13F Insight
DOSSIER · 13F Holders · Q2 2026
CGHM

CAPITAL GRP FIXED INCM ETF T

200 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 14020Y805·200 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.7B
visible holders
Holders
200
filers reporting
Concentration
62.05%
Capital International Investors #1
top holder share
AI Holders Summary · Q2 2026

200 institutions reported CGHM in Q2 2026. Capital International Investors leads at 62.1% 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
$1.6B63.7M0.34%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$344M13.3M0.08%Q2 202603
LPL Financial LLC
CIK 0001403438
$156M6.0M0.04%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$74M2.9M0.07%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$47M1.8M0.12%Q1 202606
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$40M1.6M0.38%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$36M1.4M0.01%Q2 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$36M1.4M0.07%Q2 202609
ASSETMARK, INC
CIK 0001344551
$35M1.3M0.06%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$31M1.2M0.01%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$24M914K0.03%Q2 202612
Janney Montgomery Scott LLC
CIK 0001329948
$23M927K0.06%Q1 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$23M881K0.01%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$22M852K0.01%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$22M848K0.03%Q2 202616
Aprio Wealth Management, LLC
CIK 0001803519
$21M819K1.05%Q2 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$20M766K0.02%Q2 202618
Orion Porfolio Solutions, LLC
CIK 0001360533
$20M764K0.15%Q2 202619
Confluence Wealth Services, Inc.
CIK 0001910411
$18M696K0.51%Q2 202620
J. Derek Lewis & Associates Inc.
CIK 0002077884
$15M580K2.83%Q2 2026
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