Who owns CAPITAL GRP FIXED INCM ETF T?
- Ticker: CGSM
- CUSIP Number: 14020y607
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Analyze quarterly positions in Capital Grp Fixed Incm Etf T with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Grp Fixed Incm Etf T stock
Who bought or sold CAPITAL GRP FIXED INCM ETF T this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 13M | $346M | 1% | Mar 2026 |
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| Morgan Stanley | 3.7M | $99M | 100% | Mar 2026 |
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| Envestnet Asset Management | 2.9M | $77M | 11% | Mar 2026 |
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| LPL Financial | 2.2M | $58M | 38% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.1M | $29M | 209% | Mar 2026 |
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| Cetera Investment Advisers | 989k | $26M | 41% | Mar 2026 |
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| Captrust Financial Advisors | 861k | $23M | 7% | Dec 2025 |
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| Capital Group Private Client Services | 801k | $21M | 3% | Mar 2026 |
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| Wells Fargo & Company | 690k | $18M | 12% | Mar 2026 |
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| Branch Banking & Trust Company | 419k | $11M | 8% | Mar 2026 |
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| Advisor Group Holdings | 402k | $11M | 2% | Dec 2025 |
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| Jones Financial Companies, L.L | 388k | $10M | 29% | Dec 2025 |
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| Commonwealth Equity Services | 361k | $9.5M | 22% | Mar 2026 |
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| Mml Investors Services | 349k | $9.2M | -10% | Mar 2026 |
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| Raymond James Financial | 344k | $9.1M | 21% | Dec 2025 |
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| Royal Bank of Canada | 326k | $9.0M | 88% | Mar 2026 |
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| Kestra Advisory Services | 310k | $8.1M | 251% | Mar 2026 |
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| Vestmark Advisory Solutions | 304k | $8.0M | 32% | Mar 2026 |
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| Cambridge Investment Research Advisors | 291k | $7.6M | 7% | Mar 2026 |
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| Boulder Wealth Advisors | 251k | $6.6M | 204% | Mar 2026 |
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| Integrated Wealthcare | 196k | $5.2M | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 192k | $5.0M | 7% | Mar 2026 |
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| Financial Connections Group | 191k | $5.0M | 8% | Mar 2026 |
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| Principal Securities | 189k | $5.0M | 10% | Mar 2026 |
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| Private Advisor | 187k | $4.9M | 25% | Mar 2026 |
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| Hartmann Taylor Wealth Management | 156k | $4.1M | -5% | Mar 2026 |
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| Apella Capital | 152k | $4.0M | 100% | Mar 2026 |
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| Benjamin Edwards | 150k | $3.9M | 233% | Mar 2026 |
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| Janney Montgomery Scott | 149k | $3.9M | 47% | Mar 2026 |
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| Natixis Asset Management Advisors | 142k | $3.7M | 286% | Mar 2026 |
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| Total Clarity Wealth Management | 140k | $3.7M | 16% | Mar 2026 |
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| Jane Street | 138k | $3.6M | 291% | Mar 2026 |
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| CLS Investments | 123k | $3.2M | 0% | Mar 2026 |
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| Assetmark | 123k | $3.2M | -7% | Mar 2026 |
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| Fortress Wealth Group | 117k | $3.1M | 121% | Mar 2026 |
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| Royal Harbor Partners | 111k | $2.9M | 4% | Mar 2026 |
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| Great Valley Advisor Group | 104k | $2.7M | 17% | Mar 2026 |
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| Keeler & Nadler Financial Planning & Wealth Management | 98k | $2.6M | 14% | Mar 2026 |
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| Betterment | 94k | $2.5M | 1% | Dec 2025 |
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| Baird Financial | 92k | $2.4M | 34% | Dec 2025 |
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| Rockefeller Capital Management | 91k | $2.4M | 63% | Mar 2026 |
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| Sei Investments | 90k | $2.4M | 22% | Mar 2026 |
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| Cauble & Harre Wealth Management | 89k | $2.3M | 100% | Mar 2026 |
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| Transamerica Financial Advisors | 87k | $2.3M | 117% | Mar 2026 |
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| Jacobi Capital Management | 82k | $2.2M | 6% | Mar 2026 |
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| Tribridge Partners Financial | 81k | $2.1M | 11% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 77k | $2.0M | 68% | Dec 2025 |
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| Cottonwood Capital Advisors | 75k | $2.0M | 6% | Mar 2026 |
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| PUREfi Wealth | 68k | $1.8M | -31% | Mar 2026 |
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| Simplicity Wealth | 67k | $1.8M | 8% | Mar 2026 |
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| Gateway Wealth Partners | 64k | $1.7M | 152% | Mar 2026 |
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| Smith Thornton Advisors | 60k | $1.6M | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 59k | $1.5M | 100% | Mar 2026 |
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| Armis Advisers | 54k | $1.4M | 1% | Mar 2026 |
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| EverSource Wealth Advisors | 53k | $1.4M | -26% | Mar 2026 |
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| Wedbush Morgan Securities | 49k | $1.3M | 25% | Mar 2026 |
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| JHP Wealth Management | 46k | $1.2M | -2% | Mar 2026 |
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| Burton Enright Welch | 43k | $1.1M | 2% | Mar 2026 |
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| Envestnet Portfolio Solutions | 43k | $1.1M | -22% | Mar 2026 |
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| HPM Partners | 42k | $1.1M | 46% | Mar 2026 |
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| Greykasell Wealth Strategies | 41k | $1.1M | 7% | Mar 2026 |
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| Stifel Financial | 39k | $1.0M | 159% | Mar 2026 |
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| Aprio Wealth Management | 38k | $997k | 2% | Mar 2026 |
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| Petredis Investment Advisors | 38k | $996k | 100% | Mar 2026 |
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| Souders Financial Advisors | 37k | $967k | 26% | Mar 2026 |
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| Confluence Wealth Services | 36k | $949k | -23% | Mar 2026 |
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| D.A. Davidson & Co. | 36k | $947k | 0% | Mar 2026 |
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| Sunrise Financial Services | 36k | $935k | 100% | Mar 2026 |
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| Advisory Services Network | 35k | $909k | 0% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 33k | $875k | 0% | Mar 2026 |
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| Lakeside Advisors | 33k | $867k | 187% | Mar 2026 |
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| Acorn Wealth Advisors | 33k | $861k | 0% | Mar 2026 |
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| SFG Wealth Management | 32k | $851k | 100% | Mar 2026 |
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| Cullen Frost Bankers | 31k | $802k | 10% | Mar 2026 |
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| Gwn Securities | 30k | $794k | 37% | Dec 2025 |
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| Stratos Wealth Partners | 30k | $775k | 16% | Mar 2026 |
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| Visionary Wealth Advisors | 29k | $773k | 9% | Mar 2026 |
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| Signature Estate and Investment Advisors | 28k | $747k | 100% | Mar 2026 |
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| Capital Investment Management | 27k | $709k | -3% | Mar 2026 |
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| MCF Advisors | 26k | $675k | 100% | Mar 2026 |
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| Prospera Financial Services | 25k | $664k | 0% | Mar 2026 |
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| Landaas & Co | 22k | $572k | -30% | Mar 2026 |
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| Harbour Investments | 21k | $556k | 19% | Mar 2026 |
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| Pensionmark Financial Group | 21k | $554k | 21% | Mar 2026 |
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| Peterson Wealth Advisors | 21k | $551k | -9% | Mar 2026 |
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| Richards, Merrill & Peterson | 21k | $547k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 19k | $511k | 30% | Mar 2026 |
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| Astoria Portfolio Advisors | 19k | $504k | 1% | Mar 2026 |
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| Uhlmann Price Securities | 18k | $483k | -6% | Mar 2026 |
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| Davenport & Co | 17k | $441k | 100% | Mar 2026 |
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| Mercer Global Advisors | 17k | $440k | 100% | Mar 2026 |
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| IFP Advisors | 17k | $438k | 43% | Mar 2026 |
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| International Assets Investment Management | 16k | $414k | 0% | Mar 2026 |
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| BCS Wealth Management | 16k | $412k | 100% | Mar 2026 |
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| Equitable Holdings | 16k | $409k | 18% | Mar 2026 |
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| Wood Tarver Financial Group | 14k | $376k | 0% | Mar 2026 |
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| Axxcess Wealth Management | 14k | $374k | 0% | Mar 2026 |
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| First Heartland Consultants | 14k | $374k | 11% | Mar 2026 |
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| TrueWealth Advisors | 14k | $359k | -7% | Mar 2026 |
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| Sar Wealth Management Group | 13k | $347k | 100% | Mar 2026 |
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| Stephens | 13k | $339k | -1% | Mar 2026 |
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| Strategic Blueprint | 13k | $329k | 6% | Mar 2026 |
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| Hanlon Investment Management | 12k | $325k | 1% | Mar 2026 |
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| Birchwood Financial Partners | 12k | $322k | 100% | Mar 2026 |
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| J. Derek Lewis & Associates | 12k | $307k | -6% | Mar 2026 |
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| Western Wealth Management | 12k | $302k | 100% | Mar 2026 |
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| Sugar Maple Asset Management | 11k | $300k | 100% | Mar 2026 |
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| AdvisorNet Financial | 11k | $285k | 160% | Mar 2026 |
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| Tempus Wealth Planning | 11k | $280k | -5% | Mar 2026 |
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| Burford Brothers | 10k | $274k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 9.9k | $261k | 100% | Mar 2026 |
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| Parsons Capital Management | 9.5k | $250k | 100% | Mar 2026 |
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| Independent Advisor Alliance | 9.3k | $244k | 100% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 8.8k | $232k | 100% | Mar 2026 |
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| Goldstein Advisors | 8.6k | $227k | 100% | Mar 2026 |
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| Thoroughbred Financial Services | 8.5k | $223k | 0% | Mar 2026 |
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| IHT Wealth Management | 8.5k | $223k | 0% | Dec 2025 |
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| Stonebridge Financial Group | 8.4k | $221k | 0% | Mar 2026 |
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| VestGen Advisors | 8.3k | $219k | 100% | Mar 2026 |
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| Florida Financial Advisors | 8.3k | $217k | 0% | Mar 2026 |
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| Flagship Harbor Advisors | 8.2k | $217k | 7% | Mar 2026 |
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| Koshinski Asset Management | 8.2k | $215k | 0% | Mar 2026 |
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| ValMark Advisers | 8.1k | $213k | -87% | Mar 2026 |
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| Streettalk Advisors | 8.0k | $210k | 0% | Mar 2026 |
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| Sovran Advisors | 8.0k | $210k | 100% | Mar 2026 |
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| Sym Financial Corporation | 7.7k | $203k | 0% | Mar 2026 |
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| Capital Investment Advisory Services | 7.0k | $184k | 0% | Mar 2026 |
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| Geneos Wealth Management | 6.5k | $170k | 0% | Mar 2026 |
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| AE Wealth Management | 6.2k | $162k | 256% | Mar 2026 |
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| CoreCap Advisors | 4.0k | $104k | 80% | Mar 2026 |
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| Ashton Thomas Securities | 3.8k | $101k | 100% | Mar 2026 |
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| Capital Analysts | 3.7k | $103k | 102% | Mar 2026 |
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| Ashton Thomas Private Wealth | 3.2k | $85k | 100% | Mar 2026 |
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| Nbc Securities | 2.9k | $77k | 0% | Mar 2026 |
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| UBS Group | 2.7k | $71k | 100% | Mar 2026 |
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| Private Trust Co Na | 2.4k | $62k | 24% | Mar 2026 |
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| Hanson McClain Advisors | 2.3k | $60k | 0% | Dec 2025 |
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| Global Retirement Partners | 2.0k | $54k | -14% | Dec 2025 |
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| Lodestone Wealth Management | 2.0k | $52k | 1% | Mar 2026 |
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| Brian McDonald | 1.7k | $45k | -43% | Dec 2025 |
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| Farther Finance Advisors | 966.00 | $25k | 19% | Mar 2026 |
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| Tower Research Capital | 594.00 | $16k | 100% | Dec 2025 |
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| Creative Financial Designs | 472.00 | $12k | -19% | Mar 2026 |
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| CX Institutional | 56.00 | $999.997600 | 0% | Mar 2026 |
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| CWM | 39.00 | $999.999000 | 100% | Dec 2025 |
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Who sold out of Capital Grp Fixed Incm Etf T?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 164k | $4.3M |
| J.w. Cole Advisors | Dec 2025 | 145k | $3.8M |
| Intl Fcstone | Dec 2025 | 113k | $3.0M |
| Beta Wealth | Dec 2025 | 63k | $1.7M |
| Goss Wealth Management | Dec 2025 | 52k | $1.4M |
| Old Mission Capital | Sep 2025 | 41k | $1.1M |
| Goldman Sachs Group | Dec 2025 | 29k | $774k |
| Elequin Capital | Dec 2025 | 12k | $312k |
| LongView Wealth Management | Dec 2025 | 7.7k | $204k |
| Jpmorgan Chase & Co | Sep 2025 | 1.6k | $43k |
| GPS Wealth Strategies Group | Sep 2025 | 1.4k | $36k |
| Eq Wealth Advisors | Dec 2025 | 1.2k | $30k |