# CAPITAL GRP FIXED INCM ETF T (CGMS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGMS/

- Reporting holders: 20
- Reported value: $45.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $21.8M | 831,862 | 4.9% | 13 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $5.0M | 190,745 | 3.3% | 4 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $4.6M | 173,716 | 1.4% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $3.0M | 114,236 | 0.1% | 6 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $2.8M | 107,055 | 0.6% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5M | 58,549 | 0.0% | 9 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $1.4M | 54,434 | 0.1% | 2 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $1.0M | 39,340 | 0.6% | 8 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $684.5K | 26,095 | 0.0% | 4 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $570.8K | 21,760 | 0.2% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $561.9K | 21,424 | 0.0% | 10 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $455.4K | 17,362 | 0.4% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $393.6K | 15,005 | 0.0% | 3 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $392.9K | 14,980 | 0.1% | 2 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $358.3K | 13,660 | 0.0% | 3 |
| [Meadowbrook Wealth Management, LLC](https://holderbook.com/funds/2090468-meadowbrook-wealth-management-llc/) | $358.0K | 13,650 | 0.4% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $322.5K | 12,295 | 0.0% | 10 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $320.8K | 12,228 | 0.0% | 9 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $84.7K | 3,230 | 0.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $52.5K | 2,000 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $8 | 300 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $45.7M |
| Q2 2026 | 359 | $4.2B |
| Q1 2026 | 329 | $3.5B |
| Q4 2025 | 314 | $2.9B |
| Q3 2025 | 267 | $2.4B |
| Q2 2025 | 256 | $2.1B |
| Q1 2025 | 242 | $1.8B |
| Q4 2024 | 220 | $1.3B |
| Q3 2024 | 170 | $936.1M |
| Q2 2024 | 137 | $570.6M |
| Q1 2024 | 103 | $368.4M |
| Q4 2023 | 82 | $248.2M |