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

CAPITAL GRP FIXED INCM ETF T

CGHY
Institutions
40
Combined AUM (Q2 2026)
$119.2M
Combined Shares (Q2 2026)
4.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.3M
36 · 23 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-956,764
5 · 3 Exit · ≈
⚖️ Net
+1.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$119.2M
Institutions
40
New Buys
23
Adds
13
Reduces
2
Exits
3
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BENJAMIN EDWARDS INC
0.46%0.49%#4$50.0M2.0M$49.5M2.0M+225+0.01%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#19$19.9M784,822$579,35423,123+761,699+3,294.12%Add
WELLS FARGO & COMPANY/MN
<0.01%#24$13.4M527,795$00+527,795New Buy
Cetera Investment Advisers
0.01%#15$5.5M217,690$00+217,690New Buy
MML INVESTORS SERVICES, LLC
0.01%<0.01%#12$4.4M171,993$470,52518,780+153,213+815.83%Add
J. Derek Lewis & Associates Inc.
0.55%0.63%#2$2.9M113,917$2.8M111,443+2,474+2.22%Add
Compton Financial Group, LLC
0.52%#3$2.7M106,441$00+106,441New Buy
Capital International Investors
<0.01%0.01%#30$2.3M90,887$25.9M1.0M-944,113-91.22%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#22$1.9M74,736$1.3M51,438+23,298+45.29%Add
LPL Financial LLC
<0.01%#33$1.9M73,328$00+73,328New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$1.6M64,507$736,37629,382+35,125+119.55%Add
Janney Montgomery Scott LLC
<0.01%#21$1.3M49,848$00+49,848New Buy
&PARTNERS
<0.01%#17$1.2M44,621$00+44,621New Buy
Merit Financial Group, LLC
0.01%#14$958,57337,843$00+37,843New Buy
Gateway Wealth Partners, LLC
0.05%#9$894,80035,326$00+35,326New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#39$872,34034,439$557,95022,269+12,170+54.65%Add
Dynamic Advisor Solutions LLC
0.02%0.03%#10$865,52734,170$802,57132,032+2,138+6.67%Add
Greenline Wealth Management LLC
0.7%0.74%#1$849,00833,518$642,62025,648+7,870+30.68%Add
CULLEN/FROST BANKERS, INC.
0.01%#13$706,18527,879$00+27,879New Buy
Ausdal Financial Partners, Inc.
0.02%0.03%#11$596,01523,530$589,54423,53000.00%Unchanged
Concurrent Investment Advisors, LLC
<0.01%#18$576,05622,742$00+22,742New Buy
Gutierrez Wealth Advisory, LLC
0.28%0.29%#5$480,21718,958$473,02318,879+79+0.42%Add
COFG Advisors, LLC
0.07%#8$394,13515,560$00+15,560New Buy
DIVERSIFY WEALTH MANAGEMENT, LLC
<0.01%0.01%#20$393,35315,631$390,20115,414+217+1.41%Add
STIFEL FINANCIAL CORP
<0.01%#36$382,02815,082$00+15,082New Buy
LongView Wealth Management
0.09%#7$365,48714,429$00+14,429New Buy
TRUIST FINANCIAL CORP
<0.01%#31$360,01514,213$00+14,213New Buy
PERSPECTIVE WEALTH ADVISORS LLC
0.2%#6$356,26614,065$00+14,065New Buy
IFP Advisors, Inc
<0.01%0.01%#16$275,76810,887$262,67710,484+403+3.84%Add
ASSETMARK, INC
<0.01%#32$245,6769,699$00+9,699New Buy
Envestnet Portfolio Solutions, Inc.
<0.01%#27$208,1118,216$00+8,216New Buy
ROYAL BANK OF CANADA
<0.01%#40$207,0008,185$00+8,185New Buy
Capital Analysts, LLC
<0.01%#23$102,7134,055$00+4,055New Buy
Farther Finance Advisors, LLC
<0.01%#29$79,9923,158$00+3,158New Buy
NewEdge Advisors, LLC
<0.01%#38$54,8402,165$00+2,165New Buy
Steward Partners Investment Advisory, LLC
<0.01%#37$39,8191,572$00+1,572New Buy
ROTHSCHILD INVESTMENT LLC
<0.01%<0.01%#26$31,6631,250$31,3191,25000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#34$27,7201,094$97,2523,881-2,787-71.81%Reduce
AdvisorNet Financial, Inc
<0.01%<0.01%#28$18,990750$18,553740+10+1.35%Add
Capital Investment Advisory Services, LLC
<0.01%#35$5,649223$00+223New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow