Capital Group Fixed Income ETF Trust - CGUI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,295,123 | 32,740 | 0.01% | 0.01% | 1 | +225,045 | 21.03% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,184,223 | 29,937 | 0.18% | 0.22% | 2 | +24,097 | 2.08% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 467,428 | 11,816 | 0.0% | — | 3 | +467,428 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 337,836 | 8,540 | 0.0% | 0.0% | 4 | +177,250 | 110.38% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 309,124 | 7,814 | 0.02% | 0.01% | 5 | +173,591 | 128.08% | Q2 2026 | Aug 07, 2026 |
| Kensington Asset Management, LLC | History | Added to | 284,915 | 7,202 | 0.39% | 0.25% | 6 | +100,000 | 54.08% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 279,945 | 7,077 | 0.01% | 0.0% | 7 | +170,725 | 156.31% | Q2 2026 | Aug 12, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 263,072 | 6,670 | 2.61% | 2.8% | 8 | -4,465 | -1.67% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 201,021 | 5,097 | 0.0% | 0.0% | 9 | +82,858 | 70.12% | Q2 2026 | Aug 14, 2026 |
| Wealth Science Advisors LLC | History | New | 181,463 | 4,587 | 2.04% | — | 10 | +181,463 | New | Q2 2026 | Jul 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 175,953 | 4,448 | 0.01% | 0.0% | 11 | +86,870 | 97.52% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 171,231 | 4,328 | 0.05% | 0.04% | 12 | +64,389 | 60.27% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 166,542 | 4,210 | 0.02% | 0.02% | 13 | -806 | -0.48% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 165,160 | 4,175 | 0.01% | 0.01% | 14 | +17,989 | 12.22% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 134,468 | 3,399 | 0.0% | 0.0% | 15 | +11,627 | 9.47% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 121,214 | 3,064 | 0.0% | 0.0% | 16 | +16,006 | 15.21% | Q2 2026 | Aug 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 111,267 | 2,812 | 0.04% | 0.06% | 17 | -28,848 | -20.59% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Reduced | 106,879 | 2,701 | 0.03% | 0.12% | 18 | -307,988 | -74.24% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 102,100 | 2,581 | 0.05% | 0.15% | 19 | -198,895 | -66.08% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 91,100 | 2,303 | 0.0% | 0.0% | 20 | +65,174 | 251.38% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 89,886 | 2,272 | 0.11% | 0.13% | 21 | +3,118 | 3.59% | Q2 2026 | Jul 23, 2026 |
| Capital International Investors | History | No change | 82,000 | 2,072 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 78,810 | 1,992 | 0.0% | 0.0% | 23 | +69,335 | 731.77% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,384 | 1,526 | 0.0% | 0.0% | 24 | +35,218 | 139.94% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 56,613 | 1,431 | 0.0% | 0.0% | 25 | +31,976 | 129.79% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 51,665 | 1,306 | 0.0% | 0.0% | 26 | +39,446 | 322.83% | Q2 2026 | Sep 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 49,965 | 1,263 | 0.01% | 0.0% | 27 | +39,158 | 362.34% | Q2 2026 | Jul 27, 2026 |
| Entruity Wealth, LLC | History | Reduced | 42,462 | 1,073 | 0.69% | 0.93% | 28 | -11,916 | -21.91% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 42,277 | 1,070 | 0.0% | 0.0% | 29 | +21,061 | 99.27% | Q2 2026 | Jul 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 33,852 | 855 | 0.0% | 0.0% | 30 | +18,628 | 122.36% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 30,750 | 777 | 0.07% | 0.07% | 31 | +5,650 | 22.51% | Q2 2026 | Jul 16, 2026 |
| 5T Wealth, LLC | History | Reduced | 30,500 | 771 | 0.29% | 0.35% | 32 | -4,590 | -13.08% | Q2 2026 | Jul 21, 2026 |
| Michael Brady & Co., LLC | History | Reduced | 28,409 | 718 | 0.63% | 0.79% | 33 | -2,760 | -8.85% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 25,698 | 649 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FCG Investment Co | History | New | 21,245 | 537 | 0.19% | — | 35 | +21,245 | New | Q2 2026 | Jul 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 15,212 | 384 | 0.01% | 0.01% | 36 | +1,294 | 9.3% | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | Added to | 14,640 | 370 | 0.0% | 0.0% | 37 | +1,943 | 15.3% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,327 | 362 | 0.0% | 0.0% | 38 | +364 | 2.61% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | Added to | 10,914 | 276 | 0.01% | 0.0% | 39 | +9,120 | 508.36% | Q2 2026 | Aug 05, 2026 |
| M.E. ALLISON & CO., INC. | History | New | 10,480 | 264 | 0.15% | — | 40 | +10,480 | New | Q2 2026 | Jul 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 10,228 | 258 | 0.01% | 0.06% | 41 | -50,923 | -83.27% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 9,111 | 230 | 0.0% | — | 42 | +9,111 | New | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 8,663 | 218 | 0.07% | 0.08% | 44 | +23 | 0.27% | Q2 2026 | Jul 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 8,640 | 218 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 8,233 | 208 | 0.01% | — | 45 | +8,233 | New | Q2 2026 | Aug 11, 2026 |
| TECTONIC ADVISORS LLC | History | New | 8,202 | 207 | 0.01% | — | 46 | +8,202 | New | Q2 2026 | Jul 15, 2026 |
| Graney & King, LLC | History | New | 5,750 | 145 | 0.05% | — | 47 | +5,750 | New | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | New | 5,252 | 132 | 0.0% | — | 48 | +5,252 | New | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 3,950 | 99 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,950 | 99 | 0.04% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,300 | 83 | 0.02% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 3,162 | 79 | 0.0% | — | 52 | +3,162 | New | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,800 | 70 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,587 | 65 | 0.0% | 0.0% | 54 | +87 | 3.48% | Q2 2026 | Jul 17, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,530 | 38 | 0.0% | — | 55 | +1,530 | New | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 976 | 24 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 925 | 23 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 387 | 10 | 0.0% | 0.0% | 58 | +4 | 1.04% | Q2 2026 | Jul 30, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,868 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,671 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,595 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,555 | -100.0% | Q2 2026 | Aug 18, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,242 | -100.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q2 2026 | Jul 21, 2026 |