CAPITAL GRP FIXED INCM ETF T (CGMU)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
335
Reporting holders
$5.1B
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 |
|---|---|---|---|---|---|
| Capital International Investors | $1.4B | 50,129,642 | 0.28% | 15q | +7.3%+$93.8M |
| ENVESTNET ASSET MANAGEMENT INC | $376.4M | 13,701,352 | 0.09% | 15q | +6.7%+$23.6M |
| LPL Financial LLC | $318.4M | 11,590,616 | 0.07% | 13q | +14.1%+$39.4M |
| MORGAN STANLEY | $298.4M | 10,864,259 | 0.02% | 10q | +5.3%+$14.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $271.8M | 9,893,297 | 0.15% | 11q | +12.9%+$31.0M |
| WELLS FARGO & COMPANY/MN | $238.1M | 8,666,614 | 0.04% | 10q | -42.4%-$174.9M |
| JONES FINANCIAL COMPANIES LLLP | $151.1M | 5,493,642 | 0.06% | 10q | +39.1%+$42.4M |
| Cetera Investment Advisers | $142.1M | 5,174,365 | 0.13% | 15q | +6.1%+$8.1M |
| UBS Group AG | $126.6M | 4,610,111 | 0.02% | 15q | +5.3%+$6.4M |
| RAYMOND JAMES FINANCIAL INC | $106.1M | 3,861,789 | 0.03% | 7q | +36.7%+$28.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $80.5M | 2,929,467 | 0.10% | 15q | -0.6%-$522.9K |
| OSAIC HOLDINGS, INC. | $78.6M | 2,862,085 | 0.09% | 15q | +23.4%+$14.9M |
| MML INVESTORS SERVICES, LLC | $68.1M | 2,479,147 | 0.14% | 15q | +20.3%+$11.5M |
| BANK OF AMERICA CORP /DE/ | $66.3M | 2,412,135 | 0.00% | 9q | +42.2%+$19.7M |
| STIFEL FINANCIAL CORP | $61.2M | 2,228,862 | 0.05% | 13q | +6.5%+$3.7M |
| Capital Group Private Client Services, Inc. | $53.5M | 1,946,260 | 0.75% | 15q | +22.3%+$9.8M |
| Blue Chip Partners, LLC | $43.6M | 1,585,807 | 2.75% | 6q | -4.1%-$1.8M |
| ROYAL BANK OF CANADA | $43.5M | 1,581,945 | 0.01% | 14q | +17.0%+$6.3M |
| GREAT VALLEY ADVISOR GROUP, INC. | $43.4M | 1,579,564 | 0.69% | 12q | +6.4%+$2.6M |
| JPMORGAN CHASE & CO | $42.0M | 1,527,399 | 0.00% | 9q | +56.8%+$15.2M |
| ASSETMARK, INC | $38.1M | 1,388,326 | 0.07% | 8q | +10.7%+$3.7M |
| Venturi Wealth Management, LLC | $36.3M | 1,321,147 | 1.40% | 11q | +4.2%+$1.5M |
| Vestmark Advisory Solutions, Inc. | $35.9M | 1,308,396 | 0.34% | 8q | HELD |
| Confluence Wealth Services, Inc. | $32.1M | 1,168,831 | 0.92% | 9q | +4.5%+$1.4M |
| SEI INVESTMENTS CO | $31.7M | 1,154,308 | 0.03% | 5q | +19.6%+$5.2M |
| Beacon Pointe Advisors, LLC | $29.9M | 1,086,840 | 0.14% | 5q | +7.5%+$2.1M |
| Larson Financial Group LLC | $25.2M | 917,990 | 0.66% | 6q | +20.7%+$4.3M |
| J. Derek Lewis & Associates Inc. | $24.3M | 885,576 | 4.60% | 3q | +8.0%+$1.8M |
| TRUIST FINANCIAL CORP | $23.9M | 871,296 | 0.03% | 8q | +13.9%+$2.9M |
| Aprio Wealth Management, LLC | $23.0M | 836,728 | 1.14% | 3q | -7.7%-$1.9M |
| Kestra Advisory Services, LLC | $20.6M | 748,312 | 0.07% | 12q | +23.1%+$3.9M |
| Orion Porfolio Solutions, LLC | $20.4M | 742,297 | 0.16% | 8q | +8.0%+$1.5M |
| Private Advisor Group, LLC | $19.8M | 722,530 | 0.09% | 13q | -20.5%-$5.1M |
| Clear Trail Advisors, LLC | $18.2M | 663,356 | 2.78% | 2q | +29.5%+$4.2M |
| PRINCIPAL SECURITIES, INC. | $14.8M | 539,112 | 0.18% | 11q | +8.1%+$1.1M |
| EP Wealth Advisors, LLC | $14.2M | 516,264 | 0.05% | 2q | +4.3%+$585.5K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $12.7M | 461,043 | 0.85% | 3q | +127.4%+$7.1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $12.5M | 456,014 | 0.14% | 10q | +1.3%+$161.6K |
| MB, LEVIS & ASSOCIATES, LLC | $11.6M | 422,343 | 4.28% | 4q | +6.6%+$715.7K |
| EnRich Financial Partners LLC | $11.4M | 415,313 | 2.71% | 5q | +2.4%+$266.7K |
| RMR Wealth Builders | $11.4M | 414,630 | 0.71% | 3q | +7.5%+$798.6K |
| &PARTNERS | $11.2M | 408,202 | 0.05% | 10q | +15.1%+$1.5M |
| BENJAMIN EDWARDS INC | $11.1M | 404,334 | 0.10% | 8q | +20.8%+$1.9M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $11.1M | 402,606 | 0.53% | 9q | +212.6%+$7.5M |
| Baird Financial Group, Inc. | $10.6M | 387,615 | 0.01% | 12q | +14.4%+$1.3M |
| Michael Brady & Co., LLC | $10.5M | 382,401 | 9.27% | 3q | +29.4%+$2.4M |
| RENAISSANCE TECHNOLOGIES LLC | $10.4M | 378,400 | 0.01% | 5q | +1652.7%+$9.8M |
| Boulder Wealth Advisors, LLC | $10.4M | 377,874 | 3.78% | 3q | +11.1%+$1.0M |
| Stonebridge Financial Group, LLC | $9.8M | 356,633 | 0.74% | 5q | +8.8%+$793.4K |
| Per Stirling Capital Management, LLC. | $9.5M | 345,566 | 0.90% | 8q | +152.6%+$5.7M |
| Envestnet Portfolio Solutions, Inc. | $9.2M | 333,857 | 0.04% | 8q | +19.4%+$1.5M |
| ROBINSON SMITH WEALTH ADVISORS LLC | $9.0M | 326,095 | 5.37% | 9q | -6.7%-$648.0K |
| NewEdge Advisors, LLC | $9.0M | 326,066 | 0.03% | new | NEW |
| Koshinski Asset Management, Inc. | $8.9M | 323,544 | 0.47% | 12q | +4.4%+$372.4K |
| Hartmann Taylor Wealth Management, LLC | $8.9M | 326,554 | 5.87% | 6q | HELD |
| Jacobi Capital Management LLC | $8.7M | 317,921 | 0.43% | 9q | -1.0%-$89.1K |
| Alliance Private Wealth, LLC | $8.7M | 315,801 | 3.01% | 3q | -11.3%-$1.1M |
| McNamara Financial Services, Inc. | $8.4M | 305,929 | 1.45% | 3q | +17.9%+$1.3M |
| Cannon Financial Strategists, Inc. | $8.4M | 305,784 | 0.96% | 2q | +105.3%+$4.3M |
| BETO FINANCIAL GROUP, LLC | $8.3M | 305,624 | 4.38% | 3q | +0.6%+$46.7K |
| New England Capital Financial Advisors LLC | $8.0M | 291,291 | 1.91% | 15q | +3.0%+$234.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.9M | 285,973 | 0.00% | 2q | HELD |
| Gutierrez Wealth Advisory, LLC | $7.5M | 271,595 | 4.31% | 7q | -13.2%-$1.1M |
| Clarity Asset Management, Inc. | $7.4M | 268,763 | 3.62% | 2q | +599.5%+$6.3M |
| Copper Harbor Investment Advisors, LLC | $7.3M | 264,359 | 1.54% | new | FIRST |
| Envision Financial Planning, LLC | $7.3M | 263,987 | 2.36% | 7q | +8.9%+$590.2K |
| Visionary Wealth Advisors | $7.2M | 261,200 | 0.28% | 4q | +2.8%+$192.0K |
| Wealthcare Advisory Partners LLC | $7.1M | 257,734 | 0.13% | 12q | +1.8%+$124.5K |
| VAQUERO PRIVATE WEALTH, LTD | $6.9M | 251,465 | 1.42% | new | FIRST |
| Ashton Thomas Private Wealth, LLC | $6.8M | 247,481 | 0.14% | 11q | +6.9%+$436.7K |
| Rockefeller Capital Management L.P. | $6.7M | 245,076 | 0.01% | 4q | -1.0%-$68.5K |
| Arax Advisory Partners | $6.7M | 242,504 | 0.04% | 3q | +156354.2%+$6.7M |
| Summit Financial, LLC | $6.6M | 241,477 | 0.07% | 4q | -12.4%-$942.2K |
| VICUS CAPITAL | $6.5M | 237,250 | 0.42% | 5q | +143.1%+$3.8M |
| Legacy Private Trust Co. | $6.4M | 234,091 | 0.36% | 3q | +56.9%+$2.3M |
| Cauble & Harre Wealth Management, Inc. | $6.3M | 229,441 | 5.06% | 3q | +2.1%+$129.3K |
| IMPACTfolio, LLC | $6.2M | 224,209 | 2.32% | 2q | +6.0%+$346.0K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $6.1M | 223,595 | 0.80% | 6q | +23.9%+$1.2M |
| Equitable Holdings, Inc. | $5.9M | 215,656 | 0.04% | 6q | +38.3%+$1.6M |
| Penney Financial, LLC | $5.8M | 211,497 | 2.03% | 4q | +14.3%+$724.7K |
| World Investment Advisors | $5.6M | 205,431 | 0.09% | 11q | HELD |
| ARQ WEALTH ADVISORS, LLC | $5.5M | 201,026 | 0.68% | new | NEW |
| Modern Wealth Management, LLC | $5.4M | 196,849 | 0.06% | 7q | +107.5%+$2.8M |
| STEPHENS INC /AR/ | $5.4M | 196,215 | 0.06% | 10q | +72.8%+$2.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.4M | 195,645 | 0.01% | 12q | HELD |
| Cerity Partners LLC | $5.3M | 194,341 | 0.01% | 11q | +16.6%+$761.2K |
| Cullen/Frost Bankers, Inc. | $5.3M | 193,766 | 0.05% | 8q | +17.8%+$805.1K |
| KINTRA WEALTH, LLC | $5.3M | 194,705 | 0.28% | 6q | +188.6%+$3.5M |
| EQ WEALTH ADVISORS, LLC | $5.2M | 190,366 | 2.87% | 7q | +1.3%+$66.8K |
| Mutual Advisors, LLC | $5.2M | 189,778 | 0.10% | 14q | +0.9%+$47.1K |
| FIFTH THIRD BANCORP | $4.8M | 174,513 | 0.01% | 2q | +11.1%+$477.5K |
| Leverty Financial Group, LLC | $4.6M | 167,503 | 0.89% | 6q | +16.2%+$641.1K |
| Steward Partners Investment Advisory, LLC | $4.6M | 165,717 | 0.02% | 11q | +4.7%+$204.5K |
| Advyzon Investment Management, LLC | $4.5M | 163,883 | 0.33% | 5q | +7.1%+$300.2K |
| Landmark Wealth Management, LLC | $4.3M | 156,284 | 1.03% | 11q | +5.4%+$218.6K |
| Total Clarity Wealth Management, Inc. | $4.3M | 155,828 | 0.83% | 3q | -13.3%-$654.3K |
| Bank of New York Mellon Corp | $4.3M | 155,700 | 0.00% | 2q | +54.0%+$1.5M |
| PETREDIS INVESTMENT ADVISORS LLC | $4.2M | 154,087 | 0.29% | 5q | HELD |
| Ameritas Advisory Services, LLC | $4.1M | 148,803 | 0.08% | 8q | +129.4%+$2.3M |
| AdvisorNet Financial, Inc | $4.0M | 147,010 | 0.18% | 12q | +7.6%+$286.6K |
Showing the largest 100 of 349 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 | 335 | $5.1B | 186,634,723 | 31 | 191 | 58 | 0.0% |
| Q1 2026 | 317 | $4.8B | 175,021,335 | 45 | 190 | 39 | 0.0% |
| Q4 2025 | 285 | $4.0B | 144,373,245 | 40 | 172 | 24 | 0.0% |
| Q3 2025 | 232 | $3.3B | 122,269,517 | 34 | 137 | 37 | 0.0% |
| Q2 2025 | 208 | $2.7B | 100,282,551 | 30 | 109 | 41 | 0.0% |
| Q1 2025 | 189 | $2.4B | 87,732,699 | 30 | 98 | 30 | 0.0% |
| Q4 2024 | 175 | $2.1B | 77,348,857 | 29 | 93 | 19 | 0.0% |
| Q3 2024 | 143 | $1.9B | 70,939,011 | 34 | 79 | 9 | 0.0% |
| Q2 2024 | 113 | $403.9M | 15,037,555 | 21 | 63 | 13 | 0.0% |
| Q1 2024 | 96 | $321.7M | 11,909,230 | 27 | 49 | 5 | 0.0% |
| Q4 2023 | 73 | $262.8M | 9,703,837 | 24 | 33 | 4 | 0.0% |
| Q3 2023 | 47 | $116.2M | 4,522,828 | 17 | 21 | 5 | 0.0% |
| Q2 2023 | 33 | $73.3M | 2,769,319 | 9 | 17 | 3 | 0.0% |
| Q1 2023 | 23 | $46.0M | 1,724,088 | 9 | 10 | 3 | 0.0% |
| Q4 2022 | 16 | $38.7M | 1,476,941 | 15 | 0 | 0 | 0.0% |