13F Insight
DOSSIER · 13F Holders · Q3 2026

CAPITAL GRP FIXED INCM ETF T

55 institutions still hold CAPITAL GRP FIXED INCM ETF T as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020Y870·55 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$126M
visible holders
Holders
55
filers reporting
Concentration
38.24%
BENJAMIN EDWARDS INC #1
top holder share
AI Holders Summary · Q3 2026

55 institutions reported CAPITAL GRP FIXED INCM ETF T in Q3 2026. BENJAMIN EDWARDS INC leads at 38.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BENJAMIN EDWARDS INC
CIK 0001451623
$48M2.0M0.43%Q3 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$20M785K0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M528K0.00%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$6M238K0.01%Q3 202605
J. Derek Lewis & Associates Inc.
CIK 0002077884
$4M150K0.66%Q3 202606
LPL Financial LLC
CIK 0001403438
$3M136K0.00%Q3 202607
Capital International Investors
CIK 0001562230
$3M122K0.00%Q3 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M118K0.01%Q3 202609
Compton Financial Group, LLC
CIK 0001844567
$3M110K0.52%Q3 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M107K0.00%Q3 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M97K0.00%Q3 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M80K0.00%Q3 202613
Janney Montgomery Scott LLC
CIK 0001329948
$1M54K0.00%Q3 202614
&PARTNERS
CIK 0000107136
$1M45K0.00%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M43K0.00%Q3 202616
Merit Financial Group, LLC
CIK 0001621225
$943K39K0.01%Q3 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$910K37K0.00%Q3 202618
Gateway Wealth Partners, LLC
CIK 0001966037
$895K35K0.05%Q2 202619
Concurrent Investment Advisors, LLC
CIK 0002001015
$874K36K0.01%Q3 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$867K36K0.00%Q3 2026
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