CAPITAL GRP FIXED INCM ETF T

Watch

Share

CGMS·14020Y300·US·ETF·Unknown - Unknown

CGMS (CAPITAL GRP FIXED INCM ETF T) is held by 62 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($592.6M), WELLS FARGO & COMPANY/MN ($272.1M), ENVESTNET ASSET MANAGEMENT INC ($248.1M). Net institutional sentiment: Bullish.

62

Holders

(10 Elite)

$2.6B

Total Value

79% (63)

Consensus

50 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)60

Insider (Form 4)70

Activist (13D/13G)59

Congressional (STOCK Act)35

Holder Quality

79

★★★★★

Elite

31

★★★★

Strong

87

★★★

Solid

45

★★

Below

80

★

Weak

Held by 62 funds

10 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CGMS.

Top Holders

Top Holders (62)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	21.7M(+14.7%)	$592.6M	0.1%	+5.36%	43
WELLS FARGO & COMPANY/MN	Increased	10M(+35.2%)	$272.1M	0.0%	+3.76%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	9.1M(+16.1%)	$248.1M	0.1%	+5.85%	36
MORGAN STANLEY	Increased	7.9M(+10.5%)	$216.8M	0.0%	+7.65%	34
RAYMOND JAMES FINANCIAL INC	Increased	7.9M(+13.3%)	$216.7M	0.1%	+5.13%	35
UBS Group AG	Increased	6.2M(+11.1%)	$170.5M	0.0%	+5.19%	34
Cetera Investment Advisers	Increased	5.1M(+17.8%)	$138.3M	0.1%	+6.13%	42
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	3.3M(-3.5%)	$91.1M	0.1%	+9.92%	0
OSAIC HOLDINGS, INC.	Increased	3.3M(+22.2%)	$89.8M	0.1%	+6.96%	43
JONES FINANCIAL COMPANIES LLLP	Increased	2.3M(+27.4%)	$64M	0.0%	+4.10%	37
STIFEL FINANCIAL CORP	Increased	2.2M(+15.3%)	$60M	0.0%	+5.31%	34
ROYAL BANK OF CANADA	Increased	1.8M(+3.3%)	$50.4M	0.0%	+5.22%	30
MML INVESTORS SERVICES, LLC	Increased	1.8M(+31.5%)	$49M	0.1%	+6.13%	45
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.3M(+2.4%)	$35.5M	0.1%	+11.37%	30
Kestra Advisory Services, LLC	Increased	1.3M(+28.9%)	$34.8M	0.1%	+3.80%	43
Baird Financial Group, Inc.	Increased	1.1M(+8.0%)	$31.1M	0.0%	+6.21%	31
BENJAMIN EDWARDS INC	Increased	960,524(+32.6%)	$26.3M	0.2%	+4.40%	44
WAWaverly Advisors, LLC	New	951,076	$26M	0.2%	+0.22%	47
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	940,884(+10.1%)	$25.7M	0.0%	+4.98%	32
&PARTNERS	Increased	784,662(+38.6%)	$21.6M	0.1%	+2.99%	38

Showing 1-20 of 65

Per page:

1 / 4

CGMSCAPITAL GRP FIXED INCM ETF T

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer