CGMU institutional holders

CAPITAL GRP FIXED INCM ETF T · 13F, 2026Q2

Managers holding348
Shares held195,463,742
Reported value$5.4bn
Quarter flows37 new, 210 added, 64 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Capital International Investors50,129,642$1.4bn0.3%
ENVESTNET ASSET MANAGEMENT INC13,701,352$376.4m0.1%
LPL Financial LLC11,590,616$318.4m0.1%
MORGAN STANLEY10,864,259$298.4m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9,893,297$271.8m0.1%
WELLS FARGO & COMPANY/MN8,666,614$238.1m0.0%
JONES FINANCIAL COMPANIES LLLP5,493,642$151.1m0.1%
Cetera Investment Advisers5,174,365$142.1m0.1%
UBS Group AG4,610,111$126.6m0.0%
Cambridge Investment Research Advisors, Inc.4,321,574$118.7m0.1%
RAYMOND JAMES FINANCIAL INC3,861,789$106.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC2,929,467$80.5m0.1%
OSAIC HOLDINGS, INC.2,862,085$78.6m0.1%
MML INVESTORS SERVICES, LLC2,479,147$68.1m0.1%
BANK OF AMERICA CORP /DE/2,412,135$66.3m0.0%
STIFEL FINANCIAL CORP2,228,862$61.2m0.1%
Capital Group Private Client Services, Inc.1,946,260$53.5m0.8%
Blue Chip Partners, LLC1,585,807$43.6m2.8%
ROYAL BANK OF CANADA1,581,945$43.5m0.0%
GREAT VALLEY ADVISOR GROUP, INC.1,579,564$43.4m0.7%
JPMORGAN CHASE & CO1,527,399$42.0m0.0%
ASSETMARK, INC1,388,326$38.1m0.1%
Venturi Wealth Management, LLC1,321,147$36.3m1.4%
Vestmark Advisory Solutions, Inc.1,308,396$35.9m0.3%
NATIXIS ADVISORS, LLC1,261,457$34.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGMU"). CGMU price history · All 13F data

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