Cap Group High Yield Bond (CGHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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J. Derek Lewis & Associates Inc.

INCREASED

Shares149,514 from 113,917

Change+35,597 (+31%)

Value$3.6M (+$759.7K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares136,306 from 73,328

Change+62,978 (+86%)

Value$3.3M (+$1.5M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares106,891 from 74,736

Change+32,155 (+43%)

Value$2.6M (+$712.9K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

NEW

Shares43,414

Change+43,414

Value$1.1M

Filed 2026-11-02

Merit Financial Group, LLC

INCREASED

Shares38,697 from 37,843

Change+854 (+2%)

Value$943.4K (-$15.1K)

Filed 2026-11-06

Truist Financial Corp

INCREASED

Shares37,338 from 14,213

Change+23,125 (+163%)

Value$910.3K (+$550.3K)

Filed 2026-10-30

Concurrent Investment Advisors, LLC

INCREASED

Shares35,833 from 22,742

Change+13,091 (+58%)

Value$873.6K (+$297.5K)

Filed 2026-10-16

Dynamic Advisor Solutions LLC

DECREASED

Shares32,529 from 34,170

Change-1,641 (-5%)

Value$793.0K (-$72.5K)

Filed 2026-10-13

Gutierrez Wealth Advisory, LLC

INCREASED

Shares31,354 from 18,958

Change+12,396 (+65%)

Value$764.4K (+$284.2K)

Filed 2026-11-02

Cullen T Bankers, Inc.

DECREASED

Shares25,707 from 27,879

Change-2,172 (-8%)

Value$626.7K (-$79.4K)

Filed 2026-10-28

MSH Capital Advisors LLC

NEW

Shares20,113

Change+20,113

Value$490.4K

Filed 2026-11-03

LongView Wealth Management

INCREASED

Shares17,318 from 14,429

Change+2,889 (+20%)

Value$422.2K (+$56.7K)

Filed 2026-10-19

NWF Advisory Services Inc.

NEW

Shares16,050

Change+16,050

Value$391.3K

Filed 2026-10-19

Diversify Advisory Services, LLC

INCREASED

Shares15,965 from 15,631

Change+334 (+2%)

Value$392.0K (-$1.4K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares15,965 from 15,631

Change+334 (+2%)

Value$392.0K (-$1.4K)

Filed 2026-10-20

Assetmark, Inc

INCREASED

Shares12,122 from 9,699

Change+2,423 (+25%)

Value$295.5K (+$49.9K)

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares11,200 from 10,887

Change+313 (+3%)

Value$273.1K (-$2.7K)

Filed 2026-10-16

Valmark Advisers, Inc.

NEW

Shares10,062

Change+10,062

Value$245.3K

Filed 2026-11-06

Bank of New York Mellon Corp

NEW

Shares8,572

Change+8,572

Value$209.0K

Filed 2026-11-05

Jacobi Capital Management LLC

NEW

Shares6,145

Change+6,145

Value$149.8K

Filed 2026-11-05

Creative Financial Designs Inc

NEW

Shares3,267

Change+3,267

Value$79.7K

Filed 2026-11-04

Harbour Investments, Inc.

INCREASED

Shares1,517 from 1,094

Change+423 (+39%)

Value$37.0K (+$9.3K)

Filed 2026-11-09

North Star Investment Management Corp.

NEW

Shares1,406

Change+1,406

Value$34.3K

Filed 2026-10-27

Financial Perspectives, Inc

NEW

Shares1,333

Change+1,333

Value$32.5K

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares1,000 from 3,158

Change-2,158 (-68%)

Value$24.4K (-$55.6K)

Filed 2026-10-08

Hazlett, Burt & Watson, Inc.

NEW

Shares475

Change+475

Value$12

Filed 2026-11-04

Capital Investment Advisory Services, LLC

INCREASED

Shares427 from 223

Change+204 (+91%)

Value$10.5K (+$4.8K)

Filed 2026-10-30

Signature Equity Partners, LLC

NEW

Shares260

Change+260

Value$6.3K

Filed 2026-10-29

AdvisorNet Financial, Inc

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$19.0K)

Filed 2026-10-15

Benjamin Edwards Inc

N/A

Shares— from 1,975,806

Change-1,975,806 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 784,822

Change-784,822 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 527,795

Change-527,795 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 217,690

Change-217,690 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 171,993

Change-171,993 (-100%)

Value—

Compton Financial Group, LLC

N/A

Shares— from 106,441

Change-106,441 (-100%)

Value—

Capital International Investors

N/A

Shares— from 90,887

Change-90,887 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 64,507

Change-64,507 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 49,848

Change-49,848 (-100%)

Value—

&partners

N/A

Shares— from 44,621

Change-44,621 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 35,326

Change-35,326 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 34,439

Change-34,439 (-100%)

Value—

Greenline Wealth Management LLC

N/A

Shares— from 33,518

Change-33,518 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 23,530

Change-23,530 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 15,560

Change-15,560 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 15,082

Change-15,082 (-100%)

Value—

Perspective Wealth Advisors LLC

N/A

Shares— from 14,065

Change-14,065 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 8,216

Change-8,216 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,185

Change-8,185 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 4,055

Change-4,055 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,840

Change-2,840 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 2,840

Change-2,840 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,165

Change-2,165 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,572

Change-1,572 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,250

Change-1,250 (-100%)

Value—

	Status
J. Derek Lewis & Associates Inc.	INCREASED	149,514	113,917	+35,597	+31%	$2.9M	$3.6M	+$759.7K	2026-11-03
LPL Financial LLC	INCREASED	136,306	73,328	+62,978	+86%	$1.9M	$3.3M	+$1.5M	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	106,891	74,736	+32,155	+43%	$1.9M	$2.6M	+$712.9K	2026-11-02
Cambridge Investment Research Advisors, Inc.	NEW	43,414	—	+43,414	—	—	$1.1M	—	2026-11-02
Merit Financial Group, LLC	INCREASED	38,697	37,843	+854	+2%	$958.6K	$943.4K	-$15.1K	2026-11-06
Truist Financial Corp	INCREASED	37,338	14,213	+23,125	+163%	$360.0K	$910.3K	+$550.3K	2026-10-30
Concurrent Investment Advisors, LLC	INCREASED	35,833	22,742	+13,091	+58%	$576.1K	$873.6K	+$297.5K	2026-10-16
Dynamic Advisor Solutions LLC	DECREASED	32,529	34,170	-1,641	-5%	$865.5K	$793.0K	-$72.5K	2026-10-13
Gutierrez Wealth Advisory, LLC	INCREASED	31,354	18,958	+12,396	+65%	$480.2K	$764.4K	+$284.2K	2026-11-02
Cullen T Bankers, Inc.	DECREASED	25,707	27,879	-2,172	-8%	$706.2K	$626.7K	-$79.4K	2026-10-28
MSH Capital Advisors LLC	NEW	20,113	—	+20,113	—	—	$490.4K	—	2026-11-03
LongView Wealth Management	INCREASED	17,318	14,429	+2,889	+20%	$365.5K	$422.2K	+$56.7K	2026-10-19
NWF Advisory Services Inc.	NEW	16,050	—	+16,050	—	—	$391.3K	—	2026-10-19
Diversify Advisory Services, LLC	INCREASED	15,965	15,631	+334	+2%	$393.4K	$392.0K	-$1.4K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	15,965	15,631	+334	+2%	$393.4K	$392.0K	-$1.4K	2026-10-20
Assetmark, Inc	INCREASED	12,122	9,699	+2,423	+25%	$245.7K	$295.5K	+$49.9K	2026-10-21
IFP Advisors, Inc	INCREASED	11,200	10,887	+313	+3%	$275.8K	$273.1K	-$2.7K	2026-10-16
Valmark Advisers, Inc.	NEW	10,062	—	+10,062	—	—	$245.3K	—	2026-11-06
Bank of New York Mellon Corp	NEW	8,572	—	+8,572	—	—	$209.0K	—	2026-11-05
Jacobi Capital Management LLC	NEW	6,145	—	+6,145	—	—	$149.8K	—	2026-11-05
Creative Financial Designs Inc	NEW	3,267	—	+3,267	—	—	$79.7K	—	2026-11-04
Harbour Investments, Inc.	INCREASED	1,517	1,094	+423	+39%	$27.7K	$37.0K	+$9.3K	2026-11-09
North Star Investment Management Corp.	NEW	1,406	—	+1,406	—	—	$34.3K	—	2026-10-27
Financial Perspectives, Inc	NEW	1,333	—	+1,333	—	—	$32.5K	—	2026-11-03
Farther Finance Advisors, LLC	DECREASED	1,000	3,158	-2,158	-68%	$80.0K	$24.4K	-$55.6K	2026-10-08
Hazlett, Burt & Watson, Inc.	NEW	475	—	+475	—	—	$12	—	2026-11-04
Capital Investment Advisory Services, LLC	INCREASED	427	223	+204	+91%	$5.6K	$10.5K	+$4.8K	2026-10-30
Signature Equity Partners, LLC	NEW	260	—	+260	—	—	$6.3K	—	2026-10-29
AdvisorNet Financial, Inc	CLOSED	0	750	-750	-100%	$19.0K	$0	-$19.0K	2026-10-15
Benjamin Edwards Inc	N/A	—	1,975,806	-1,975,806	-100%	$50.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	784,822	-784,822	-100%	$19.9M	—	—	—
Wells Fargo & Company	N/A	—	527,795	-527,795	-100%	$13.4M	—	—	—
Cetera Investment Advisers	N/A	—	217,690	-217,690	-100%	$5.5M	—	—	—
MML Investors Services, LLC	N/A	—	171,993	-171,993	-100%	$4.4M	—	—	—
Compton Financial Group, LLC	N/A	—	106,441	-106,441	-100%	$2.7M	—	—	—
Capital International Investors	N/A	—	90,887	-90,887	-100%	$2.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	64,507	-64,507	-100%	$1.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	49,848	-49,848	-100%	$1.3M	—	—	—
&partners	N/A	—	44,621	-44,621	-100%	$1.2M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	35,326	-35,326	-100%	$894.8K	—	—	—
Jane Street Group, LLC	N/A	—	34,439	-34,439	-100%	$872.3K	—	—	—
Greenline Wealth Management LLC	N/A	—	33,518	-33,518	-100%	$849.0K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	23,530	-23,530	-100%	$596.0K	—	—	—
Cofg Advisors, LLC	N/A	—	15,560	-15,560	-100%	$394.1K	—	—	—
Stifel Financial Corp	N/A	—	15,082	-15,082	-100%	$382.0K	—	—	—
Perspective Wealth Advisors LLC	N/A	—	14,065	-14,065	-100%	$356.3K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	8,216	-8,216	-100%	$208.1K	—	—	—
Royal Bank of Canada	N/A	—	8,185	-8,185	-100%	$207.0K	—	—	—
Capital Analysts, LLC	N/A	—	4,055	-4,055	-100%	$103.0K	—	—	—
BFC Planning, Inc.	N/A	—	2,840	-2,840	-100%	$71.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	2,840	-2,840	-100%	$71.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,165	-2,165	-100%	$54.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,572	-1,572	-100%	$39.8K	—	—	—
Rothschild Investment LLC	N/A	—	1,250	-1,250	-100%	$31.7K	—	—	—

Showing 54 of 54 institutions