Home › CGSD

Who holds CGSD

CAPITAL GRP FIXED INCM ETF T · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
MORGAN STANLEY7.6M$194.4M0.0%
LPL Financial LLC7.6M$194.3M0.0%
Cetera Investment Advisers2.7M$68.5M0.1%
WELLS FARGO & COMPANY/MN2.5M$65.3M0.0%
JONES FINANCIAL COMPANIES LLLP2.4M$61.3M0.0%
Capital Group Private Client Services, Inc.2.3M$60.4M0.9%
COMMONWEALTH EQUITY SERVICES, LLC2.3M$59.6M0.1%
ENVESTNET ASSET MANAGEMENT INC2.2M$56.5M0.0%
Merit Financial Group, LLC2.0M$51.6M0.3%
ROYAL BANK OF CANADA1.6M$41.6M0.0%
BENJAMIN EDWARDS INC1.6M$41.6M0.4%
OSAIC HOLDINGS, INC.1.6M$40.3M0.0%
RAYMOND JAMES FINANCIAL INC1.5M$39.0M0.0%
Wood Tarver Financial Group, LLC1.4M$36.6M8.6%
Baird Financial Group, Inc.1.4M$35.3M0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC1.4M$35.0M0.4%
STIFEL FINANCIAL CORP1.3M$34.7M0.0%
UBS Group AG1.3M$33.1M0.0%
Bridgewealth Advisory Group, LLC1.1M$29.1M5.5%
Waterloo Capital, L.P.710.0K$18.3M1.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC646.1K$16.6M0.0%
MML INVESTORS SERVICES, LLC616.6K$15.9M0.0%
IAM Advisory, LLC579.9K$14.9M2.9%
LANDAAS & CO /WI /ADV571.5K$14.7M2.7%
Valmark Advisers, Inc.544.4K$14.0M0.1%
NewEdge Advisors, LLC535.2K$13.8M0.0%
Souders Financial Advisors526.7K$13.6M1.4%
Thayer Financial, L.L.C.461.8K$11.9M10.8%
Conservest Capital Advisors, Inc.459.8K$11.8M0.9%
Cambridge Investment Research Advisors, Inc.425.0K$10.9M0.0%
&PARTNERS404.8K$10.4M0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO372.2K$9.6M0.0%
Wealth Science Advisors LLC352.3K$9.1M4.0%
Cauble & Harre Wealth Management, Inc.340.5K$8.8M7.0%
Kestra Investment Management, LLC336.0K$8.6M0.2%
Lodestone Wealth Management LLC329.3K$8.5M3.0%
GREAT VALLEY ADVISOR GROUP, INC.287.4K$7.4M0.1%
Private Advisor Group, LLC279.4K$7.2M0.0%
SEI INVESTMENTS CO276.0K$7.1M0.0%
Kestra Advisory Services, LLC227.6K$5.9M0.0%
COFG Advisors, LLC223.9K$5.8M1.0%
PETREDIS INVESTMENT ADVISORS LLC217.2K$5.6M0.4%
RICHARDS, MERRILL & PETERSON, INC.198.4K$5.1M1.6%
Cerity Partners LLC185.7K$4.8M0.0%
FINANCIAL MANAGEMENT NETWORK INC173.8K$4.5M0.6%
ROTHSCHILD INVESTMENT LLC171.2K$4.4M0.2%
J HAGAN CAPITAL, INC.170.0K$4.4M2.0%
NWF Advisory Services Inc.164.1K$4.2M0.4%
CAPTRUST FINANCIAL ADVISORS160.5K$4.1M0.0%
Sovran Advisors, LLC147.2K$3.8M0.3%
World Investment Advisors146.0K$3.8M0.1%
Integras Partners LLC146.0K$3.8M2.1%
EQ WEALTH ADVISORS, LLC134.9K$3.5M1.9%
CITADEL ADVISORS LLC134.7K$3.5M0.0%
Saxony Capital Management, LLC129.7K$3.3M1.5%
Inspire Advisors, LLC129.7K$3.3M0.2%
Compton Financial Group, LLC128.9K$3.3M0.6%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC125.5K$3.2M0.2%
TRUIST FINANCIAL CORP123.0K$3.2M0.0%
NATIXIS ADVISORS, LLC120.7K$3.1M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}