AI Holders Summary · Q1 2026

333 institutions reported CGCP in Q1 2026. Capital International Investors leads at 26.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Capital International Investors

CIK 0001562230

$1.2B52.1M0.27%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$664M29.7M0.18%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$458M20.5M0.03%Q1 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$385M17.2M0.07%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$257M11.5M0.07%Q1 2026 06

Cetera Investment Advisers

CIK 0001666741

$164M7.3M0.17%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$155M6.9M0.05%Q1 2026 08

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$144M6.4M0.09%Q1 2026 09

&PARTNERS

CIK 0000107136

$110M4.9M0.54%Q1 2026 10

UBS Group AG

CIK 0001610520

$110M4.9M0.02%Q1 2026 11

Janney Montgomery Scott LLC

CIK 0001329948

$110M4.9M0.27%Q1 2026 12

WNY Asset Management, LLC

CIK 0001803296

$94M4.2M9.72%Q1 2026 13

ROYAL BANK OF CANADA

CIK 0001000275

$89M4.0M0.02%Q1 2026 14

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$83M3.7M0.04%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$79M3.5M0.11%Q1 2026 16

BENJAMIN EDWARDS INC

CIK 0001451623

$77M3.4M0.70%Q2 2026 17

Souders Financial Advisors

CIK 0001811240

$72M3.2M8.22%Q1 2026 18

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$72M3.2M1.11%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$69M3.1M0.10%Q1 2026 20

STIFEL FINANCIAL CORP

CIK 0000720672

$59M2.6M0.05%Q1 2026

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