13F Insight
DOSSIER · 13F Holders · Q2 2026
CGSD

CAPITAL GRP FIXED INCM ETF T

199 institutions still hold CAPITAL GRP FIXED INCM ETF T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020Y409·199 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
199
filers reporting
Concentration
16.16%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

199 institutions reported CGSD in Q2 2026. MORGAN STANLEY leads at 16.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$194M7.6M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$194M7.6M0.04%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$68M2.7M0.06%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$65M2.5M0.01%Q2 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$61M2.4M0.02%Q2 202606
Capital Group Private Client Services, Inc.
CIK 0001857666
$60M2.3M0.85%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$60M2.3M0.07%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$57M2.2M0.01%Q2 202609
Merit Financial Group, LLC
CIK 0001621225
$52M2.0M0.32%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$42M1.6M0.01%Q2 202611
BENJAMIN EDWARDS INC
CIK 0001451623
$42M1.6M0.38%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$40M1.6M0.05%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M1.5M0.01%Q2 202614
Wood Tarver Financial Group, LLC
CIK 0002059344
$39M1.5M10.73%Q1 202615
Baird Financial Group, Inc.
CIK 0001648711
$35M1.4M0.05%Q2 202616
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$35M1.4M0.38%Q2 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$35M1.3M0.03%Q2 202618
UBS Group AG
CIK 0001610520
$33M1.3M0.00%Q2 202619
Bridgewealth Advisory Group, LLC
CIK 0001801982
$29M1.1M5.50%Q2 202620
McIlrath & Eck, LLC
CIK 0001701714
$22M866K1.66%Q1 2026
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