30% | 814,299 | $17,955,300 | $17,947,150 | -$8,150 | -0.05% | |
| Diversify Wealth Management, Llc | 0.30% | 814,299 | $17,955,300 | $17,947,150 | -$8,150 | -0.05% | |
| Troutman Wealth Management, Llc | 13.48% | 786,014 | $17,520,247 | $17,323,749 | -$196,498 | -1.12% | |
| Navpoint Financial, Inc. | 5.87% | 710,284 | $15,832,221 | $15,654,659 | -$177,562 | -1.12% | |
| Sovran Advisors, Llc | 1.14% | 694,734 | $15,360,558 | $15,311,937 | -$48,621 | -0.32% |
Frequently asked questions about CGCP
Who owns the most CGCP stock?
The largest holders of CGCP 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 CORE PLUS INCOME (CGCP).
Is CGCP widely held by superinvestors?
Many widely followed stocks like CGCP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGCP 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.