CGSM: 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)
162 institutions reported holding $1.30B of Capital Grp Fixed Incm Etf T on Form 13F (148 the quarter before). 27 opened a new position and 11 sold out. Shares held by institutions: +39%.
| Largest holders | Shares | Value |
|---|---|---|
| Capital International Investors | 13,144,337 | $346.81M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,567,287 | $305.20M |
| MORGAN STANLEY | 3,577,313 | $94.39M |
| ENVESTNET ASSET MANAGEMENT INC | 3,150,448 | $83.12M |
| LPL Financial LLC | 2,710,268 | $71.51M |
| Capital Group Private Client Services, Inc. | 1,324,006 | $34.93M |
| Cetera Investment Advisers | 1,268,729 | $33.48M |
| JONES FINANCIAL COMPANIES LLLP | 917,938 | $24.26M |
| WELLS FARGO & COMPANY/MN | 846,621 | $22.34M |
| CAPTRUST FINANCIAL ADVISORS | 738,981 | $19.50M |
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