Who Owns CAP GROUP CORE PLUS INCOME (CGCP)? -- Institutional Holders (2026-06-30)

340 institutions reported holding $7.05B of CAP GROUP CORE PLUS INCOME (CGCP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital International Investors ($1.63B), LPL Financial LLC ($745.9M), MORGAN STANLEY ($501.1M), WELLS FARGO & COMPANY/MN ($429.0M), ENVESTNET ASSET MANAGEMENT INC ($275.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Capital International Investors$1.63B73.0MAdded
2LPL Financial LLC$745.9M33.5MAdded
3MORGAN STANLEY$501.1M22.5MAdded
4WELLS FARGO & COMPANY/MN$429.0M19.2MAdded
5ENVESTNET ASSET MANAGEMENT INC$275.7M12.4MAdded
6Cetera Investment Advisers$200.4M9.0MAdded
7RAYMOND JAMES FINANCIAL INC$196.4M8.8MAdded
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$141.1M6.3MTrimmed
9UBS Group AG$119.0M5.3MAdded
10Janney Montgomery Scott LLC$118.4M5.3MAdded
11&PARTNERS$106.6M4.8MTrimmed
12Royal Bank of Canada$99.1M4.4MAdded
13JONES FINANCIAL COMPANIES LLLP$97.1M4.3MAdded
14OSAIC HOLDINGS, INC.$85.8M3.8MAdded
15WNY Asset Management, LLC$83.6M3.7MTrimmed
16Souders Financial Advisors$76.7M3.4MAdded
17BENJAMIN EDWARDS INC$76.6M3.4MAdded
18HARBOUR INVESTMENTS, INC.$76.1M3.4MAdded
19COMMONWEALTH EQUITY SERVICES, LLC$73.1M3.3MTrimmed
20MML INVESTORS SERVICES, LLC$69.6M3.1MAdded
21STIFEL FINANCIAL CORP$66.2M3.0MAdded
22Merit Financial Group, LLC$56.0M2.5MAdded
23Cambridge Investment Research Advisors, Inc.$54.4M2.4MAdded
24Baird Financial Group, Inc.$53.9M2.4MAdded
25Confluence Wealth Services, Inc.$50.8M2.3MAdded

来源：SEC 13F 申报文件 · 截至 2026-06-30