13F Insight
DOSSIER · 13F Holders · Q2 2026

CAPITAL GRP FIXED INCM ETF T

39 institutions still hold CAPITAL GRP FIXED INCM ETF T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020Y870·39 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$114M
visible holders
Holders
39
filers reporting
Concentration
44.04%
BENJAMIN EDWARDS INC #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported CAPITAL GRP FIXED INCM ETF T in Q2 2026. BENJAMIN EDWARDS INC leads at 44.0% 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
$50M2.0M0.46%Q2 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
$6M218K0.01%Q2 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M172K0.01%Q2 202606
J. Derek Lewis & Associates Inc.
CIK 0002077884
$3M114K0.55%Q2 202607
Compton Financial Group, LLC
CIK 0001844567
$3M106K0.52%Q2 202608
Capital International Investors
CIK 0001562230
$2M91K0.00%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M75K0.00%Q2 202610
LPL Financial LLC
CIK 0001403438
$2M73K0.00%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M65K0.00%Q2 202612
&PARTNERS
CIK 0000107136
$1M45K0.00%Q2 202613
Merit Financial Group, LLC
CIK 0001621225
$959K38K0.01%Q2 202614
Gateway Wealth Partners, LLC
CIK 0001966037
$895K35K0.05%Q2 202615
Dynamic Advisor Solutions LLC
CIK 0001599747
$866K34K0.02%Q2 202616
Greenline Wealth Management LLC
CIK 0002111541
$849K34K0.70%Q2 202617
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$706K28K0.01%Q2 202618
Ausdal Financial Partners, Inc.
CIK 0001667146
$596K24K0.02%Q2 202619
Concurrent Investment Advisors, LLC
CIK 0002001015
$576K23K0.00%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$558K22K0.00%Q1 2026
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