CAPITAL GRP FIXED INCM ETF T
CUSIP 14020Y805
Capital Grp Fixed Incm Etf T has 10 institutional holders in Filings Flow’s 13F database, together reporting 103.57M shares worth $2.5B as of Q1 2026. The largest reported holders are Capital International Investors, Envestnet Asset Management Inc, and Lpl Financial LLC.
Institutional Holders
10
Q1 2026
Reported Value
$10M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gutierrez Wealth Advisory, LLC$161M AUM | 3.51% | $6M | 223.1K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 3.30% | $15M | 580.2K | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 2.69% | $10M | 387.8K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 1.31% | $3M | 122.0K | Q4 2025OLDER |
| Prentice Wealth Management LLC$443M AUM | 1.19% | $5M | 207.4K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 1.16% | $2M | 84.6K | Q1 2026OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 1.12% | $1M | 51.1K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 1.12% | $1M | 57.5K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 1.03% | $5M | 198.5K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 1.00% | $3M | 114.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.99% | $18M | 719.2K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.97% | $1M | 39.6K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.81% | $5M | 191.7K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.66% | $17M | 670.6K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.63% | $669,174 | 26.1K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 0.55% | $1M | 43.4K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.52% | $1M | 41.8K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.47% | $687,528 | 27.2K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.46% | $780,153 | 30.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.44% | $7M | 276.8K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.44% | $39M | 1.55M | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.43% | $788,288 | 31.1K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.39% | $494,525 | 19.5K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.37% | $3M | 132.9K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.36% | $1.5B | 60.00M | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.29% | $2M | 60.0K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.28% | $5M | 194.4K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.26% | $1M | 41.0K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.24% | $554,174 | 21.9K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.23% | $314,984 | 12.4K | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.23% | $3M | 106.7K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.20% | $262,644 | 10.4K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 0.19% | $730,938 | 28.9K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.19% | $582,011 | 23.0K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.18% | $225,049 | 8.9K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.18% | $1M | 54.6K | Q2 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.17% | $1M | 40.0K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 0.17% | $509,489 | 20.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.16% | $11M | 442.7K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.16% | $10M | 377.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.16% | $18M | 729.1K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.16% | $2M | 60.4K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.14% | $772,260 | 30.5K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.14% | $266,645 | 10.5K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.12% | $2M | 86.3K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.12% | $1M | 54.3K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.12% | $267,343 | 10.6K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.12% | $343,215 | 13.6K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.12% | $2M | 65.7K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.12% | $2M | 59.4K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.11% | $213,031 | 8.4K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.11% | $255,453 | 10.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.11% | $3M | 106.7K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.10% | $558,353 | 22.1K | Q3 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.10% | $10M | 380.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.09% | $7M | 295.1K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.08% | $415,045 | 16.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $30M | 1.17M | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.08% | $306M | 12.07M | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.08% | $246,870 | 9.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.08% | $4M | 165.1K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.07% | $281,204 | 11.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $63M | 2.50M | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.07% | $3M | 135.0K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.06% | $30M | 1.20M | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.06% | $396,349 | 15.5K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.06% | $896,202 | 35.4K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.06% | $1M | 41.5K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.06% | $1M | 55.8K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.05% | $228,665 | 9.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $10M | 396.6K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.05% | $756,413 | 29.9K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.05% | $416,961 | 16.1K | Q2 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.05% | $4M | 164.6K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.04% | $197,708 | 7.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.04% | $8M | 304.8K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.04% | $449,479 | 17.8K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $11M | 438.9K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.04% | $276,294 | 10.9K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.04% | $66,568 | 2.6K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $354,566 | 13.7K | Q2 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.04% | $368,408 | 14.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $25M | 1.01M | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $535,219 | 20.7K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $118M | 4.68M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 75.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 68.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $378,013 | 14.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.03% | $714,605 | 28.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 65.9K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $349,416 | 13.8K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.02% | $85,259 | 3.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $17M | 683.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $383,703 | 15.1K | Q4 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $653,307 | 25.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $842,225 | 32.9K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.02% | $206,973 | 8.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 557.0K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 54.5K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $260,036 | 10.3K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $256,314 | 10.1K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.02% | $539,209 | 21.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $374,016 | 14.8K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $289,331 | 11.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $280,091 | 11.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $492,787 | 19.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $818,053 | 32.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 106.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $786,385 | 31.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $210,618 | 8.3K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $587,247 | 23.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $741,764 | 29.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $297,518 | 11.8K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $290,896 | 11.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $549,338 | 21.6K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $463,560 | 18.3K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.01% | $100,217 | 4.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $470,233 | 18.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 49.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $456,419 | 17.8K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $24,384 | 957 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $13M | 502.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $352,556 | 13.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 157.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $13M | 531.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 69.8K | Q2 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $266,923 | 10.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 51.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $19M | 754.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $450,797 | 17.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $694,729 | 27.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $478,599 | 18.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $5M | 182.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25M | 973.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $544,051 | 21.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $4M | 161.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $272,570 | 10.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $548,001 | 21.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $67,691 | 2.7K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $268,074 | 10.6K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $134,449 | 5.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $119,789 | 4.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $240,199 | 9.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $290,349 | 11.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 58.7K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $5,058 | 200 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $9M | 337.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $35,822 | 1.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $12,837 | 507 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $34,070 | 1.3K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $61,278 | 2.4K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $895,439 | 35.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 153.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $154,562 | 6.1K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $101,305 | 4.0K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $10,660 | 421 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $274,595 | 10.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 141.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $201,221 | 7.9K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $10,888 | 430 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $4,406 | 174 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $898,887 | 35.5K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $48,590 | 1.9K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $623,343 | 24.5K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $60,821 | 2.4K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $6,026 | 238 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $487,855 | 19.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,508 | 257 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $7,723 | 305 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8,989 | 355 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $32 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.