13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
CGMS

CAPITAL GROUP FIXED INCOME ETF

340 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 14020y300·340 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.0%
vs prior quarter
13F value held
$2.3B
52.0% inst. owned
of float
Holders
340
-7 QoQ
filers reporting
Activity
+11 / −34
+813 added · −750 reduced
this quarter
Concentration
22.78%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

340 institutions reported CGMS in Q1 2026. LPL Financial LLC leads at 22.8% of the visible book. -7 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$515M18.9M0.14%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$213M7.8M0.06%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$201M7.4M0.04%Q1 202604
MORGAN STANLEY
CIK 0000895421
$196M7.2M0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$191M7.0M0.06%Q1 202606
UBS Group AG
CIK 0001610520
$153M5.6M0.02%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$117M4.3M0.12%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$94M3.5M0.13%Q1 202609
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$75M2.7M1.35%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$73M2.7M0.11%Q1 202611
Capital Advantage, Inc.
CIK 0001628896
$68M2.5M8.89%Q1 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$52M1.9M0.05%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$49M1.8M0.02%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$49M1.8M0.01%Q1 202615
Beacon Pointe Advisors, LLC
CIK 0001744317
$43M1.6M0.22%Q1 202616
Valmark Advisers, Inc.
CIK 0001380443
$42M1.5M0.49%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$37M1.4M0.10%Q1 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$35M1.3M0.07%Q1 202619
CWM, LLC
CIK 0001535847
$31M1.1M0.08%Q1 202620
Baird Financial Group, Inc.
CIK 0001648711
$29M1.1M0.04%Q1 2026
Page 1 of 17
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