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Who holds CGMS

CAPITAL GRP FIXED INCM ETF T · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
LPL Financial LLC21.7M$592.6M0.1%
WELLS FARGO & COMPANY/MN10.0M$272.1M0.0%
ENVESTNET ASSET MANAGEMENT INC9.1M$248.1M0.1%
MORGAN STANLEY7.9M$216.8M0.0%
RAYMOND JAMES FINANCIAL INC7.9M$216.7M0.1%
UBS Group AG6.2M$170.5M0.0%
Cetera Investment Advisers5.1M$138.3M0.1%
Capital Advantage, Inc.3.8M$103.6M12.6%
COMMONWEALTH EQUITY SERVICES, LLC3.3M$91.1M0.1%
OSAIC HOLDINGS, INC.3.3M$89.8M0.1%
GREAT VALLEY ADVISOR GROUP, INC.2.8M$77.8M1.2%
JONES FINANCIAL COMPANIES LLLP2.3M$64.0M0.0%
STIFEL FINANCIAL CORP2.2M$60.0M0.0%
Cambridge Investment Research Advisors, Inc.2.0M$55.5M0.1%
ROYAL BANK OF CANADA1.8M$50.4M0.0%
Schusterman Interests, LLC1.8M$49.7M13.0%
MML INVESTORS SERVICES, LLC1.8M$49.0M0.1%
Valmark Advisers, Inc.1.8M$48.5M0.5%
Beacon Pointe Advisors, LLC1.6M$42.4M0.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.3M$35.5M0.1%
Kestra Advisory Services, LLC1.3M$34.8M0.1%
Baird Financial Group, Inc.1.1M$31.1M0.0%
BENJAMIN EDWARDS INC960.5K$26.3M0.2%
Waverly Advisors, LLC951.1K$26.0M0.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO940.9K$25.7M0.0%
REGATTA CAPITAL GROUP, LLC907.5K$24.8M3.3%
BlueStem Wealth Partners, LLC828.5K$22.6M2.3%
TrueWealth Advisors, LLC796.1K$21.8M4.9%
Winch Advisory Services, LLC791.2K$21.6M4.5%
&PARTNERS784.7K$21.6M0.1%
Janney Montgomery Scott LLC775.0K$21.2M0.0%
J. Derek Lewis & Associates Inc.768.8K$21.0M4.0%
Compton Financial Group, LLC738.5K$20.2M3.9%
STEPHENS INC /AR/729.2K$19.9M0.2%
Redhawk Wealth Advisors, Inc.693.4K$19.0M1.9%
EQ WEALTH ADVISORS, LLC679.3K$18.6M10.2%
Entruity Wealth, LLC637.7K$17.4M11.3%
Prospera Financial Services Inc627.0K$17.1M0.2%
NewEdge Advisors, LLC613.2K$16.8M0.0%
Per Stirling Capital Management, LLC.599.8K$16.4M1.6%
VICUS CAPITAL561.6K$15.3M1.0%
Private Advisor Group, LLC556.6K$15.2M0.1%
KWB Wealth527.4K$14.4M1.2%
Centennial Wealth Advisory LLC478.5K$13.1M2.8%
Markowski Investments471.3K$12.9M2.8%
Smartleaf Asset Management LLC455.5K$12.5M0.4%
Souders Financial Advisors442.3K$12.1M1.2%
Rockefeller Capital Management L.P.422.6K$11.6M0.0%
Onyx Bridge Wealth Group LLC422.6K$11.5M1.0%
Bouvel Investment Partners, LLC415.1K$11.3M2.6%
Capital Group Private Client Services, Inc.415.1K$11.3M0.2%
Integrated Wealth Concepts LLC412.8K$11.3M0.1%
Sanctuary Advisors, LLC397.4K$10.9M0.1%
Clear Trail Advisors, LLC393.7K$10.8M1.6%
Turning Point Benefit Group, Inc.391.8K$10.7M4.6%
Cerity Partners LLC382.4K$10.5M0.0%
Carmel Capital Partners, LLC369.3K$10.1M3.3%
ST GERMAIN D J CO INC368.3K$10.1M0.4%
HARBOUR INVESTMENTS, INC.337.8K$9.2M0.1%
Main Line Retirement Advisors, LLC323.7K$8.8M4.1%
Top Fund Holdings
13F
Top Fund Holdings

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