13F Insight
DOSSIER · 13F Holders · Q1 2026
CGHM

CAPITAL GRP FIXED INCM ETF T

178 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 14020Y805·178 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.4B
visible holders
Holders
178
filers reporting
Concentration
64.00%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

178 institutions reported CGHM in Q1 2026. Capital International Investors leads at 64.0% 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
$1.5B60.0M0.36%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$306M12.1M0.08%Q1 202603
LPL Financial LLC
CIK 0001403438
$118M4.7M0.03%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$63M2.5M0.07%Q1 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$47M1.8M0.12%Q1 202606
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$39M1.6M0.44%Q1 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$30M1.2M0.08%Q1 202608
ASSETMARK, INC
CIK 0001344551
$29M1.1M0.06%Q4 202509
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M1.0M0.04%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$25M973K0.00%Q1 202611
Janney Montgomery Scott LLC
CIK 0001329948
$23M927K0.06%Q1 202612
Aprio Wealth Management, LLC
CIK 0001803519
$21M819K1.05%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M755K0.01%Q1 202614
Orion Porfolio Solutions, LLC
CIK 0001360533
$18M729K0.16%Q1 202615
Confluence Wealth Services, Inc.
CIK 0001910411
$18M696K0.51%Q2 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$17M683K0.02%Q1 202617
J. Derek Lewis & Associates Inc.
CIK 0002077884
$15M580K3.30%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M557K0.02%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$13M532K0.01%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$13M502K0.01%Q1 2026
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