# CAPITAL GRP FIXED INCM ETF T (CGCP)

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

- Reporting holders: 12
- Reported value: $52.1M
- 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 |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $34.6M | 1,634,618 | 2.6% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.2M | 339,870 | 0.1% | 6 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $4.7M | 223,243 | 3.1% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.8M | 83,853 | 0.0% | 6 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.2M | 56,512 | 0.3% | 11 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $774.8K | 36,580 | 0.1% | 18 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $574.3K | 27,126 | 0.2% | 18 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $335.8K | 15,864 | 0.1% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $320.6K | 15,144 | 0.0% | 10 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $315.0K | 14,881 | 0.0% | 8 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $242.9K | 11,473 | 0.1% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $0 | 0 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $52.1M |
| Q2 2026 | 326 | $7.4B |
| Q1 2026 | 309 | $6.4B |
| Q4 2025 | 307 | $5.1B |
| Q3 2025 | 267 | $4.6B |
| Q2 2025 | 262 | $4.1B |
| Q1 2025 | 246 | $3.6B |
| Q4 2024 | 238 | $3.0B |
| Q3 2024 | 205 | $2.5B |
| Q2 2024 | 190 | $1.8B |
| Q1 2024 | 168 | $1.4B |
| Q4 2023 | 153 | $1.1B |