13FBOX
CAPITAL GRP FIXED INCM ETF T · 13F Institutional Holdings
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C

CAPITAL GRP FIXED INCM ETF T

CGUI
Institutions
57
Combined AUM (Q2 2026)
$175.8M
Combined Shares (Q2 2026)
7.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.2M
39 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-701,123
17 · 8 Exit · ≈
⚖️ Net
+1.4M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$175.8M
Institutions
57
New Buys
12
Adds
27
Reduces
9
Exits
8
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#26$32.7M1.3M$27.1M1.1M+225,045+21.03%Add
Merit Financial Group, LLC
0.18%0.22%#8$29.9M1.2M$29.3M1.2M+24,097+2.08%Add
WELLS FARGO & COMPANY/MN
<0.01%#41$11.8M467,428$00+467,428New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#40$8.5M337,836$4.1M160,586+177,250+110.38%Add
MML INVESTORS SERVICES, LLC
0.02%0.01%#21$7.8M309,124$3.4M135,533+173,591+128.08%Add
Kensington Asset Management, LLC
0.39%0.25%#5$7.2M284,915$4.7M184,915+100,000+54.08%Add
Cetera Investment Advisers
0.01%<0.01%#27$7.1M279,945$2.8M109,220+170,725+156.31%Add
Tribridge Partners Financial LLC
2.61%2.8%#1$6.7M263,072$6.8M267,537-4,465-1.67%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#39$5.1M201,021$3.0M118,163+82,858+70.12%Add
Wealth Science Advisors LLC
2.04%#2$4.6M181,463$00+181,463New Buy
OSAIC HOLDINGS, INC.
0.01%<0.01%#31$4.4M175,953$2.3M89,083+86,870+97.52%Add
Steward Partners Investment Advisory, LLC
0.02%0.02%#19$4.2M166,542$4.2M167,348-806-0.48%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#30$4.2M165,160$3.7M147,171+17,989+12.22%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#47$3.4M134,468$3.1M122,841+11,627+9.47%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#33$3.1M121,214$2.7M105,208+16,006+15.21%Add
Capital Group Private Client Services, Inc.
0.04%0.06%#17$2.8M111,267$3.5M140,115-28,848-20.59%Reduce
Brookstone Capital Management
0.03%0.12%#18$2.7M106,879$10.5M414,867-307,988-74.24%Reduce
Kingsview Wealth Management, LLC
0.05%0.04%#15$2.7M106,842$2.7M106,84200.00%Unchanged
Wealthcare Advisory Partners LLC
0.05%0.15%#14$2.6M102,100$7.6M300,995-198,895-66.08%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#51$2.3M91,100$655,00025,926+65,174+251.38%Add
Strategic Blueprint, LLC
0.11%0.13%#10$2.3M89,886$2.2M86,768+3,118+3.59%Add
Capital International Investors
<0.01%<0.01%#50$2.1M82,000$2.1M82,00000.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#54$2.0M78,810$239,5289,475+69,335+731.77%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#56$1.5M60,384$636,19625,166+35,218+139.94%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#34$1.4M56,613$623,00024,637+31,976+129.79%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#55$1.3M51,665$308,89612,219+39,446+322.83%Add
Private Advisor Group, LLC
0.01%<0.01%#29$1.3M49,965$273,20210,807+39,158+362.34%Add
Entruity Wealth, LLC
0.69%0.93%#3$1.1M42,462$1.4M54,378-11,916-21.91%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#42$1.1M42,277$536,65021,216+21,061+99.27%Add
NATIXIS ADVISORS, LLC
<0.01%<0.01%#46$855,77933,852$385,00015,224+18,628+122.36%Add
HBW ADVISORY SERVICES LLC
0.07%0.07%#12$777,36030,750$634,52825,100+5,650+22.51%Add
5T Wealth, LLC
0.29%0.35%#6$771,04030,500$887,07535,090-4,590-13.08%Reduce
Michael Brady & Co., LLC
0.63%0.79%#4$718,18428,409$787,95731,169-2,760-8.85%Reduce
World Investment Advisors
0.01%0.01%#23$649,64625,698$649,64625,69800.00%Unchanged
FCG Investment Co
0.19%#7$537,07421,245$00+21,245New Buy
Dynamic Advisor Solutions LLC
0.01%0.01%#22$384,56915,212$351,85913,918+1,294+9.30%Add
&PARTNERS
<0.01%<0.01%#43$370,08814,640$320,97812,697+1,943+15.30%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#44$362,18614,327$352,98713,963+364+2.61%Add
Capital Analysts, LLC
0.01%#28$275,90610,914$00+10,914New Buy
M.E. ALLISON & CO., INC.
0.15%#9$264,93310,480$00+10,480New Buy
Ameritas Advisory Services, LLC
0.01%0.06%#32$258,56410,228$1.5M61,151-50,923-83.27%Reduce
UBS Group AG
<0.01%#57$230,3269,111$00+9,111New Buy
TCFG Investment Advisors, LLC
0.07%0.08%#11$218,9948,663$218,4108,640+23+0.27%Add
THOROUGHBRED FINANCIAL SERVICES, LLC
0.01%#25$208,1308,233$00+8,233New Buy
TECTONIC ADVISORS LLC
0.01%#24$207,3478,202$00+8,202New Buy
Graney & King, LLC
0.05%#13$145,3625,750$00+5,750New Buy
Arax Advisory Partners
<0.01%#48$132,7735,252$00+5,252New Buy
Spire Wealth Management
<0.01%<0.01%#35$99,8563,950$99,8563,95000.00%Unchanged
AMERIFLEX GROUP, INC.
0.04%0.05%#16$99,8563,950$99,8563,95000.00%Unchanged
Synergy Investment Management, LLC
0.02%0.03%#20$83,4243,300$83,4243,30000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow