# CAPITAL GRP FIXED INCM ETF T (CGHM)

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

- Reporting holders: 10
- Reported value: $5.8M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.8M | 73,140 | 0.0% | 3 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $641.9K | 26,667 | 0.3% | 1 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $618.7K | 25,704 | 0.0% | 6 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $589.7K | 24,500 | 0.4% | 3 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $568.6K | 23,623 | 0.0% | 1 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $473.1K | 19,653 | 0.0% | 6 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $470.1K | 19,531 | 0.3% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $407.5K | 16,930 | 0.0% | 5 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $259.6K | 10,785 | 0.1% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $55.3K | 2,299 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $5.8M |
| Q2 2026 | 195 | $3.4B |
| Q1 2026 | 166 | $2.6B |
| Q4 2025 | 149 | $2.4B |
| Q3 2025 | 114 | $2.2B |
| Q2 2025 | 68 | $125.2M |
| Q1 2025 | 47 | $77.9M |
| Q4 2024 | 30 | $48.8M |
| Q3 2024 | 12 | $43.0M |
| Q2 2024 | 2 | $19.9M |