Capital GRP Fixed Incm ETF T (CGSD): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of CGSD (all 13F filers)
- Morgan Stanley7.6 MBank or trading desk+667 K
- LPL Financial7.6 MWealth adviser+668 K
- Cetera Investment Advisers2.7 MWealth adviser+174 K
- Wells Fargo2.5 MBank or trading desk+290 K
- Jones Financial Companies Lllp2.4 MWealth adviser+649 K
- Capital Group Private Client Services2.3 MWealth adviser−42 K
- Commonwealth Equity Services2.3 MWealth adviser−84 K
- Envestnet Asset Management2.2 MWealth adviser+276 K
- Merit Financial Group2.0 MType not verified+23 K
- Royal Bank of Canada1.6 MBank or trading desk+88 K
- Shares
- 7.6 M
- Change
- +667 K
See more
- Type
- Bank or trading desk
- Value
- $194M
- Shares
- 7.6 M
- Change
- +668 K
See more
- Type
- Wealth adviser
- Value
- $194M
- Shares
- 2.7 M
- Change
- +174 K
See more
- Type
- Wealth adviser
- Value
- $68.5M
- Shares
- 2.5 M
- Change
- +290 K
See more
- Type
- Bank or trading desk
- Value
- $65.3M
- Shares
- 2.4 M
- Change
- +649 K
See more
- Type
- Wealth adviser
- Value
- $61.3M
- Shares
- 2.3 M
- Change
- −42 K
See more
- Type
- Wealth adviser
- Value
- $60.4M
- Shares
- 2.3 M
- Change
- −84 K
See more
- Type
- Wealth adviser
- Value
- $59.6M
- Shares
- 2.2 M
- Change
- +276 K
See more
- Type
- Wealth adviser
- Value
- $56.5M
- Shares
- 2.0 M
- Change
- +23 K
See more
- Type
- Type not verified
- Value
- $51.6M
- Shares
- 1.6 M
- Change
- +88 K
See more
- Type
- Bank or trading desk
- Value
- $41.6M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗