§ EQUITY
USDCGCP
CAP GROUP CORE PLUS INCOME
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
215 increased/new, 81 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital International Investors | 52.1M | 0.3% | +26% |
| LPL Financial LLC | 29.7M | 0.2% | +25% |
| Morgan Stanley | 20.5M | 0.0% | −44% |
| Wells Fargo & Company | 17.2M | n/a | +16% |
| ENVESTNET ASSET MANAGEMENT INC | 11.5M | 0.1% | +11% |
| WNY Asset Management, LLC | 8.4M | 9.7% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for CGCP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.2% · 286 holders
QUALITY / COMPOUNDER18.8% · 4 holders
DEALER / BANK18.2% · 15 holders
INCOME / DEFENSIVE2.6% · 2 holders
TACTICAL / MACRO0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CGCP in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CGCP yet.