Institutional Ownership
Capital Grp Fixed Incm ETF T
CUSIP 14020Y300US MULTI-SECTORCGMSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
325
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 18.90M | $514.72M |
| 2 | Envestnet Asset Management Inc | 7.82M | $212.85M |
| 3 | Wells Fargo & Company/Mn | 7.36M | $200.54M |
| 4 | Morgan Stanley | 7.18M | $195.54M |
| 5 | Raymond James Financial Inc | 7.00M | $190.58M |
| 6 | Ubs Group AG | 5.62M | $153.00M |
| 7 | Cetera Investment Advisers | 4.30M | $116.98M |
| 8 | Commonwealth Equity Services, LLC | 3.46M | $94.09M |
| 9 | Great Valley Advisor Group, Inc. | 2.74M | $74.55M |
| 10 | Osaic Holdings, Inc. | 2.69M | $73.19M |