CAPITAL GRP FIXED INCM ETF T (CGCP)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
312
Reporting holders
$6.9B
Reported value
0.0%
Held as options
+17
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 | $1.6B | 73,019,797 | 0.34% | 18q | +40.2%+$466.4M |
| LPL Financial LLC | $745.9M | 33,461,676 | 0.17% | 17q | +12.6%+$83.8M |
| MORGAN STANLEY | $501.1M | 22,479,871 | 0.03% | 14q | +9.7%+$44.2M |
| WELLS FARGO & COMPANY/MN | $429.0M | 19,245,014 | 0.07% | 15q | -44.2%-$339.8M |
| ENVESTNET ASSET MANAGEMENT INC | $275.7M | 12,369,670 | 0.07% | 17q | +7.7%+$19.7M |
| Cetera Investment Advisers | $200.4M | 8,989,818 | 0.18% | 15q | +22.8%+$37.2M |
| RAYMOND JAMES FINANCIAL INC | $196.4M | 8,812,810 | 0.05% | 7q | +26.8%+$41.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.1M | 6,331,676 | 0.08% | 13q | -1.5%-$2.1M |
| UBS Group AG | $119.0M | 5,339,333 | 0.02% | 16q | +8.6%+$9.4M |
| Merit Financial Group, LLC | $112.1M | 5,028,990 | 0.34% | 16q | +102.2%+$56.6M |
| &PARTNERS | $106.6M | 4,779,471 | 0.44% | 10q | -2.5%-$2.7M |
| ROYAL BANK OF CANADA | $99.1M | 4,444,571 | 0.01% | 17q | +11.4%+$10.1M |
| JONES FINANCIAL COMPANIES LLLP | $97.1M | 4,331,565 | 0.04% | 10q | +16.2%+$13.6M |
| OSAIC HOLDINGS, INC. | $85.8M | 3,847,677 | 0.10% | 18q | +25.0%+$17.1M |
| WNY Asset Management, LLC | $83.6M | 3,749,326 | 7.46% | 14q | -10.9%-$10.2M |
| Souders Financial Advisors | $76.7M | 3,439,135 | 7.71% | 17q | +6.6%+$4.8M |
| BENJAMIN EDWARDS INC | $76.6M | 3,438,056 | 0.70% | 8q | +6.2%+$4.5M |
| HARBOUR INVESTMENTS, INC. | $76.1M | 3,413,963 | 1.02% | 17q | +6.1%+$4.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $73.1M | 3,278,878 | 0.09% | 18q | -7.3%-$5.8M |
| MML INVESTORS SERVICES, LLC | $69.6M | 3,124,075 | 0.14% | 18q | +28.4%+$15.4M |
| STIFEL FINANCIAL CORP | $66.2M | 2,969,004 | 0.06% | 17q | +13.1%+$7.7M |
| Baird Financial Group, Inc. | $53.9M | 2,416,606 | 0.07% | 16q | +15.3%+$7.2M |
| Confluence Wealth Services, Inc. | $50.8M | 2,277,176 | 1.45% | 11q | +36.2%+$13.5M |
| Valmark Advisers, Inc. | $50.1M | 2,247,488 | 0.53% | 15q | +7.8%+$3.6M |
| Stonebridge Financial Group, LLC | $47.6M | 2,134,998 | 3.61% | 7q | +3.5%+$1.6M |
| CAPTRUST FINANCIAL ADVISORS | $45.2M | 2,028,738 | 0.07% | 14q | +3.7%+$1.6M |
| BANK OF AMERICA CORP /DE/ | $40.5M | 1,816,812 | 0.00% | 7q | +24.5%+$8.0M |
| McGlone Suttner Wealth Management, Inc. | $33.3M | 1,495,388 | 3.91% | 13q | +4.5%+$1.4M |
| Northwest Financial Advisors | $32.5M | 1,459,111 | 4.33% | new | NEW |
| Convergence Financial, LLC | $32.0M | 1,435,557 | 2.54% | 8q | +160.4%+$19.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.9M | 1,439,149 | 0.05% | 12q | +8.3%+$2.4M |
| Kestra Investment Management, LLC | $30.9M | 1,386,767 | 0.60% | 9q | -30.8%-$13.8M |
| Midwest Heritage Bank, FSB | $30.7M | 1,376,977 | 8.70% | 17q | +3.8%+$1.1M |
| Compton Financial Group, LLC | $29.0M | 1,300,517 | 5.58% | 3q | +198.0%+$19.3M |
| IAM Advisory, LLC | $29.0M | 1,300,230 | 5.65% | 14q | +2.0%+$565.3K |
| Bernardo Wealth Planning LLC | $27.6M | 1,240,288 | 4.72% | 13q | +3.8%+$1.0M |
| ST GERMAIN D J CO INC | $26.3M | 1,181,333 | 0.95% | 14q | +1.9%+$480.0K |
| MCF Advisors LLC | $25.4M | 1,141,078 | 0.91% | 2q | HELD |
| D.A. DAVIDSON & CO. | $21.9M | 983,289 | 0.12% | 17q | +9.1%+$1.8M |
| EVOLVE PRIVATE WEALTH, LLC | $21.5M | 964,284 | 1.31% | 3q | +4.9%+$995.6K |
| EverSource Wealth Advisors, LLC | $21.2M | 949,401 | 0.71% | 16q | +37.0%+$5.7M |
| Private Advisor Group, LLC | $21.2M | 949,288 | 0.10% | 15q | +60.8%+$8.0M |
| Kestra Advisory Services, LLC | $20.3M | 910,695 | 0.07% | 15q | +149.1%+$12.1M |
| Wealthcare Advisory Partners LLC | $19.4M | 871,667 | 0.37% | 12q | +16.5%+$2.7M |
| Main Line Retirement Advisors, LLC | $19.2M | 859,472 | 8.78% | 12q | +2.8%+$529.2K |
| CONDOR CAPITAL MANAGEMENT | $19.1M | 855,417 | 1.43% | 11q | +4.9%+$892.9K |
| Aprio Wealth Management, LLC | $18.5M | 830,361 | 0.91% | 3q | -13.5%-$2.9M |
| Alpha Financial Advisors, LLC | $18.5M | 829,098 | 4.83% | 11q | +1238.8%+$17.1M |
| Diversify Advisory Services, LLC | $18.0M | 814,299 | 0.30% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $18.0M | 814,299 | 0.30% | 8q | -16.3%-$3.5M |
| Troutman Wealth Management, LLC | $17.5M | 786,014 | 13.48% | 3q | +2.4%+$416.0K |
| NavPoint Financial, Inc. | $15.8M | 710,284 | 5.87% | 11q | +3.6%+$543.5K |
| Sovran Advisors, LLC | $15.4M | 694,734 | 1.14% | 7q | +10.5%+$1.5M |
| Tribridge Partners Financial LLC | $15.1M | 685,314 | 5.92% | 5q | -1.1%-$164.9K |
| FinDec Wealth Services, Inc. | $15.1M | 676,714 | 17.82% | 15q | +5.0%+$717.6K |
| J. Derek Lewis & Associates Inc. | $15.0M | 672,597 | 2.83% | 3q | +1.9%+$275.2K |
| VAQUERO PRIVATE WEALTH, LTD | $14.3M | 639,346 | 2.93% | new | FIRST |
| Johnson Bixby & Associates, LLC | $14.2M | 638,143 | 1.59% | 17q | -17.7%-$3.1M |
| Stadion Money Management, LLC | $14.0M | 630,233 | 1.21% | 12q | HELD |
| Greenbush Financial Group, LLC | $13.9M | 623,656 | 4.09% | 7q | +10.2%+$1.3M |
| Ruggaard & Associates LLC | $13.7M | 613,503 | 4.91% | 14q | -3.4%-$478.8K |
| Bridgewealth Advisory Group, LLC | $13.4M | 599,090 | 2.52% | 11q | +5.3%+$675.3K |
| EP Wealth Advisors, LLC | $13.1M | 589,880 | 0.05% | 3q | HELD |
| TRUIST FINANCIAL CORP | $12.6M | 564,354 | 0.02% | 12q | -4.6%-$604.0K |
| Mutual Advisors, LLC | $12.2M | 547,062 | 0.23% | 17q | +6.8%+$780.0K |
| Ashton Thomas Private Wealth, LLC | $12.0M | 538,086 | 0.25% | 12q | +9.2%+$1.0M |
| Lodestone Wealth Management LLC | $11.7M | 523,933 | 4.12% | 15q | +42.2%+$3.5M |
| AA Financial Advisors, LLC | $11.6M | 519,407 | 1.39% | 11q | +6.5%+$708.1K |
| WBH ADVISORY INC | $11.5M | 517,825 | 0.78% | 12q | -1.8%-$208.5K |
| NewEdge Advisors, LLC | $10.8M | 485,321 | 0.03% | new | NEW |
| STEPHENS INC /AR/ | $10.2M | 456,827 | 0.11% | 5q | +2.2%+$216.4K |
| Rockefeller Capital Management L.P. | $9.2M | 413,952 | 0.01% | 8q | HELD |
| IHT Wealth Management, LLC | $8.7M | 388,937 | 0.18% | 7q | +40.4%+$2.5M |
| Waterloo Capital, L.P. | $8.6M | 384,700 | 0.48% | new | NEW |
| Farther Finance Advisors, LLC | $8.6M | 383,784 | 0.07% | 5q | +25.3%+$1.7M |
| Affiance Financial, LLC | $8.2M | 369,532 | 1.18% | 15q | +5.0%+$395.4K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $8.2M | 369,414 | 1.55% | 16q | -5.5%-$478.6K |
| Landmark Wealth Management, LLC | $8.2M | 368,062 | 1.96% | 18q | +8.8%+$660.6K |
| Cerity Partners LLC | $7.9M | 356,009 | 0.01% | 3q | +1.4%+$109.0K |
| Equitable Holdings, Inc. | $7.9M | 354,022 | 0.05% | 10q | -30.7%-$3.5M |
| Equity Wealth Partners, LLC | $7.7M | 346,002 | 2.77% | 3q | +2560.3%+$7.4M |
| Freedom Financial Partners LLC | $7.7M | 343,448 | 2.49% | 7q | -19.2%-$1.8M |
| Investment Planning Advisors, Inc. | $7.6M | 343,021 | 1.77% | 9q | +1.9%+$140.3K |
| ALPHA CAPITAL ADVISORS INC /ADV | $7.5M | 337,507 | 6.49% | 3q | +1.8%+$133.4K |
| Swisher Financial Concepts, Inc. | $6.9M | 310,986 | 4.37% | 9q | -3.4%-$246.7K |
| Entruity Wealth, LLC | $6.9M | 307,389 | 4.43% | 7q | -33.4%-$3.4M |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $6.8M | 304,018 | 1.84% | 7q | +4.7%+$303.4K |
| QUANTUM FINANCIAL PARTNERS LLC | $6.7M | 300,192 | 3.42% | new | FIRST |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.5M | 293,450 | 0.12% | 6q | +378.7%+$5.2M |
| Compass Financial Group, Inc. | $6.4M | 286,925 | 2.70% | 11q | -0.5%-$34.5K |
| Geneos Wealth Management Inc. | $6.3M | 282,442 | 0.13% | 8q | HELD |
| Smartleaf Asset Management LLC | $6.2M | 277,792 | 0.20% | 8q | HELD |
| Smith Thornton Advisors LLC | $6.2M | 281,071 | 2.74% | 7q | +6.1%+$359.1K |
| JANE STREET GROUP, LLC | $6.2M | 277,450 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $5.9M | 266,130 | 0.00% | new | NEW |
| STUDIO INVESTMENT MANAGEMENT LLC | $5.9M | 265,518 | 1.00% | 15q | +3.9%+$220.9K |
| Boyer Financial Services, Inc. | $5.8M | 258,527 | 4.87% | 3q | +24.7%+$1.1M |
| Kera Capital Partners, Inc. | $5.7M | 254,909 | 0.55% | 7q | -0.7%-$41.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 253,358 | 0.00% | 2q | -3.0%-$173.9K |
| LEIGH BALDWIN & CO., LLC | $5.6M | 249,853 | 3.00% | 7q | +20.1%+$931.6K |
Showing the largest 100 of 325 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 | 312 | $6.9B | 308,701,136 | 30 | 165 | 70 | 0.0% |
| Q1 2026 | 295 | $6.2B | 277,188,577 | 25 | 180 | 47 | 0.0% |
| Q4 2025 | 293 | $4.9B | 218,135,914 | 35 | 166 | 48 | 0.0% |
| Q3 2025 | 254 | $4.4B | 192,427,663 | 21 | 163 | 50 | 0.0% |
| Q2 2025 | 245 | $3.8B | 168,256,655 | 25 | 139 | 55 | 0.0% |
| Q1 2025 | 231 | $3.3B | 147,390,193 | 19 | 138 | 46 | 0.0% |
| Q4 2024 | 226 | $2.7B | 122,412,652 | 23 | 124 | 36 | 0.0% |
| Q3 2024 | 192 | $2.3B | 99,790,253 | 29 | 124 | 20 | 0.0% |
| Q2 2024 | 176 | $1.7B | 75,976,325 | 27 | 99 | 28 | 0.0% |
| Q1 2024 | 157 | $1.3B | 58,106,183 | 23 | 104 | 14 | 0.0% |
| Q4 2023 | 141 | $1.0B | 44,546,463 | 27 | 76 | 21 | 0.0% |
| Q3 2023 | 106 | $691.0M | 32,139,242 | 18 | 73 | 10 | 0.0% |
| Q2 2023 | 95 | $536.7M | 24,097,599 | 18 | 56 | 8 | 0.0% |
| Q1 2023 | 80 | $312.5M | 13,709,617 | 18 | 41 | 14 | 0.0% |
| Q4 2022 | 62 | $204.2M | 9,178,401 | 22 | 26 | 6 | 0.0% |
| Q3 2022 | 50 | $151.6M | 6,925,881 | 15 | 26 | 2 | 0.0% |
| Q2 2022 | 36 | $182.6M | 7,849,017 | 28 | 5 | 3 | 0.0% |
| Q1 2022 | 8 | $109.4M | 4,329,181 | 8 | 0 | 0 | 0.0% |