CAPITAL GRP FIXED INCM ETF T

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CGSM·14020Y607·US·etf·Unknown - Unknown

SHORT DURATION M

CGSM (CAPITAL GRP FIXED INCM ETF T) is held by 44 institutional investors as of Q1 2026. Largest holders: Capital International Investors ($346.1M), MORGAN STANLEY ($96.9M), ENVESTNET ASSET MANAGEMENT INC ($77M). Net institutional sentiment: Bullish.

44

Holders

Avg rating(7 Elite)

$802.4M

Total Value

74% (47)

Fund Consensus

34 buying - 12 selling

Smart Money Verdict

View all

66Positive Momentum (Unconfirmed)Single Source

Institutional (13F)66

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CGSM's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

20

★★★★

Strong

14

★★★

Solid

5

★★

Below

1

★

Weak

Held by 44 funds

7 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (44)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Capital International Investors	Increased	13.2M(+1.1%)	$346.1M	0.1%	+3.98%	31
MORGAN STANLEY	Increased	3.7M(+30.3%)	$96.9M	0.0%	+2.01%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	2.9M(+10.6%)	$77M	0.0%	+2.37%	33
LPL Financial LLC	Increased	2.2M(+37.9%)	$57.6M	0.0%	+1.46%	39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.1M(+208.8%)	$29M	0.0%	-0.42%	46
Cetera Investment Advisers	Increased	989,257(+41.1%)	$26M	0.0%	+1.44%	38
CAPTRUST FINANCIAL ADVISORS	Decreased	712,535(-17.2%)	$18.7M	0.0%	+3.27%	0
WELLS FARGO & COMPANY/MN	Increased	690,408(+12.1%)	$18.1M	0.0%	+0.35%	32
JONES FINANCIAL COMPANIES LLLP	Increased	656,761(+69.2%)	$17.3M	0.0%	+0.44%	42
TRUIST FINANCIAL CORP	Increased	419,385(+8.5%)	$11M	0.0%	+0.72%	30
RAYMOND JAMES FINANCIAL INC	Increased	395,994(+15.1%)	$10.4M	0.0%	+0.93%	32
OSAIC HOLDINGS, INC.	Decreased	372,711(-7.3%)	$9.8M	0.0%	+3.68%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	360,873(+22.4%)	$9.5M	0.0%	+2.56%	33
MML INVESTORS SERVICES, LLC	Decreased	348,737(-9.8%)	$9.2M	0.0%	+2.99%	0
ROYAL BANK OF CANADA	Increased	326,116(+85.2%)	$8.6M	0.0%	+1.23%	43
Kestra Advisory Services, LLC	Increased	310,024(+251.2%)	$8.1M	0.0%	+0.03%	44
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	202,450(+23.2%)	$5.3M	0.0%	+3.62%	33
Steward Partners Investment Advisory, LLC	Increased	191,624(+7.1%)	$5M	0.0%	+1.36%	29
Private Advisor Group, LLC	Increased	187,205(+25.1%)	$4.9M	0.0%	+3.44%	33
BENJAMIN EDWARDS INC	Increased	149,961(+233.1%)	$3.9M	0.0%	-0.19%	43

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer