13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
CGSM

CAPITAL GRP FIXED INCM ETF T

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

CUSIP 14020Y607·158 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.5%
vs prior quarter
13F value held
$794M
51.0% inst. owned
of float
Holders
158
-115 QoQ
filers reporting
Activity
+42 / −105
+894 added · −920 reduced
this quarter
Concentration
43.57%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

158 institutions reported CGSM in Q1 2026. Capital International Investors leads at 43.6% of the visible book. -115 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital International Investors
CIK 0001562230
$346M13.2M0.08%Q1 202602
MORGAN STANLEY
CIK 0000895421
$97M3.7M0.01%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$77M2.9M0.02%Q1 202604
LPL Financial LLC
CIK 0001403438
$58M2.2M0.02%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$29M1.1M0.02%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$26M989K0.03%Q1 202607
Capital Group Private Client Services, Inc.
CIK 0001857666
$21M801K0.35%Q1 202608
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$19M713K0.03%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M690K0.00%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$17M657K0.01%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$11M419K0.01%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M396K0.00%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M373K0.01%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M361K0.01%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$9M349K0.03%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$9M326K0.00%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$8M310K0.03%Q1 202618
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$8M304K0.09%Q1 202619
Boulder Wealth Advisors, LLC
CIK 0001874080
$7M251K2.63%Q1 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M202K0.01%Q1 2026
Page 1 of 8
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