Institutional Ownership
Capital Grp Fixed Incm ETF T
CUSIP 14020Y409SHORT DURATIONCGSDQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
185
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 | Morgan Stanley | 6.89M | $177.62M |
| 2 | Lpl Financial LLC | 6.88M | $177.48M |
| 3 | Cetera Investment Advisers | 2.49M | $64.14M |
| 4 | Commonwealth Equity Services, LLC | 2.40M | $61.89M |
| 5 | Capital Group Private Client Services, Inc. | 2.39M | $61.61M |
| 6 | Wells Fargo & Company/Mn | 2.25M | $58.01M |
| 7 | Merit Financial Group, LLC | 1.98M | $51.13M |
| 8 | Envestnet Asset Management Inc | 1.92M | $49.52M |
| 9 | Jones Financial Companies Lllp | 1.72M | $44.47M |
| 10 | Benjamin Edwards Inc | 1.62M | $41.65M |