CGMS · Insider trading · 13F holders · Congress trades
Capital Grp Fixed Incm ETF T (CGMS)
Who is buying and selling CGMS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 93
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGMS at a glance
- No open-market insider purchases or sales of CGMS were filed in the last 90 days.
- 93 13F filers hold CGMS among their 50 largest positions, worth $885.3M combined. The biggest bets by portfolio weight are Entruity Wealth, LLC (11.3%), Eq Wealth Advisors, LLC (10.2%) and Thayer Financial, L.L.C. (6.9%). In their latest 13Fs, 1 manager opened a new position and 46 added to one.
- No member of Congress has disclosed a trade in CGMS.
CGMS insider trading
No open-market insider purchases or sales of CGMS were filed in the last 90 days.
Who owns CGMS? Hedge funds and superinvestors
93 13F filers hold CGMS among their 50 largest positions, worth $885.3M combined. The biggest bets by portfolio weight are Entruity Wealth, LLC (11.3%), Eq Wealth Advisors, LLC (10.2%) and Thayer Financial, L.L.C. (6.9%). In their latest 13Fs, 1 manager opened a new position and 46 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLCWealth manager | 1.7% | $97.0M | 3,697,625 | — | Q3 2026 |
| Great Valley Advisor Group, Inc.Wealth manager | 1.2% | $77.8M | 2,845,539 | +3.9% shares | Q2 2026 |
| Schusterman Interests, LLCInvestment manager | 13.0% | $49.7M | 1,818,185 | New | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 0.5% | $48.5M | 1,774,486 | +16.3% shares | Q2 2026 |
| Regatta Capital Group, LLCWealth manager | 3.2% | $25.5M | 971,313 | +7.0% shares | Q3 2026 |
| TruWealth Advisors, LLCWealth manager | 1.1% | $23.7M | 870,241 | +12.2% shares | Q1 2026 |
| BlueStem Wealth Partners, LLCWealth manager | 2.3% | $22.6M | 828,507 | +19.4% shares | Q2 2026 |
| TrueWealth Advisors, LLCWealth manager | 4.9% | $21.8M | 831,862 | +4.5% shares | Q3 2026 |
| Winch Advisory Services, LLCWealth manager | 4.5% | $21.6M | 791,200 | +1.4% shares | Q2 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 4.0% | $21.0M | 768,767 | +9.2% shares | Q2 2026 |
| Compton Financial Group, LLCWealth manager | 3.9% | $20.2M | 738,465 | +166.6% shares | Q2 2026 |
| Redhawk Wealth Advisors, Inc.Wealth manager | 2.0% | $19.7M | 752,732 | +8.6% shares | Q3 2026 |
| Eq Wealth Advisors, LLCWealth manager | 10.2% | $18.6M | 679,303 | +6.4% shares | Q2 2026 |
| Entruity Wealth, LLCWealth manager | 11.3% | $17.4M | 637,736 | +61.3% shares | Q2 2026 |
| Per Stirling Capital Management, LLC.Wealth manager | 1.6% | $16.4M | 599,845 | +17.4% shares | Q2 2026 |
| Vicus CapitalWealth manager | 1.0% | $15.3M | 561,637 | +12.9% shares | Q2 2026 |
| Sunbelt Securities, Inc.Wealth manager | 0.9% | $14.1M | 516,085 | +19.8% shares | Q1 2026 |
| KWB WealthWealth manager | 1.1% | $13.1M | 500,525 | -5.1% shares | Q3 2026 |
| Markowski InvestmentsWealth manager | 2.8% | $12.9M | 471,323 | — | Q2 2026 |
| Smartleaf Asset Management LLCInstitutional asset manager | 0.4% | $12.5M | 455,538 | +0.0% shares | Q2 2026 |
| Souders Financial AdvisorsWealth manager | 1.2% | $12.1M | 442,298 | +6.9% shares | Q2 2026 |
| Centennial Wealth Advisory LLCWealth manager | 2.4% | $11.8M | 451,485 | -5.6% shares | Q3 2026 |
| Turning Point Benefit Group, Inc.Wealth manager | 4.7% | $11.5M | 440,128 | +12.3% shares | Q3 2026 |
| Onyx Bridge Wealth Group LLCWealth manager | 1.0% | $11.2M | 428,738 | +1.5% shares | Q3 2026 |
| Bouvel Investment Partners, LLCWealth manager | 2.5% | $11.0M | 420,811 | +1.4% shares | Q3 2026 |
| Clear Trail Advisors, LLCWealth manager | 1.6% | $10.4M | 396,200 | +0.6% shares | Q3 2026 |
| Carmel Capital Partners, LLCWealth manager | 3.3% | $10.1M | 369,264 | -1.0% shares | Q2 2026 |
| IFS Advisors, LLCWealth manager | 2.9% | $9.5M | 362,907 | — | Q3 2026 |
| Main Line Retirement Advisors, LLCWealth manager | 4.1% | $9.3M | 354,197 | +9.4% shares | Q3 2026 |
| Bond & Devick Financial Network, Inc.Wealth manager | 2.2% | $9.0M | 341,531 | +10.3% shares | Q3 2026 |
The 30 largest of 93 positions, by value. Each manager counts with its latest 13F (Q3 2026: 49, Q2 2026: 42, Q1 2026: 2). Screen CGMS in the grand portfolio →
CGMS stock trades by members of Congress
No member of Congress has disclosed a trade in CGMS.
CGMS questions and answers
Are insiders buying CGMS stock?
No open-market insider purchases or sales of CGMS were filed in the last 90 days.
Which hedge funds own CGMS?
93 13F filers hold CGMS among their 50 largest positions, worth $885.3M combined. The biggest bets by portfolio weight are Entruity Wealth, LLC (11.3%), Eq Wealth Advisors, LLC (10.2%) and Thayer Financial, L.L.C. (6.9%). In their latest 13Fs, 1 manager opened a new position and 46 added to one.
Has Congress traded CGMS?
No member of Congress has disclosed a trade in CGMS.
Who is the largest holder of CGMS?
Among 13F filers, Signature Estate & Investment Advisors LLC reports the largest CGMS position, $97.0M (3,697,625 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Entruity Wealth, LLC's: 11.3% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.