13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
CGCP

CAPITAL GROUP FIXED INCOME ETF

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

CUSIP 14020y102·326 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.9%
vs prior quarter
13F value held
$4.4B
53.0% inst. owned
of float
Holders
326
-84 QoQ
filers reporting
Activity
+44 / −58
+970 added · −837 reduced
this quarter
Concentration
26.73%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

326 institutions reported CGCP in Q1 2026. Capital International Investors leads at 26.7% of the visible book. -84 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
$1.2B52.1M0.27%Q1 202602
LPL Financial LLC
CIK 0001403438
$664M29.7M0.18%Q1 202603
MORGAN STANLEY
CIK 0000895421
$458M20.5M0.03%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$385M17.2M0.07%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$257M11.5M0.07%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$164M7.3M0.17%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$155M6.9M0.05%Q1 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$144M6.4M0.09%Q1 202609
&PARTNERS
CIK 0000107136
$110M4.9M0.54%Q1 202610
UBS Group AG
CIK 0001610520
$110M4.9M0.02%Q1 202611
WNY Asset Management, LLC
CIK 0001803296
$94M4.2M9.72%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$89M4.0M0.02%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$83M3.7M0.04%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$79M3.5M0.11%Q1 202615
BENJAMIN EDWARDS INC
CIK 0001451623
$72M3.2M0.72%Q1 202616
Souders Financial Advisors
CIK 0001811240
$72M3.2M8.22%Q1 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$72M3.2M1.11%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$69M3.1M0.10%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$59M2.6M0.05%Q1 202620
Merit Financial Group, LLC
CIK 0001621225
$56M2.5M0.41%Q1 2026
Page 1 of 17
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