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 |
|---|---|---|---|---|---|
| LPL Financial | 7.6M | $194M | 10% | Jun 2026 |
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| Morgan Stanley | 6.9M | $178M | 16% | Mar 2026 |
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| Cetera Investment Advisers | 2.7M | $69M | 7% | Jun 2026 |
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| Wells Fargo & Company | 2.5M | $65M | 13% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.4M | $61M | 38% | Jun 2026 |
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| Capital Group Private Client Services | 2.3M | $60M | -2% | Jun 2026 |
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| Commonwealth Equity Services | 2.3M | $60M | -4% | Jun 2026 |
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| Envestnet Asset Management | 2.2M | $57M | 14% | Jun 2026 |
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| Merit Financial Group | 2.0M | $52M | 1% | Jun 2026 |
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| Royal Bank of Canada | 1.6M | $42M | 6% | Jun 2026 |
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| Benjamin Edwards | 1.6M | $42M | 0% | Jun 2026 |
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| Advisor Group Holdings | 1.6M | $40M | 31% | Jun 2026 |
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| Raymond James Financial | 1.5M | $39M | 12% | Jun 2026 |
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| Wood Tarver Financial Group | 1.4M | $37M | -5% | Jun 2026 |
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| Baird Financial | 1.4M | $35M | 14% | Jun 2026 |
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| Kestra Private Wealth Services | 1.4M | $35M | 121% | Jun 2026 |
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| Stifel Financial | 1.3M | $35M | 55% | Jun 2026 |
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| UBS Group | 1.3M | $33M | 1% | Jun 2026 |
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| Bridgewealth Advisory Group | 1.1M | $29M | 9% | Jun 2026 |
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| McIlrath & Eck | 867k | $22M | -1% | Mar 2026 |
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| Waterloo Capital | 710k | $18M | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 646k | $17M | 100% | Jun 2026 |
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| Mml Investors Services | 617k | $16M | 34% | Jun 2026 |
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| IAM Advisory | 580k | $15M | 2% | Jun 2026 |
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| Landaas & Co | 572k | $15M | -2% | Jun 2026 |
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| ValMark Advisers | 544k | $14M | 11% | Jun 2026 |
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| Goss Wealth Management | 535k | $14M | 21% | Jun 2026 |
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| Souders Financial Advisors | 527k | $14M | 7% | Jun 2026 |
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| Thayer Financial | 462k | $12M | 5% | Jun 2026 |
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| Conservest Capital Advisors | 460k | $12M | 34% | Jun 2026 |
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| Cambridge Investment Research Advisors | 425k | $11M | -7% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 405k | $10M | 15% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 372k | $9.6M | 11% | Jun 2026 |
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| Wealth Science Advisors | 352k | $9.1M | 309% | Jun 2026 |
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| Cauble & Harre Wealth Management | 341k | $8.8M | -1% | Jun 2026 |
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| Kestra Investment Management | 336k | $8.6M | 40% | Jun 2026 |
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| Lodestone Wealth Management | 329k | $8.5M | 28% | Jun 2026 |
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| Great Valley Advisor Group | 287k | $7.4M | 18% | Jun 2026 |
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| Private Advisor | 279k | $7.2M | -46% | Jun 2026 |
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| Sei Investments | 276k | $7.1M | 23% | Jun 2026 |
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| Kestra Advisory Services | 228k | $5.9M | 5% | Jun 2026 |
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| COFG Advisors | 224k | $5.8M | 100% | Jun 2026 |
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| Petredis Investment Advisors | 217k | $5.6M | 12% | Jun 2026 |
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| Richards, Merrill & Peterson | 198k | $5.1M | 6% | Jun 2026 |
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| HPM Partners | 186k | $4.8M | 0% | Jun 2026 |
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| Financial Management Network | 174k | $4.5M | -38% | Jun 2026 |
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| Rothschild Investment | 171k | $4.4M | 1% | Jun 2026 |
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| J Hagan Capital | 170k | $4.4M | 5% | Jun 2026 |
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| NWF Advisory Services | 164k | $4.2M | -1% | Jun 2026 |
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| Captrust Financial Advisors | 161k | $4.1M | -3% | Jun 2026 |
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| Sovran Advisors | 147k | $3.8M | 11% | Jun 2026 |
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| Integras Partners | 146k | $3.8M | -45% | Jun 2026 |
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| Pensionmark Financial Group | 146k | $3.8M | 0% | Jun 2026 |
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| Eq Wealth Advisors | 135k | $3.5M | -4% | Jun 2026 |
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| Citadel Advisors | 135k | $3.5M | -1% | Jun 2026 |
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| Saxony Capital Management | 130k | $3.3M | -9% | Jun 2026 |
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| Inspire Advisors | 130k | $3.3M | 14% | Jun 2026 |
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| Compton Financial Group | 129k | $3.3M | 826% | Jun 2026 |
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| International Assets Investment Management | 126k | $3.2M | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 123k | $3.2M | 117% | Jun 2026 |
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| Natixis Asset Management Advisors | 121k | $3.1M | 175% | Jun 2026 |
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| BlackDiamond Wealth Management | 119k | $3.1M | 9% | Jun 2026 |
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| Cannon Financial Strategists | 111k | $2.9M | 43% | Jun 2026 |
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| DeDora Capital | 103k | $2.6M | 4% | Jun 2026 |
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| Troutman Wealth Management | 97k | $2.5M | 1% | Jun 2026 |
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| Holistic Planning | 96k | $2.5M | 10% | Jun 2026 |
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| CLG | 90k | $2.3M | -3% | Jun 2026 |
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| Eaton Financial Holdings Company | 89k | $2.3M | 141% | Jun 2026 |
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| Janney Montgomery Scott | 87k | $2.2M | 9% | Jun 2026 |
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| IFP Advisors | 86k | $2.2M | 0% | Jun 2026 |
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| Weaver Consulting Group | 85k | $2.2M | 85% | Jun 2026 |
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| Freestate Advisors | 81k | $2.1M | 9% | Jun 2026 |
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| Harbour Investments | 79k | $2.0M | -12% | Jun 2026 |
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| Capital Research and Management Company - Division 3 | 75k | $1.9M | 2% | Jun 2026 |
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| Integrated Wealth Concepts | 73k | $1.9M | 144% | Jun 2026 |
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| Kerntke Otto McGlone Wealth Management Group | 72k | $1.9M | 100% | Jun 2026 |
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| Oppenheimer & Co | 72k | $1.8M | 5% | Jun 2026 |
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| Stewardship Concepts Financial Services | 70k | $1.8M | 350% | Jun 2026 |
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| Smith Thornton Advisors | 67k | $1.7M | 0% | Jun 2026 |
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| New England Capital Financial Advisors | 66k | $1.7M | -11% | Jun 2026 |
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| Summit Financial | 62k | $1.6M | 8% | Jun 2026 |
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| Werba Rubin Papier Wealth Management | 57k | $1.5M | -6% | Jun 2026 |
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| Perennial Investment Advisors | 55k | $1.4M | -4% | Jun 2026 |
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| SRS Capital Advisors | 55k | $1.4M | 169% | Jun 2026 |
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| Equitable Holdings | 54k | $1.4M | -37% | Jun 2026 |
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| MAI Wealth Advisors | 53k | $1.4M | 3% | Jun 2026 |
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| Western Wealth Management | 53k | $1.4M | -3% | Jun 2026 |
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| Stonebridge Financial Group | 51k | $1.3M | 345% | Jun 2026 |
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| Prospera Financial Services | 48k | $1.2M | 21% | Jun 2026 |
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| Steward Partners Investment Advisory | 48k | $1.2M | 36% | Jun 2026 |
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| D.A. Davidson & Co. | 46k | $1.2M | 31% | Jun 2026 |
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| Indivisible Partners | 43k | $1.1M | 100% | Jun 2026 |
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| Ashton Thomas Private Wealth | 43k | $1.1M | 339% | Jun 2026 |
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| Founders Financial Alliance | 41k | $1.1M | -28% | Jun 2026 |
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| Independent Financial Group | 41k | $1.0M | 16% | Jun 2026 |
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| Fiscal Wisdom Wealth Management | 40k | $1.0M | 100% | Jun 2026 |
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| LongView Wealth Management | 40k | $1.0M | 7% | Jun 2026 |
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| Creative Financial Designs | 40k | $1.0M | 341% | Jun 2026 |
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| Cyndeo Wealth Partners | 39k | $1.0M | 5% | Jun 2026 |
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| Garrett Investment Advisors | 39k | $1.0M | 35% | Jun 2026 |
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| Mutual Advisors | 39k | $996k | 79% | Jun 2026 |
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| Pines Wealth Management | 38k | $983k | 0% | Jun 2026 |
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| WNY Asset Management | 34k | $885k | -47% | Jun 2026 |
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| Clearwave Capital | 33k | $845k | -12% | Jun 2026 |
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| Davenport & Co | 31k | $806k | 0% | Jun 2026 |
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| TCFG Investment Advisors | 30k | $760k | 0% | Jun 2026 |
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| Tcfg Wealth Management | 30k | $761k | -3% | Mar 2026 |
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| CLS Investments | 29k | $753k | -42% | Jun 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27k | $698k | 0% | Jun 2026 |
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| Dynamic Advisors Solutions | 27k | $686k | -7% | Jun 2026 |
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| Capital Planning Advisors | 26k | $677k | 0% | Mar 2026 |
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| Jacobi Capital Management | 26k | $670k | 11% | Jun 2026 |
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| Global Retirement Partners | 26k | $664k | 31% | Jun 2026 |
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| Tortuga Wealth Management | 26k | $661k | -1% | Jun 2026 |
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| Aurdan Capital Management | 25k | $631k | 0% | Jun 2026 |
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| KWB Wealth | 24k | $627k | 71% | Jun 2026 |
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| Bleakley Financial Group | 24k | $623k | -16% | Jun 2026 |
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| Cullen Frost Bankers | 24k | $618k | 18% | Jun 2026 |
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| Keudell/Morrison Wealth Management | 24k | $608k | -4% | Jun 2026 |
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| Aptus Capital Advisors | 23k | $588k | 128% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 23k | $588k | 128% | Jun 2026 |
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| Gateway Wealth Partners | 23k | $580k | -33% | Jun 2026 |
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| Beacon Financial Advisory | 22k | $572k | 51% | Jun 2026 |
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| Advisortrust Partners | 22k | $567k | 57% | Jun 2026 |
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| Rockefeller Capital Management | 22k | $556k | 3585% | Jun 2026 |
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| Fifth Third Bancorp | 21k | $551k | 35% | Jun 2026 |
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| Boyer Financial Services | 21k | $533k | -44% | Jun 2026 |
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| Burford Brothers | 20k | $520k | -21% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 19k | $480k | -10% | Mar 2026 |
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| Assetmark | 19k | $479k | 33% | Jun 2026 |
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| Ausdal Financial Partners | 18k | $473k | 6% | Jun 2026 |
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| Endeavor Private Wealth | 18k | $468k | 0% | Jun 2026 |
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| Continuum Advisory | 18k | $467k | 6% | Jun 2026 |
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| Envestnet Portfolio Solutions | 18k | $465k | 5% | Jun 2026 |
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| J. Derek Lewis & Associates | 18k | $458k | -5% | Jun 2026 |
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| Strategic Family Wealth Counselors | 18k | $453k | 0% | Jun 2026 |
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| Capital Analysts | 17k | $431k | 65% | Jun 2026 |
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| Smith, Moore & Co. | 17k | $428k | 5% | Jun 2026 |
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| Nations Financial Group | 17k | $424k | 10% | Jun 2026 |
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| Bank of New York Mellon | 16k | $419k | -3% | Jun 2026 |
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| Brookstone Capital Management | 16k | $411k | 6% | Jun 2026 |
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| Advisory Services Network | 15k | $397k | -28% | Jun 2026 |
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| Arkadios Wealth Advisors | 13k | $342k | 4% | Jun 2026 |
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| Concurrent Investment Advisors | 13k | $341k | -3% | Jun 2026 |
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| We Are One Seven | 13k | $337k | 100% | Jun 2026 |
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| Atria Investments | 13k | $327k | 12% | Jun 2026 |
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| Gallagher Fiduciary Advisors | 13k | $323k | 12% | Jun 2026 |
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| Citigroup | 12k | $307k | 100% | Mar 2026 |
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| Ameritas Advisory Services | 12k | $301k | 100% | Jun 2026 |
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| Sowell Financial Services | 12k | $299k | -41% | Jun 2026 |
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| Diversify Wealth Management | 11k | $274k | -15% | Jun 2026 |
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| Wealthcare Advisory Partners | 9.5k | $245k | -45% | Jun 2026 |
|
Who sold out of Capital Group Fixed Income E?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 243k | $6.3M |
| Entruity Wealth | Mar 2026 | 139k | $3.6M |
| Mariner Wealth Advisors | Mar 2026 | 128k | $3.3M |
| Independent Advisor Alliance | Mar 2026 | 64k | $1.6M |
| Confluence Wealth Services | Mar 2026 | 41k | $1.1M |
| Goldman Sachs Group | Mar 2026 | 24k | $622k |
| RFP Financial Group | Mar 2026 | 24k | $609k |