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

CAPITAL GRP FIXED INCM ETF T

172 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 14020Y607·172 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
172
filers reporting
Concentration
30.47%
Capital International Investors #1
top holder share
AI Holders Summary · Q2 2026

172 institutions reported CGSM in Q2 2026. Capital International Investors leads at 30.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital International Investors
CIK 0001562230
$347M13.1M0.07%Q2 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$305M11.6M0.16%Q2 202603
MORGAN STANLEY
CIK 0000895421
$94M3.6M0.01%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$83M3.2M0.02%Q2 202605
LPL Financial LLC
CIK 0001403438
$72M2.7M0.02%Q2 202606
Capital Group Private Client Services, Inc.
CIK 0001857666
$35M1.3M0.49%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$33M1.3M0.03%Q2 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$24M918K0.01%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M847K0.00%Q2 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$19M739K0.03%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M519K0.02%Q2 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$12M443K0.02%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$12M440K0.00%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M414K0.01%Q2 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$11M414K0.01%Q2 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M390K0.00%Q2 202617
Kestra Advisory Services, LLC
CIK 0001830819
$10M361K0.03%Q2 202618
Boulder Wealth Advisors, LLC
CIK 0001874080
$8M316K3.04%Q2 202619
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$8M304K0.08%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M291K0.02%Q1 2026
Page 1 of 9
152 more holders available. Log in →