CGHY institutional holders

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

Managers holding41
Shares held4,720,661
Reported value$119.6m
Quarter flows24 new, 13 added, 2 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BENJAMIN EDWARDS INC1,975,806$50.0m0.5%
ENVESTNET ASSET MANAGEMENT INC784,822$19.9m0.0%
WELLS FARGO & COMPANY/MN527,795$13.4m0.0%
Cetera Investment Advisers217,690$5.5m0.0%
MML INVESTORS SERVICES, LLC171,993$4.4m0.0%
J. Derek Lewis & Associates Inc.113,917$2.9m0.5%
Compton Financial Group, LLC106,441$2.7m0.5%
Capital International Investors90,887$2.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC74,736$1.9m0.0%
LPL Financial LLC73,328$1.9m0.0%
OSAIC HOLDINGS, INC.64,507$1.6m0.0%
Janney Montgomery Scott LLC49,848$1.3m0.0%
&PARTNERS44,621$1.2m0.0%
Merit Financial Group, LLC37,843$958,5730.0%
Gateway Wealth Partners, LLC35,326$894,8000.1%
JANE STREET GROUP, LLC34,439$872,3400.0%
Dynamic Advisor Solutions LLC34,170$865,5270.0%
Greenline Wealth Management LLC33,518$849,0080.7%
Cullen/Frost Bankers, Inc.27,879$706,1850.0%
Ausdal Financial Partners, Inc.23,530$596,0150.0%
Concurrent Investment Advisors, LLC22,742$576,0560.0%
Gutierrez Wealth Advisory, LLC18,958$480,2170.3%
COFG Advisors, LLC15,560$394,1350.1%
Diversify Advisory Services, LLC15,631$393,3530.0%
DIVERSIFY WEALTH MANAGEMENT, LLC15,631$393,3530.0%

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

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