Filing Research | CAPITAL GRP FIXED INCM ETF T Institutional Holdings

Snapshot holdings

50 / 114 loaded

#		Instrument	quantity
1	Capital Advantage, Inc.	Shares	3.8MSH	$103.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.3MSH	$35.5M
3	BENJAMIN EDWARDS INC	Shares	960.5KSH	$26.3M
4	TrueWealth Advisors, LLC	Shares	796.1KSH	$21.8M
5	Redhawk Wealth Advisors, Inc.	Shares	693.4KSH	$19.0M
6	EQ WEALTH ADVISORS, LLC	Shares	679.3KSH	$18.6M
7	Prospera Financial Services Inc	Shares	627.0KSH	$17.1M
8	KWB Wealth	Shares	527.4KSH	$14.4M
9	Centennial Wealth Advisory LLC	Shares	478.5KSH	$13.1M
10	Onyx Bridge Wealth Group LLC	Shares	422.6KSH	$11.5M
11	Bouvel Investment Partners, LLC	Shares	415.1KSH	$11.3M
12	Clear Trail Advisors, LLC	Shares	393.7KSH	$10.8M
13	Turning Point Benefit Group, Inc.	Shares	391.8KSH	$10.7M
14	ST GERMAIN D J CO INC	Shares	368.3KSH	$10.1M
15	Clarity Asset Management, Inc.	Shares	316.8KSH	$8.7M
16	Skyline Advisors, Inc.	Shares	313.4KSH	$8.6M
17	Bond & Devick Financial Network, Inc.	Shares	309.6KSH	$8.5M
18	Merit Financial Group, LLC	Shares	277.7KSH	$7.6M
19	Thayer Financial, L.L.C.	Shares	258.6KSH	$7.1M
20	Confluence Wealth Services, Inc.	Shares	227.9KSH	$6.2M
21	DRIVE WEALTH MANAGEMENT, LLC	Shares	218.9KSH	$6.0M
22	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	185.4KSH	$5.1M
23	DAVENPORT & Co LLC	Shares	174.9KSH	$4.8M
24	Total Clarity Wealth Management, Inc.	Shares	172.6KSH	$4.7M
25	LongView Wealth Management	Shares	160.2KSH	$4.4M
26	LifeGoal Investments, LLC	Shares	157.8KSH	$4.3M
27	MISSION WEALTH MANAGEMENT, LP	Shares	146.1KSH	$4.0M
28	NOVEM GROUP	Shares	145.1KSH	$4.0M
29	Lodestone Wealth Management LLC	Shares	139.4KSH	$3.8M
30	D.A. DAVIDSON & CO.	Shares	136.9KSH	$3.7M
31	Sowell Financial Services LLC	Shares	134.0KSH	$3.7M
32	Dynamic Advisor Solutions LLC	Shares	129.6KSH	$3.5M
33	Fiduciary Alliance LLC	Shares	129.4KSH	$3.5M
34	PFG Advisors	Shares	129.2KSH	$3.5M
35	Keystone Financial Services, LLC	Shares	128.4KSH	$3.5M
36	Midwest Financial Network, LLC	Shares	121.8KSH	$3.3M
37	Forthright Family Wealth Advisory LLC	Shares	115.6KSH	$3.2M
38	Envestnet Portfolio Solutions, Inc.	Shares	113.7KSH	$3.1M
39	Boyer Financial Services, Inc.	Shares	106.9KSH	$2.9M
40	CLG LLC	Shares	104.5KSH	$2.9M
41	5T Wealth, LLC	Shares	99.0KSH	$2.7M
42	SEAMOUNT FINANCIAL GROUP INC	Shares	97.5KSH	$2.7M
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	81.6KSH	$2.2M
44	Greenline Wealth Management LLC	Shares	78.1KSH	$2.1M
45	AA Financial Advisors, LLC	Shares	77.5KSH	$2.1M
46	MFA Wealth Services	Shares	77.4KSH	$2.1M
47	Cottage Street Advisors LLC	Shares	69.7KSH	$1.9M
48	J.W. COLE ADVISORS, INC.	Shares	64.0KSH	$1.8M
49	Scott Capital Advisors, LLC	Shares	63.1KSH	$1.7M
50	Spire Wealth Management	Shares	62.5KSH	$1.7M

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

50 / 119 loaded

#		Instrument
1	Capital Advantage, Inc. added	Shares	+1.3M	+$35.6M	$103.6M
2	BENJAMIN EDWARDS INC added	Shares	+236.2K	+$6.5M	$26.3M
3	Turning Point Benefit Group, Inc. added	Shares	+233.1K	+$6.4M	$10.7M
4	Bouvel Investment Partners, LLC added	Shares	+189.2K	+$5.2M	$11.3M
5	KWB Wealth added	Shares	+169.1K	+$4.5M	$14.4M
6	Forthright Family Wealth Advisory LLC new	Shares	+115.6K	+$3.2M	$3.2M
7	J.W. COLE ADVISORS, INC. new	Shares	+64.0K	+$1.8M	$1.8M
8	Total Clarity Wealth Management, Inc. added	Shares	+61.6K	+$1.7M	$4.7M
9	EQ WEALTH ADVISORS, LLC added	Shares	+40.9K	+$1.2M	$18.6M
10	Clear Trail Advisors, LLC added	Shares	+36.4K	+$1.0M	$10.8M
11	Merit Financial Group, LLC added	Shares	+35.3K	+$989.6K	$7.6M
12	Lodestone Wealth Management LLC added	Shares	+29.8K	+$825.4K	$3.8M
13	DAVENPORT & Co LLC added	Shares	+28.9K	+$805.6K	$4.8M
14	Farther Finance Advisors, LLC added	Shares	+28.1K	+$769.6K	$929.0K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+30.4K	+$728.5K	$35.5M
16	Centennial Wealth Advisory LLC added	Shares	+24.7K	+$720.7K	$13.1M
17	LongView Wealth Management added	Shares	+26.8K	+$687.1K	$4.4M
18	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+24.0K	+$675.7K	$6.0M
19	Stonebridge Financial Group, LLC new	Shares	+23.6K	+$644.7K	$644.7K
20	Envestnet Portfolio Solutions, Inc. added	Shares	+22.0K	+$611.6K	$3.1M
21	Dynamic Advisor Solutions LLC added	Shares	+21.1K	+$587.3K	$3.5M
22	Clarity Asset Management, Inc. added	Shares	+19.8K	+$571.9K	$8.7M
23	Prospera Financial Services Inc added	Shares	+17.7K	+$544.1K	$17.1M
24	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+18.1K	+$496.8K	$890.3K
25	B. Riley Wealth Advisors, Inc. added	Shares	+14.8K	+$420.9K	$1.6M
26	Bond & Devick Financial Network, Inc. added	Shares	+13.4K	+$395.2K	$8.5M
27	Cottage Street Advisors LLC added	Shares	+14.0K	+$387.3K	$1.9M
28	WARNER FINANCIAL, INC new	Shares	+14.1K	+$384.9K	$384.9K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+13.4K	+$368.1K	$2.2M
30	CLG LLC added	Shares	+12.6K	+$352.8K	$2.9M
31	Meadowbrook Wealth Management, LLC new	Shares	+12.9K	+$352.4K	$352.4K
32	Lincoln Capital LLC new	Shares	+12.6K	+$345.7K	$345.7K
33	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+10.6K	+$289.4K	$289.4K
34	ACT WEALTH MANAGEMENT, LLC new	Shares	+10.5K	+$286.3K	$286.3K
35	Greenline Wealth Management LLC added	Shares	+10.1K	+$282.8K	$2.1M
36	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+10.3K	+$282.1K	$816.6K
37	Thayer Financial, L.L.C. added	Shares	+9.3K	+$279.2K	$7.1M
38	TrueWealth Advisors, LLC added	Shares	+7.3K	+$277.6K	$21.8M
39	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added	Shares	+8.0K	+$235.2K	$5.1M
40	RFG Advisory, LLC added	Shares	+8.0K	+$221.4K	$839.2K
41	MISSION WEALTH MANAGEMENT, LP added	Shares	+7.0K	+$205.0K	$4.0M
42	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+6.9K	+$191.1K	$1.2M
43	Cape Investment Advisory, Inc. new	Shares	+6.3K	+$171.8K	$171.8K
44	Capital Planning LLC added	Shares	+6.1K	+$169.6K	$592.0K
45	Confluence Wealth Services, Inc. added	Shares	+5.2K	+$165.1K	$6.2M
46	Avidian Wealth Enterprises, LLC added	Shares	+5.7K	+$155.9K	$404.4K
47	TRUE BLUE FINANCIAL, LLC added	Shares	+4.4K	+$124.6K	$947.6K
48	Barnes Wealth Management Group, Inc added	Shares	+4.2K	+$116.1K	$767.5K
49	Keystone Financial Services, LLC added	Shares	+3.5K	+$108.9K	$3.5M
50	Scott Capital Advisors, LLC added	Shares	+3.9K	+$99.2K	$1.7M

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