CAPITAL GRP FIXED INCM ETF T (CGCB)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
254
Reporting holders
$5.0B
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital International Investors | $1.1B | 41,788,400 | 0.23% | 12q | +40.0%+$312.4M |
| LPL Financial LLC | $859.6M | 32,832,622 | 0.19% | 10q | +15.5%+$115.5M |
| MORGAN STANLEY | $238.9M | 9,125,699 | 0.01% | 10q | +1.1%+$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $202.2M | 7,721,547 | 0.05% | 11q | +12.2%+$22.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $176.6M | 6,744,786 | 0.09% | 8q | +25.5%+$35.9M |
| WELLS FARGO & COMPANY/MN | $172.6M | 6,591,203 | 0.03% | 8q | -24.2%-$55.1M |
| RAYMOND JAMES FINANCIAL INC | $147.0M | 5,616,548 | 0.04% | 7q | +40.6%+$42.5M |
| Cetera Investment Advisers | $118.1M | 4,511,435 | 0.11% | 9q | +14.7%+$15.2M |
| BANK OF AMERICA CORP /DE/ | $116.2M | 4,437,616 | 0.01% | 6q | +21.7%+$20.7M |
| Merit Financial Group, LLC | $112.3M | 4,290,766 | 0.34% | 6q | +103.6%+$57.2M |
| SEI INVESTMENTS CO | $85.1M | 3,251,177 | 0.08% | 6q | +30.0%+$19.6M |
| BENJAMIN EDWARDS INC | $79.6M | 3,040,699 | 0.73% | 8q | +4.9%+$3.7M |
| OSAIC HOLDINGS, INC. | $68.3M | 2,610,343 | 0.08% | 12q | +26.3%+$14.2M |
| Johnson Bixby & Associates, LLC | $61.7M | 2,357,491 | 6.89% | 7q | +7.9%+$4.5M |
| Valmark Advisers, Inc. | $56.9M | 2,171,812 | 0.60% | 11q | +5.5%+$3.0M |
| MML INVESTORS SERVICES, LLC | $53.5M | 2,041,893 | 0.11% | 11q | +30.0%+$12.3M |
| ROYAL BANK OF CANADA | $49.1M | 1,874,283 | 0.01% | 11q | -1.8%-$884.1K |
| Larson Financial Group LLC | $43.6M | 1,666,355 | 1.15% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $43.4M | 1,646,144 | 0.02% | 8q | +32.9%+$10.7M |
| Leverty Financial Group, LLC | $42.5M | 1,624,806 | 8.27% | 6q | -3.7%-$1.6M |
| CAPTRUST FINANCIAL ADVISORS | $40.8M | 1,556,633 | 0.06% | 9q | +4.7%+$1.8M |
| NewEdge Advisors, LLC | $40.0M | 1,527,732 | 0.12% | new | NEW |
| Intrua Financial, LLC | $34.0M | 1,299,124 | 3.12% | new | NEW |
| KINTRA WEALTH, LLC | $33.7M | 1,297,322 | 1.76% | 7q | +11.6%+$3.5M |
| Spinnaker Investment Group, LLC | $30.4M | 1,160,847 | 4.87% | 7q | +19.9%+$5.0M |
| Compton Financial Group, LLC | $29.8M | 1,137,925 | 5.74% | 3q | +239.2%+$21.0M |
| Continuum Advisory, LLC | $29.6M | 1,129,480 | 2.39% | 10q | +1.9%+$541.0K |
| STIFEL FINANCIAL CORP | $27.8M | 1,060,685 | 0.02% | 10q | +77.1%+$12.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $27.4M | 1,048,341 | 0.03% | 11q | -18.8%-$6.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.4M | 976,237 | 0.04% | 10q | +3.8%+$941.5K |
| D.A. DAVIDSON & CO. | $24.2M | 923,546 | 0.13% | 11q | +10.8%+$2.4M |
| Quadcap Wealth Management, LLC | $24.1M | 920,080 | 2.34% | 3q | +2.1%+$503.1K |
| BIP Wealth, LLC | $22.3M | 850,240 | 0.63% | 3q | +32.1%+$5.4M |
| Panoramic Capital Partners, LLC | $21.9M | 836,040 | 10.35% | 5q | +1.1%+$233.1K |
| &PARTNERS | $21.3M | 813,055 | 0.09% | 7q | +11.4%+$2.2M |
| UBS Group AG | $21.1M | 805,505 | 0.00% | 8q | +86.7%+$9.8M |
| Aprio Wealth Management, LLC | $20.1M | 769,632 | 1.00% | 3q | -19.2%-$4.8M |
| AdvisorNet Financial, Inc | $19.8M | 757,948 | 0.91% | 11q | +11.7%+$2.1M |
| STEPHENS INC /AR/ | $19.7M | 753,630 | 0.22% | 10q | +2.8%+$538.5K |
| Royal Harbor Partners, LLC | $18.7M | 712,718 | 5.78% | 2q | +7.9%+$1.4M |
| American Financial Advisors, LLC | $18.4M | 701,386 | 2.21% | 10q | +1.4%+$258.7K |
| Mariner, LLC | $18.3M | 700,207 | 0.02% | 10q | +23.0%+$3.4M |
| Cannon Financial Strategists, Inc. | $17.6M | 671,881 | 2.00% | 8q | -4.3%-$792.1K |
| Private Advisor Group, LLC | $17.5M | 666,929 | 0.08% | 10q | +11.6%+$1.8M |
| NerdWallet Wealth Partners, LLC | $17.2M | 658,570 | 5.94% | 4q | +31.0%+$4.1M |
| Clear Trail Advisors, LLC | $16.3M | 623,439 | 2.49% | 2q | +10.9%+$1.6M |
| Greenbush Financial Group, LLC | $15.2M | 582,238 | 4.48% | 7q | +9.7%+$1.3M |
| Steward Partners Investment Advisory, LLC | $14.5M | 552,406 | 0.07% | 11q | +3.2%+$445.5K |
| J. Derek Lewis & Associates Inc. | $12.8M | 489,323 | 2.42% | 3q | +6.7%+$802.8K |
| Visionary Wealth Advisors | $12.8M | 487,994 | 0.50% | 4q | +2.5%+$313.5K |
| Kestra Advisory Services, LLC | $12.1M | 462,523 | 0.04% | 11q | -3.2%-$399.2K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $11.8M | 450,459 | 0.79% | 3q | +72.2%+$4.9M |
| Sovran Advisors, LLC | $11.2M | 430,389 | 0.83% | 6q | +8.5%+$872.5K |
| HARBOUR INVESTMENTS, INC. | $11.2M | 427,246 | 0.15% | 11q | +20.8%+$1.9M |
| Global Retirement Partners, LLC | $11.1M | 422,672 | 0.17% | 6q | +45.9%+$3.5M |
| Strategic Family Wealth Counselors, L.L.C. | $9.7M | 370,532 | 2.26% | 9q | +9.0%+$802.2K |
| Smartleaf Asset Management LLC | $9.1M | 345,851 | 0.30% | 8q | HELD |
| Capital Group Private Client Services, Inc. | $8.7M | 333,242 | 0.12% | 6q | +29.2%+$2.0M |
| COFG Advisors, LLC | $8.3M | 318,674 | 1.44% | 3q | +118.0%+$4.5M |
| Werba Rubin Papier Wealth Management | $8.3M | 315,605 | 1.00% | 5q | +10.8%+$803.0K |
| Kingsview Wealth Management, LLC | $8.1M | 311,252 | 0.10% | 11q | -14.9%-$1.4M |
| Cannon Wealth Management Services, LLC | $8.1M | 311,032 | 4.46% | 8q | +18.8%+$1.3M |
| Rockefeller Capital Management L.P. | $8.0M | 305,149 | 0.01% | 9q | +39.1%+$2.2M |
| Integrated Wealth Concepts LLC | $8.0M | 304,318 | 0.04% | 9q | +134.4%+$4.6M |
| UPTICK PARTNERS, LLC | $7.7M | 295,352 | 1.20% | 7q | +7.2%+$517.9K |
| Clarity Asset Management, Inc. | $7.5M | 287,324 | 3.69% | 2q | +8.8%+$609.3K |
| Freedom Financial Partners LLC | $7.1M | 271,557 | 2.32% | 7q | +2.0%+$136.5K |
| EQ WEALTH ADVISORS, LLC | $6.4M | 244,250 | 3.51% | 7q | +97.1%+$3.1M |
| CITADEL ADVISORS LLC | $5.9M | 227,177 | 0.00% | 4q | -19.7%-$1.5M |
| Equitable Holdings, Inc. | $5.9M | 226,171 | 0.04% | 8q | +39.4%+$1.7M |
| Apollon Wealth Management, LLC | $5.8M | 221,425 | 0.07% | 5q | +2.8%+$159.8K |
| Sunpointe, LLC | $5.8M | 220,778 | 1.64% | 5q | -1.5%-$86.9K |
| Smith Thornton Advisors LLC | $5.8M | 221,717 | 2.54% | 9q | -0.6%-$32.0K |
| GARRISON POINT ADVISORS, LLC | $5.3M | 203,803 | 2.16% | 2q | +286.3%+$4.0M |
| Concurrent Investment Advisors, LLC | $5.3M | 203,488 | 0.05% | 9q | +7.8%+$386.4K |
| TRUIST FINANCIAL CORP | $5.3M | 201,569 | 0.01% | 7q | -51.8%-$5.7M |
| JANE STREET GROUP, LLC | $5.2M | 199,801 | 0.00% | 3q | -7.7%-$435.6K |
| Stratos Wealth Partners, LTD. | $5.2M | 198,621 | 0.05% | 6q | +7.3%+$353.5K |
| Boyer Financial Services, Inc. | $5.0M | 191,521 | 4.23% | 3q | -1.1%-$55.3K |
| Cullen/Frost Bankers, Inc. | $4.8M | 184,137 | 0.05% | 9q | +12.0%+$516.7K |
| Vigil Wealth Management, LLC | $4.8M | 183,244 | 3.42% | 3q | -4.5%-$225.5K |
| Keystone Financial Services, LLC | $4.7M | 180,534 | 2.84% | 7q | +2.2%+$99.8K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $4.3M | 162,537 | 0.08% | 7q | -7.7%-$355.1K |
| Gateway Wealth Partners, LLC | $4.2M | 158,933 | 0.25% | 7q | -40.4%-$2.8M |
| InTrack Investment Management Inc | $4.1M | 157,103 | 2.04% | 5q | +15.0%+$535.9K |
| ENDEAVOR PRIVATE WEALTH, INC. | $4.1M | 156,810 | 1.00% | 7q | +6.5%+$250.0K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $4.1M | 155,950 | 2.75% | 2q | +347.1%+$3.2M |
| ASSETMARK, INC | $4.0M | 152,149 | 0.01% | 5q | +68.5%+$1.6M |
| MISSION WEALTH MANAGEMENT, LP | $4.0M | 152,088 | 0.05% | 6q | +5.6%+$209.8K |
| JPMORGAN CHASE & CO | $3.9M | 149,904 | 0.00% | 8q | +1.5%+$58.2K |
| GOLDMAN SACHS GROUP INC | $3.9M | 149,984 | 0.00% | 3q | +1678.5%+$3.7M |
| ROTHSCHILD INVESTMENT LLC | $3.7M | 142,995 | 0.14% | 11q | +13.5%+$445.6K |
| Mutual Advisors, LLC | $3.7M | 141,048 | 0.07% | 11q | +32.2%+$898.6K |
| Dynamic Advisor Solutions LLC | $3.6M | 138,294 | 0.10% | 9q | HELD |
| SITTNER & NELSON, LLC | $3.6M | 136,645 | 1.13% | 3q | +51.2%+$1.2M |
| Fiduciary Alliance LLC | $3.6M | 135,719 | 0.24% | 5q | HELD |
| Envestnet Portfolio Solutions, Inc. | $3.5M | 134,619 | 0.02% | 9q | +13.9%+$430.8K |
| Saxony Capital Management, LLC | $3.4M | 128,828 | 1.55% | 9q | HELD |
| HighPoint Advisor Group LLC | $3.4M | 128,679 | 0.12% | 3q | +3.2%+$106.0K |
| QUANTUM FINANCIAL PARTNERS LLC | $3.1M | 120,300 | 1.61% | new | FIRST |
Showing the largest 100 of 263 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 254 | $5.0B | 189,576,520 | 27 | 146 | 53 | 0.0% |
| Q1 2026 | 243 | $4.1B | 157,092,157 | 32 | 158 | 26 | 0.0% |
| Q4 2025 | 226 | $3.1B | 118,748,918 | 28 | 136 | 19 | 0.0% |
| Q3 2025 | 190 | $2.6B | 98,725,069 | 25 | 121 | 26 | 0.0% |
| Q2 2025 | 173 | $2.1B | 78,403,560 | 28 | 108 | 19 | 0.0% |
| Q1 2025 | 157 | $1.7B | 63,261,158 | 28 | 86 | 28 | 0.0% |
| Q4 2024 | 131 | $1.3B | 51,730,776 | 27 | 66 | 15 | 0.0% |
| Q3 2024 | 101 | $1.0B | 38,461,138 | 39 | 48 | 4 | 0.0% |
| Q2 2024 | 62 | $541.9M | 20,986,332 | 22 | 25 | 9 | 0.0% |
| Q1 2024 | 41 | $157.7M | 6,064,869 | 24 | 10 | 5 | 0.0% |
| Q4 2023 | 21 | $76.3M | 2,885,209 | 17 | 2 | 1 | 0.0% |
| Q3 2023 | 3 | $34.1M | 1,362,319 | 3 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $257.3K | 9,702 | 0 | 0 | 0 | 0.0% |