CGMS — Capital Grp Fixed Incm ETF T Institutional Holders · Q3 2026

Name: Who Owns CGMS? 23 Institutions Hold $45.7M (Q3 2026)
Creator: ko.io

Who owns Capital Grp Fixed Incm ETF T (CGMS)? 23 institutions reported holding $45.74M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: TrueWealth Advisors, LLC ($21.8M), Stewardship Concepts Financial Services LLC ($5.0M), LifeGoal Investments, LLC ($4.6M).

Rank	Institution	Value	Shares	Change
1	TrueWealth Advisors, LLC	$21.8M	831,862	Added
2	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$5.0M	190,745	Added
3	LifeGoal Investments, LLC	$4.6M	173,716	Added
4	Venture Visionary Partners LLC	$3.0M	114,236	Added
5	Cadent Capital Advisors, LLC	$2.8M	107,055	New
6	Farther Finance Advisors, LLC	$1.5M	58,549	Added
7	Stonebridge Financial Group, LLC	$1.4M	54,434	Added
8	M.E. ALLISON & CO., INC.	$1.0M	39,340	Added
9	TITLEIST ASSET MANAGEMENT, LLC	$684,474	26,095	Trimmed
10	Capital Planning LLC	$570,774	21,760	Added
11	Cooper Financial Group	$561,945	21,424	Added
12	Freestate Advisors LLC	$455,395	17,362	Added
13	Avidian Wealth Enterprises, LLC	$393,583	15,005	Added
14	ACT WEALTH MANAGEMENT, LLC	$392,925	14,980	Added
15	First Heartland Consultants, Inc.	$358,304	13,660	Added
16	Meadowbrook Wealth Management, LLC	$358,040	13,650	Added
17	CoreCap Advisors, LLC	$322,502	12,295	Added
18	Peterson Wealth Advisors, LLC	$320,752	12,228	Trimmed
19	Olistico Wealth, LLC	$84,723	3,230	Added
20	GK Wealth Management LLC	$52,460	2,000	New
21	CX Institutional	$8,000	300	Trimmed
22	Lincoln Capital LLC	$0	0	Exited
23	FIG FINANCIAL ADVISORY SERVICES INC /ADV	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30