CAPITAL GRP FIXED INCM ETF T (CGMU)
Institutional ownership reported to the SEC as of Q3 2026, across 16 quarters.
19
Reporting holders
$48.4M
Reported value
0.0%
Calls
0.0%
Puts
-330
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | $19.9M | 765,597 | 1.46% | 6q | +114.7%+$10.6M |
| Leverty Financial Group, LLC | $7.8M | 301,063 | 1.42% | 7q | +79.7%+$3.5M |
| Legacy Private Trust Co. | $4.8M | 184,373 | 0.26% | 4q | -21.2%-$1.3M |
| Farther Finance Advisors, LLC | $4.1M | 159,237 | 0.03% | 5q | +629.4%+$3.6M |
| Capital Planning LLC | $3.0M | 116,651 | 0.80% | 16q | -11.5%-$393.5K |
| TrueWealth Advisors, LLC | $1.5M | 56,701 | 0.33% | 11q | +6.3%+$86.6K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.3M | 49,902 | 0.85% | 4q | -3.3%-$43.8K |
| RFG - Bristol Wealth Advisors, LLC | $842.2K | 32,466 | 0.20% | 5q | +10.3%+$78.9K |
| Avidian Wealth Enterprises, LLC | $790.5K | 30,476 | 0.02% | 6q | +52.4%+$271.7K |
| Bill Few Associates, Inc. | $789.0K | 30,416 | 0.16% | 15q | +27.9%+$172.2K |
| Sunburst Financial Group, LLC | $702.3K | 27,075 | 0.11% | new | NEW |
| Peterson Wealth Advisors, LLC | $661.3K | 25,492 | 0.08% | 10q | -1.8%-$12.2K |
| Wealth Group Ltd | $618.9K | 23,793 | 0.11% | 3q | HELD |
| RIVERSEDGE ADVISORS, LLC | $464.0K | 17,887 | 0.06% | new | NEW |
| First Heartland Consultants, Inc. | $384.7K | 14,829 | 0.03% | 12q | -13.3%-$59.2K |
| LifeGoal Investments, LLC | $360.0K | 13,878 | 0.11% | 8q | -57.7%-$491.0K |
| Ballew Advisors, Inc | $292.4K | 11,240 | 0.15% | 16q | HELD |
| CoreCap Advisors, LLC | $49.1K | 1,893 | 0.00% | 4q | +81.5%+$22.0K |
| Rosenberg Matthew Hamilton | $42.2K | 1,628 | 0.01% | 8q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $48.4M | 1,864,597 | 2 | 8 | 6 | 0.0% |
| Q2 2026 | 349 | $5.8B | 209,617,864 | 31 | 204 | 57 | 0.0% |
| Q1 2026 | 331 | $4.9B | 180,801,561 | 45 | 202 | 40 | 0.0% |
| Q4 2025 | 300 | $4.1B | 148,839,449 | 40 | 184 | 25 | 0.0% |
| Q3 2025 | 247 | $3.5B | 128,127,023 | 36 | 148 | 38 | 0.0% |
| Q2 2025 | 225 | $2.9B | 107,590,546 | 32 | 121 | 43 | 0.0% |
| Q1 2025 | 203 | $2.5B | 93,793,783 | 32 | 110 | 30 | 0.0% |
| Q4 2024 | 188 | $2.2B | 82,996,501 | 32 | 102 | 19 | 0.0% |
| Q3 2024 | 153 | $2.1B | 75,724,885 | 37 | 85 | 10 | 0.0% |
| Q2 2024 | 121 | $482.6M | 17,969,315 | 21 | 67 | 17 | 0.0% |
| Q1 2024 | 105 | $399.2M | 14,779,636 | 27 | 57 | 5 | 0.0% |
| Q4 2023 | 82 | $332.8M | 12,288,470 | 28 | 38 | 4 | 0.0% |
| Q3 2023 | 52 | $145.3M | 5,653,223 | 18 | 24 | 6 | 0.0% |
| Q2 2023 | 37 | $100.2M | 3,784,407 | 9 | 21 | 3 | 0.0% |
| Q1 2023 | 28 | $68.6M | 2,570,140 | 10 | 14 | 3 | 0.0% |
| Q4 2022 | 21 | $52.9M | 2,018,897 | 20 | 0 | 0 | 0.0% |