Capital Group Fixed Income ETF Trust - CGIB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 2,853,658 | 72,853 | 0.01% | 0.01% | 1 | +1,003,931 | 54.27% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | Added to | 1,689,445 | 43,131 | 0.51% | 0.5% | 2 | +242,266 | 16.74% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,412,532 | 36,061 | 0.01% | 0.01% | 3 | +276,881 | 24.38% | Q2 2026 | Aug 03, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 877,172 | 22,394 | 0.43% | 0.55% | 4 | -378,842 | -30.16% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 496,819 | 12,683 | 0.1% | 0.11% | 5 | -5,642 | -1.12% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 373,681 | 9,540 | 0.06% | 0.07% | 6 | +8,025 | 2.19% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 365,641 | 9,335 | 0.02% | 0.02% | 7 | +108,039 | 41.94% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 326,495 | 8,335 | 0.08% | 0.06% | 8 | +89,515 | 37.77% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 256,364 | 6,544 | 0.01% | 0.02% | 9 | -329,217 | -56.22% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Added to | 164,710 | 4,205 | 0.01% | 0.01% | 10 | +53,883 | 48.62% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 153,226 | 3,912 | 0.0% | 0.0% | 11 | +50,551 | 49.23% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 125,725 | 3,209 | 0.0% | 0.0% | 12 | +39,275 | 45.43% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 124,491 | 3,178 | 0.0% | 0.0% | 13 | +20,759 | 20.01% | Q2 2026 | Jul 29, 2026 |
| SEI INVESTMENTS CO | History | Added to | 112,986 | 2,884 | 0.0% | 0.0% | 14 | +23,638 | 26.46% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 109,387 | 2,792 | 0.0% | 0.0% | 15 | +690 | 0.63% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 107,862 | 2,753 | 0.0% | 0.0% | 16 | +70,579 | 189.31% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | Added to | 90,916 | 2,321 | 0.0% | 0.0% | 17 | +30,600 | 50.73% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 78,121 | 1,994 | 0.02% | 0.02% | 18 | +18,632 | 31.32% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 67,880 | 1,732 | 0.02% | 0.02% | 19 | +6,217 | 10.08% | Q2 2026 | Aug 12, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 66,379 | 1,694 | 0.46% | 0.5% | 20 | +3,675 | 5.86% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 63,401 | 1,618 | 0.04% | 0.04% | 21 | +1,193 | 1.92% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 62,924 | 1,606 | 0.0% | 0.0% | 22 | +16,631 | 35.93% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,289 | 1,156 | 0.0% | 0.0% | 23 | +6,276 | 16.09% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,563 | 933 | 0.0% | 0.0% | 24 | +14,337 | 64.51% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,594 | 806 | 0.0% | 0.0% | 25 | +19,833 | 168.63% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | Added to | 31,318 | 800 | 0.02% | 0.01% | 26 | +22,807 | 267.97% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | Added to | 30,157 | 776 | 0.0% | 0.0% | 27 | +5,872 | 24.18% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 29,525 | 753 | 0.15% | 0.16% | 28 | +1,043 | 3.66% | Q2 2026 | Jul 22, 2026 |
| Sovran Advisors, LLC | History | New | 27,633 | 699 | 0.05% | — | 29 | +27,633 | New | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25,818 | 659 | 0.01% | 0.01% | 30 | +1,364 | 5.58% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,587 | 653 | 0.0% | 0.0% | 31 | +11,299 | 79.08% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 23,103 | 589 | 0.01% | — | 32 | +23,103 | New | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 22,693 | 579 | 0.02% | 0.02% | 33 | +1,675 | 7.97% | Q2 2026 | Jul 07, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 20,980 | 535 | 0.03% | 0.04% | 34 | -465 | -2.17% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Added to | 20,012 | 510 | 0.01% | 0.01% | 35 | +2,357 | 13.35% | Q2 2026 | Jul 15, 2026 |
| Security Financial Services, INC. | History | Added to | 18,201 | 464 | 0.06% | 0.07% | 36 | +1,537 | 9.22% | Q2 2026 | Jul 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 17,934 | 457 | 0.0% | 0.0% | 37 | -5,627 | -23.88% | Q2 2026 | Jul 24, 2026 |
| KINTRA WEALTH, LLC | History | New | 17,106 | 434 | 0.02% | — | 38 | +17,106 | New | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 16,703 | 426 | 0.0% | 0.0% | 39 | +3,908 | 30.54% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | Added to | 14,612 | 373 | 0.02% | 0.01% | 40 | +3,214 | 28.2% | Q2 2026 | Jul 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 13,865 | 353 | 0.0% | — | 41 | +13,865 | New | Q2 2026 | Jul 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 13,357 | 341 | 0.04% | 0.04% | 42 | +688 | 5.43% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 13,015 | 332 | 0.0% | — | 43 | +13,015 | New | Q2 2026 | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 11,940 | 304 | 0.02% | 0.02% | 44 | +56 | 0.47% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,622 | 296 | 0.0% | 0.0% | 45 | +3,233 | 38.54% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | New | 10,820 | 274 | 0.0% | — | 47 | +10,820 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,820 | 274 | 0.0% | 0.0% | 46 | +422 | 4.06% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,660 | 272 | 0.0% | 0.0% | 48 | -32,848 | -75.5% | Q2 2026 | Aug 14, 2026 |
| Marion Wealth Management | History | No change | 10,672 | 272 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,176 | 234 | 0.0% | 0.0% | 50 | -19,067 | -67.51% | Q2 2026 | Sep 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 8,739 | 222 | 0.0% | — | 51 | +8,739 | New | Q2 2026 | Jul 15, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 8,294 | 211 | 0.04% | 0.05% | 52 | +24 | 0.29% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,518 | 166 | 0.0% | 0.0% | 53 | +1,737 | 36.33% | Q2 2026 | Aug 06, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 6,339 | 161 | 1.15% | 0.53% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,234 | 57 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,932 | 48 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | New | 1,785 | 45 | 0.01% | — | 57 | +1,785 | New | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,230 | 31 | 0.0% | 0.0% | 58 | +846 | 220.31% | Q2 2026 | Jul 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 483 | 12 | 0.0% | 0.0% | 59 | +1 | 0.21% | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | New | 219 | 5 | 0.0% | — | 60 | +219 | New | Q2 2026 | Jul 23, 2026 |
| CENTRAL TRUST Co | History | No change | 84 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | New | 58 | 1 | 0.0% | — | 62 | +58 | New | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,680 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,370 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,977 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |