CGSM

CAPITAL GRP FIXED INCM ETF T

$25.83 ▲ +0.21%

Prev close $25.78

14 New Institutional Positions

Snapshot

The big-picture read on CGSM right now — valuation, ownership and activity at a glance.

Inst. Holders

50 funds

Inst. Value

$1.1B

Inst. Activity

14 buys / 2 sells

Price chart 30d -1.4%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 1, 2026 short_volume

Short Volume: CGSM — 83.0% short (0.8M / 1.0M)

Short: 843,764 | Exempt: 0 | TRF Vol: 1,016,661 | Short Ratio: 83.0% | Off-exchange volume (dark poo

Jun 30, 2026 Inst.

NORTHWESTERN MUTUAL WEALTH MANAGEMENT — DOUBLED

11,567,287 shares ($305.2M)

Jun 30, 2026 Inst.

Cetera Investment Advisers — ADD

1,268,729 shares ($33.5M)

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Oct 1, 2026

short_volume

Short Volume: CGSM — 83.0% short (0.8M / 1.0M)

Short: 843,764 | Exempt: 0 | TRF Vol: 1,016,661 | Short Ratio: 83.0% | Off-exchange volume (dark pool + OTC)

Sep 30, 2026

short_volume

Short Volume: CGSM — 83.5% short (0.5M / 0.6M)

Short: 512,996 | Exempt: 0 | TRF Vol: 614,172 | Short Ratio: 83.5% | Off-exchange volume (dark pool + OTC)

Sep 14, 2026

ftd

FTD: CGSM — 21,229 shares ($0.6M) failed to deliver

Settlement: 20260914, Price: $26.06, FTD Value: $553,227.74, CAPITAL GROUP FXD INCOME ETF T

Sep 11, 2026

ftd

FTD: CGSM — 21,509 shares ($0.6M) failed to deliver

Settlement: 20260911, Price: $26.04, FTD Value: $560,094.36, CAPITAL GROUP FXD INCOME ETF T

Sep 10, 2026

ftd

FTD: CGSM — 45,881 shares ($1.2M) failed to deliver

Settlement: 20260910, Price: $26.14, FTD Value: $1,199,329.34, CAPITAL GROUP FXD INCOME ETF T

Institutional ownership

Which big funds own CGSM (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $1.1B total value (43,315,706 shares) as of 2026-Q2. Top holders: Capital, NORTHWESTERN, MORGAN. Net buying activity: 14 institutions added/increased vs 2 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
Capital International Investors	13,144,337	$346.8M	30.3%	—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11,567,287	$305.2M	26.7%	DOUBLED +947.1%
MORGAN STANLEY	3,577,313	$94.4M	8.3%	ADD +30.3%
ENVESTNET ASSET MANAGEMENT INC	3,150,448	$83.1M	7.3%	ADD +26.6%
LPL Financial LLC	2,710,268	$71.5M	6.3%	ADD +37.9%
Cetera Investment Advisers	1,268,729	$33.5M	2.9%	ADD +28.3%
JONES FINANCIAL COMPANIES LLLP	917,938	$24.3M	2.1%	ADD +39.8%
WELLS FARGO & COMPANY/MN	846,621	$22.3M	2.0%	ADD +40.1%
CAPTRUST FINANCIAL ADVISORS	738,981	$19.5M	1.7%	—
OSAIC HOLDINGS, INC.	518,969	$13.7M	1.2%	ADD +39.2%

Recent position changes

Fund	Action	Prev	Current	Change	Value
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	DOUBLED	1,104,690	11,567,287	+947.1%	$305.2M
Cetera Investment Advisers	ADD	989,257	1,268,729	+28.3%	$33.5M
JONES FINANCIAL COMPANIES LLLP	ADD	656,761	917,938	+39.8%	$24.3M
OSAIC HOLDINGS, INC.	ADD	372,711	518,969	+39.2%	$13.7M
MML INVESTORS SERVICES, LLC	ADD	348,737	443,224	+27.1%	$11.7M
ROYAL BANK OF CANADA	ADD	326,116	440,452	+35.1%	$11.6M
NewEdge Advisors, LLC	ADD	72,803	107,803	+48.1%	$2.8M
Private Advisor Group, LLC	TRIM	187,205	80,859	-56.8%	$2.1M
STIFEL FINANCIAL CORP	ADD	39,433	76,571	+94.2%	$2.0M
Envestnet Portfolio Solutions, Inc.	ADD	43,260	59,910	+38.5%	$1.6M

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CGSM.

Shares short

22,552

Settlement Sep 15, 2026

Change vs prior

-61.5%

Semi-monthly cycle

Days to cover

1.0

At avg daily volume