13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
CGMS

CAPITAL GRP FIXED INCM ETF T

347 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 14020Y300·Exchange Traded Fund·347 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.3B
visible holders
Holders
347
filers reporting
Concentration
22.24%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

347 institutions reported CGMS in Q1 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
$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
Capital Advantage, Inc.
CIK 0001628896
$104M3.8M12.64%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$94M3.5M0.13%Q1 202610
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$75M2.7M1.35%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$73M2.7M0.11%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
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$47M1.7M0.12%Q1 202616
Beacon Pointe Advisors, LLC
CIK 0001744317
$43M1.6M0.22%Q1 202617
Valmark Advisers, Inc.
CIK 0001380443
$42M1.5M0.49%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$37M1.4M0.10%Q1 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$36M1.3M0.06%Q2 202620
CWM, LLC
CIK 0001535847
$31M1.1M0.08%Q1 2026
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