13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
CGSD

CAPITAL GROUP FIXED INCOME ETF

196 institutions still hold CAPITAL GROUP FIXED INCOME ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020y409·196 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.1%
vs prior quarter
13F value held
$1.1B
67.0% inst. owned
of float
Holders
196
-134 QoQ
filers reporting
Activity
+57 / −92
+962 added · −928 reduced
this quarter
Concentration
16.79%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

196 institutions reported CGSD in Q1 2026. MORGAN STANLEY leads at 16.8% of the visible book. -134 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$178M6.9M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$177M6.9M0.05%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$64M2.5M0.07%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$62M2.4M0.09%Q1 202605
Capital Group Private Client Services, Inc.
CIK 0001857666
$62M2.4M1.04%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$58M2.2M0.01%Q1 202607
Merit Financial Group, LLC
CIK 0001621225
$51M2.0M0.38%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$50M1.9M0.01%Q1 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$44M1.7M0.02%Q1 202610
BENJAMIN EDWARDS INC
CIK 0001451623
$42M1.6M0.41%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$39M1.5M0.01%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$35M1.4M0.01%Q1 202613
UBS Group AG
CIK 0001610520
$33M1.3M0.00%Q1 202614
Baird Financial Group, Inc.
CIK 0001648711
$31M1.2M0.05%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$31M1.2M0.04%Q1 202616
Bridgewealth Advisory Group, LLC
CIK 0001801982
$25M965K5.54%Q4 202517
STIFEL FINANCIAL CORP
CIK 0000720672
$22M869K0.02%Q1 202618
McIlrath & Eck, LLC
CIK 0001701714
$22M866K1.66%Q1 202619
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$16M615K0.20%Q1 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$15M589K0.03%Q1 2026
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