Institutional Ownership
Capital Grp Fixed Incm ETF T
CUSIP 14020Y706INTERNATIONAL BDCGIBQ1 2026
Institutional Holders
56
13F filers
Shares Held
9.01M
Aggregate institutional
Institutional Value
$219.55M
Q1 2026
Net New Holders
+16
20 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased30
Decreased4
Sold out4
Institutional Holders
56 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.85M | $46.68M | +874.6K | Added |
| 2 | Composition Wealth, LLC | 1.45M | $36.52M | +49.1K | Added |
| 3 | Kestra Investment Management, LLC | 1.26M | $31.70M | +941.2K | Added |
| 4 | Envestnet Asset Management Inc | 1.14M | $28.66M | +564.0K | Added |
| 5 | Hightower Advisors, LLC | 585.6K | $14.78M | +215.9K | Added |
| 6 | Orion Porfolio Solutions, LLC | 502.5K | $12.68M | −22.4K | Reduced |
| 7 | Merit Financial Group, LLC | 365.7K | $9.23M | +17.5K | Added |
| 8 | Benjamin Edwards Inc | 237.0K | $5.98M | +176.6K | Added |
| 9 | Assetmark, Inc | 110.8K | $2.80M | +33.7K | Added |
| 10 | Royal Bank Of Canada | 108.7K | $2.74M | +8.3K | Added |
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