Who Owns CAPITAL GRP FIXED INCM ETF TR (CGMS)? -- Institutional Holders (2026-03-31)

344 institutions reported holding $3.34B of CAPITAL GRP FIXED INCM ETF TR (CGMS) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($514.7M), ENVESTNET ASSET MANAGEMENT INC ($212.9M), WELLS FARGO & COMPANY/MN ($200.5M), MORGAN STANLEY ($195.5M), RAYMOND JAMES FINANCIAL INC ($190.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$514.7M18.9MAdded
2ENVESTNET ASSET MANAGEMENT INC$212.9M7.8MAdded
3WELLS FARGO & COMPANY/MN$200.5M7.4MAdded
4MORGAN STANLEY$195.5M7.2MAdded
5RAYMOND JAMES FINANCIAL INC$190.6M7.0MAdded
6UBS Group AG$153.0M5.6MAdded
7Cetera Investment Advisers$117.0M4.3MAdded
8COMMONWEALTH EQUITY SERVICES, LLC$94.1M3.5MAdded
9GREAT VALLEY ADVISOR GROUP, INC.$74.6M2.7MTrimmed
10OSAIC HOLDINGS, INC.$73.2M2.7MAdded
11Capital Advantage, Inc.$68.0M2.5MAdded
12STIFEL FINANCIAL CORP$51.9M1.9MAdded
13JONES FINANCIAL COMPANIES LLLP$49.4M1.8MAdded
14Royal Bank of Canada$48.7M1.8MAdded
15Cambridge Investment Research Advisors, Inc.$47.1M1.7MAdded
16Beacon Pointe Advisors, LLC$42.5M1.6MAdded
17Valmark Advisers, Inc.$41.5M1.5MAdded
18MML INVESTORS SERVICES, LLC$37.1M1.4MAdded
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$34.8M1.3MTrimmed
20CWM, LLC$30.8M1.1MAdded
21Baird Financial Group, Inc.$28.7M1.1MAdded
22Kestra Advisory Services, LLC$26.9M987,033Added
23TruWealth Advisors, LLC$23.7M870,241Added
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$23.3M854,690Added
25REGATTA CAPITAL GROUP, LLC$22.8M837,226Added

Source: SEC Form 13F filings · as of 2026-03-31