CAPITAL GRP FIXED INCM ETF T (CGIB)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
60
Reporting holders
$268.6M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $72.9M | 2,853,658 | 0.01% | 4q | -22.9%-$21.6M |
| Composition Wealth, LLC | $43.1M | 1,689,445 | 0.51% | 3q | +16.7%+$6.2M |
| ENVESTNET ASSET MANAGEMENT INC | $36.1M | 1,412,532 | 0.01% | 6q | +24.4%+$7.1M |
| Kestra Investment Management, LLC | $22.4M | 877,172 | 0.43% | 3q | -30.2%-$9.7M |
| Merit Financial Group, LLC | $19.1M | 747,362 | 0.06% | 4q | +104.4%+$9.7M |
| Orion Porfolio Solutions, LLC | $12.7M | 496,819 | 0.10% | 4q | -1.1%-$144.0K |
| BENJAMIN EDWARDS INC | $8.3M | 326,495 | 0.08% | 4q | +37.8%+$2.3M |
| HighTower Advisors, LLC | $6.5M | 256,364 | 0.01% | 3q | -56.2%-$8.4M |
| ASSETMARK, INC | $4.2M | 164,710 | 0.01% | 5q | +48.6%+$1.4M |
| OSAIC HOLDINGS, INC. | $3.9M | 153,226 | 0.00% | 8q | +49.2%+$1.3M |
| Cetera Investment Advisers | $3.2M | 125,725 | 0.00% | 4q | +45.4%+$1.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 124,491 | 0.00% | 5q | +20.0%+$530.0K |
| SEI INVESTMENTS CO | $2.9M | 112,986 | 0.00% | 5q | +26.5%+$603.5K |
| ROYAL BANK OF CANADA | $2.8M | 109,387 | 0.00% | 7q | +0.6%+$17.6K |
| STIFEL FINANCIAL CORP | $2.8M | 107,862 | 0.00% | 2q | +189.3%+$1.8M |
| Capital International Investors | $2.3M | 90,916 | 0.00% | 9q | +50.7%+$781.2K |
| Valmark Advisers, Inc. | $2.0M | 78,121 | 0.02% | 5q | +31.3%+$475.7K |
| HARBOUR INVESTMENTS, INC. | $1.7M | 67,880 | 0.02% | 6q | +10.1%+$158.7K |
| Hopwood Nicholas Hunter | $1.7M | 66,379 | 0.46% | 3q | +5.9%+$93.8K |
| Sigma Planning Corp | $1.6M | 63,401 | 0.04% | 3q | +1.9%+$30.5K |
| MML INVESTORS SERVICES, LLC | $1.6M | 62,924 | 0.00% | 5q | +35.9%+$424.6K |
| Kestra Advisory Services, LLC | $933.5K | 36,563 | 0.00% | 3q | +64.5%+$366.0K |
| Bank of New York Mellon Corp | $806.6K | 31,594 | 0.00% | 2q | +168.6%+$506.3K |
| &PARTNERS | $776.8K | 30,157 | 0.00% | 5q | +24.2%+$151.3K |
| Tempus Wealth Planning, LLC | $753.8K | 29,525 | 0.15% | 4q | +3.7%+$26.6K |
| Sovran Advisors, LLC | $699.5K | 27,633 | 0.05% | new | NEW |
| Farther Finance Advisors, LLC | $659.1K | 25,818 | 0.01% | 2q | +5.6%+$34.8K |
| RAYMOND JAMES FINANCIAL INC | $653.2K | 25,587 | 0.00% | 3q | +79.1%+$288.5K |
| Ameritas Advisory Services, LLC | $589.8K | 23,103 | 0.01% | new | NEW |
| Dynamic Advisor Solutions LLC | $579.4K | 22,693 | 0.02% | 3q | +8.0%+$42.8K |
| Main Street Financial Solutions, LLC | $535.6K | 20,980 | 0.03% | 5q | -2.2%-$11.9K |
| RFG Advisory, LLC | $510.9K | 20,012 | 0.01% | 5q | +13.4%+$60.2K |
| Security Financial Services, INC. | $464.7K | 18,201 | 0.06% | 4q | +9.2%+$39.2K |
| D.A. DAVIDSON & CO. | $457.9K | 17,934 | 0.00% | 2q | -23.9%-$143.7K |
| KINTRA WEALTH, LLC | $434.9K | 17,106 | 0.02% | new | NEW |
| Cullen/Frost Bankers, Inc. | $426.4K | 16,703 | 0.00% | 5q | +30.5%+$99.8K |
| PFG Advisors | $373.0K | 14,612 | 0.02% | 3q | +28.2%+$82.1K |
| Envestnet Portfolio Solutions, Inc. | $354.0K | 13,865 | 0.00% | new | NEW |
| Peterson Wealth Advisors, LLC | $341.0K | 13,357 | 0.04% | 7q | +5.4%+$17.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $332.3K | 13,015 | 0.00% | new | NEW |
| Koshinski Asset Management, Inc. | $304.8K | 11,940 | 0.02% | 3q | HELD |
| FIFTH THIRD BANCORP | $296.7K | 11,622 | 0.00% | 2q | +38.5%+$82.5K |
| Diversify Advisory Services, LLC | $274.3K | 10,820 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $274.3K | 10,820 | 0.00% | 2q | +4.1%+$10.7K |
| Marion Wealth Management | $272.5K | 10,672 | 0.06% | 3q | HELD |
| JANE STREET GROUP, LLC | $272.1K | 10,660 | 0.00% | 2q | -75.5%-$838.6K |
| CITADEL ADVISORS LLC | $234.3K | 9,176 | 0.00% | 2q | -67.5%-$486.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $222.2K | 8,739 | 0.00% | new | NEW |
| J. Derek Lewis & Associates Inc. | $211.8K | 8,294 | 0.04% | 2q | HELD |
| Geneos Wealth Management Inc. | $166.4K | 6,518 | 0.00% | 3q | +36.3%+$44.3K |
| PROTECTIVE LIFE CORP | $161.8K | 6,339 | 1.16% | 2q | HELD |
| Integrated Wealth Concepts LLC | $118.9K | 4,659 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $57.1K | 2,234 | 0.00% | 2q | HELD |
| Colonial Trust Co / SC | $45.6K | 1,785 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $31.4K | 1,230 | 0.00% | 2q | +220.3%+$21.6K |
| Janney Montgomery Scott LLC | $9.3K | 365,641 | 0.02% | 5q | +41.9%+$2.8K |
| Cape Investment Advisory, Inc. | $5.6K | 219 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.3K | 90,578 | 0.00% | 2q | +132.2%+$1.3K |
| CENTRAL TRUST Co | $2.1K | 84 | 0.00% | 3q | HELD |
| Continuum Advisory, LLC | $1.5K | 58 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $919 | 36 | 0.00% | 2q | HELD |
| Capital Analysts, LLC | $800 | 31,318 | 0.02% | 3q | +268.0% |
| Steward Partners Investment Advisory, LLC | $434 | 17 | 0.00% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $12 | 483 | 0.00% | 4q | HELD |
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 | 60 | $268.6M | 10,522,235 | 12 | 33 | 8 | 0.0% |
| Q1 2026 | 54 | $268.3M | 10,633,661 | 18 | 29 | 5 | 0.0% |
| Q4 2025 | 42 | $142.2M | 5,607,997 | 17 | 18 | 5 | 0.0% |
| Q3 2025 | 25 | $51.9M | 2,042,283 | 7 | 14 | 4 | 0.0% |
| Q2 2025 | 19 | $46.7M | 1,850,350 | 10 | 6 | 2 | 0.0% |
| Q1 2025 | 9 | $45.3M | 1,785,343 | 3 | 2 | 3 | 0.0% |
| Q4 2024 | 8 | $47.1M | 1,862,903 | 3 | 0 | 3 | 0.0% |
| Q3 2024 | 5 | $49.1M | 1,910,415 | 4 | 0 | 1 | 0.0% |
| Q2 2024 | 1 | $47.9M | 1,920,000 | 1 | 0 | 0 | 0.0% |