Who Owns CAPITAL GRP FIXED INCM ETF T (CGCB)? -- Institutional Holders (2026-06-30)

142 institutions reported holding $1.12B of CAPITAL GRP FIXED INCM ETF T (CGCB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($202.2M), Cambridge Investment Research Advisors, Inc. ($92.4M), BENJAMIN EDWARDS INC ($79.6M), Johnson Bixby & Associates, LLC ($61.7M), Merit Financial Group, LLC ($56.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$202.2M7.7MAdded
2Cambridge Investment Research Advisors, Inc.$92.4M3.5MAdded
3BENJAMIN EDWARDS INC$79.6M3.0MAdded
4Johnson Bixby & Associates, LLC$61.7M2.4MAdded
5Merit Financial Group, LLC$56.2M2.1MAdded
6Leverty Financial Group, LLC$42.5M1.6MTrimmed
7Intrua Financial, LLC$34.0M1.3MNew
8Spinnaker Investment Group, LLC$30.4M1.2MAdded
9COMMONWEALTH EQUITY SERVICES, LLC$27.4M1.0MTrimmed
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$25.4M976,237Added
11D.A. DAVIDSON & CO.$24.2M923,546Added
12Quadcap Wealth Management, LLC$24.1M920,080Added
13BIP Wealth, LLC$22.3M850,240Added
14Aprio Wealth Management, LLC$20.1M769,632Trimmed
15AdvisorNet Financial, Inc$19.8M757,948Added
16STEPHENS INC /AR/$19.7M753,630Added
17Royal Harbor Partners, LLC$18.7M712,718Added
18American Financial Advisors, LLC$18.4M701,386Added
19Private Advisor Group, LLC$17.5M666,929Added
20NerdWallet Wealth Partners, LLC$17.2M658,570Added
21Clear Trail Advisors, LLC$16.3M623,439Added
22Greenbush Financial Group, LLC$15.2M582,238Added
23J. Derek Lewis & Associates Inc.$12.8M489,323Added
24Kestra Advisory Services, LLC$12.1M462,523Trimmed
25Sovran Advisors, LLC$11.2M430,389Added

Source: SEC Form 13F filings · as of 2026-06-30