CGMS: Capital Grp Fixed Incm Etf T insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
361 institutions reported holding $3.81B of Capital Grp Fixed Incm Etf T on Form 13F (333 the quarter before). 36 opened a new position and 14 sold out. Shares held by institutions: +17%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 21,684,661 | $592.64M |
| WELLS FARGO & COMPANY/MN | 9,954,981 | $272.07M |
| ENVESTNET ASSET MANAGEMENT INC | 9,076,177 | $248.05M |
| MORGAN STANLEY | 7,932,936 | $216.81M |
| RAYMOND JAMES FINANCIAL INC | 7,927,229 | $216.65M |
| UBS Group AG | 6,240,391 | $170.55M |
| Cetera Investment Advisers | 5,061,712 | $138.34M |
| Capital Advantage, Inc. | 3,791,682 | $103.63M |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,334,411 | $91.13M |
| OSAIC HOLDINGS, INC. | 3,285,180 | $89.79M |
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