DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
CGCB

CAPITAL GRP FIXED INCM ETF T

274 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 14020Y508·Exchange Traded Fund·274 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3.8B
visible holders
Holders
274
filers reporting
Concentration
29.06%
Capital International Investors #1
top holder share
AI Holders Summary · Q2 2026

274 institutions reported CGCB in Q2 2026. Capital International Investors leads at 29.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital International Investors
CIK 0001562230
$1.1B41.8M0.23%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$860M32.8M0.19%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$239M9.1M0.01%Q2 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$202M7.7M0.05%Q2 2026
05
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$177M6.7M0.09%Q2 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$173M6.6M0.03%Q2 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$147M5.6M0.04%Q2 2026
08
Cetera Investment Advisers
CIK 0001666741
$118M4.5M0.11%Q2 2026
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$116M4.4M0.01%Q2 2026
10
SEI INVESTMENTS CO
CIK 0000350894
$85M3.3M0.08%Q2 2026
11
BENJAMIN EDWARDS INC
CIK 0001451623
$80M3.0M0.73%Q2 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$68M2.6M0.08%Q2 2026
13
Johnson Bixby & Associates, LLC
CIK 0001844238
$62M2.4M6.89%Q2 2026
14
Valmark Advisers, Inc.
CIK 0001380443
$57M2.2M0.60%Q2 2026
15
Merit Financial Group, LLC
CIK 0001621225
$56M2.1M0.34%Q2 2026
16
MML INVESTORS SERVICES, LLC
CIK 0000701059
$53M2.0M0.11%Q2 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$49M1.9M0.01%Q2 2026
18
Larson Financial Group LLC
CIK 0001731061
$44M1.7M1.15%Q2 2026
19
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$43M1.6M0.02%Q2 2026
20
Leverty Financial Group, LLC
CIK 0001908386
$43M1.6M8.27%Q2 2026
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