CAPITAL GRP FIXED INCM ETF T (CGSM)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
152
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+15
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 |
|---|---|---|---|---|---|
| Capital International Investors | $346.8M | 13,144,337 | 0.07% | 12q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $305.2M | 11,567,287 | 0.16% | 6q | +947.1%+$276.1M |
| MORGAN STANLEY | $94.4M | 3,577,313 | 0.00% | 10q | -3.0%-$2.9M |
| ENVESTNET ASSET MANAGEMENT INC | $83.1M | 3,150,448 | 0.02% | 10q | +7.6%+$5.9M |
| LPL Financial LLC | $71.5M | 2,710,268 | 0.02% | 8q | +23.7%+$13.7M |
| Capital Group Private Client Services, Inc. | $34.9M | 1,324,006 | 0.49% | 11q | +65.3%+$13.8M |
| Cetera Investment Advisers | $33.5M | 1,268,729 | 0.03% | 7q | +28.3%+$7.4M |
| JONES FINANCIAL COMPANIES LLLP | $24.3M | 917,938 | 0.01% | 8q | +39.8%+$6.9M |
| WELLS FARGO & COMPANY/MN | $22.3M | 846,621 | 0.00% | 5q | -38.7%-$14.1M |
| CAPTRUST FINANCIAL ADVISORS | $19.5M | 738,981 | 0.03% | 9q | +3.7%+$697.8K |
| OSAIC HOLDINGS, INC. | $13.7M | 518,969 | 0.02% | 11q | +39.2%+$3.9M |
| MML INVESTORS SERVICES, LLC | $11.7M | 443,224 | 0.02% | 8q | +27.1%+$2.5M |
| ROYAL BANK OF CANADA | $11.6M | 440,452 | 0.00% | 12q | +35.1%+$3.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 414,001 | 0.01% | 11q | +14.7%+$1.4M |
| TRUIST FINANCIAL CORP | $10.9M | 413,859 | 0.01% | 8q | -1.3%-$145.8K |
| RAYMOND JAMES FINANCIAL INC | $10.3M | 389,563 | 0.00% | 7q | -1.6%-$169.7K |
| Kestra Advisory Services, LLC | $9.5M | 360,657 | 0.03% | 9q | +16.3%+$1.3M |
| Boulder Wealth Advisors, LLC | $8.3M | 316,322 | 3.04% | 3q | +26.1%+$1.7M |
| Vestmark Advisory Solutions, Inc. | $8.0M | 304,185 | 0.08% | 8q | HELD |
| J.W. COLE ADVISORS, INC. | $5.5M | 209,316 | 0.09% | new | NEW |
| INTEGRATED WEALTHCARE, LLC | $5.3M | 199,147 | 3.93% | 3q | +1.6%+$83.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M | 194,857 | 0.01% | 9q | -3.8%-$200.3K |
| PRINCIPAL SECURITIES, INC. | $5.1M | 194,070 | 0.06% | 8q | +2.8%+$141.8K |
| Steward Partners Investment Advisory, LLC | $5.0M | 189,624 | 0.03% | 5q | -1.0%-$52.8K |
| INTEGRITY ALLIANCE, LLC. | $5.0M | 189,139 | 0.16% | new | NEW |
| Hartmann Taylor Wealth Management, LLC | $4.1M | 155,916 | 2.71% | 6q | HELD |
| Apella Capital, LLC | $4.0M | 152,619 | 0.06% | 2q | HELD |
| BENJAMIN EDWARDS INC | $4.0M | 150,522 | 0.04% | 8q | HELD |
| Prospera Financial Services Inc | $3.7M | 141,078 | 0.05% | 6q | +458.6%+$3.1M |
| Orion Porfolio Solutions, LLC | $3.7M | 139,299 | 0.03% | 8q | +13.0%+$422.8K |
| ASSETMARK, INC | $3.6M | 137,612 | 0.01% | 8q | +12.1%+$391.9K |
| Cannon Financial Strategists, Inc. | $3.6M | 136,919 | 0.41% | new | NEW |
| Baird Financial Group, Inc. | $3.6M | 135,780 | 0.00% | 6q | +36.6%+$959.6K |
| Total Clarity Wealth Management, Inc. | $3.6M | 134,940 | 0.69% | 3q | -3.9%-$145.1K |
| FWG Holdings, LLC | $3.5M | 131,988 | 1.20% | 3q | +12.9%+$394.7K |
| &PARTNERS | $3.2M | 121,339 | 0.01% | 5q | +2.8%+$87.7K |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $3.0M | 115,067 | 0.86% | 9q | +17.5%+$452.2K |
| NewEdge Advisors, LLC | $2.8M | 107,803 | 0.01% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.6M | 100,211 | 0.04% | 7q | -3.9%-$108.3K |
| SEI INVESTMENTS CO | $2.6M | 100,006 | 0.00% | 5q | +10.8%+$256.9K |
| Rockefeller Capital Management L.P. | $2.6M | 97,155 | 0.00% | 3q | +7.3%+$174.9K |
| Elequin Capital, LP | $2.5M | 95,551 | 0.08% | new | NEW |
| Cauble & Harre Wealth Management, Inc. | $2.3M | 85,683 | 1.81% | 3q | -3.2%-$74.8K |
| Tribridge Partners Financial LLC | $2.2M | 84,571 | 0.87% | 5q | +4.7%+$100.0K |
| BANK OF AMERICA CORP /DE/ | $2.2M | 83,692 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $2.1M | 80,859 | 0.01% | 10q | -56.8%-$2.8M |
| COTTONWOOD CAPITAL ADVISORS, LLC | $2.0M | 77,177 | 1.23% | 6q | +3.0%+$59.0K |
| STIFEL FINANCIAL CORP | $2.0M | 76,571 | 0.00% | 4q | +94.2%+$979.9K |
| PETREDIS INVESTMENT ADVISORS LLC | $2.0M | 76,570 | 0.14% | 2q | +102.0%+$1.0M |
| Transamerica Financial Advisors, LLC | $2.0M | 74,295 | 0.17% | 4q | -14.9%-$344.0K |
| Simplicity Wealth,LLC | $1.9M | 73,770 | 0.07% | 6q | +10.2%+$179.7K |
| MBM WEALTH CONSULTANTS, LLC | $1.9M | 73,473 | 0.37% | new | NEW |
| PUREfi Wealth, LLC | $1.8M | 68,308 | 0.99% | 7q | HELD |
| SARD WEALTH MANAGEMENT GROUP, LLC | $1.8M | 67,127 | 0.85% | 2q | +408.4%+$1.4M |
| Bison Wealth, LLC | $1.7M | 64,823 | 0.16% | 6q | +19.8%+$283.3K |
| Envestnet Portfolio Solutions, Inc. | $1.6M | 59,910 | 0.01% | 8q | +38.5%+$439.3K |
| Smith Thornton Advisors LLC | $1.6M | 59,890 | 0.70% | 9q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.6M | 58,750 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $1.4M | 52,507 | 0.03% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.3M | 50,868 | 0.05% | 9q | -4.8%-$67.9K |
| UHLMANN PRICE SECURITIES, LLC | $1.3M | 46,739 | 0.05% | 6q | +154.1%+$811.9K |
| Integrated Wealth Concepts LLC | $1.3M | 50,331 | 0.01% | 4q | +158.9%+$815.1K |
| JHP Wealth Management, LLC | $1.3M | 49,116 | 1.06% | 3q | +7.2%+$86.8K |
| Lakeside Advisors, INC. | $1.2M | 45,000 | 0.75% | 6q | +36.4%+$316.6K |
| Burton Enright Welch | $1.2M | 44,124 | 0.14% | 9q | +1.8%+$20.6K |
| Stratos Wealth Partners, LTD. | $1.1M | 43,213 | 0.01% | 4q | +46.6%+$362.5K |
| Sunrise Financial Services, LLC | $1.1M | 41,967 | 0.66% | 3q | +18.0%+$169.0K |
| Confluence Wealth Services, Inc. | $1.1M | 41,782 | 0.03% | 8q | +15.8%+$150.1K |
| Cerity Partners LLC | $1.1M | 41,578 | 0.00% | 3q | HELD |
| Greykasell Wealth Strategies, Inc. | $1.1M | 41,356 | 0.40% | 4q | HELD |
| Aprio Wealth Management, LLC | $1.0M | 37,950 | 0.05% | 3q | HELD |
| Cullen/Frost Bankers, Inc. | $989.1K | 37,486 | 0.01% | 8q | +22.8%+$183.9K |
| D.A. DAVIDSON & CO. | $988.2K | 37,455 | 0.01% | 8q | +3.9%+$37.2K |
| Souders Financial Advisors | $970.6K | 36,786 | 0.10% | 7q | HELD |
| Visionary Wealth Advisors | $943.5K | 35,759 | 0.04% | 6q | +21.5%+$167.1K |
| Advisory Services Network, LLC | $933.1K | 35,365 | 0.01% | 5q | HELD |
| Gateway Wealth Partners, LLC | $905.7K | 34,328 | 0.05% | 5q | -46.7%-$794.5K |
| Arax Advisory Partners | $903.0K | 34,225 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $896.8K | 33,994 | 0.00% | 8q | +3340.7%+$870.7K |
| CITADEL ADVISORS LLC | $888.4K | 33,670 | 0.00% | new | NEW |
| Acorn Wealth Advisors, LLC | $864.8K | 32,777 | 0.21% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $841.0K | 31,876 | 0.00% | 2q | +90.4%+$399.4K |
| Geneos Wealth Management Inc. | $811.6K | 30,755 | 0.02% | 6q | +376.7%+$641.4K |
| Jacobi Capital Management LLC | $799.4K | 30,296 | 0.04% | 9q | -63.0%-$1.4M |
| Capital Investment Management, Inc. | $797.0K | 30,205 | 0.24% | 3q | +11.9%+$84.8K |
| GWN SECURITIES INC. | $791.9K | 30,013 | 0.13% | 6q | +1.8%+$14.0K |
| LANDAAS & CO /WI /ADV | $775.5K | 29,392 | 0.14% | 4q | +35.0%+$200.9K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $752.1K | 28,506 | 0.01% | 2q | HELD |
| Vawter Financial, Ltd. | $752.0K | 28,500 | 0.28% | new | NEW |
| Atria Investments, Inc | $683.6K | 25,910 | 0.01% | new | NEW |
| MCF Advisors LLC | $677.3K | 25,671 | 0.02% | 2q | HELD |
| Wealth Science Advisors LLC | $671.9K | 25,466 | 0.30% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $649.7K | 24,623 | 0.01% | 7q | +16.4%+$91.6K |
| Goldstein Advisors, LLC | $623.1K | 23,616 | 0.06% | 2q | +173.2%+$395.0K |
| FIFTH THIRD BANCORP | $617.8K | 23,416 | 0.00% | 2q | +135.9%+$355.9K |
| Bank of New York Mellon Corp | $616.8K | 23,377 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $587.5K | 22,267 | 0.00% | 3q | +43.3%+$177.4K |
| World Investment Advisors | $554.8K | 21,073 | 0.01% | 3q | HELD |
| DAVENPORT & Co LLC | $545.0K | 20,655 | 0.00% | 2q | +23.2%+$102.7K |
| RICHARDS, MERRILL & PETERSON, INC. | $538.9K | 20,425 | 0.17% | 7q | -1.8%-$9.9K |
Showing the largest 100 of 162 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 | 152 | $1.3B | 49,257,182 | 27 | 79 | 23 | 0.0% |
| Q1 2026 | 137 | $946.7M | 36,020,454 | 27 | 67 | 24 | 0.0% |
| Q4 2025 | 121 | $805.7M | 30,587,776 | 21 | 65 | 15 | 0.0% |
| Q3 2025 | 100 | $707.8M | 26,850,737 | 18 | 57 | 17 | 0.0% |
| Q2 2025 | 87 | $604.3M | 23,170,234 | 19 | 39 | 18 | 0.0% |
| Q1 2025 | 73 | $545.6M | 20,978,524 | 18 | 37 | 7 | 0.0% |
| Q4 2024 | 59 | $473.3M | 18,226,458 | 9 | 30 | 9 | 0.0% |
| Q3 2024 | 50 | $402.2M | 15,315,290 | 22 | 23 | 1 | 0.0% |
| Q2 2024 | 31 | $26.8M | 1,040,841 | 16 | 10 | 2 | 0.0% |
| Q1 2024 | 16 | $34.9M | 1,357,904 | 7 | 4 | 4 | 0.0% |
| Q4 2023 | 9 | $40.5M | 1,567,113 | 6 | 1 | 2 | 0.0% |
| Q3 2023 | 4 | $31.6M | 1,262,832 | 4 | 0 | 0 | 0.0% |