Capital Group Fixed Income ETF Trust - CGHY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN EDWARDS INC | History | No change | 1,975,806 | 50,045 | 0.46% | 0.46% | 1 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 784,822 | 19,879 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 527,795 | 13,369 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 217,690 | 5,514 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 171,993 | 4,356 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 113,917 | 2,885 | 0.55% | 0.55% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Compton Financial Group, LLC | History | No change | 106,441 | 2,696 | 0.52% | 0.52% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 90,887 | 2,302 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 74,736 | 1,893 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 73,328 | 1,857 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 64,507 | 1,634 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 49,848 | 1,263 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 44,621 | 1,197 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 37,843 | 958 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 35,326 | 894 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 35,833 | 873 | 0.01% | 0.0% | 16 | +13,091 | 57.56% | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 34,439 | 872 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenline Wealth Management LLC | History | No change | 33,518 | 849 | 0.7% | 0.7% | 18 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 32,529 | 793 | 0.02% | 0.02% | 19 | -1,641 | -4.8% | Q3 2026 | Oct 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 27,879 | 706 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 23,530 | 596 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 18,958 | 480 | 0.28% | 0.28% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COFG Advisors, LLC | History | No change | 15,560 | 394 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 15,631 | 393 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 15,631 | 393 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,082 | 382 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LongView Wealth Management | History | No change | 14,429 | 365 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 14,213 | 360 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 14,065 | 356 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 11,200 | 273 | 0.0% | 0.0% | 30 | +313 | 2.87% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | No change | 9,699 | 245 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 8,216 | 208 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,185 | 207 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 4,055 | 103 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,165 | 54 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,572 | 39 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,250 | 31 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,094 | 27 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,000 | 24 | 0.0% | 0.0% | 39 | -2,158 | -68.33% | Q3 2026 | Oct 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 223 | 5 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2026 | Oct 15, 2026 |