CAPITAL GRP FIXED INCM ETF T (CGMS) is held by 58 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling CGMS?

In Q1 2026, 46 institutions opened or increased positions in CAPITAL GRP FIXED INCM ETF T while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CGMS?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for CAPITAL GRP FIXED INCM ETF T.

How many hedge funds hold CGMS?

58 institutional investors report holding CAPITAL GRP FIXED INCM ETF T (CGMS) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CGMS?

As of Q1 2026, tracked institutions in CAPITAL GRP FIXED INCM ETF T show 46 buyers versus 12 sellers — net inflows.

CAPITAL GRP FIXED INCM ETF T

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

Holders

Avg rating(19 Elite)

$2.3B

Total Value

79% (62)

Fund Consensus

46 buying - 12 selling

No verdict yet — fewer than 2 funds hold CGMS.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	18.9M(+23.0%)	$514.7M	0.1%	+3.13%	45
ENVESTNET ASSET MANAGEMENT INC	Increased	7.8M(+24.2%)	$212.9M	0.1%	+3.76%	37
WELLS FARGO & COMPANY/MN	Increased	7.4M(+36.3%)	$200.5M	0.0%	+2.00%	40
MORGAN STANLEY	Increased	7.2M(+7.2%)	$195.5M	0.0%	+5.42%	33
RAYMOND JAMES FINANCIAL INC	Increased	7M(+34.5%)	$190.6M	0.1%	+2.71%	39
UBS Group AG	Increased	5.6M(+27.3%)	$153M	0.0%	+2.71%	38
Cetera Investment Advisers	Increased	4.3M(+17.7%)	$117M	0.1%	+4.23%	42
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3.5M(+10.6%)	$94.1M	0.1%	+6.88%	40
OSAIC HOLDINGS, INC.	Increased	2.7M(+9.9%)	$73.2M	0.1%	+5.61%	39
STIFEL FINANCIAL CORP	Increased	1.9M(+36.9%)	$51.9M	0.0%	+3.10%	38
JONES FINANCIAL COMPANIES LLLP	Increased	1.8M(+38.8%)	$49.4M	0.0%	+2.16%	39
ROYAL BANK OF CANADA	Increased	1.8M(+19.5%)	$48.7M	0.0%	+2.39%	35
Beacon Pointe Advisors, LLC	Increased	1.6M(+1.1%)	$42.5M	0.2%	+0.96%	35
MML INVESTORS SERVICES, LLC	Increased	1.4M(+9.4%)	$37.1M	0.1%	+5.13%	38
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.3M(-26.4%)	$34.8M	0.1%	+8.57%	0
Baird Financial Group, Inc.	Increased	1.1M(+18.2%)	$28.7M	0.0%	+3.65%	34
Kestra Advisory Services, LLC	Increased	987,033(+18.2%)	$26.9M	0.1%	+1.86%	40
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	854,690(+10.5%)	$23.3M	0.0%	+2.66%	32
Private Advisor Group, LLC	Increased	770,450(+10.6%)	$21M	0.1%	+4.22%	31
BENJAMIN EDWARDS INC	Increased	724,301(+23.0%)	$19.7M	0.2%	+2.80%	41