Cap Group High Yield BondCGHYETF
13F holders, Q2 2026 (June 30)41holders +20
24new positions
4sold out
$25.34avg. 13F price*
At the end of Q2 2026, 41 institutions reported holding Cap Group High Yield Bond (CGHY) in their 13F filings, up 20 from Q1 2026. 24 opened new positions and 4 sold out. The largest holders were Benjamin Edwards Inc. ($50.0M), Envestnet Asset Management Inc. ($19.9M) and Wells Fargo & Company ($13.4M).
- Company
- Cap Group High Yield Bond
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2026)
- CUSIP
- 14020Y870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $32.2M |
| Exits | 4 | $729K |
All 13F filers, Q1 2026 → Q2 2026: 2,268,687 shares bought and 970,104 shares sold, net +1,298,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Benjamin Edwards Inc. | 0.46% | Add +0.0% | 1,975,806 | $50.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3294.1% | 784,822 | $19.9M |
| Wells Fargo & Company | 0.00% | New | 527,795 | $13.4M |
| Cetera Investment Advisers | 0.01% | New | 217,690 | $5.5M |
| MML Investors Services, LLC | 0.01% | Add +815.8% | 171,993 | $4.4M |
| J. Derek Lewis & Associates Inc. | 0.55% | Add +2.2% | 113,917 | $2.9M |
| Compton Financial Group, LLC | 0.52% | New | 106,441 | $2.7M |
| Capital International Investors | 0.00% | Reduce -91.2% | 90,887 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +45.3% | 74,736 | $1.9M |
| LPL Financial LLC | 0.00% | New | 73,328 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +119.5% | 64,507 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | New | 49,848 | $1.3M |
| &partners | 0.00% | New | 44,621 | $1.2M |
| Merit Financial Group, LLC | 0.01% | New | 37,843 | $959K |
| Gateway Wealth Partners, LLC | 0.05% | New | 35,326 | $895K |
| Jane Street Group, LLC | 0.00% | Add +54.6% | 34,439 | $872K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +6.7% | 34,170 | $866K |
| Greenline Wealth Management LLC | 0.70% | Add +30.7% | 33,518 | $849K |
| Cullen/Frost Bankers, Inc. | 0.01% | New | 27,879 | $706K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 23,530 | $596K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 22,742 | $576K |
| Gutierrez Wealth Advisory, LLC | 0.28% | Add +0.4% | 18,958 | $480K |
| COFG Advisors, LLC | 0.07% | New | 15,560 | $394K |
| Diversify Advisory Services, LLC | 0.01% | New | 15,631 | $393K |
| Diversify Wealth Management, LLC | 0.01% | Add +1.4% | 15,631 | $393K |
| Stifel Financial Corp. | 0.00% | New | 15,082 | $382K |
| LongView Wealth Management | 0.09% | New | 14,429 | $365K |
| Truist Financial Corp. | 0.00% | New | 14,213 | $360K |
| Perspective Wealth Advisors LLC | 0.20% | New | 14,065 | $356K |
| IFP Advisors, Inc | 0.01% | Add +3.8% | 10,887 | $276K |
| Assetmark, Inc. | 0.00% | New | 9,699 | $246K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,216 | $208K |
| Royal Bank of Canada | 0.00% | New | 8,185 | $207K |
| Capital Analysts, LLC | 0.00% | New | 4,055 | $103K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,158 | $80K |
| NewEdge Advisors, LLC | 0.00% | New | 2,165 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,572 | $40K |
| Rothschild Investment LLC | 0.00% | No change | 1,250 | $32K |
| Harbour Investments, Inc. | 0.00% | Reduce -71.8% | 1,094 | $28K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.4% | 750 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 223 | $6K |
"% of holder's portfolio" is CGHY's weight in each manager's 13F, not the share of Cap Group High Yield Bond the manager owns.