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

CAPITAL GRP FIXED INCM ETF T

67 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 14020Y706·67 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$249M
visible holders
Holders
67
filers reporting
Concentration
29.29%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported CGIB in Q2 2026. WELLS FARGO & COMPANY/MN leads at 29.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$73M2.9M0.01%Q2 202602
Miracle Mile Advisors, LLC
CIK 0001585859
$43M1.7M0.51%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$36M1.4M0.01%Q2 202604
Kestra Investment Management, LLC
CIK 0001962449
$22M877K0.43%Q2 202605
Orion Porfolio Solutions, LLC
CIK 0001360533
$13M497K0.10%Q2 202606
Merit Financial Group, LLC
CIK 0001621225
$10M374K0.06%Q2 202607
BENJAMIN EDWARDS INC
CIK 0001451623
$8M326K0.08%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$7M256K0.01%Q2 202609
Janney Montgomery Scott LLC
CIK 0001329948
$7M258K0.02%Q1 202610
ASSETMARK, INC
CIK 0001344551
$4M165K0.01%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M153K0.00%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$3M126K0.00%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M124K0.00%Q2 202614
SEI INVESTMENTS CO
CIK 0000350894
$3M113K0.00%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$3M109K0.00%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$3M108K0.00%Q2 202617
Capital International Investors
CIK 0001562230
$2M91K0.00%Q2 202618
Valmark Advisers, Inc.
CIK 0001380443
$2M78K0.02%Q2 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M68K0.02%Q2 202620
Hopwood Nicholas Hunter
CIK 0002091827
$2M66K0.46%Q2 2026
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