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 | Reduced | 1,258,717 | 31,707 | 0.01% | 0.01% | 1 | -36,406 | -2.81% | Q3 2026 | Nov 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,239,889 | 31,232 | 0.17% | 0.18% | 2 | +55,666 | 4.7% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 467,428 | 11,816 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 337,836 | 8,540 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealth Science Advisors LLC | History | Added to | 328,674 | 8,279 | 3.48% | 2.04% | 5 | +147,211 | 81.12% | Q3 2026 | Oct 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 309,124 | 7,814 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kensington Asset Management, LLC | History | No change | 284,915 | 7,202 | 0.39% | 0.39% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 279,945 | 7,077 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 201,021 | 5,097 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 180,722 | 4,552 | 0.01% | 0.01% | 10 | +15,562 | 9.42% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 175,953 | 4,448 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 171,231 | 4,328 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 166,542 | 4,210 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 134,468 | 3,399 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 121,214 | 3,064 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 111,267 | 2,812 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 102,789 | 2,589 | 0.04% | 0.05% | 17 | +689 | 0.67% | Q3 2026 | Oct 21, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 102,537 | 2,588 | 2.01% | 2.61% | 18 | -160,535 | -61.02% | Q3 2026 | Nov 09, 2026 |
| Brookstone Capital Management | History | Reduced | 97,497 | 2,455 | 0.02% | 0.03% | 19 | -9,382 | -8.78% | Q3 2026 | Oct 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 91,100 | 2,303 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 91,279 | 2,299 | 0.11% | 0.11% | 21 | +1,393 | 1.55% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 85,839 | 2,168 | 0.0% | 0.0% | 22 | +43,562 | 103.04% | Q3 2026 | Oct 13, 2026 |
| Capital International Investors | History | No change | 82,000 | 2,072 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 80,860 | 2,037 | 0.0% | 0.0% | 24 | +24,247 | 42.83% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 78,810 | 1,992 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 60,384 | 1,526 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 51,665 | 1,306 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Private Advisor Group, LLC | History | No change | 49,965 | 1,263 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | New | 44,351 | 1,117 | 0.02% | — | 29 | +44,351 | New | Q3 2026 | Nov 09, 2026 |
| Entruity Wealth, LLC | History | Reduced | 41,229 | 1,038 | 0.66% | 0.69% | 30 | -1,233 | -2.9% | Q3 2026 | Nov 06, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 33,852 | 855 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5T Wealth, LLC | History | No change | 30,500 | 771 | 0.29% | 0.29% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 30,374 | 765 | 0.08% | 0.07% | 33 | -376 | -1.22% | Q3 2026 | Oct 14, 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 | Reduced | 20,771 | 523 | 0.17% | 0.19% | 35 | -474 | -2.23% | Q3 2026 | Oct 13, 2026 |
| Michael Brady & Co., LLC | History | Reduced | 17,909 | 451 | 0.41% | 0.63% | 37 | -10,500 | -36.96% | Q3 2026 | Oct 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,935 | 451 | 0.0% | 0.0% | 36 | +3,608 | 25.18% | Q3 2026 | Nov 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 17,523 | 441 | 0.02% | — | 38 | +17,523 | New | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 14,640 | 370 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 14,505 | 365 | 0.2% | 0.15% | 40 | +4,025 | 38.41% | Q3 2026 | Oct 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 14,457 | 364 | 0.01% | 0.01% | 41 | -755 | -4.96% | Q3 2026 | Oct 13, 2026 |
| MSH Capital Advisors LLC | History | New | 12,602 | 317 | 0.05% | — | 42 | +12,602 | New | Q3 2026 | Nov 02, 2026 |
| Capital Analysts, LLC | History | No change | 10,914 | 276 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,228 | 258 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | New | 10,144 | 255 | 0.0% | — | 45 | +10,144 | New | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 9,111 | 230 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 8,688 | 218 | 0.07% | 0.07% | 47 | +25 | 0.29% | Q3 2026 | Oct 20, 2026 |
| Lodestone Wealth Management LLC | History | New | 8,509 | 214 | 0.07% | — | 48 | +8,509 | New | Q3 2026 | Oct 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 8,276 | 208 | 0.01% | 0.01% | 49 | +43 | 0.52% | Q3 2026 | Nov 09, 2026 |
| Diversify Advisory Services, LLC | History | New | 8,001 | 202 | 0.0% | — | 50 | +8,001 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,001 | 202 | 0.0% | — | 51 | +8,001 | New | Q3 2026 | Oct 20, 2026 |
| Graney & King, LLC | History | No change | 5,750 | 145 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 5,252 | 132 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | New | 4,800 | 120 | 0.02% | — | 54 | +4,800 | New | Q3 2026 | Nov 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,400 | 110 | 0.0% | 0.0% | 55 | +1,813 | 70.08% | Q3 2026 | Oct 08, 2026 |
| IFG Advisory, LLC | History | Added to | 4,274 | 107 | 0.0% | 0.0% | 56 | +1,112 | 35.17% | Q3 2026 | Nov 06, 2026 |
| Spire Wealth Management | History | No change | 3,950 | 99 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,950 | 99 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,300 | 83 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,800 | 70 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| BFC Planning, Inc. | History | No change | 2,500 | 63 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,631 | 41 | 0.0% | 0.0% | 62 | +101 | 6.6% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 956 | 24 | 0.0% | 0.0% | 63 | -20 | -2.05% | Q3 2026 | Nov 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 391 | 10 | 0.0% | 0.0% | 64 | +4 | 1.03% | Q3 2026 | Nov 04, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,202 | -100.0% | Q3 2026 | Oct 22, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -925 | -100.0% | Q3 2026 | Oct 15, 2026 |