DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
CGCB

CAPITAL GRP FIXED INCM ETF T

263 institutions still hold CAPITAL GRP FIXED INCM ETF T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020Y508·Exchange Traded Fund·263 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$3.1B
visible holders
Holders
263
filers reporting
Concentration
25.34%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

263 institutions reported CGCB in Q1 2026. Capital International Investors leads at 25.3% 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
$784M29.9M0.18%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$746M28.4M0.20%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$237M9.0M0.01%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$181M6.9M0.05%Q1 2026
05
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$141M5.4M0.09%Q1 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$114M4.3M0.02%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$105M4.0M0.03%Q1 2026
08
Cetera Investment Advisers
CIK 0001666741
$103M3.9M0.11%Q1 2026
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$96M3.6M0.01%Q1 2026
10
BENJAMIN EDWARDS INC
CIK 0001451623
$80M3.0M0.73%Q2 2026
11
SEI INVESTMENTS CO
CIK 0000350894
$66M2.5M0.06%Q1 2026
12
Johnson Bixby & Associates, LLC
CIK 0001844238
$62M2.4M6.89%Q2 2026
13
Merit Financial Group, LLC
CIK 0001621225
$56M2.1M0.34%Q2 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$54M2.1M0.08%Q1 2026
15
Valmark Advisers, Inc.
CIK 0001380443
$54M2.1M0.64%Q1 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$50M1.9M0.01%Q1 2026
17
Leverty Financial Group, LLC
CIK 0001908386
$43M1.6M8.27%Q2 2026
18
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$42M1.6M0.11%Q1 2026
19
MML INVESTORS SERVICES, LLC
CIK 0000701059
$41M1.6M0.11%Q1 2026
20
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$39M1.5M0.07%Q1 2026
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