CAPITAL GRP FIXED INCM ETF T (CGHM)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
185
Reporting holders
$2.9B
Reported value
0.0%
Held as options
+30
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 | 63,675,196 | 0.34% | 9q | +6.1%+$95.0M |
| ENVESTNET ASSET MANAGEMENT INC | $343.8M | 13,298,153 | 0.08% | 7q | +10.2%+$31.7M |
| LPL Financial LLC | $156.3M | 6,046,346 | 0.04% | 6q | +29.2%+$35.3M |
| Cetera Investment Advisers | $74.1M | 2,868,376 | 0.07% | 7q | +14.7%+$9.5M |
| Vestmark Advisory Solutions, Inc. | $40.1M | 1,550,140 | 0.38% | 4q | HELD |
| ROYAL BANK OF CANADA | $36.3M | 1,404,238 | 0.01% | 9q | +44.3%+$11.1M |
| MML INVESTORS SERVICES, LLC | $36.0M | 1,390,783 | 0.07% | 8q | +18.5%+$5.6M |
| ASSETMARK, INC | $34.5M | 1,335,444 | 0.06% | 4q | +11.3%+$3.5M |
| RAYMOND JAMES FINANCIAL INC | $31.1M | 1,204,975 | 0.01% | 6q | +59.7%+$11.6M |
| OSAIC HOLDINGS, INC. | $23.6M | 913,813 | 0.03% | 8q | +64.1%+$9.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.8M | 881,123 | 0.01% | 4q | +75.5%+$9.8M |
| JONES FINANCIAL COMPANIES LLLP | $22.1M | 852,417 | 0.01% | 6q | +60.3%+$8.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $21.9M | 847,522 | 0.03% | 8q | -15.7%-$4.1M |
| Aprio Wealth Management, LLC | $21.2M | 819,408 | 1.05% | 3q | +13.9%+$2.6M |
| TRUIST FINANCIAL CORP | $19.8M | 766,284 | 0.02% | 4q | +12.2%+$2.2M |
| Orion Porfolio Solutions, LLC | $19.8M | 764,039 | 0.15% | 5q | +4.8%+$903.8K |
| Confluence Wealth Services, Inc. | $18.0M | 695,835 | 0.51% | 7q | +3.8%+$651.7K |
| J. Derek Lewis & Associates Inc. | $15.0M | 580,244 | 2.83% | 3q | HELD |
| Kestra Advisory Services, LLC | $13.1M | 505,492 | 0.04% | 6q | +15.2%+$1.7M |
| PRINCIPAL SECURITIES, INC. | $12.8M | 496,159 | 0.15% | 4q | +12.1%+$1.4M |
| BENJAMIN EDWARDS INC | $12.2M | 472,742 | 0.11% | 8q | +24.3%+$2.4M |
| Capital Group Private Client Services, Inc. | $12.2M | 472,102 | 0.17% | 6q | +25.1%+$2.5M |
| Steward Partners Investment Advisory, LLC | $10.6M | 409,155 | 0.05% | 6q | +3.2%+$325.0K |
| Strata Wealth Advisors, LLC | $10.1M | 392,344 | 2.47% | 7q | +1.2%+$117.6K |
| Envestnet Portfolio Solutions, Inc. | $9.2M | 356,104 | 0.04% | 4q | +16.8%+$1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.7M | 337,790 | 0.00% | 2q | HELD |
| Koshinski Asset Management, Inc. | $8.3M | 320,876 | 0.44% | 7q | +15.9%+$1.1M |
| Valmark Advisers, Inc. | $8.0M | 309,331 | 0.08% | 7q | +4.8%+$367.8K |
| First Interstate Bank | $7.5M | 290,676 | 0.39% | 3q | +49.5%+$2.5M |
| Apollon Wealth Management, LLC | $7.5M | 289,402 | 0.09% | 2q | +285.2%+$5.5M |
| Prentice Wealth Management LLC | $6.9M | 267,660 | 1.43% | 5q | +29.0%+$1.6M |
| Gutierrez Wealth Advisory, LLC | $6.3M | 241,975 | 3.61% | 7q | +8.5%+$487.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | $6.0M | 232,676 | 0.10% | 2q | +40.9%+$1.7M |
| WELLS FARGO & COMPANY/MN | $5.5M | 214,471 | 0.00% | 3q | +202.1%+$3.7M |
| Keudell/Morrison Wealth Management | $5.4M | 208,098 | 1.02% | 4q | +4.8%+$247.8K |
| Clear Trail Advisors, LLC | $5.4M | 207,624 | 0.82% | 2q | +8.3%+$412.0K |
| Cullen/Frost Bankers, Inc. | $5.1M | 199,062 | 0.05% | 4q | +21.0%+$891.6K |
| SEI INVESTMENTS CO | $4.9M | 191,440 | 0.00% | 5q | +18.8%+$784.4K |
| HighTower Advisors, LLC | $4.8M | 185,414 | 0.00% | 3q | +1.6%+$75.2K |
| CAPTRUST FINANCIAL ADVISORS | $4.2M | 162,473 | 0.01% | 7q | +3.1%+$125.5K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $4.1M | 159,791 | 0.28% | 3q | +164.6%+$2.6M |
| BANK OF AMERICA CORP /DE/ | $4.0M | 153,934 | 0.00% | new | NEW |
| Capital Investment Management, Inc. | $3.6M | 140,319 | 1.11% | 3q | +22.6%+$668.0K |
| Transamerica Financial Advisors, LLC | $3.5M | 136,957 | 0.30% | 4q | +28.4%+$782.1K |
| Wealthcare Advisory Partners LLC | $3.5M | 134,990 | 0.07% | 5q | +12.8%+$396.5K |
| BlueStem Wealth Partners, LLC | $3.3M | 127,513 | 0.33% | 4q | -4.0%-$138.0K |
| CITADEL ADVISORS LLC | $3.2M | 124,944 | 0.00% | 5q | -18.8%-$745.4K |
| JANE STREET GROUP, LLC | $3.2M | 124,329 | 0.00% | 8q | -12.1%-$440.8K |
| &PARTNERS | $3.1M | 120,587 | 0.01% | 5q | +13.7%+$377.8K |
| Summit Financial, LLC | $3.1M | 119,731 | 0.03% | 4q | +572.5%+$2.6M |
| Elequin Capital, LP | $2.5M | 97,437 | 0.08% | new | NEW |
| Gateway Wealth Partners, LLC | $2.3M | 87,436 | 0.14% | 4q | -18.1%-$498.7K |
| Boulder Wealth Advisors, LLC | $2.3M | 87,133 | 0.82% | new | NEW |
| Simplicity Wealth,LLC | $2.2M | 85,807 | 0.07% | 4q | -0.6%-$13.1K |
| Cerity Partners LLC | $2.2M | 83,729 | 0.00% | 3q | +42.6%+$646.1K |
| NewEdge Advisors, LLC | $2.1M | 82,455 | 0.01% | new | NEW |
| EQ WEALTH ADVISORS, LLC | $2.0M | 78,739 | 1.12% | 5q | +155.5%+$1.2M |
| RFP Financial Group LLC | $1.9M | 75,330 | 0.87% | 4q | -11.0%-$239.8K |
| Clarity Asset Management, Inc. | $1.8M | 70,040 | 0.89% | 3q | +732.4%+$1.6M |
| Equitable Holdings, Inc. | $1.8M | 68,832 | 0.01% | 4q | +38.0%+$489.7K |
| Perennial Investment Advisors, LLC | $1.8M | 68,175 | 0.12% | 6q | +14.7%+$225.8K |
| VICUS CAPITAL | $1.8M | 67,987 | 0.11% | 5q | +3.5%+$60.2K |
| Fjell Capital, LLC | $1.7M | 67,520 | 1.19% | 2q | +17.4%+$258.4K |
| GWN SECURITIES INC. | $1.7M | 67,098 | 0.29% | 4q | +11.7%+$182.3K |
| Private Advisor Group, LLC | $1.7M | 66,469 | 0.01% | 4q | +28.0%+$376.2K |
| Integrated Wealth Concepts LLC | $1.7M | 64,580 | 0.01% | 4q | +135.4%+$960.2K |
| Advyzon Investment Management, LLC | $1.5M | 57,761 | 0.11% | 5q | +6.4%+$89.4K |
| ST GERMAIN D J CO INC | $1.4M | 55,805 | 0.05% | 4q | HELD |
| Thrive Wealth Management, LLC | $1.4M | 54,624 | 0.18% | 5q | +21.2%+$246.9K |
| Apella Capital, LLC | $1.4M | 54,456 | 0.02% | 2q | +7.4%+$96.5K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $1.4M | 53,221 | 0.21% | 2q | +32.9%+$340.5K |
| NewCorp Financial Services, Inc. | $1.4M | 52,820 | 1.05% | 3q | +3.4%+$45.1K |
| Heritage Wealth Management, Inc. | $1.3M | 51,982 | 0.34% | 4q | +24.2%+$262.1K |
| Birchwood Financial Partners, Inc. | $1.3M | 50,804 | 1.07% | 3q | +28.1%+$288.4K |
| STIFEL FINANCIAL CORP | $1.3M | 48,967 | 0.00% | 3q | +38.5%+$351.6K |
| Jacobi Capital Management LLC | $1.3M | 48,908 | 0.06% | 6q | +17.8%+$191.1K |
| Global Retirement Partners, LLC | $1.2M | 47,577 | 0.02% | 4q | +120.7%+$672.5K |
| Ameritas Advisory Services, LLC | $1.2M | 44,776 | 0.02% | 2q | +281.1%+$853.7K |
| EARNED WEALTH ADVISORS, LLC | $1.1M | 44,344 | 0.07% | 6q | +25.3%+$231.3K |
| HARBOUR INVESTMENTS, INC. | $1.1M | 43,659 | 0.02% | 7q | -33.8%-$575.6K |
| Main Line Retirement Advisors, LLC | $1.1M | 43,628 | 0.52% | 2q | +0.5%+$5.8K |
| UHLMANN PRICE SECURITIES, LLC | $1.1M | 41,984 | 0.04% | 5q | +40.5%+$313.0K |
| Entruity Wealth, LLC | $1.1M | 41,340 | 0.69% | new | NEW |
| HB Wealth Management, LLC | $990.1K | 38,300 | 0.01% | new | NEW |
| VestGen Advisors, LLC | $915.7K | 35,422 | 0.03% | 2q | +7.5%+$64.2K |
| IFP Advisors, Inc | $913.1K | 35,324 | 0.02% | 4q | +52.3%+$313.6K |
| EnRich Financial Partners LLC | $875.3K | 33,861 | 0.21% | 3q | +17.3%+$129.1K |
| VestGen Investment Management | $858.1K | 33,194 | 0.46% | 4q | +6.6%+$53.3K |
| Arkadios Wealth Advisors | $843.3K | 32,623 | 0.01% | 4q | +1.0%+$8.1K |
| Founders Financial Alliance, LLC | $788.4K | 30,500 | 0.10% | 4q | HELD |
| Nautilus Advisors LLC | $776.1K | 30,059 | 0.46% | 2q | +10.7%+$75.0K |
| World Investment Advisors | $743.7K | 29,337 | 0.01% | 5q | HELD |
| Ascent Group, LLC | $735.9K | 28,469 | 0.02% | 4q | +10.3%+$68.9K |
| Smartleaf Asset Management LLC | $733.6K | 28,334 | 0.02% | 3q | HELD |
| JPMORGAN CHASE & CO | $731.7K | 28,260 | 0.00% | 4q | +46.1%+$230.8K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $730.3K | 28,251 | 0.23% | 3q | +29.1%+$164.5K |
| Bank of New York Mellon Corp | $724.4K | 28,022 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $622.3K | 24,072 | 0.00% | 4q | +109.9%+$325.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $619.7K | 24,002 | 0.00% | 2q | +203.2%+$415.3K |
| Midwest Heritage Bank, FSB | $599.8K | 23,202 | 0.17% | 7q | +0.9%+$5.6K |
Showing the largest 100 of 195 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 | 185 | $2.9B | 111,567,431 | 33 | 111 | 19 | 0.0% |
| Q1 2026 | 155 | $2.5B | 99,986,718 | 29 | 91 | 20 | 0.0% |
| Q4 2025 | 137 | $2.3B | 91,521,400 | 31 | 74 | 13 | 0.0% |
| Q3 2025 | 101 | $2.1B | 83,470,794 | 45 | 46 | 5 | 0.0% |
| Q2 2025 | 57 | $102.4M | 4,154,927 | 21 | 27 | 4 | 0.0% |
| Q1 2025 | 40 | $59.2M | 2,380,766 | 17 | 16 | 3 | 0.0% |
| Q4 2024 | 23 | $34.9M | 1,378,382 | 14 | 7 | 1 | 0.0% |
| Q3 2024 | 9 | $41.1M | 1,588,298 | 7 | 2 | 0 | 0.0% |
| Q2 2024 | 2 | $19.9M | 795,900 | 2 | 0 | 0 | 0.0% |