Institutional Ownership
Capital Grp Fixed Incm ETF T
CUSIP 14020Y888ULTRA SHORT INCOCGUIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
55
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 | Merit Financial Group, LLC | 1.16M | $29.33M |
| 2 | Lpl Financial LLC | 1.07M | $27.05M |
| 3 | Brookstone Capital Management | 414.9K | $10.49M |
| 4 | Wealthcare Advisory Partners LLC | 301.0K | $7.61M |
| 5 | Tribridge Partners Financial LLC | 267.5K | $6.77M |
| 6 | Kensington Asset Management, LLC | 184.9K | $4.67M |
| 7 | Steward Partners Investment Advisory, LLC | 167.3K | $4.23M |
| 8 | Envestnet Asset Management Inc | 160.6K | $4.06M |
| 9 | Commonwealth Equity Services, LLC | 147.2K | $3.72M |
| 10 | Capital Group Private Client Services, Inc. | 140.1K | $3.54M |