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

371 institutions reported holding $3.91B of CAPITAL GRP FIXED INCM ETF T (CGMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($592.6M), WELLS FARGO & COMPANY/MN ($272.1M), ENVESTNET ASSET MANAGEMENT INC ($248.1M), MORGAN STANLEY ($216.8M), RAYMOND JAMES FINANCIAL INC ($216.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$592.6M21.7MAdded
2WELLS FARGO & COMPANY/MN$272.1M10.0MAdded
3ENVESTNET ASSET MANAGEMENT INC$248.1M9.1MAdded
4MORGAN STANLEY$216.8M7.9MAdded
5RAYMOND JAMES FINANCIAL INC$216.7M7.9MAdded
6UBS Group AG$170.5M6.2MAdded
7Cetera Investment Advisers$138.3M5.1MAdded
8Capital Advantage, Inc.$103.6M3.8MAdded
9COMMONWEALTH EQUITY SERVICES, LLC$91.1M3.3MTrimmed
10OSAIC HOLDINGS, INC.$89.8M3.3MAdded
11GREAT VALLEY ADVISOR GROUP, INC.$77.8M2.8MAdded
12JONES FINANCIAL COMPANIES LLLP$64.0M2.3MAdded
13STIFEL FINANCIAL CORP$60.0M2.2MAdded
14Cambridge Investment Research Advisors, Inc.$55.4M2.0MAdded
15Royal Bank of Canada$50.4M1.8MAdded
16Schusterman Interests, LLC$49.7M1.8MNew
17MML INVESTORS SERVICES, LLC$49.0M1.8MAdded
18Valmark Advisers, Inc.$48.5M1.8MAdded
19Beacon Pointe Advisors, LLC$42.4M1.6MTrimmed
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$35.5M1.3MAdded
21Kestra Advisory Services, LLC$34.8M1.3MAdded
22Baird Financial Group, Inc.$31.1M1.1MAdded
23BENJAMIN EDWARDS INC$26.3M960,524Added
24Waverly Advisors, LLC$26.0M951,076New
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25.7M940,884Added

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