CGSD — Capital Grp Fixed Incm ETF T Institutional Holders · Q3 2026
Who owns Capital Grp Fixed Incm ETF T (CGSD)? 11 institutions reported holding $25.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wealth Science Advisors LLC ($16.9M), Weaver Consulting Group ($2.3M), Freestate Advisors LLC ($2.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealth Science Advisors LLC | $16.9M | 670,075 | Added |
| 2 | Weaver Consulting Group | $2.3M | 92,666 | Added |
| 3 | Freestate Advisors LLC | $2.2M | 86,157 | Added |
| 4 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $2.1M | 82,126 | Added |
| 5 | FINANCIAL MANAGEMENT NETWORK INC | $1.4M | 57,146 | Trimmed |
| 6 | Cooper Financial Group | $364,181 | 14,423 | New |
| 7 | RHODES INVESTMENT ADVISORS INC /ADV | $208,060 | 8,240 | Hold |
| 8 | Farther Finance Advisors, LLC | $180,992 | 7,168 | Added |
| 9 | CoreCap Advisors, LLC | $8,383 | 332 | Added |
| 10 | Stonebridge Financial Group, LLC | $0 | 0 | Exited |
| 11 | GAMMA Investing LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30