Filing Research | CAPITAL GRP FIXED INCM ETF T Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Aprio Wealth Management, LLC	Shares	819.4KSH	$21.2M
2	Confluence Wealth Services, Inc.	Shares	695.8KSH	$18.0M
3	BENJAMIN EDWARDS INC	Shares	472.7KSH	$12.2M
4	Envestnet Portfolio Solutions, Inc.	Shares	356.1KSH	$9.2M
5	FIRST INTERSTATE BANK	Shares	290.7KSH	$7.5M
6	Apollon Wealth Management, LLC	Shares	289.4KSH	$7.5M
7	Prentice Wealth Management LLC	Shares	267.7KSH	$6.9M
8	Keudell/Morrison Wealth Management	Shares	208.1KSH	$5.4M
9	Clear Trail Advisors, LLC	Shares	207.6KSH	$5.4M
10	Capital Investment Management, Inc.	Shares	140.3KSH	$3.6M
11	Wealthcare Advisory Partners LLC	Shares	135.0KSH	$3.5M
12	EQ WEALTH ADVISORS, LLC	Shares	78.7KSH	$2.0M
13	Clarity Asset Management, Inc.	Shares	70.0KSH	$1.8M
14	Fjell Capital, LLC	Shares	67.5KSH	$1.7M
15	ST GERMAIN D J CO INC	Shares	55.8KSH	$1.4M
16	Thrive Wealth Management, LLC	Shares	54.6KSH	$1.4M
17	Apella Capital, LLC	Shares	54.5KSH	$1.4M
18	UHLMANN PRICE SECURITIES, LLC	Shares	42.0KSH	$1.1M
19	IFP Advisors, Inc	Shares	35.3KSH	$913.1K
20	Nautilus Advisors LLC	Shares	30.1KSH	$776.1K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.0KSH	$619.7K
22	Walleye Partners, LLC	Shares	21.2KSH	$547.5K
23	Apollon Financial, LLC	Shares	21.2KSH	$547.0K
24	Prospera Financial Services Inc	Shares	21.1KSH	$546.7K
25	First Heartland Consultants, Inc.	Shares	20.7KSH	$535.2K
26	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	19.5KSH	$504.9K
27	QUANTUM FINANCIAL PARTNERS LLC	Shares	19.3KSH	$499.7K
28	HBW ADVISORY SERVICES LLC	Shares	18.5KSH	$477.8K
29	Capital Investment Advisory Services, LLC	Shares	18.1KSH	$468.8K
30	MISSION WEALTH MANAGEMENT, LP	Shares	17.6KSH	$455.8K
31	AdvisorNet Financial, Inc	Shares	16.5KSH	$426.9K
32	BCS Wealth Management	Shares	16.5KSH	$426.5K
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	16.4KSH	$425.2K
34	Lineweaver Wealth Advisors, LLC	Shares	16.1KSH	$417.0K
35	Farther Finance Advisors, LLC	Shares	16.1KSH	$416.3K
36	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	13.7KSH	$354.6K
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	12.9KSH	$333.5K
38	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	12.8KSH	$329.8K
39	Merit Financial Group, LLC	Shares	12.0KSH	$311.1K
40	LongView Wealth Management	Shares	11.0KSH	$284.4K
41	Capital Planning LLC	Shares	10.8KSH	$278.8K
42	LANARK FINANCIAL, INC.	Shares	10.3KSH	$265.5K
43	Tempus Wealth Planning, LLC	Shares	9.3KSH	$239.7K
44	Brookwood Investment Group LLC	Shares	8.9KSH	$231.0K
45	Members Advisory Group LLC	Shares	8.1KSH	$210.0K
46	Opal Wealth Advisors, LLC	Shares	7.9KSH	$203.7K
47	Strategic Blueprint, LLC	Shares	7.9KSH	$203.4K
48	Financial Perspectives, Inc	Shares	3.4KSH	$87.4K
49	CoreCap Advisors, LLC	Shares	1.3KSH	$34.1K
50	Kings Path Partners LLC	Shares	783SH	$20.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 57 loaded

#		Instrument
1	Apollon Wealth Management, LLC added	Shares	+214.3K	+$5.6M	$7.5M
2	Aprio Wealth Management, LLC added	Shares	+100.2K	+$3.0M	$21.2M
3	BENJAMIN EDWARDS INC added	Shares	+92.5K	+$2.6M	$12.2M
4	FIRST INTERSTATE BANK added	Shares	+96.3K	+$2.6M	$7.5M
5	Prentice Wealth Management LLC added	Shares	+60.2K	+$1.7M	$6.9M
6	Clarity Asset Management, Inc. added	Shares	+61.6K	+$1.6M	$1.8M
7	Envestnet Portfolio Solutions, Inc. added	Shares	+51.3K	+$1.5M	$9.2M
8	EQ WEALTH ADVISORS, LLC added	Shares	+47.9K	+$1.3M	$2.0M
9	Confluence Wealth Services, Inc. added	Shares	+25.2K	+$1.0M	$18.0M
10	Capital Investment Management, Inc. added	Shares	+25.8K	+$728.7K	$3.6M
11	Apollon Financial, LLC new	Shares	+21.2K	+$547.0K	$547.0K
12	Clear Trail Advisors, LLC added	Shares	+15.9K	+$513.6K	$5.4M
13	Wealthcare Advisory Partners LLC added	Shares	+15.3K	+$459.9K	$3.5M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.1K	+$418.5K	$619.7K
15	Lineweaver Wealth Advisors, LLC new	Shares	+16.1K	+$417.0K	$417.0K
16	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+13.7K	+$354.6K	$354.6K
17	Keudell/Morrison Wealth Management added	Shares	+9.6K	+$353.0K	$5.4M
18	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV new	Shares	+12.8K	+$329.8K	$329.8K
19	UHLMANN PRICE SECURITIES, LLC added	Shares	+12.1K	+$328.9K	$1.1M
20	IFP Advisors, Inc added	Shares	+12.1K	+$325.9K	$913.1K
21	Fjell Capital, LLC added	Shares	+10.0K	+$288.9K	$1.7M
22	Thrive Wealth Management, LLC added	Shares	+9.6K	+$270.8K	$1.4M
23	Brookwood Investment Group LLC new	Shares	+8.9K	+$231.0K	$231.0K
24	Members Advisory Group LLC new	Shares	+8.1K	+$210.0K	$210.0K
25	Strategic Blueprint, LLC new	Shares	+7.9K	+$203.4K	$203.4K
26	Farther Finance Advisors, LLC added	Shares	+6.6K	+$176.1K	$416.3K
27	AdvisorNet Financial, Inc added	Shares	+5.5K	+$146.8K	$426.9K
28	First Heartland Consultants, Inc. added	Shares	+4.5K	+$124.7K	$535.2K
29	Capital Investment Advisory Services, LLC added	Shares	+4.3K	+$119.4K	$468.8K
30	HBW ADVISORY SERVICES LLC added	Shares	+3.9K	+$109.4K	$477.8K
31	Walleye Partners, LLC added	Shares	+3.7K	+$106.2K	$547.5K
32	Apella Capital, LLC added	Shares	+3.7K	+$106.1K	$1.4M
33	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.7K	+$103.2K	$455.8K
34	Nautilus Advisors LLC added	Shares	+2.9K	+$88.6K	$776.1K
35	CoreCap Advisors, LLC added	Shares	+1.1K	+$29.6K	$34.1K
36	ST GERMAIN D J CO INC unchanged	Shares	0	+$29.6K	$1.4M
37	Merit Financial Group, LLC added	Shares	+569	+$20.8K	$311.1K
38	Kings Path Partners LLC new	Shares	+783	+$20.2K	$20.2K
39	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+389	+$18.6K	$425.2K
40	BCS Wealth Management added	Shares	+108	+$11.5K	$426.5K
41	Tempus Wealth Planning, LLC added	Shares	+240	+$11.0K	$239.7K
42	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC unchanged	Shares	0	+$10.4K	$504.9K
43	Opal Wealth Advisors, LLC added	Shares	+74	+$6.0K	$203.7K
44	LANARK FINANCIAL, INC. unchanged	Shares	0	+$5.4K	$265.5K
45	Financial Perspectives, Inc added	Shares	+13	+$2.1K	$87.4K
46	PARK AVENUE SECURITIES LLC added	Shares	+77.5K	+$2.1K	$6.5K
47	Key FInancial Inc new	Shares	+78	+$2.0K	$2.0K
48	Essential Investment Partners LLC unchanged	Shares	0	+$53	$2.6K
49	CX Institutional unchanged	Shares	0	$0	$9
50	HALBERT HARGROVE GLOBAL ADVISORS, LLC exited	Shares	-421	-$10.7K	$0

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