Who Owns CAPITAL GRP FIXED INCM ETF T (CGSD)? -- Institutional Holders (2026-03-31)

198 institutions reported holding $1.44B of CAPITAL GRP FIXED INCM ETF T (CGSD) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($177.6M), LPL Financial LLC ($177.5M), Cetera Investment Advisers ($64.1M), COMMONWEALTH EQUITY SERVICES, LLC ($61.9M), Capital Group Private Client Services, Inc. ($61.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$177.6M6.9MAdded
2LPL Financial LLC$177.5M6.9MAdded
3Cetera Investment Advisers$64.1M2.5MAdded
4COMMONWEALTH EQUITY SERVICES, LLC$61.9M2.4MAdded
5Capital Group Private Client Services, Inc.$61.6M2.4MAdded
6WELLS FARGO & COMPANY/MN$58.0M2.2MAdded
7Merit Financial Group, LLC$51.1M2.0MAdded
8ENVESTNET ASSET MANAGEMENT INC$49.5M1.9MAdded
9JONES FINANCIAL COMPANIES LLLP$44.5M1.7MAdded
10BENJAMIN EDWARDS INC$41.7M1.6MAdded
11Royal Bank of Canada$39.5M1.5MAdded
12Wood Tarver Financial Group, LLC$38.8M1.5MAdded
13RAYMOND JAMES FINANCIAL INC$34.9M1.4MAdded
14UBS Group AG$32.9M1.3MTrimmed
15Baird Financial Group, Inc.$31.0M1.2MAdded
16OSAIC HOLDINGS, INC.$30.8M1.2MTrimmed
17Bridgewealth Advisory Group, LLC$26.7M1.0MAdded
18STIFEL FINANCIAL CORP$22.4M869,383Added
19McIlrath & Eck, LLC$22.3M866,459Trimmed
20KESTRA PRIVATE WEALTH SERVICES, LLC$15.9M615,304Added
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.2M588,870Trimmed
22LANDAAS & CO /WI /ADV$15.0M581,816Added
23IAM Advisory, LLC$14.6M568,019Added
24Private Advisor Group, LLC$13.4M520,838Added
25Souders Financial Advisors$12.6M489,982Added

Source: SEC Form 13F filings · as of 2026-03-31