# CAPITAL GRP FIXED INCM ETF T (CGSM)

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

- Reporting holders: 8
- Reported value: $8.4M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.8M | 149,296 | 0.0% | 3 |
| [Wealth Science Advisors LLC](https://holderbook.com/funds/2083087-wealth-science-advisors-llc/) | $3.1M | 119,300 | 1.3% | 2 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $460.2K | 17,901 | 0.1% | 10 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $351.2K | 13,660 | 0.0% | 7 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $333.7K | 12,978 | 0.1% | 10 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $205.7K | 8,000 | 0.0% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $96.2K | 3,743 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $51.7K | 2,009 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $8.4M |
| Q2 2026 | 162 | $1.4B |
| Q1 2026 | 147 | $971.2M |
| Q4 2025 | 132 | $825.3M |
| Q3 2025 | 111 | $731.8M |
| Q2 2025 | 98 | $634.0M |
| Q1 2025 | 83 | $572.8M |
| Q4 2024 | 69 | $496.2M |
| Q3 2024 | 56 | $427.1M |
| Q2 2024 | 33 | $28.7M |
| Q1 2024 | 19 | $36.3M |
| Q4 2023 | 11 | $41.5M |