CAPITAL GRP FIXED INCM ETF T (CGSD)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
181
Reporting holders
$1.6B
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $194.4M | 7,553,728 | 0.01% | 13q | +9.7%+$17.2M |
| LPL Financial LLC | $194.3M | 7,550,294 | 0.04% | 13q | +9.7%+$17.2M |
| Merit Financial Group, LLC | $103.2M | 4,011,412 | 0.32% | 5q | +102.4%+$52.2M |
| Cetera Investment Advisers | $68.5M | 2,661,653 | 0.06% | 15q | +7.0%+$4.5M |
| WELLS FARGO & COMPANY/MN | $65.3M | 2,539,382 | 0.01% | 11q | -43.6%-$50.4M |
| JONES FINANCIAL COMPANIES LLLP | $61.3M | 2,373,894 | 0.02% | 10q | +37.7%+$16.8M |
| Capital Group Private Client Services, Inc. | $60.4M | 2,346,864 | 0.85% | 15q | -1.8%-$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $59.6M | 2,315,811 | 0.07% | 15q | -3.5%-$2.2M |
| ENVESTNET ASSET MANAGEMENT INC | $56.5M | 2,195,984 | 0.01% | 14q | +14.4%+$7.1M |
| ROYAL BANK OF CANADA | $41.6M | 1,618,052 | 0.01% | 14q | +5.7%+$2.3M |
| BENJAMIN EDWARDS INC | $41.6M | 1,616,748 | 0.38% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $40.3M | 1,567,873 | 0.05% | 15q | +31.4%+$9.6M |
| RAYMOND JAMES FINANCIAL INC | $39.0M | 1,516,230 | 0.01% | 7q | +12.0%+$4.2M |
| Baird Financial Group, Inc. | $35.3M | 1,373,223 | 0.05% | 8q | +14.1%+$4.4M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $35.0M | 1,359,525 | 0.38% | 9q | +121.0%+$19.1M |
| STIFEL FINANCIAL CORP | $34.7M | 1,348,697 | 0.03% | 14q | +55.1%+$12.3M |
| UBS Group AG | $33.1M | 1,288,331 | 0.00% | 14q | +0.9%+$311.4K |
| Bridgewealth Advisory Group, LLC | $29.1M | 1,132,665 | 5.50% | 11q | +9.5%+$2.5M |
| Waterloo Capital, L.P. | $18.3M | 710,000 | 1.03% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.6M | 646,055 | 0.03% | 11q | +9.7%+$1.5M |
| MML INVESTORS SERVICES, LLC | $15.9M | 616,594 | 0.03% | 13q | +33.7%+$4.0M |
| IAM Advisory, LLC | $14.9M | 579,852 | 2.91% | 5q | +2.1%+$304.5K |
| LANDAAS & CO /WI /ADV | $14.7M | 571,548 | 2.68% | 4q | -1.8%-$264.2K |
| Valmark Advisers, Inc. | $14.0M | 544,385 | 0.15% | 7q | +11.4%+$1.4M |
| NewEdge Advisors, LLC | $13.8M | 535,206 | 0.04% | new | NEW |
| Souders Financial Advisors | $13.6M | 526,722 | 1.36% | 15q | +7.5%+$945.3K |
| Thayer Financial, L.L.C. | $11.9M | 461,835 | 10.80% | 3q | +5.2%+$587.8K |
| Conservest Capital Advisors, Inc. | $11.8M | 459,834 | 0.94% | 3q | +33.7%+$3.0M |
| &PARTNERS | $10.4M | 404,845 | 0.04% | 5q | +15.4%+$1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.6M | 372,217 | 0.01% | 11q | +10.7%+$924.2K |
| Wealth Science Advisors LLC | $9.1M | 352,270 | 4.03% | 3q | +309.4%+$6.9M |
| Cauble & Harre Wealth Management, Inc. | $8.8M | 340,536 | 7.03% | 3q | -0.5%-$46.2K |
| Kestra Investment Management, LLC | $8.6M | 336,049 | 0.17% | 2q | +40.0%+$2.5M |
| Lodestone Wealth Management LLC | $8.5M | 329,266 | 2.99% | 11q | +28.0%+$1.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | $7.4M | 287,394 | 0.12% | 8q | +17.6%+$1.1M |
| Private Advisor Group, LLC | $7.2M | 279,445 | 0.03% | 12q | -46.3%-$6.2M |
| SEI INVESTMENTS CO | $7.1M | 275,972 | 0.01% | 5q | +23.4%+$1.3M |
| Kestra Advisory Services, LLC | $5.9M | 227,602 | 0.02% | 14q | +5.5%+$305.3K |
| COFG Advisors, LLC | $5.8M | 223,903 | 0.99% | new | NEW |
| PETREDIS INVESTMENT ADVISORS LLC | $5.6M | 217,231 | 0.38% | 5q | +12.5%+$620.6K |
| RICHARDS, MERRILL & PETERSON, INC. | $5.1M | 198,353 | 1.62% | 7q | +6.1%+$292.5K |
| Cerity Partners LLC | $4.8M | 185,674 | 0.01% | 3q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $4.5M | 173,754 | 0.64% | 12q | -38.4%-$2.8M |
| ROTHSCHILD INVESTMENT LLC | $4.4M | 171,205 | 0.16% | 11q | +1.4%+$60.1K |
| J HAGAN CAPITAL, INC. | $4.4M | 169,976 | 2.03% | 6q | +5.2%+$216.1K |
| NWF Advisory Services Inc. | $4.2M | 164,130 | 0.40% | 6q | -0.6%-$23.8K |
| CAPTRUST FINANCIAL ADVISORS | $4.1M | 160,455 | 0.01% | 9q | -3.4%-$145.5K |
| Sovran Advisors, LLC | $3.8M | 147,186 | 0.28% | 6q | +10.8%+$368.4K |
| World Investment Advisors | $3.8M | 145,973 | 0.06% | 6q | HELD |
| Integras Partners LLC | $3.8M | 146,024 | 2.07% | 2q | -45.3%-$3.1M |
| EQ WEALTH ADVISORS, LLC | $3.5M | 134,922 | 1.91% | 7q | -4.2%-$153.7K |
| CITADEL ADVISORS LLC | $3.5M | 134,685 | 0.00% | 2q | -1.5%-$52.0K |
| Saxony Capital Management, LLC | $3.3M | 129,692 | 1.53% | 9q | -8.5%-$310.2K |
| Inspire Advisors, LLC | $3.3M | 129,674 | 0.23% | 14q | +14.0%+$410.0K |
| Compton Financial Group, LLC | $3.3M | 128,871 | 0.64% | 2q | +826.2%+$3.0M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.2M | 125,550 | 0.19% | 12q | HELD |
| TRUIST FINANCIAL CORP | $3.2M | 123,047 | 0.00% | 8q | +117.1%+$1.7M |
| BlackDiamond Wealth Management, LLC | $3.1M | 119,062 | 1.23% | 15q | +8.7%+$244.1K |
| Cannon Financial Strategists, Inc. | $2.9M | 111,085 | 0.33% | 5q | +42.8%+$856.0K |
| DeDora Capital, Inc. | $2.6M | 102,567 | 0.57% | 14q | +4.2%+$106.5K |
| Troutman Wealth Management, LLC | $2.5M | 96,524 | 1.91% | 3q | +0.7%+$16.6K |
| UPTICK PARTNERS, LLC | $2.5M | 96,077 | 0.38% | 2q | +9.6%+$217.4K |
| CLG LLC | $2.3M | 90,089 | 0.51% | 7q | -3.2%-$76.3K |
| Eaton Financial Holdings Company, LLC | $2.3M | 88,713 | 0.63% | 4q | +140.6%+$1.3M |
| IFP Advisors, Inc | $2.2M | 85,481 | 0.04% | 14q | HELD |
| Weaver Consulting Group | $2.2M | 84,618 | 0.45% | 2q | +85.1%+$1.0M |
| Freestate Advisors LLC | $2.1M | 81,340 | 1.56% | 6q | +9.1%+$174.5K |
| HARBOUR INVESTMENTS, INC. | $2.0M | 78,816 | 0.03% | 14q | -11.7%-$269.4K |
| Capital International Investors | $1.9M | 75,208 | 0.00% | 15q | +2.4%+$46.1K |
| Integrated Wealth Concepts LLC | $1.9M | 73,307 | 0.01% | 6q | +144.1%+$1.1M |
| KOM Wealth Management Group, LLC | $1.9M | 72,305 | 1.12% | new | NEW |
| OPPENHEIMER & CO INC | $1.8M | 71,545 | 0.02% | 12q | +5.1%+$89.7K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.8M | 70,448 | 1.22% | 2q | +349.5%+$1.4M |
| Smith Thornton Advisors LLC | $1.7M | 67,273 | 0.76% | 8q | HELD |
| New England Capital Financial Advisors LLC | $1.7M | 66,000 | 0.41% | 15q | -11.0%-$209.2K |
| Summit Financial, LLC | $1.6M | 61,596 | 0.02% | 4q | +8.1%+$118.2K |
| Werba Rubin Papier Wealth Management | $1.5M | 57,393 | 0.18% | 4q | -5.8%-$91.3K |
| Perennial Investment Advisors, LLC | $1.4M | 55,443 | 0.09% | 6q | -3.7%-$55.5K |
| Arax Advisory Partners | $1.4M | 55,345 | 0.01% | 3q | +169.4%+$895.5K |
| Equitable Holdings, Inc. | $1.4M | 53,954 | 0.01% | 7q | -36.6%-$800.1K |
| MAI Capital Management | $1.4M | 53,328 | 0.01% | 4q | +3.4%+$44.8K |
| Western Wealth Management, LLC | $1.4M | 52,860 | 0.04% | 11q | -2.7%-$37.7K |
| Stonebridge Financial Group, LLC | $1.3M | 51,026 | 0.10% | 7q | +344.9%+$1.0M |
| Prospera Financial Services Inc | $1.2M | 47,677 | 0.02% | 9q | +21.5%+$216.8K |
| Steward Partners Investment Advisory, LLC | $1.2M | 47,515 | 0.01% | 7q | +36.2%+$324.8K |
| D.A. DAVIDSON & CO. | $1.2M | 45,906 | 0.01% | 2q | +31.3%+$281.7K |
| Indivisible Partners | $1.1M | 42,992 | 0.06% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $1.1M | 42,838 | 0.02% | 7q | +339.3%+$851.3K |
| Founders Financial Alliance, LLC | $1.1M | 41,389 | 0.14% | 6q | -27.8%-$409.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.0M | 40,619 | 0.02% | 6q | +15.7%+$142.0K |
| Fiscal Wisdom Wealth Management, LLC | $1.0M | 40,349 | 0.88% | new | NEW |
| LongView Wealth Management | $1.0M | 40,043 | 0.26% | 9q | +6.9%+$66.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.0M | 39,555 | 0.05% | 4q | +341.4%+$787.2K |
| Cyndeo Wealth Partners, LLC | $1.0M | 39,418 | 0.05% | 6q | +4.5%+$43.7K |
| CGN Advisors LLC | $1.0M | 39,036 | 0.07% | 12q | +35.3%+$262.3K |
| Mutual Advisors, LLC | $996.4K | 38,724 | 0.02% | 11q | +79.5%+$441.2K |
| Pines Wealth Management, LLC | $982.5K | 38,186 | 0.28% | 7q | HELD |
| WNY Asset Management, LLC | $884.8K | 34,387 | 0.08% | 13q | -46.6%-$771.9K |
| Clearwave Capital, LLC | $844.8K | 32,834 | 0.47% | 3q | -12.3%-$118.4K |
| DAVENPORT & Co LLC | $806.0K | 31,326 | 0.00% | 11q | HELD |
Showing the largest 100 of 188 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 181 | $1.6B | 61,949,987 | 17 | 91 | 44 | 0.0% |
| Q1 2026 | 180 | $1.4B | 56,110,854 | 32 | 84 | 38 | 0.0% |
| Q4 2025 | 159 | $1.2B | 47,191,910 | 16 | 78 | 31 | 0.0% |
| Q3 2025 | 141 | $1.1B | 40,455,540 | 13 | 80 | 27 | 0.0% |
| Q2 2025 | 141 | $861.9M | 33,237,918 | 20 | 70 | 29 | 0.0% |
| Q1 2025 | 127 | $660.1M | 25,468,153 | 24 | 63 | 24 | 0.0% |
| Q4 2024 | 111 | $509.5M | 19,869,847 | 14 | 44 | 26 | 0.0% |
| Q3 2024 | 89 | $411.6M | 15,887,310 | 20 | 44 | 14 | 0.0% |
| Q2 2024 | 75 | $319.2M | 12,558,551 | 14 | 40 | 13 | 0.0% |
| Q1 2024 | 69 | $233.7M | 9,202,546 | 15 | 35 | 9 | 0.0% |
| Q4 2023 | 60 | $175.2M | 6,884,145 | 14 | 24 | 12 | 0.0% |
| Q3 2023 | 46 | $156.6M | 6,255,951 | 11 | 17 | 11 | 0.0% |
| Q2 2023 | 39 | $177.1M | 7,052,094 | 12 | 21 | 5 | 0.0% |
| Q1 2023 | 30 | $129.0M | 5,057,797 | 19 | 8 | 2 | 0.0% |
| Q4 2022 | 11 | $51.0M | 2,010,269 | 10 | 0 | 0 | 0.0% |