13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
CGCB

CAPITAL GRP FIXED INCM ETF T

262 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·262 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.9%
vs prior quarter
13F value held
$3.1B
46.0% inst. owned
of float
Holders
262
-109 QoQ
filers reporting
Activity
+74 / −21
+945 added · −813 reduced
this quarter
Concentration
25.47%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

262 institutions reported CGCB in Q1 2026. Capital International Investors leads at 25.5% of the visible book. -109 net institutions QoQ — distribution reading.

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 202602
LPL Financial LLC
CIK 0001403438
$746M28.4M0.20%Q1 202603
MORGAN STANLEY
CIK 0000895421
$237M9.0M0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$181M6.9M0.05%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$141M5.4M0.09%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$114M4.3M0.02%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$105M4.0M0.03%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$103M3.9M0.11%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$96M3.6M0.01%Q1 202610
BENJAMIN EDWARDS INC
CIK 0001451623
$76M2.9M0.76%Q1 202611
SEI INVESTMENTS CO
CIK 0000350894
$66M2.5M0.06%Q1 202612
Johnson Bixby & Associates, LLC
CIK 0001844238
$57M2.2M7.11%Q1 202613
Merit Financial Group, LLC
CIK 0001621225
$55M2.1M0.41%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$54M2.1M0.08%Q1 202615
Valmark Advisers, Inc.
CIK 0001380443
$54M2.1M0.64%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$50M1.9M0.01%Q1 202617
Leverty Financial Group, LLC
CIK 0001908386
$44M1.7M9.80%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$41M1.6M0.11%Q1 202619
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$39M1.5M0.07%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$34M1.3M0.05%Q1 2026
Page 1 of 14
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