Filing Research | CAPITAL GRP FIXED INCM ETF T Institutional Holdings

Snapshot holdings

50 / 99 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	3.4MSH	$76.6M
2	Merit Financial Group, LLC	Shares	2.5MSH	$56.0M
3	Confluence Wealth Services, Inc.	Shares	2.3MSH	$50.8M
4	Stonebridge Financial Group, LLC	Shares	2.1MSH	$47.6M
5	McGlone Suttner Wealth Management, Inc.	Shares	1.5MSH	$33.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4MSH	$31.9M
7	IAM Advisory, LLC	Shares	1.3MSH	$29.0M
8	ST GERMAIN D J CO INC	Shares	1.2MSH	$26.3M
9	D.A. DAVIDSON & CO.	Shares	983.3KSH	$21.9M
10	EverSource Wealth Advisors, LLC	Shares	949.4KSH	$21.2M
11	Wealthcare Advisory Partners LLC	Shares	871.7KSH	$19.4M
12	Aprio Wealth Management, LLC	Shares	830.4KSH	$18.5M
13	NavPoint Financial, Inc.	Shares	710.3KSH	$15.8M
14	VAQUERO PRIVATE WEALTH, LTD	Shares	639.3KSH	$14.3M
15	Johnson Bixby & Associates, LLC	Shares	638.1KSH	$14.2M
16	Greenbush Financial Group, LLC	Shares	623.7KSH	$13.9M
17	Lodestone Wealth Management LLC	Shares	523.9KSH	$11.7M
18	AA Financial Advisors, LLC	Shares	519.4KSH	$11.6M
19	Farther Finance Advisors, LLC	Shares	383.8KSH	$8.6M
20	Affiance Financial, LLC	Shares	369.5KSH	$8.2M
21	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	369.4KSH	$8.2M
22	Investment Planning Advisors, Inc.	Shares	343.0KSH	$7.6M
23	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	304.0KSH	$6.8M
24	QUANTUM FINANCIAL PARTNERS LLC	Shares	300.2KSH	$6.7M
25	INDEPENDENT FINANCIAL GROUP, LLC	Shares	293.4KSH	$6.5M
26	Smith Thornton Advisors LLC	Shares	281.1KSH	$6.2M
27	Boyer Financial Services, Inc.	Shares	258.5KSH	$5.8M
28	Fearless Solutions, LLC dba Best Invest	Shares	242.1KSH	$5.4M
29	Core Wealth Partners LLC	Shares	228.0KSH	$5.1M
30	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	197.4KSH	$4.4M
31	CLG LLC	Shares	171.5KSH	$3.8M
32	DAVENPORT & Co LLC	Shares	170.9KSH	$3.8M
33	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	170.8KSH	$3.8M
34	IFP Advisors, Inc	Shares	150.0KSH	$3.3M
35	Midwest Financial Network, LLC	Shares	148.7KSH	$3.3M
36	Prospera Financial Services Inc	Shares	145.2KSH	$3.2M
37	GREATMARK INVESTMENT PARTNERS, INC.	Shares	142.1KSH	$3.2M
38	LANARK FINANCIAL, INC.	Shares	111.6KSH	$2.5M
39	LongView Wealth Management	Shares	109.6KSH	$2.4M
40	Magnus Financial Group LLC	Shares	104.7KSH	$2.3M
41	Dynamic Advisor Solutions LLC	Shares	96.6KSH	$2.2M
42	Cyndeo Wealth Partners, LLC	Shares	96.4KSH	$2.1M
43	Cornerstone Wealth Management, LLC	Shares	95.1KSH	$2.1M
44	TRUE BLUE FINANCIAL, LLC	Shares	88.2KSH	$2.0M
45	Trinity Wealth Management, LLC	Shares	87.9KSH	$2.0M
46	Envestnet Portfolio Solutions, Inc.	Shares	84.3KSH	$1.9M
47	KMG FIDUCIARY PARTNERS, LLC	Shares	77.8KSH	$1.7M
48	Fiduciary Alliance LLC	Shares	76.0KSH	$1.7M
49	5T Wealth, LLC	Shares	69.5KSH	$1.5M
50	RICHARDS, MERRILL & PETERSON, INC.	Shares	66.0KSH	$1.5M

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

50 / 100 loaded

#		Instrument
1	Confluence Wealth Services, Inc. added	Shares	+605.5K	+$13.4M	$50.8M
2	EverSource Wealth Advisors, LLC added	Shares	+256.5K	+$5.7M	$21.2M
3	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+232.2K	+$5.2M	$6.5M
4	BENJAMIN EDWARDS INC added	Shares	+200.1K	+$4.3M	$76.6M
5	Lodestone Wealth Management LLC added	Shares	+155.5K	+$3.4M	$11.7M
6	Wealthcare Advisory Partners LLC added	Shares	+123.2K	+$2.7M	$19.4M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+110.4K	+$2.2M	$31.9M
8	D.A. DAVIDSON & CO. added	Shares	+81.9K	+$1.8M	$21.9M
9	Farther Finance Advisors, LLC added	Shares	+77.4K	+$1.7M	$8.6M
10	Stonebridge Financial Group, LLC added	Shares	+71.6K	+$1.5M	$47.6M
11	McGlone Suttner Wealth Management, Inc. added	Shares	+63.9K	+$1.4M	$33.3M
12	Greenbush Financial Group, LLC added	Shares	+57.8K	+$1.3M	$13.9M
13	Boyer Financial Services, Inc. added	Shares	+51.2K	+$1.1M	$5.8M
14	LANARK FINANCIAL, INC. added	Shares	+49.8K	+$1.1M	$2.5M
15	AA Financial Advisors, LLC added	Shares	+31.8K	+$683.7K	$11.6M
16	NavPoint Financial, Inc. added	Shares	+24.4K	+$509.2K	$15.8M
17	IAM Advisory, LLC added	Shares	+25.4K	+$501.5K	$29.0M
18	Merit Financial Group, LLC added	Shares	+26.8K	+$472.4K	$56.0M
19	ST GERMAIN D J CO INC added	Shares	+21.5K	+$422.0K	$26.3M
20	Affiance Financial, LLC added	Shares	+17.7K	+$377.8K	$8.2M
21	Trinity Wealth Management, LLC added	Shares	+15.3K	+$337.0K	$2.0M
22	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+15.1K	+$328.3K	$3.8M
23	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added	Shares	+14.3K	+$310.5K	$4.4M
24	Sun Group Wealth Partners new	Shares	+13.7K	+$306.3K	$306.3K
25	Smith Thornton Advisors LLC added	Shares	+16.3K	+$295.6K	$6.2M
26	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+13.6K	+$288.9K	$6.8M
27	CLG LLC added	Shares	+12.2K	+$264.2K	$3.8M
28	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+11.6K	+$258.5K	$258.5K
29	Lincoln Capital LLC new	Shares	+10.9K	+$243.5K	$243.5K
30	J.W. COLE ADVISORS, INC. new	Shares	+10.4K	+$231.1K	$231.1K
31	TRUE BLUE FINANCIAL, LLC added	Shares	+10.3K	+$225.9K	$2.0M
32	SEAMOUNT FINANCIAL GROUP INC new	Shares	+10.0K	+$222.8K	$222.8K
33	Envestnet Portfolio Solutions, Inc. added	Shares	+10.2K	+$222.6K	$1.9M
34	Dynamic Advisor Solutions LLC added	Shares	+8.7K	+$189.8K	$2.2M
35	Intergy Private Wealth, LLC added	Shares	+6.9K	+$151.8K	$1.1M
36	RICHARDS, MERRILL & PETERSON, INC. added	Shares	+6.8K	+$148.9K	$1.5M
37	Investment Planning Advisors, Inc. added	Shares	+6.3K	+$123.4K	$7.6M
38	RFG Advisory, LLC added	Shares	+5.5K	+$121.5K	$1.0M
39	Magnus Financial Group LLC added	Shares	+5.5K	+$117.0K	$2.3M
40	IFP Advisors, Inc added	Shares	+5.6K	+$116.6K	$3.3M
41	Cyndeo Wealth Partners, LLC added	Shares	+5.2K	+$111.7K	$2.1M
42	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+5.0K	+$109.8K	$1.3M
43	Capital Investment Advisory Services, LLC added	Shares	+3.5K	+$75.6K	$684.7K
44	Security Financial Services, INC. added	Shares	+3.4K	+$74.9K	$682.2K
45	Cornerstone Wealth Management, LLC added	Shares	+3.0K	+$61.7K	$2.1M
46	WEALTHCARE CAPITAL MANAGEMENT LLC added	Shares	+2.8K	+$60.2K	$1.1M
47	PFG Advisors added	Shares	+2.6K	+$56.3K	$1.2M
48	Tempus Wealth Planning, LLC added	Shares	+2.6K	+$55.5K	$956.1K
49	Prospera Financial Services Inc added	Shares	+1.8K	+$32.1K	$3.2M
50	BCS Wealth Management added	Shares	+1.4K	+$31.6K	$264.8K

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