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 | No change | 2,853,658 | 72,853 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 1,689,445 | 43,131 | 0.51% | 0.51% | 2 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,412,532 | 36,061 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Investment Management, LLC | History | Added to | 995,464 | 24,787 | 0.47% | 0.43% | 4 | +118,292 | 13.49% | Q3 2026 | Nov 04, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 496,819 | 12,683 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 373,681 | 9,540 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 365,641 | 9,335 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 326,495 | 8,335 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 256,364 | 6,544 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Added to | 229,290 | 5,709 | 0.01% | 0.01% | 10 | +64,580 | 39.21% | Q3 2026 | Oct 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 170,393 | 4,242 | 0.01% | 0.0% | 11 | +133,830 | 366.03% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 153,226 | 3,912 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 152,828 | 3,805 | 0.0% | 0.0% | 13 | +28,337 | 22.76% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 125,725 | 3,209 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 112,986 | 2,884 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 109,387 | 2,792 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 107,862 | 2,753 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 90,916 | 2,321 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 78,121 | 1,994 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 67,880 | 1,732 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hopwood Nicholas Hunter | History | No change | 66,379 | 1,694 | 0.46% | 0.46% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 65,472 | 1,630 | 0.04% | 0.04% | 22 | +2,071 | 3.27% | Q3 2026 | Oct 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 62,924 | 1,606 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 49,393 | 1,229 | 0.0% | 0.0% | 24 | +17,799 | 56.34% | Q3 2026 | Nov 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 47,189 | 1,175 | 0.0% | 0.0% | 25 | +1,900 | 4.2% | Q3 2026 | Nov 02, 2026 |
| Capital Analysts, LLC | History | No change | 31,318 | 800 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 30,157 | 776 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 30,044 | 748 | 0.14% | 0.15% | 28 | +519 | 1.76% | Q3 2026 | Oct 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 29,676 | 746 | 0.05% | 0.05% | 29 | +2,043 | 7.39% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,534 | 710 | 0.01% | 0.01% | 30 | +2,716 | 10.52% | Q3 2026 | Oct 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 25,587 | 653 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 23,103 | 589 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,183 | 552 | 0.01% | 0.0% | 33 | +9,168 | 70.44% | Q3 2026 | Oct 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 21,611 | 538 | 0.02% | 0.02% | 34 | -1,082 | -4.77% | Q3 2026 | Oct 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 20,980 | 535 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Added to | 20,341 | 506 | 0.01% | 0.01% | 36 | +329 | 1.64% | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 19,906 | 495 | 0.0% | 0.0% | 37 | +3,203 | 19.18% | Q3 2026 | Oct 28, 2026 |
| Security Financial Services, INC. | History | Added to | 19,122 | 476 | 0.06% | 0.06% | 38 | +921 | 5.06% | Q3 2026 | Oct 29, 2026 |
| Ascentis Independent Advisors | History | New | 18,479 | 460 | 0.03% | — | 39 | +18,479 | New | Q3 2026 | Nov 03, 2026 |
| KINTRA WEALTH, LLC | History | No change | 17,106 | 434 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,134 | 376 | 0.0% | 0.0% | 41 | -2,800 | -15.61% | Q3 2026 | Oct 27, 2026 |
| Signature Equity Partners, LLC | History | New | 14,692 | 365 | 0.13% | — | 42 | +14,692 | New | Q3 2026 | Oct 29, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 14,598 | 363 | 0.04% | 0.04% | 44 | +1,241 | 9.29% | Q3 2026 | Oct 08, 2026 |
| PFG Advisors | History | Reduced | 14,611 | 363 | 0.02% | 0.02% | 43 | -1 | -0.01% | Q3 2026 | Oct 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 13,865 | 353 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,709 | 316 | 0.02% | 0.02% | 46 | +769 | 6.44% | Q3 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,573 | 288 | 0.0% | 0.0% | 47 | -49 | -0.42% | Q3 2026 | Nov 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 11,094 | 278 | 0.0% | 0.0% | 48 | +274 | 2.53% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,094 | 278 | 0.0% | 0.0% | 49 | +274 | 2.53% | Q3 2026 | Oct 20, 2026 |
| Marion Wealth Management | History | Added to | 10,938 | 272 | 0.05% | 0.06% | 51 | +266 | 2.49% | Q3 2026 | Oct 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,660 | 272 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,176 | 234 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UPTICK PARTNERS, LLC | History | New | 9,252 | 230 | 0.03% | — | 53 | +9,252 | New | Q3 2026 | Nov 04, 2026 |
| TRUIST FINANCIAL CORP | History | New | 8,614 | 214 | 0.0% | — | 54 | +8,614 | New | Q3 2026 | Oct 30, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 8,318 | 207 | 0.04% | 0.04% | 55 | +24 | 0.29% | Q3 2026 | Nov 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,518 | 166 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 6,339 | 161 | 1.15% | 1.15% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 3,436 | 85 | 0.01% | — | 58 | +3,436 | New | Q3 2026 | Oct 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,295 | 57 | 0.01% | 0.0% | 59 | +1,812 | 375.16% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,234 | 57 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,917 | 47 | 0.0% | 0.0% | 61 | +687 | 55.85% | Q3 2026 | Oct 30, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,862 | 46 | 0.01% | 0.0% | 62 | +1,643 | 750.23% | Q3 2026 | Oct 13, 2026 |
| Jacobi Capital Management LLC | History | New | 1,812 | 45 | 0.0% | — | 64 | +1,812 | New | Q3 2026 | Nov 05, 2026 |
| Colonial Trust Co / SC | History | No change | 1,785 | 45 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 556 | 13 | 0.0% | — | 66 | +556 | New | Q3 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | New | 548 | 13 | 0.0% | — | 65 | +548 | New | Q3 2026 | Oct 26, 2026 |
| CENTRAL TRUST Co | History | No change | 84 | 2 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Continuum Advisory, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,739 | -100.0% | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |