13F Insight
DOSSIER · 13F Holders · Q1 2026
CGSM

CAPITAL GRP FIXED INCM ETF T

166 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 14020Y607·166 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$824M
visible holders
Holders
166
filers reporting
Concentration
42.01%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

166 institutions reported CGSM in Q1 2026. Capital International Investors leads at 42.0% 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
$346M13.2M0.08%Q1 202602
MORGAN STANLEY
CIK 0000895421
$97M3.7M0.01%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$83M3.2M0.02%Q2 202604
LPL Financial LLC
CIK 0001403438
$72M2.7M0.02%Q2 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
MML INVESTORS SERVICES, LLC
CIK 0000701059
$12M443K0.02%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M414K0.01%Q2 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$11M414K0.01%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M396K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M373K0.01%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$10M361K0.03%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$9M326K0.00%Q1 202618
Boulder Wealth Advisors, LLC
CIK 0001874080
$8M316K3.04%Q2 202619
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$8M304K0.09%Q1 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M291K0.02%Q1 2026
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