Capital Group Fixed Income ETF Trust - CGIB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Composition Wealth, LLC | History | New | 1,398,038 | 35,454 | 0.51% | — | 1 | +1,398,038 | New | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 975,099 | 24,728 | 0.0% | 0.0% | 2 | +790,948 | 429.51% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 571,614 | 14,496 | 0.0% | 0.0% | 3 | +422,681 | 283.81% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 524,902 | 13,311 | 0.1% | 0.1% | 4 | -5,907 | -1.11% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | New | 369,713 | 9,375 | 0.01% | — | 5 | +369,713 | New | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 348,189 | 8,830 | 0.07% | 0.08% | 6 | +20,627 | 6.3% | Q4 2025 | Jan 26, 2026 |
| Kestra Investment Management, LLC | History | New | 314,847 | 7,984 | 0.2% | — | 7 | +314,847 | New | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 133,913 | 3,396 | 0.01% | 0.0% | 8 | +72,098 | 116.64% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 100,422 | 2,547 | 0.0% | — | 9 | +100,422 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 92,793 | 2,353 | 0.0% | 0.0% | 10 | +28,394 | 44.09% | Q4 2025 | Feb 12, 2026 |
| Capital International Investors | History | Reduced | 90,315 | 2,290 | 0.0% | 0.0% | 11 | -245,991 | -73.14% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 77,498 | 1,965 | 0.0% | 0.0% | 12 | +29,619 | 61.86% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 77,133 | 1,956 | 0.0% | 0.0% | 13 | +38,090 | 97.56% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | Added to | 68,847 | 1,745 | 0.0% | 0.0% | 14 | +26,127 | 61.16% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 60,388 | 1,531 | 0.02% | 0.01% | 15 | +41,927 | 227.11% | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | New | 53,274 | 1,351 | 0.04% | — | 16 | +53,274 | New | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Added to | 48,021 | 1,217 | 0.0% | 0.0% | 17 | +28,769 | 149.43% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 41,690 | 1,057 | 0.08% | 0.05% | 18 | +11,294 | 37.16% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 40,669 | 1,031 | 0.01% | 0.01% | 19 | +24,750 | 155.47% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 35,300 | 895 | 0.02% | 0.01% | 20 | +12,156 | 52.52% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 32,776 | 831 | 0.0% | 0.0% | 21 | +12,028 | 57.97% | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 27,863 | 706 | 0.16% | 0.12% | 22 | +7,672 | 38.0% | Q4 2025 | Jan 16, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 18,487 | 468 | 0.02% | — | 23 | +18,487 | New | Q4 2025 | Jan 09, 2026 |
| ORG Partners LLC | History | Added to | 16,683 | 423 | 0.07% | 0.06% | 24 | +5,488 | 49.02% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 16,081 | 407 | 0.01% | — | 25 | +16,081 | New | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 16,069 | 407 | 0.01% | 0.01% | 26 | +41 | 0.26% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Reduced | 13,900 | 352 | 0.0% | 0.0% | 27 | -1,288 | -8.48% | Q4 2025 | Feb 17, 2026 |
| Security Financial Services, INC. | History | Added to | 13,471 | 341 | 0.05% | 0.05% | 28 | +1,614 | 13.61% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 13,063 | 331 | 0.0% | 0.0% | 29 | +5,508 | 72.91% | Q4 2025 | Feb 06, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 12,947 | 328 | 0.04% | 0.06% | 30 | -3,710 | -22.27% | Q4 2025 | Jan 09, 2026 |
| Kestra Advisory Services, LLC | History | New | 12,879 | 326 | 0.0% | — | 31 | +12,879 | New | Q4 2025 | Feb 13, 2026 |
| Marion Wealth Management | History | New | 10,672 | 271 | 0.06% | — | 32 | +10,672 | New | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | New | 10,383 | 263 | 0.02% | — | 33 | +10,383 | New | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 10,142 | 257 | 0.0% | — | 34 | +10,142 | New | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Reduced | 10,010 | 253 | 0.0% | 0.0% | 35 | -4,481 | -30.92% | Q4 2025 | Jan 15, 2026 |
| PFG Advisors | History | New | 9,333 | 236 | 0.01% | — | 36 | +9,333 | New | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | New | 7,887 | 200 | 0.0% | — | 37 | +7,887 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 2,388 | 60 | 0.0% | — | 38 | +2,388 | New | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | New | 1,750 | 44 | 0.0% | — | 39 | +1,750 | New | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | New | 804 | 20 | 0.0% | — | 40 | +804 | New | Q4 2025 | Jan 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 402 | 10 | 0.0% | 0.0% | 41 | +2 | 0.5% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | New | 84 | 2 | 0.0% | — | 42 | +84 | New | Q4 2025 | Feb 02, 2026 |
| Capital Analysts, LLC | History | New | 61 | 2 | 0.0% | — | 43 | +61 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,065 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,124 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MORGAN STANLEY | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 13, 2026 |