13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
CGMS

CAPITAL GRP FIXED INCM ETF T

372 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 14020Y300·Exchange Traded Fund·372 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.7B
visible holders
Holders
372
filers reporting
Concentration
22.25%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

372 institutions reported CGMS in Q2 2026. LPL Financial LLC leads at 22.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$593M21.7M0.13%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$272M10.0M0.04%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$248M9.1M0.06%Q2 202604
MORGAN STANLEY
CIK 0000895421
$217M7.9M0.01%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$217M7.9M0.06%Q2 202606
UBS Group AG
CIK 0001610520
$171M6.2M0.02%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$138M5.1M0.13%Q2 202608
Capital Advantage, Inc.
CIK 0001628896
$104M3.8M12.64%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$91M3.3M0.11%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$90M3.3M0.11%Q2 202611
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$78M2.8M1.23%Q2 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$64M2.3M0.03%Q2 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$60M2.2M0.05%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$50M1.8M0.01%Q2 202615
Schusterman Interests, LLC
CIK 0001857024
$50M1.8M12.96%Q2 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$49M1.8M0.10%Q2 202617
Valmark Advisers, Inc.
CIK 0001380443
$48M1.8M0.51%Q2 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$47M1.7M0.12%Q1 202619
Beacon Pointe Advisors, LLC
CIK 0001744317
$42M1.6M0.20%Q2 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$36M1.3M0.06%Q2 2026
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