Who Owns CAPITAL GRP FIXED INCM ETF T (CGCB)? -- Institutional Holders (2026-06-30)

278 institutions reported holding $4.98B of CAPITAL GRP FIXED INCM ETF T (CGCB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital International Investors ($1.09B), LPL Financial LLC ($859.6M), MORGAN STANLEY ($238.9M), ENVESTNET ASSET MANAGEMENT INC ($202.2M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($176.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Capital International Investors$1.09B41.8MAdded
2LPL Financial LLC$859.6M32.8MAdded
3MORGAN STANLEY$238.9M9.1MAdded
4ENVESTNET ASSET MANAGEMENT INC$202.2M7.7MAdded
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$176.6M6.7MAdded
6WELLS FARGO & COMPANY/MN$172.6M6.6MAdded
7RAYMOND JAMES FINANCIAL INC$147.0M5.6MAdded
8Cetera Investment Advisers$118.1M4.5MAdded
9BANK OF AMERICA CORP /DE/$116.2M4.4MAdded
10SEI INVESTMENTS CO$85.1M3.3MAdded
11BENJAMIN EDWARDS INC$79.6M3.0MAdded
12OSAIC HOLDINGS, INC.$68.3M2.6MAdded
13Johnson Bixby & Associates, LLC$61.7M2.4MAdded
14Valmark Advisers, Inc.$56.9M2.2MAdded
15Merit Financial Group, LLC$56.2M2.1MAdded
16MML INVESTORS SERVICES, LLC$53.5M2.0MAdded
17Royal Bank of Canada$49.1M1.9MTrimmed
18Cambridge Investment Research Advisors, Inc.$46.2M1.8MAdded
19Larson Financial Group LLC$43.6M1.7MNew
20JONES FINANCIAL COMPANIES LLLP$43.4M1.6MAdded
21Leverty Financial Group, LLC$42.5M1.6MTrimmed
22CAPTRUST FINANCIAL ADVISORS$40.8M1.6MAdded
23NewEdge Advisors, LLC$40.0M1.5MAdded
24Intrua Financial, LLC$34.0M1.3MNew
25Evergreen Wealth Solutions, LLC$33.7M1.3MAdded

Source: SEC Form 13F filings · as of 2026-06-30