13F Insight
DOSSIER · 13F Holders · Q2 2026
CGUI

CAPITAL GRP FIXED INCM ETF T

60 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 14020Y888·60 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$156M
visible holders
Holders
60
filers reporting
Concentration
21.05%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

60 institutions reported CGUI in Q2 2026. LPL Financial LLC leads at 21.1% 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
$33M1.3M0.01%Q2 202602
Merit Financial Group, LLC
CIK 0001621225
$30M1.2M0.18%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M467K0.00%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M338K0.00%Q2 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$8M309K0.02%Q2 202606
Kensington Asset Management, LLC
CIK 0001979884
$7M285K0.39%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$7M280K0.01%Q2 202608
Tribridge Partners Financial LLC
CIK 0002083677
$7M263K2.61%Q2 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M201K0.00%Q2 202610
Wealth Science Advisors LLC
CIK 0002083087
$5M181K2.04%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M176K0.01%Q2 202612
Kingsview Wealth Management, LLC
CIK 0001791965
$4M171K0.05%Q2 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$4M167K0.02%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M165K0.01%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M134K0.00%Q2 202616
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M121K0.00%Q2 202617
Capital Group Private Client Services, Inc.
CIK 0001857666
$3M111K0.04%Q2 202618
Brookstone Capital Management
CIK 0001599584
$3M107K0.03%Q2 202619
Wealthcare Advisory Partners LLC
CIK 0001683059
$3M102K0.05%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$2M91K0.00%Q2 2026
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