CGCP — Capital Grp Fixed Incm ETF T Institutional Holders · Q3 2026
Who owns Capital Grp Fixed Incm ETF T (CGCP)? 15 institutions reported holding $52.06M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($34.6M), Farther Finance Advisors, LLC ($7.2M), Stewardship Concepts Financial Services LLC ($4.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $34.6M | 1.6M | Trimmed |
| 2 | Farther Finance Advisors, LLC | $7.2M | 339,870 | Trimmed |
| 3 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $4.7M | 223,243 | Added |
| 4 | Venture Visionary Partners LLC | $1.8M | 83,853 | Added |
| 5 | TrueWealth Advisors, LLC | $1.2M | 56,512 | Added |
| 6 | FINANCIAL MANAGEMENT NETWORK INC | $774,768 | 36,580 | Trimmed |
| 7 | Capital Planning LLC | $574,256 | 27,126 | Trimmed |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $335,835 | 15,864 | Added |
| 9 | CoreCap Advisors, LLC | $320,604 | 15,144 | Added |
| 10 | Peterson Wealth Advisors, LLC | $315,029 | 14,881 | Trimmed |
| 11 | Olistico Wealth, LLC | $242,883 | 11,473 | Added |
| 12 | Lincoln Capital LLC | $0 | 0 | Exited |
| 13 | CX Institutional | $0 | 0 | Exited |
| 14 | Breakwater Capital Group | $0 | 0 | Exited |
| 15 | Hickory Point Bank & Trust | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30