Stock ownership · SEC 13F · Q3 2025

CAPITAL GRP FIXED INCM ETF T

Who owns CAPITAL GRP FIXED INCM ETF T (CUSIP 14020Y201)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$1.6M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 4 institutions report $1.6M in CAPITAL GRP FIXED INCM ETF T positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$1.6M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 14020Y201 · Q3 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $1.6M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - CAPITAL GRP FIXED INCM ETF T's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of CAPITAL GRP FIXED INCM ETF T
  1. 1
    LifeGoal Investments, LLC $1.0M
  2. 2
    JPMORGAN CHASE & CO $562K
  3. 3
    CIBC Private Wealth Group LLC $58K
  4. 4
    CENTAURUS FINANCIAL, INC. $340

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a CAPITAL GRP FIXED INCM ETF T position has risen from 1 to 4 over the last 7 quarters of 13F filings.

012345 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 4
Distinct 13F filers holding CAPITAL GRP FIXED INCM ETF T, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 LifeGoal Investments, LLC 37,289 $1.0M 62.1%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 20,611 $562K 34.3%
3 CIBC Private Wealth Group LLC 2,120 $58K 3.5%
4 CENTAURUS FINANCIAL, INC. 12,450 $340 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CAPITAL GRP FIXED INCM ETF T's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
65.7%
Shared-other discretion (OTR)
34.3%

Latest Quarter Activity · Q3 2025

New positions (3)

LifeGoal Investments, LLC $1.0M
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $562K
CIBC Private Wealth Group LLC $58K

Complete exits (2)

Orion Porfolio Solutions, LLC exited
Tribridge Partners Financial LLC exited

Frequently Asked Questions

How many institutions hold CAPITAL GRP FIXED INCM ETF T?▼
CAPITAL GRP FIXED INCM ETF T is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of CAPITAL GRP FIXED INCM ETF T?▼
Institutions report $1.6M of CAPITAL GRP FIXED INCM ETF T as of Q3 2025.
How concentrated is ownership of CAPITAL GRP FIXED INCM ETF T?▼
The top five institutional holders account for 100% of the reported institutional value in CAPITAL GRP FIXED INCM ETF T, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of CAPITAL GRP FIXED INCM ETF T?▼
LifeGoal Investments, LLC is the largest reported holder of CAPITAL GRP FIXED INCM ETF T with $1.0M across 37,289 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.