13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
CGMU

CAPITAL GRP FIXED INCM ETF T

340 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·340 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.6%
vs prior quarter
13F value held
$3.6B
53.0% inst. owned
of float
Holders
340
-124 QoQ
filers reporting
Activity
+35 / −96
+956 added · −860 reduced
this quarter
Concentration
35.70%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

340 institutions reported CGMU in Q1 2026. Capital International Investors leads at 35.7% of the visible book. -124 net institutions QoQ — distribution reading.

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 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$349M12.8M0.09%Q1 202603
MORGAN STANLEY
CIK 0000895421
$280M10.3M0.02%Q1 202604
LPL Financial LLC
CIK 0001403438
$276M10.2M0.07%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$238M8.8M0.15%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$204M7.5M0.04%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$132M4.9M0.14%Q1 202608
UBS Group AG
CIK 0001610520
$119M4.4M0.02%Q1 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$107M4.0M0.05%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$80M2.9M0.11%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$77M2.8M0.02%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$63M2.3M0.09%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$57M2.1M0.05%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$56M2.1M0.16%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$46M1.7M0.00%Q1 202616
Blue Chip Partners, LLC
CIK 0001632801
$45M1.7M3.23%Q1 202617
Capital Group Private Client Services, Inc.
CIK 0001857666
$43M1.6M0.73%Q1 202618
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$40M1.5M0.73%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$37M1.4M0.01%Q1 202620
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$36M1.3M0.39%Q1 2026
Page 1 of 17
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