CAP GROUP CORE PLUS INCOME CGCP
$22.29
+0.2% 52w: $21.15 – $22.45
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data21.1521.8022.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
310
+2 QoQ
13F value
$6.03B
+17.4% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGCP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital International Investors | Long only active | 52.1M | $1.16B | 0.3% | +26.2% |
| LPL Financial LLC | Bank broker | 29.7M | $663.6M | 0.2% | +25.2% |
| MORGAN STANLEY | Bank broker | 20.5M | $457.9M | 0.0% | +11.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 17.2M | $385.3M | 0.1% | +15.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 11.5M | $256.6M | 0.1% | +10.6% |
| Cetera Investment Advisers | Wealth advisor | 7.3M | $163.5M | 0.2% | +12.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.9M | $155.2M | 0.0% | +13.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 6.4M | $143.6M | 0.1% | +11.8% |
| &PARTNERS | Diversified mechanical | 4.9M | $110.0M | 0.5% | +14.0% |
| UBS Group AG | Bank broker | 4.9M | $109.8M | 0.0% | +4.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 4.9M | $109.8M | 0.3% | +11.8% |
| WNY Asset Management, LLC | Wealth advisor | 4.2M | $94.0M | 9.7% | — |
| ROYAL BANK OF CANADA | Bank broker | 4.0M | $89.1M | 0.0% | +12.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.7M | $82.8M | 0.0% | +33.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.5M | $79.0M | 0.1% | +6.8% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 3.2M | $72.3M | 0.7% | +563.7% |
| Souders Financial Advisors | Wealth advisor | 3.2M | $72.1M | 8.2% | +5.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 3.2M | $71.9M | 1.1% | +14.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.1M | $68.8M | 0.1% | +15.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.6M | $58.6M | 0.1% | +8.7% |
| Merit Financial Group, LLC | Wealth advisor | 2.5M | $55.6M | 0.4% | +4.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 2.4M | $54.3M | 0.2% | -7.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 2.4M | $52.6M | 0.1% | +3.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 2.1M | $46.8M | 0.1% | +35.4% |
| Valmark Advisers, Inc. | Wealth advisor | 2.1M | $46.6M | 0.6% | +99.0% |
| Stonebridge Financial Group, LLC | Wealth advisor | 2.1M | $46.1M | 3.8% | +4.1% |
| Kestra Investment Management, LLC | Wealth advisor | 2.0M | $44.8M | 0.8% | +23.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 2.0M | $43.7M | 0.1% | +18.2% |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.7M | $37.3M | 1.4% | +14.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $32.6M | 0.0% | +44.0% |
| McGlone Suttner Wealth Management, Inc. | Wealth advisor | 1.4M | $32.0M | 4.2% | +3.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.3M | $29.8M | 0.1% | -10.3% |
| Midwest Heritage Bank, FSB | Wealth advisor | 1.3M | $29.6M | 9.5% | +22.4% |
| IAM Advisory, LLC | Wealth advisor | 1.3M | $28.5M | 6.4% | +1.4% |
| Bernardo Wealth Planning LLC | Wealth advisor | 1.2M | $26.7M | 5.2% | +3.1% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 1.2M | $26.6M | 7.4% | +7.0% |
| ST GERMAIN D J CO INC | Other | 1.2M | $25.9M | 1.0% | +1.7% |
| MCF Advisors LLC | Wealth advisor | 1.1M | $25.5M | 1.1% | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 972.4K | $21.8M | 0.4% | +14.8% |
| Aprio Wealth Management, LLC | Wealth advisor | 960.2K | $21.5M | 1.2% | +4.4% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 919.6K | $20.5M | 1.1% | +20.8% |
| D.A. DAVIDSON & CO. | Wealth advisor | 901.4K | $20.1M | 0.1% | +1.6% |
| Main Line Retirement Advisors, LLC | Wealth advisor | 835.7K | $18.7M | 9.3% | +0.1% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 815.4K | $18.2M | 1.5% | +3.7% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 775.6K | $17.3M | 2.1% | -12.2% |
| Troutman Wealth Management, LLC | Wealth advisor | 767.3K | $17.1M | 14.3% | +1.8% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 748.5K | $16.7M | 0.3% | +13.4% |
| Tribridge Partners Financial LLC | Wealth advisor | 692.8K | $15.5M | 6.4% | +2.1% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 692.9K | $15.5M | 0.5% | +11.4% |
| NavPoint Financial, Inc. | Wealth advisor | 685.9K | $15.3M | 6.2% | +3.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.