13FBOX
CAPITAL GRP FIXED INCM ETF T · 13F Institutional Holdings
Options Calculator Rankings
C

CAPITAL GRP FIXED INCM ETF T

CGIB
Institutions
63
Combined AUM (Q2 2026)
$270.1M
Combined Shares (Q2 2026)
10.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.4M
52 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-786,320
12 · 6 Exit · ≈
⚖️ Net
+1.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$270.1M
Institutions
63
New Buys
13
Adds
39
Reduces
6
Exits
6
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WELLS FARGO & COMPANY/MN
0.01%0.01%#25$72.9M2.9M$46.7M1.8M+1.0M+54.27%Add
Composition Wealth, LLC
0.5%0.5%#2$43.1M1.7M$36.5M1.4M+242,266+16.74%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#26$36.1M1.4M$28.7M1.1M+276,881+24.38%Add
Kestra Investment Management, LLC
0.43%0.55%#4$22.4M877,172$31.7M1.3M-378,842-30.16%Reduce
Orion Porfolio Solutions, LLC
0.1%0.11%#6$12.7M496,819$12.7M502,461-5,642-1.12%Reduce
Merit Financial Group, LLC
0.06%0.07%#9$9.5M373,681$9.2M365,656+8,025+2.19%Add
Janney Montgomery Scott LLC
0.02%0.02%#21$9.3M365,641$6.5M257,602+108,039+41.94%Add
BENJAMIN EDWARDS INC
0.08%0.06%#7$8.3M326,495$6.0M236,980+89,515+37.77%Add
HighTower Advisors, LLC
0.01%0.02%#29$6.5M256,364$14.8M585,581-329,217-56.22%Reduce
ASSETMARK, INC
0.01%0.01%#28$4.2M164,710$2.8M110,827+53,883+48.62%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$3.9M153,226$2.6M102,675+50,551+49.23%Add
Cetera Investment Advisers
<0.01%<0.01%#42$3.2M125,725$2.2M86,450+39,275+45.43%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#34$3.2M124,491$2.6M103,732+20,759+20.01%Add
SEI INVESTMENTS CO
<0.01%<0.01%#45$2.9M112,986$2.3M89,348+23,638+26.46%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#54$2.8M109,387$2.7M108,697+690+0.63%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#46$2.8M107,862$940,83837,283+70,579+189.31%Add
Capital International Investors
<0.01%<0.01%#53$2.3M90,916$1.5M60,316+30,600+50.73%Add
Valmark Advisers, Inc.
0.02%0.02%#18$2.0M78,121$1.5M59,489+18,632+31.32%Add
HARBOUR INVESTMENTS, INC.
0.02%0.02%#16$1.7M67,880$1.6M61,663+6,217+10.08%Add
Hopwood Nicholas Hunter
0.46%#3$1.7M66,379$00+66,379New Buy
Sigma Planning Corp
0.04%0.04%#12$1.6M63,401$1.6M62,208+1,193+1.92%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#37$1.6M62,924$1.2M46,293+16,631+35.93%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#43$1.2M45,289$985,00039,013+6,276+16.09%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#41$933,45336,563$560,87622,226+14,337+64.51%Add
Bank of New York Mellon Corp
<0.01%<0.01%#57$806,60131,594$296,78411,761+19,833+168.63%Add
Capital Analysts, LLC
0.02%<0.01%#20$799,54831,318$2,00061+31,257+51,240.98%Add
&PARTNERS
<0.01%<0.01%#40$776,80430,157$612,82024,285+5,872+24.18%Add
Tempus Wealth Planning, LLC
0.15%0.17%#5$753,76429,525$718,74928,482+1,043+3.66%Add
Sovran Advisors, LLC
0.05%#11$699,47427,633$00+27,633New Buy
Farther Finance Advisors, LLC
0.01%0.01%#31$659,13425,818$615,75224,454+1,364+5.58%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#56$653,23625,587$360,55814,288+11,299+79.08%Add
Ameritas Advisory Services, LLC
0.01%#24$589,81723,103$00+23,103New Buy
Dynamic Advisor Solutions LLC
0.02%0.02%#22$579,35822,693$530,39821,018+1,675+7.97%Add
Main Street Financial Solutions, LLC
0.03%#15$535,61920,980$00+20,980New Buy
RFG Advisory, LLC
0.01%0.01%#27$510,90620,012$445,52417,655+2,357+13.35%Add
Security Financial Services, INC.
0.06%0.07%#8$464,67218,201$420,51616,664+1,537+9.22%Add
D.A. DAVIDSON & CO.
<0.01%<0.01%#44$457,85517,934$594,56223,561-5,627-23.88%Reduce
KINTRA WEALTH, LLC
0.02%#17$434,92617,106$00+17,106New Buy
CULLEN/FROST BANKERS, INC.
<0.01%<0.01%#33$426,42316,703$322,88112,795+3,908+30.54%Add
PFG Advisors
0.02%0.01%#19$373,04414,612$287,62911,398+3,214+28.20%Add
Envestnet Portfolio Solutions, Inc.
<0.01%#49$353,97513,865$00+13,865New Buy
Peterson Wealth Advisors, LLC
0.04%0.04%#13$341,01313,357$319,69612,669+688+5.43%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#35$332,27213,015$00+13,015New Buy
Koshinski Asset Management, Inc.
0.02%0.02%#23$304,82811,940$299,89311,884+56+0.47%Add
FIFTH THIRD BANCORP
<0.01%<0.01%#52$296,71011,622$211,6968,389+3,233+38.54%Add
DIVERSIFY WEALTH MANAGEMENT, LLC
<0.01%<0.01%#39$274,29410,820$261,82710,398+422+4.06%Add
Marion Wealth Management
0.06%0.06%#10$272,45610,672$269,30810,67200.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#61$272,15010,660$1.1M43,508-32,848-75.50%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#60$234,2639,176$712,71228,243-19,067-67.51%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#55$222,2418,739$00+8,739New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow