# CAPITAL GRP FIXED INCM ETF T (CGMU)

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

- Reporting holders: 19
- Reported value: $48.4M
- 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 |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $19.9M | 765,597 | 1.5% | 6 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $7.8M | 301,063 | 1.4% | 7 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $4.8M | 184,373 | 0.3% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.1M | 159,237 | 0.0% | 5 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $3.0M | 116,651 | 0.8% | 16 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.5M | 56,701 | 0.3% | 11 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $1.3M | 49,902 | 0.8% | 4 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $842.2K | 32,466 | 0.2% | 5 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $790.5K | 30,476 | 0.0% | 6 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $789.0K | 30,416 | 0.2% | 15 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $702.3K | 27,075 | 0.1% | 1 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $661.3K | 25,492 | 0.1% | 10 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $618.9K | 23,793 | 0.1% | 3 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $464.0K | 17,887 | 0.1% | 1 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $384.7K | 14,829 | 0.0% | 12 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $360.0K | 13,878 | 0.1% | 8 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $292.4K | 11,240 | 0.1% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $49.1K | 1,893 | 0.0% | 4 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $42.2K | 1,628 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $48.4M |
| Q2 2026 | 349 | $5.8B |
| Q1 2026 | 331 | $4.9B |
| Q4 2025 | 300 | $4.1B |
| Q3 2025 | 247 | $3.5B |
| Q2 2025 | 225 | $2.9B |
| Q1 2025 | 203 | $2.5B |
| Q4 2024 | 188 | $2.2B |
| Q3 2024 | 153 | $2.1B |
| Q2 2024 | 121 | $482.6M |
| Q1 2024 | 105 | $399.2M |
| Q4 2023 | 82 | $332.8M |