# CAPITAL GRP FIXED INCM ETF T (CGSD)

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

- Reporting holders: 9
- Reported value: $25.7M
- 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 |
|---|---|---|---|---|
| [Wealth Science Advisors LLC](https://holderbook.com/funds/2083087-wealth-science-advisors-llc/) | $16.9M | 670,075 | 7.1% | 4 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $2.3M | 92,666 | 0.5% | 3 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $2.2M | 86,157 | 1.7% | 7 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $2.1M | 82,126 | 1.4% | 3 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $1.4M | 57,146 | 0.2% | 13 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $364.2K | 14,423 | 0.0% | 1 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $208.1K | 8,240 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $181.0K | 7,168 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.4K | 332 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $25.7M |
| Q2 2026 | 188 | $1.7B |
| Q1 2026 | 187 | $1.5B |
| Q4 2025 | 166 | $1.3B |
| Q3 2025 | 148 | $1.1B |
| Q2 2025 | 149 | $942.1M |
| Q1 2025 | 135 | $727.2M |
| Q4 2024 | 119 | $567.5M |
| Q3 2024 | 98 | $603.4M |
| Q2 2024 | 82 | $367.3M |
| Q1 2024 | 77 | $280.2M |
| Q4 2023 | 69 | $219.4M |