CGSD institutional holders

CAPITAL GRP FIXED INCM ETF T · 13F, 2026Q2

Managers holding188
Shares held62,459,866
Reported value$1.6bn
Quarter flows18 new, 108 added, 47 trimmed, 17 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY7,553,728$194.4m0.0%
LPL Financial LLC7,550,294$194.3m0.0%
Cetera Investment Advisers2,661,653$68.5m0.1%
WELLS FARGO & COMPANY/MN2,539,382$65.3m0.0%
JONES FINANCIAL COMPANIES LLLP2,373,894$61.3m0.0%
Capital Group Private Client Services, Inc.2,346,864$60.4m0.9%
COMMONWEALTH EQUITY SERVICES, LLC2,315,811$59.6m0.1%
ENVESTNET ASSET MANAGEMENT INC2,195,984$56.5m0.0%
Merit Financial Group, LLC2,005,706$51.6m0.3%
ROYAL BANK OF CANADA1,618,052$41.6m0.0%
BENJAMIN EDWARDS INC1,616,748$41.6m0.4%
OSAIC HOLDINGS, INC.1,567,873$40.3m0.0%
RAYMOND JAMES FINANCIAL INC1,516,230$39.0m0.0%
Wood Tarver Financial Group, LLC1,423,756$36.6m8.6%
Baird Financial Group, Inc.1,373,223$35.3m0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC1,359,525$35.0m0.4%
STIFEL FINANCIAL CORP1,348,697$34.7m0.0%
UBS Group AG1,288,331$33.1m0.0%
Bridgewealth Advisory Group, LLC1,132,665$29.1m5.5%
Cambridge Investment Research Advisors, Inc.850,094$21.9m0.0%
Waterloo Capital, L.P.710,000$18.3m1.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC646,055$16.6m0.0%
MML INVESTORS SERVICES, LLC616,594$15.9m0.0%
IAM Advisory, LLC579,852$14.9m2.9%
LANDAAS & CO /WI /ADV571,548$14.7m2.7%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGSD"). CGSD price history · All 13F data

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