Who Owns CAPITAL GRP FIXED INCM ETF T (CGSD)? -- Institutional Holders (2026-06-30)

104 institutions reported holding $503.2M of CAPITAL GRP FIXED INCM ETF T (CGSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($59.6M), ENVESTNET ASSET MANAGEMENT INC ($56.5M), Merit Financial Group, LLC ($51.6M), BENJAMIN EDWARDS INC ($41.6M), KESTRA PRIVATE WEALTH SERVICES, LLC ($35.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$59.6M2.3MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$56.5M2.2MAdded
3Merit Financial Group, LLC$51.6M2.0MAdded
4BENJAMIN EDWARDS INC$41.6M1.6MAdded
5KESTRA PRIVATE WEALTH SERVICES, LLC$35.0M1.4MAdded
6Bridgewealth Advisory Group, LLC$29.1M1.1MAdded
7Cambridge Investment Research Advisors, Inc.$21.9M850,094Added
8Waterloo Capital, L.P.$18.3M710,000New
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$16.6M646,055Added
10IAM Advisory, LLC$14.9M579,852Added
11LANDAAS & CO /WI /ADV$14.7M571,548Trimmed
12Thayer Financial, L.L.C.$11.9M461,835Added
13Conservest Capital Advisors, Inc.$11.8M459,834Added
14Wealth Science Advisors LLC$9.1M352,270Added
15Lodestone Wealth Management LLC$8.5M329,266Added
16Private Advisor Group, LLC$7.2M279,445Trimmed
17Kestra Advisory Services, LLC$5.9M227,602Added
18PETREDIS INVESTMENT ADVISORS LLC$5.6M217,231Added
19RICHARDS, MERRILL & PETERSON, INC.$5.1M198,353Added
20NWF Advisory Services Inc.$4.2M164,130Trimmed
21Sovran Advisors, LLC$3.8M147,186Added
22Integras Partners LLC$3.8M146,024Trimmed
23EQ WEALTH ADVISORS, LLC$3.5M134,922Trimmed
24Saxony Capital Management, LLC$3.3M129,692Trimmed
25INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.2M125,550Added

Source: SEC Form 13F filings · as of 2026-06-30