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

CGHM

CAPITAL GRP FIXED INCM ETF T

171 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 14020Y805·171 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 9.7%

vs prior quarter

13F value held

$2.3B

61.0% inst. owned

of float

Holders

171

-44 QoQ

filers reporting

Activity

+21 / −92

+965 added · −780 reduced

this quarter

Concentration

65.43%

Capital International Investors #1

top holder share

AI Holders Summary · Q1 2026

171 institutions reported CGHM in Q1 2026. Capital International Investors leads at 65.4% of the visible book. -44 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Capital International Investors

$1.5B60.0M0.36%Q1 2026 02

ENVESTNET ASSET MANAGEMENT INC

$306M12.1M0.08%Q1 2026 03

LPL Financial LLC

$118M4.7M0.03%Q1 2026 04

Cetera Investment Advisers

$63M2.5M0.07%Q1 2026 05

Vestmark Advisory Solutions, Inc.

$39M1.6M0.44%Q1 2026 06

MML INVESTORS SERVICES, LLC

$30M1.2M0.08%Q1 2026 07

$29M1.1M0.06%Q4 2025 08

COMMONWEALTH EQUITY SERVICES, LLC

$25M1.0M0.04%Q1 2026 09

ROYAL BANK OF CANADA

$25M973K0.00%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

$19M755K0.01%Q1 2026 11

Orion Porfolio Solutions, LLC

$18M729K0.16%Q1 2026 12

Aprio Wealth Management, LLC

$18M719K0.99%Q1 2026 13

TRUIST FINANCIAL CORP

$17M683K0.02%Q1 2026 14

Confluence Wealth Services, Inc.

$17M671K0.66%Q1 2026 15

J. Derek Lewis & Associates Inc.

$15M580K3.30%Q1 2026 16

OSAIC HOLDINGS, INC.

$14M557K0.02%Q1 2026 17

JONES FINANCIAL COMPANIES LLLP

$13M532K0.01%Q1 2026 18

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$13M502K0.01%Q1 2026 19

PRINCIPAL SECURITIES, INC.

$11M443K0.16%Q1 2026 20

Kestra Advisory Services, LLC

$11M439K0.04%Q1 2026

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