Institutional Ownership
Capital Grp Fixed Incm ETF T
CUSIP 14020Y300US MULTI-SECTORCGMSQ1 2026
Institutional Holders
325
13F filers
Shares Held
122.70M
Aggregate institutional
Institutional Value
$3.26B
Q1 2026
Net New Holders
+16
35 new · 19 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions35
Increased205
Decreased61
Sold out19
Institutional Holders
325 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 18.90M | $514.72M | +3.54M | Added |
| 2 | Envestnet Asset Management Inc | 7.82M | $212.85M | +1.52M | Added |
| 3 | Wells Fargo & Company/Mn | 7.36M | $200.54M | +1.96M | Added |
| 4 | Morgan Stanley | 7.18M | $195.54M | +481.9K | Added |
| 5 | Raymond James Financial Inc | 7.00M | $190.58M | +1.80M | Added |
| 6 | Ubs Group AG | 5.62M | $153.00M | +1.21M | Added |
| 7 | Cetera Investment Advisers | 4.30M | $116.98M | +646.6K | Added |
| 8 | Commonwealth Equity Services, LLC | 3.46M | $94.09M | +331.3K | Added |
| 9 | Great Valley Advisor Group, Inc. | 2.74M | $74.55M | −286.4K | Reduced |
| 10 | Osaic Holdings, Inc. | 2.69M | $73.19M | +241.5K | Added |
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