Who owns CAPITAL GROUP FIXED INCOME E?
- Ticker: CGSD
- CUSIP Number: 14020y409
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Fixed Income E with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Fixed Income E stock
Who bought or sold CAPITAL GROUP FIXED INCOME E this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 6.9M | $178M | 16% | Mar 2026 |
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| LPL Financial | 6.9M | $178M | 10% | Mar 2026 |
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| Cetera Investment Advisers | 2.5M | $64M | 7% | Mar 2026 |
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| Commonwealth Equity Services | 2.4M | $62M | 12% | Mar 2026 |
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| Capital Group Private Client Services | 2.4M | $62M | 2% | Mar 2026 |
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| Wells Fargo & Company | 2.2M | $58M | 30% | Mar 2026 |
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| Merit Financial Group | 2.0M | $51M | 4% | Mar 2026 |
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| Envestnet Asset Management | 1.9M | $50M | 54% | Mar 2026 |
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| Benjamin Edwards | 1.6M | $42M | 665% | Mar 2026 |
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| Royal Bank of Canada | 1.5M | $40M | 34% | Mar 2026 |
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| Wood Tarver Financial Group | 1.5M | $39M | 9% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.3M | $34M | 34% | Dec 2025 |
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| Raymond James Financial | 1.3M | $33M | 23% | Dec 2025 |
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| UBS Group | 1.3M | $33M | 0% | Mar 2026 |
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| Advisor Group Holdings | 1.3M | $33M | 3% | Dec 2025 |
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| Captrust Financial Advisors | 1.0M | $27M | 4% | Dec 2025 |
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| Bridgewealth Advisory Group | 965k | $25M | 19% | Dec 2025 |
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| Stifel Financial | 869k | $22M | 12% | Mar 2026 |
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| McIlrath & Eck | 867k | $22M | -1% | Mar 2026 |
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| Kestra Private Wealth Services | 615k | $16M | 8% | Mar 2026 |
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| Landaas & Co | 582k | $15M | 7% | Mar 2026 |
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| IAM Advisory | 568k | $15M | 2% | Mar 2026 |
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| Private Advisor | 521k | $13M | 11% | Mar 2026 |
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| Souders Financial Advisors | 490k | $13M | 7% | Mar 2026 |
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| ValMark Advisers | 489k | $13M | 48% | Mar 2026 |
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| Mml Investors Services | 461k | $12M | -8% | Mar 2026 |
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| Cambridge Investment Research Advisors | 459k | $12M | -3% | Mar 2026 |
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| Thayer Financial | 439k | $11M | 6% | Mar 2026 |
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| Baird Financial | 389k | $10M | 948% | Dec 2025 |
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| Conservest Capital Advisors | 344k | $8.9M | 309% | Mar 2026 |
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| Cauble & Harre Wealth Management | 342k | $8.8M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 336k | $8.7M | 8% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 294k | $7.6M | 229% | Dec 2025 |
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| Financial Management Network | 282k | $7.3M | 4% | Mar 2026 |
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| Integras Partners | 267k | $6.9M | 100% | Mar 2026 |
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| Lodestone Wealth Management | 257k | $6.6M | 9% | Mar 2026 |
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| Great Valley Advisor Group | 244k | $6.3M | -9% | Mar 2026 |
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| Jane Street | 243k | $6.3M | 100% | Mar 2026 |
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| Kestra Investment Management | 240k | $6.2M | 100% | Mar 2026 |
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| Sei Investments | 224k | $5.8M | 21% | Mar 2026 |
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| Kestra Advisory Services | 216k | $5.6M | 197% | Mar 2026 |
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| Petredis Investment Advisors | 193k | $5.0M | -8% | Mar 2026 |
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| Richards, Merrill & Peterson | 187k | $4.8M | 50% | Mar 2026 |
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| HPM Partners | 186k | $4.8M | 529% | Mar 2026 |
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| Rothschild Investment | 169k | $4.4M | 8% | Mar 2026 |
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| NWF Advisory Services | 165k | $4.3M | -2% | Mar 2026 |
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| J Hagan Capital | 162k | $4.2M | -2% | Mar 2026 |
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| Pensionmark Financial Group | 146k | $3.8M | 54% | Mar 2026 |
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| Saxony Capital Management | 142k | $3.7M | 4% | Mar 2026 |
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| Eq Wealth Advisors | 141k | $3.6M | 0% | Mar 2026 |
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| Entruity Wealth | 139k | $3.6M | -1% | Mar 2026 |
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| Citadel Advisors | 137k | $3.5M | 100% | Mar 2026 |
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| Sovran Advisors | 133k | $3.4M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 128k | $3.3M | 13% | Mar 2026 |
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| International Assets Investment Management | 125k | $3.2M | -1% | Mar 2026 |
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| Inspire Advisors | 114k | $2.9M | 2% | Mar 2026 |
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| BlackDiamond Wealth Management | 110k | $2.8M | 1% | Mar 2026 |
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| DeDora Capital | 98k | $2.5M | 5% | Mar 2026 |
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| Troutman Wealth Management | 96k | $2.5M | 100% | Mar 2026 |
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| CLG | 91k | $2.4M | 11% | Dec 2025 |
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| Harbour Investments | 89k | $2.3M | 67% | Mar 2026 |
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| Holistic Planning | 88k | $2.3M | 100% | Mar 2026 |
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| Wealth Science Advisors | 86k | $2.2M | 0% | Mar 2026 |
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| IFP Advisors | 86k | $2.2M | 381% | Mar 2026 |
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| Equitable Holdings | 85k | $2.2M | 137% | Mar 2026 |
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| Janney Montgomery Scott | 80k | $2.1M | 50% | Mar 2026 |
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| Cannon Financial Strategists | 78k | $2.0M | 164% | Mar 2026 |
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| Freestate Advisors | 75k | $1.9M | 25% | Mar 2026 |
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| New England Capital Financial Advisors | 74k | $1.9M | -71% | Mar 2026 |
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| Capital Research and Management Company - Division 3 | 73k | $1.9M | 3% | Mar 2026 |
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| Oppenheimer & Co | 68k | $1.8M | 555% | Mar 2026 |
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| Smith Thornton Advisors | 67k | $1.7M | 0% | Mar 2026 |
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| WNY Asset Management | 64k | $1.7M | -94% | Mar 2026 |
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| Independent Advisor Alliance | 64k | $1.6M | 100% | Mar 2026 |
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| Werba Rubin Papier Wealth Management | 61k | $1.6M | 10% | Mar 2026 |
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| Perennial Investment Advisors | 58k | $1.5M | 7% | Mar 2026 |
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| Founders Financial Alliance | 57k | $1.5M | 0% | Mar 2026 |
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| Summit Financial | 57k | $1.5M | 1% | Mar 2026 |
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| Branch Banking & Trust Company | 57k | $1.5M | 36% | Mar 2026 |
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| Western Wealth Management | 54k | $1.4M | 8% | Mar 2026 |
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| MAI Wealth Advisors | 52k | $1.3M | 164% | Mar 2026 |
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| CLS Investments | 51k | $1.3M | -7% | Mar 2026 |
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| Weaver Consulting Group | 46k | $1.2M | 100% | Mar 2026 |
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| Natixis Asset Management Advisors | 44k | $1.1M | 101% | Mar 2026 |
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| Confluence Wealth Services | 41k | $1.1M | 0% | Mar 2026 |
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| Prospera Financial Services | 39k | $1.0M | 251% | Mar 2026 |
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| Pines Wealth Management | 38k | $982k | 23% | Mar 2026 |
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| Cyndeo Wealth Partners | 38k | $973k | 11% | Mar 2026 |
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| LongView Wealth Management | 37k | $971k | 11% | Mar 2026 |
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| Clearwave Capital | 37k | $965k | 1% | Mar 2026 |
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| Eaton Financial Holdings Company | 37k | $951k | 15% | Mar 2026 |
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| Boyer Financial Services | 37k | $950k | 29% | Mar 2026 |
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| Independent Financial Group | 35k | $905k | 22% | Mar 2026 |
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| D.A. Davidson & Co. | 35k | $902k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 35k | $900k | 186% | Mar 2026 |
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| Gateway Wealth Partners | 34k | $863k | 150% | Mar 2026 |
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| Davenport & Co | 31k | $810k | 10% | Mar 2026 |
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| Integrated Wealth Concepts | 30k | $775k | 42% | Mar 2026 |
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| Tcfg Wealth Management | 30k | $761k | -3% | Mar 2026 |
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| TCFG Investment Advisors | 30k | $761k | 100% | Mar 2026 |
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| Garrett Investment Advisors | 29k | $744k | 22% | Mar 2026 |
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| Bleakley Financial Group | 29k | $741k | -5% | Mar 2026 |
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| Dynamic Advisors Solutions | 29k | $740k | 1% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 29k | $745k | 0% | Dec 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27k | $697k | 9% | Mar 2026 |
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| Capital Planning Advisors | 26k | $677k | 0% | Mar 2026 |
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| Burford Brothers | 26k | $661k | 10% | Mar 2026 |
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| Keudell/Morrison Wealth Management | 25k | $637k | 100% | Mar 2026 |
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| Aurdan Capital Management | 25k | $631k | 31% | Mar 2026 |
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| Goldman Sachs Group | 24k | $622k | 100% | Mar 2026 |
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| RFP Financial Group | 24k | $609k | -97% | Mar 2026 |
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| Jacobi Capital Management | 23k | $603k | 100% | Mar 2026 |
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| Mutual Advisors | 22k | $556k | -9% | Mar 2026 |
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| SRS Capital Advisors | 21k | $530k | 100% | Mar 2026 |
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| Tortuga Wealth Management | 20k | $528k | 100% | Dec 2025 |
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| Cullen Frost Bankers | 20k | $523k | 31% | Mar 2026 |
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| Global Retirement Partners | 20k | $513k | 0% | Dec 2025 |
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| Sowell Financial Services | 20k | $506k | -10% | Mar 2026 |
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| J. Derek Lewis & Associates | 19k | $485k | -5% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 19k | $480k | -10% | Mar 2026 |
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| Endeavor Private Wealth | 18k | $468k | 100% | Mar 2026 |
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| Strategic Family Wealth Counselors | 18k | $455k | 0% | Mar 2026 |
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| Wealthcare Advisory Partners | 17k | $449k | 17% | Mar 2026 |
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| Ausdal Financial Partners | 17k | $449k | 6% | Mar 2026 |
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| Envestnet Portfolio Solutions | 17k | $444k | -8% | Mar 2026 |
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| Continuum Advisory | 17k | $443k | -15% | Mar 2026 |
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| Bank of New York Mellon | 17k | $434k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 16k | $410k | 100% | Mar 2026 |
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| Smith, Moore & Co. | 16k | $409k | -21% | Mar 2026 |
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| Stewardship Concepts Financial Services | 16k | $404k | 100% | Mar 2026 |
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| Brookstone Capital Management | 15k | $389k | -4% | Mar 2026 |
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| Nations Financial Group | 15k | $388k | 7% | Mar 2026 |
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| Beacon Financial Advisory | 15k | $379k | -3% | Mar 2026 |
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| KWB Wealth | 14k | $370k | 0% | Mar 2026 |
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| Advisortrust Partners | 14k | $363k | 0% | Mar 2026 |
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| Assetmark | 14k | $362k | 16% | Mar 2026 |
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| Compton Financial Group | 14k | $359k | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 14k | $351k | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 13k | $329k | 7% | Mar 2026 |
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| Diversify Wealth Management | 13k | $324k | 100% | Mar 2026 |
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| Citigroup | 12k | $307k | 100% | Mar 2026 |
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| Stonebridge Financial Group | 12k | $296k | -5% | Mar 2026 |
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| Brian McDonald | 11k | $296k | -3% | Dec 2025 |
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| Atria Investments | 11k | $293k | 100% | Mar 2026 |
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| Gallagher Fiduciary Advisors | 11k | $289k | 100% | Mar 2026 |
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| Stratos Wealth Partners | 11k | $286k | 100% | Mar 2026 |
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| Private Trust Co Na | 11k | $276k | 291% | Mar 2026 |
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| Summit Global Investments | 11k | $274k | 100% | Mar 2026 |
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| OneAscent Financial Services | 10k | $269k | 100% | Mar 2026 |
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| Kercheville Advisors | 10k | $264k | 17% | Mar 2026 |
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| Aptus Capital Advisors | 10k | $258k | -65% | Mar 2026 |
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| ProCore Advisors | 9.9k | $255k | -43% | Mar 2026 |
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| Rockefeller Capital Management | 586.00 | $15k | -96% | Mar 2026 |
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Who sold out of Capital Group Fixed Income E?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 829k | $22M |
| Susquehanna International | Sep 2025 | 406k | $11M |
| Goss Wealth Management | Dec 2025 | 383k | $10M |
| Creekmur Asset Management | Sep 2025 | 200k | $5.2M |
| SOL Capital Management | Dec 2025 | 144k | $3.8M |
| Intl Fcstone | Dec 2025 | 131k | $3.4M |
| Merited Wealth | Dec 2025 | 29k | $766k |
| GPS Wealth Strategies Group | Sep 2025 | 19k | $501k |
| Integrity Alliance | Dec 2025 | 14k | $366k |