CGSM — Capital Grp Fixed Incm ETF T Institutional Holders · Q3 2026
Who owns Capital Grp Fixed Incm ETF T (CGSM)? 9 institutions reported holding $8.40M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($3.8M), Wealth Science Advisors LLC ($3.1M), Peterson Wealth Advisors, LLC ($460,245).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $3.8M | 149,296 | Trimmed |
| 2 | Wealth Science Advisors LLC | $3.1M | 119,300 | Added |
| 3 | Peterson Wealth Advisors, LLC | $460,245 | 17,901 | Trimmed |
| 4 | First Heartland Consultants, Inc. | $351,203 | 13,660 | Trimmed |
| 5 | TrueWealth Advisors, LLC | $333,659 | 12,978 | Hold |
| 6 | Avidian Wealth Enterprises, LLC | $205,680 | 8,000 | Hold |
| 7 | Farther Finance Advisors, LLC | $96,233 | 3,743 | Trimmed |
| 8 | CoreCap Advisors, LLC | $51,651 | 2,009 | Trimmed |
| 9 | CX Institutional | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30