# CAPITAL GRP FIXED INCM ETF T (CGCB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGCB/

- Reporting holders: 10
- Reported value: $47.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $27.6M | 1,103,427 | 5.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.3M | 332,106 | 0.1% | 6 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $4.4M | 175,869 | 2.9% | 3 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $3.4M | 136,650 | 0.1% | 6 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $1.9M | 75,647 | 0.4% | 10 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $510.3K | 20,428 | 0.4% | 6 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $317.2K | 12,700 | 0.2% | 2 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $271.2K | 10,858 | 0.1% | 5 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $212.7K | 8,516 | 0.0% | 6 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $204.2K | 8,175 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $47.1M |
| Q2 2026 | 263 | $5.3B |
| Q1 2026 | 253 | $4.2B |
| Q4 2025 | 237 | $3.2B |
| Q3 2025 | 200 | $2.7B |
| Q2 2025 | 185 | $2.2B |
| Q1 2025 | 166 | $1.7B |
| Q4 2024 | 138 | $1.4B |
| Q3 2024 | 109 | $1.1B |
| Q2 2024 | 67 | $556.8M |
| Q1 2024 | 45 | $167.0M |
| Q4 2023 | 24 | $81.5M |