CAPITAL GRP FIXED INCM ETF T ULTRA SHORT ETF is a security (CUSIP 14020Y888) tracked across SEC portfolio filings. 58 institutional managers reported $137.4M on Form 13F as of 2026-06-30.
Showing 15 of 58 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Merit Financial Group, LLC | ALPHARETTA, GA | $29.9M | 1,184,223 |
| LPL Financial LLC | FORT MILL, SC | $27.1M | 1,070,078 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $8.5M | 337,836 |
| Tribridge Partners Financial LLC | COLUMBIA, MD | $6.7M | 263,072 |
| Kensington Asset Management, LLC | Austin, TX | $4.7M | 184,915 |
| Wealth Science Advisors LLC | ALPHARETTA, GA | $4.6M | 181,463 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $4.2M | 167,348 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $4.2M | 165,160 |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $3.5M | 140,115 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $3.4M | 135,533 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $3.1M | 122,841 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $3.0M | 118,163 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $2.8M | 109,220 |
| Brookstone Capital Management | WHEATON, IL | $2.7M | 106,879 |
| Kingsview Wealth Management, LLC | GRANTS PASS, OR | $2.7M | 106,842 |