CGCB — Capital Grp Fixed Incm ETF T Institutional Holders · Q3 2026
Who owns Capital Grp Fixed Incm ETF T (CGCB)? 10 institutions reported holding $47.07M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Leverty Financial Group, LLC ($27.6M), Farther Finance Advisors, LLC ($8.3M), Stewardship Concepts Financial Services LLC ($4.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Leverty Financial Group, LLC | $27.6M | 1.1M | Trimmed |
| 2 | Farther Finance Advisors, LLC | $8.3M | 332,106 | Added |
| 3 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $4.4M | 175,869 | Added |
| 4 | Venture Visionary Partners LLC | $3.4M | 136,650 | Added |
| 5 | Bill Few Associates, Inc. | $1.9M | 75,647 | Added |
| 6 | Freestate Advisors LLC | $510,300 | 20,428 | Added |
| 7 | RHODES INVESTMENT ADVISORS INC /ADV | $317,246 | 12,700 | Added |
| 8 | PRIVATE CLIENT SERVICES, LLC | $271,233 | 10,858 | Hold |
| 9 | Peterson Wealth Advisors, LLC | $212,734 | 8,516 | Added |
| 10 | TITLEIST ASSET MANAGEMENT, LLC | $204,199 | 8,175 | Added |
Source: SEC Form 13F filings · as of 2026-09-30