CGMU — Capital Grp Fixed Incm ETF T Institutional Holders · Q3 2026
Who owns Capital Grp Fixed Incm ETF T (CGMU)? 20 institutions reported holding $48.37M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($19.9M), Leverty Financial Group, LLC ($7.8M), Legacy Private Trust Co. ($4.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $19.9M | 765,597 | Added |
| 2 | Leverty Financial Group, LLC | $7.8M | 301,063 | Added |
| 3 | Legacy Private Trust Co. | $4.8M | 184,373 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $4.1M | 159,237 | Added |
| 5 | Capital Planning LLC | $3.0M | 116,651 | Trimmed |
| 6 | TrueWealth Advisors, LLC | $1.5M | 56,701 | Added |
| 7 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.3M | 49,902 | Trimmed |
| 8 | RFG - Bristol Wealth Advisors, LLC | $842,163 | 32,466 | Added |
| 9 | Avidian Wealth Enterprises, LLC | $790,547 | 30,476 | Added |
| 10 | Bill Few Associates, Inc. | $788,991 | 30,416 | Added |
| 11 | Sunburst Financial Group, LLC | $702,326 | 27,075 | New |
| 12 | Peterson Wealth Advisors, LLC | $661,272 | 25,492 | Trimmed |
| 13 | Wealth Group Ltd | $618,856 | 23,793 | Hold |
| 14 | RIVERSEDGE ADVISORS, LLC | $463,989 | 17,887 | New |
| 15 | First Heartland Consultants, Inc. | $384,664 | 14,829 | Trimmed |
| 16 | LifeGoal Investments, LLC | $360,007 | 13,878 | Trimmed |
| 17 | Ballew Advisors, Inc | $292,352 | 11,240 | Hold |
| 18 | CoreCap Advisors, LLC | $49,104 | 1,893 | Added |
| 19 | Rosenberg Matthew Hamilton | $42,230 | 1,628 | Hold |
| 20 | CX Institutional | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30