CAPITAL GRP FIXED INCM ETF T
CUSIP 14020Y870
Capital Grp Fixed Incm Etf T has 21 institutional holders in Filings Flow’s 13F database, together reporting 3.42M shares worth $86M as of Q1 2026. The largest reported holders are Benjamin Edwards Inc, Capital International Investors, and J. Derek Lewis & Associates Inc..
Institutional Holders
21
Q1 2026
Reported Value
$86M
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 |
|---|---|---|---|---|
| J. Derek Lewis & Associates Inc.$445M AUM | 0.63% | $3M | 111.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.49% | $49M | 1.98M | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.44% | $482,357 | 13.3K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.29% | $473,023 | 18.9K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.09% | $365,487 | 14.4K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $589,544 | 23.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $865,527 | 34.2K | Q2 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $243,684 | 9.6K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $390,201 | 15.4K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.01% | $26M | 1.03M | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $262,677 | 10.5K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $3,054 | 122 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 51.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $31,319 | 1.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $97,252 | 3.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $470,525 | 18.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $736,376 | 29.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $18,553 | 740 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $60,947 | 2.4K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $579,354 | 23.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $557,950 | 22.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $226,773 | 9.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $17,313 | 691 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9,079 | 358 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.