CGHM — Capital Grp Fixed Incm ETF T Institutional Holders · Q3 2026
Who owns Capital Grp Fixed Incm ETF T (CGHM)? 12 institutions reported holding $5.84M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($1.8M), Sprinkle Financial Consultants LLC ($641,863), Venture Visionary Partners LLC ($618,708).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $1.8M | 73,140 | Added |
| 2 | Sprinkle Financial Consultants LLC | $641,863 | 26,667 | New |
| 3 | Venture Visionary Partners LLC | $618,708 | 25,704 | Added |
| 4 | Nautilus Advisors LLC | $589,707 | 24,500 | Trimmed |
| 5 | Cooper Financial Group | $568,612 | 23,623 | New |
| 6 | First Heartland Consultants, Inc. | $473,122 | 19,653 | Trimmed |
| 7 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $470,111 | 19,531 | Hold |
| 8 | Farther Finance Advisors, LLC | $407,513 | 16,930 | Added |
| 9 | Capital Planning LLC | $259,595 | 10,785 | Hold |
| 10 | CoreCap Advisors, LLC | $55,337 | 2,299 | Added |
| 11 | CX Institutional | $0 | 0 | Exited |
| 12 | FINANCIAL MANAGEMENT NETWORK INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30