CGSM institutional holders

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

Managers holding162
Shares held50,456,755
Reported value$1.3bn
Quarter flows28 new, 91 added, 27 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Capital International Investors13,144,337$346.8m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11,567,287$305.2m0.2%
MORGAN STANLEY3,577,313$94.4m0.0%
ENVESTNET ASSET MANAGEMENT INC3,150,448$83.1m0.0%
LPL Financial LLC2,710,268$71.5m0.0%
Capital Group Private Client Services, Inc.1,324,006$34.9m0.5%
Cetera Investment Advisers1,268,729$33.5m0.0%
JONES FINANCIAL COMPANIES LLLP917,938$24.3m0.0%
WELLS FARGO & COMPANY/MN846,621$22.3m0.0%
CAPTRUST FINANCIAL ADVISORS738,981$19.5m0.0%
Cambridge Investment Research Advisors, Inc.656,638$17.3m0.0%
OSAIC HOLDINGS, INC.518,969$13.7m0.0%
MML INVESTORS SERVICES, LLC443,224$11.7m0.0%
ROYAL BANK OF CANADA440,452$11.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC414,001$10.9m0.0%
TRUIST FINANCIAL CORP413,859$10.9m0.0%
RAYMOND JAMES FINANCIAL INC389,563$10.3m0.0%
Kestra Advisory Services, LLC360,657$9.5m0.0%
Boulder Wealth Advisors, LLC316,322$8.3m3.0%
Vestmark Advisory Solutions, Inc.304,185$8.0m0.1%
NATIXIS ADVISORS, LLC227,062$6.0m0.0%
J.W. COLE ADVISORS, INC.209,316$5.5m0.1%
INTEGRATED WEALTHCARE, LLC199,147$5.3m3.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC194,857$5.1m0.0%
PRINCIPAL SECURITIES, INC.194,070$5.1m0.1%

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

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