CAP GROUP INTL BOND HDG CGIB
$25.50
-0.1% 52w: $24.68 – $25.62
Latest 13F among current holders filed 39 days ago (May 27, 2026)
Price — last 12 months
research preview data24.6825.1525.62
Jun 20, 2025 Jul 2, 2026
Institutional holders
56
+12 QoQ
13F value
$227.3M
+57.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGIB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 1.8M | $46.7M | 0.0% | +89.7% |
| Composition Wealth, LLC | Wealth advisor | 1.4M | $36.5M | 0.5% | +3.5% |
| Kestra Investment Management, LLC | Wealth advisor | 1.3M | $31.7M | 0.5% | +298.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $28.7M | 0.0% | +98.7% |
| HighTower Advisors, LLC | Diversified mechanical | 585.6K | $14.8M | 0.0% | +58.4% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 502.5K | $12.7M | 0.1% | -4.3% |
| Merit Financial Group, LLC | Wealth advisor | 365.7K | $9.2M | 0.1% | +5.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 257.6K | $6.5M | 0.0% | +92.4% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 237.0K | $6.0M | 0.1% | +292.4% |
| ASSETMARK, INC | Wealth advisor | 110.8K | $2.8M | 0.0% | +43.7% |
| ROYAL BANK OF CANADA | Bank broker | 108.7K | $2.7M | 0.0% | +8.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 103.7K | $2.6M | 0.0% | +11.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 102.7K | $2.6M | 0.0% | +32.5% |
| SEI INVESTMENTS CO | Diversified mechanical | 89.3K | $2.3M | 0.0% | +29.8% |
| Cetera Investment Advisers | Wealth advisor | 86.5K | $2.2M | 0.0% | +80.0% |
| Sigma Planning Corp | Wealth advisor | 62.2K | $1.6M | 0.0% | +16.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 61.7K | $1.6M | 0.0% | +74.7% |
| Capital International Investors | Long only active | 60.3K | $1.5M | 0.0% | -33.2% |
| Valmark Advisers, Inc. | Wealth advisor | 59.5K | $1.5M | 0.0% | +46.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 46.3K | $1.2M | 0.0% | +41.2% |
| JANE STREET GROUP, LLC | Market maker | 43.5K | $1.1M | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 39.0K | $985K | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 37.3K | $941K | 0.0% | New |
| Tempus Wealth Planning, LLC | Wealth advisor | 28.5K | $719K | 0.2% | +2.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 28.2K | $713K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 24.5K | $616K | 0.0% | New |
| &PARTNERS | Diversified mechanical | 24.3K | $613K | 0.0% | +74.7% |
| D.A. DAVIDSON & CO. | Wealth advisor | 23.6K | $595K | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 22.2K | $561K | 0.0% | +72.6% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 21.0K | $530K | 0.0% | +13.7% |
| RFG Advisory, LLC | Wealth advisor | 17.7K | $446K | 0.0% | +9.9% |
| Security Financial Services, INC. | Wealth advisor | 16.7K | $421K | 0.1% | +23.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 14.3K | $361K | 0.0% | +40.9% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 12.8K | $323K | 0.0% | -2.1% |
| Peterson Wealth Advisors, LLC | Wealth advisor | 12.7K | $320K | 0.0% | -2.1% |
| Koshinski Asset Management, Inc. | Wealth advisor | 11.9K | $300K | 0.0% | +14.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 11.8K | $297K | 0.0% | New |
| PFG Advisors | Wealth advisor | 11.4K | $288K | 0.0% | +22.1% |
| Marion Wealth Management | Wealth advisor | 10.7K | $269K | 0.1% | Held |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 10.4K | $262K | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 8.7K | $219K | 0.0% | +10.1% |
| Capital Analysts, LLC | Wealth advisor | 8.5K | $215K | 0.0% | +13852.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 8.4K | $212K | 0.0% | New |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 8.3K | $209K | 0.0% | New |
| PROTECTIVE LIFE CORP | Wealth advisor | 6.3K | $160K | 0.5% | New |
| Geneos Wealth Management Inc. | Wealth advisor | 4.8K | $121K | 0.0% | +100.2% |
| Advisory Services Network, LLC | Diversified mechanical | 2.4K | $60K | 0.0% | New |
| Smartleaf Asset Management LLC | Wealth advisor | 2.2K | $56K | 0.0% | New |
| UBS Group AG | Bank broker | 2.0K | $50K | 0.0% | New |
| CWM, LLC | Wealth advisor | 1.9K | $49K | 0.0% | New |
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.