CAPITAL GRP FIXED INCM ETF T (CGHY)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
39
Reporting holders
$119.2M
Reported value
0.0%
Held as options
+18
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 |
|---|---|---|---|---|---|
| BENJAMIN EDWARDS INC | $50.0M | 1,975,806 | 0.46% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $19.9M | 784,822 | 0.00% | 3q | +3294.1%+$19.3M |
| WELLS FARGO & COMPANY/MN | $13.4M | 527,795 | 0.00% | new | NEW |
| Cetera Investment Advisers | $5.5M | 217,690 | 0.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $4.4M | 171,993 | 0.01% | 2q | +815.8%+$3.9M |
| J. Derek Lewis & Associates Inc. | $2.9M | 113,917 | 0.55% | 3q | +2.2%+$62.7K |
| Compton Financial Group, LLC | $2.7M | 106,441 | 0.52% | new | NEW |
| Capital International Investors | $2.3M | 90,887 | 0.00% | 5q | -91.2%-$23.9M |
| Merit Financial Group, LLC | $1.9M | 75,686 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 74,736 | 0.00% | 2q | +45.3%+$590.1K |
| LPL Financial LLC | $1.9M | 73,328 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.6M | 64,507 | 0.00% | 4q | +119.5%+$889.9K |
| &PARTNERS | $1.2M | 44,621 | 0.00% | new | NEW |
| Gateway Wealth Partners, LLC | $894.8K | 35,326 | 0.05% | new | NEW |
| JANE STREET GROUP, LLC | $872.3K | 34,439 | 0.00% | 5q | +54.6%+$308.3K |
| Dynamic Advisor Solutions LLC | $865.5K | 34,170 | 0.02% | 3q | +6.7%+$54.2K |
| Greenline Wealth Management LLC | $849.0K | 33,518 | 0.70% | 3q | +30.7%+$199.3K |
| Cullen/Frost Bankers, Inc. | $706.2K | 27,879 | 0.01% | new | NEW |
| Ausdal Financial Partners, Inc. | $596.0K | 23,530 | 0.02% | 3q | HELD |
| Concurrent Investment Advisors, LLC | $576.1K | 22,742 | 0.00% | new | NEW |
| Gutierrez Wealth Advisory, LLC | $480.2K | 18,958 | 0.28% | 3q | HELD |
| COFG Advisors, LLC | $394.1K | 15,560 | 0.07% | new | NEW |
| Diversify Advisory Services, LLC | $393.4K | 15,631 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $393.4K | 15,631 | 0.01% | 2q | +1.4%+$5.5K |
| STIFEL FINANCIAL CORP | $382.0K | 15,082 | 0.00% | new | NEW |
| LongView Wealth Management | $365.5K | 14,429 | 0.09% | new | NEW |
| TRUIST FINANCIAL CORP | $360.0K | 14,213 | 0.00% | new | NEW |
| PERSPECTIVE WEALTH ADVISORS LLC | $356.3K | 14,065 | 0.20% | new | NEW |
| IFP Advisors, Inc | $275.8K | 10,887 | 0.00% | 4q | +3.8%+$10.2K |
| ASSETMARK, INC | $245.7K | 9,699 | 0.00% | new | NEW |
| Envestnet Portfolio Solutions, Inc. | $208.1K | 8,216 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $207.0K | 8,185 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $80.0K | 3,158 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $54.8K | 2,165 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $39.8K | 1,572 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $31.7K | 1,250 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $27.7K | 1,094 | 0.00% | 4q | -71.8%-$70.6K |
| AdvisorNet Financial, Inc | $19.0K | 750 | 0.00% | 4q | +1.4% |
| Capital Investment Advisory Services, LLC | $5.6K | 223 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $1.3K | 49,848 | 0.00% | new | NEW |
| Capital Analysts, LLC | $103 | 4,055 | 0.00% | new | NEW |
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 | 39 | $119.2M | 4,704,601 | 22 | 11 | 2 | 0.0% |
| Q1 2026 | 21 | $85.9M | 3,422,078 | 9 | 11 | 1 | 0.0% |
| Q4 2025 | 15 | $48.0M | 1,891,065 | 7 | 3 | 2 | 0.0% |
| Q3 2025 | 6 | $49.7M | 1,954,719 | 4 | 0 | 1 | 0.0% |
| Q2 2025 | 2 | $49.2M | 1,952,707 | 2 | 0 | 0 | 0.0% |