DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
CGMU

CAPITAL GRP FIXED INCM ETF T

363 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 14020Y201·Exchange Traded Fund·363 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$3.7B
visible holders
Holders
363
filers reporting
Concentration
34.64%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

363 institutions reported CGMU in Q1 2026. Capital International Investors leads at 34.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital International Investors
CIK 0001562230
$1.3B46.7M0.30%Q1 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$376M13.7M0.09%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$318M11.6M0.07%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$280M10.3M0.02%Q1 2026
05
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$238M8.8M0.15%Q1 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$204M7.5M0.04%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$132M4.9M0.14%Q1 2026
08
UBS Group AG
CIK 0001610520
$119M4.4M0.02%Q1 2026
09
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$107M4.0M0.05%Q1 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$80M2.9M0.10%Q2 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$77M2.8M0.02%Q1 2026
12
MML INVESTORS SERVICES, LLC
CIK 0000701059
$68M2.5M0.14%Q2 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$63M2.3M0.09%Q1 2026
14
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$57M2.1M0.15%Q1 2026
15
STIFEL FINANCIAL CORP
CIK 0000720672
$57M2.1M0.05%Q1 2026
16
BANK OF AMERICA CORP /DE/
CIK 0000070858
$46M1.7M0.00%Q1 2026
17
Blue Chip Partners, LLC
CIK 0001632801
$45M1.7M3.23%Q1 2026
18
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$43M1.6M0.69%Q2 2026
19
Capital Group Private Client Services, Inc.
CIK 0001857666
$43M1.6M0.73%Q1 2026
20
ASSETMARK, INC
CIK 0001344551
$38M1.4M0.07%Q2 2026
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