Institutional Ownership
Capital Grp Fixed Incm ETF T
CUSIP 14020Y409SHORT DURATIONCGSDQ1 2026
Institutional Holders
185
13F filers
Shares Held
55.95M
Aggregate institutional
Institutional Value
$1.39B
Q1 2026
Net New Holders
+21
34 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions34
Increased92
Decreased40
Sold out13
Institutional Holders
185 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 6.89M | $177.62M | +942.0K | Added |
| 2 | Lpl Financial LLC | 6.88M | $177.48M | +646.1K | Added |
| 3 | Cetera Investment Advisers | 2.49M | $64.14M | +157.3K | Added |
| 4 | Commonwealth Equity Services, LLC | 2.40M | $61.89M | +255.0K | Added |
| 5 | Capital Group Private Client Services, Inc. | 2.39M | $61.61M | +42.2K | Added |
| 6 | Wells Fargo & Company/Mn | 2.25M | $58.01M | +517.4K | Added |
| 7 | Merit Financial Group, LLC | 1.98M | $51.13M | +71.4K | Added |
| 8 | Envestnet Asset Management Inc | 1.92M | $49.52M | +669.9K | Added |
| 9 | Jones Financial Companies Lllp | 1.72M | $44.47M | +412.2K | Added |
| 10 | Benjamin Edwards Inc | 1.62M | $41.65M | +1.40M | Added |
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