CGSM · Insider trading · 13F holders · Congress trades
Capital Grp Fixed Incm ETF T (CGSM)
Who is buying and selling CGSM: 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
- 23
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGSM at a glance
- No open-market insider purchases or sales of CGSM were filed in the last 90 days.
- 23 13F filers hold CGSM among their 50 largest positions, worth $96.1M combined. The biggest bets by portfolio weight are Integrated Wealthcare, LLC (3.9%), Boulder Wealth Advisors, LLC (3.0%) and Cauble & Harre Wealth Management, Inc. (1.8%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
- No member of Congress has disclosed a trade in CGSM.
CGSM insider trading
No open-market insider purchases or sales of CGSM were filed in the last 90 days.
Who owns CGSM? Hedge funds and superinvestors
23 13F filers hold CGSM among their 50 largest positions, worth $96.1M combined. The biggest bets by portfolio weight are Integrated Wealthcare, LLC (3.9%), Boulder Wealth Advisors, LLC (3.0%) and Cauble & Harre Wealth Management, Inc. (1.8%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc.Wealth manager | 0.5% | $34.9M | 1,324,006 | +65.3% shares | Q2 2026 |
| Boulder Wealth Advisors, LLCWealth manager | 3.0% | $8.3M | 316,322 | +26.1% shares | Q2 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 0.8% | $6.7M | 260,114 | +90.0% shares | Q3 2026 |
| Integrated Wealthcare, LLCWealth manager | 3.9% | $5.3M | 199,147 | +1.6% shares | Q2 2026 |
| Financial Connections Group, Inc.Investment manager | 1.7% | $5.0M | 190,872 | +7.8% shares | Q1 2026 |
| Total Clarity Wealth Management, Inc.Wealth manager | 0.7% | $3.5M | 134,940 | +0.0% shares | Q3 2026 |
| FWG Holdings, LLCWealth manager | 1.2% | $3.5M | 131,988 | +12.9% shares | Q2 2026 |
| Wealth Science Advisors LLCWealth manager | 1.3% | $3.1M | 119,300 | — | Q3 2026 |
| Hartmann Taylor Wealth Management, LLCWealth manager | 1.6% | $2.8M | 108,125 | -30.7% shares | Q3 2026 |
| Cauble & Harre Wealth Management, Inc.Wealth manager | 1.8% | $2.3M | 85,683 | -3.2% shares | Q2 2026 |
| Tribridge Partners Financial LLCInstitutional asset manager | 0.9% | $2.2M | 84,571 | +4.7% shares | Q2 2026 |
| Mbm Wealth Consultants, LLCWealth manager | 0.4% | $2.2M | 84,374 | +14.8% shares | Q3 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 1.3% | $2.1M | 82,882 | +7.4% shares | Q3 2026 |
| Keeler & Nadler Financial Planning & Wealth ManagementWealth manager | 0.5% | $1.9M | 75,561 | -34.3% shares | Q3 2026 |
| Lakeside Advisors, INC.Wealth manager | 1.1% | $1.9M | 74,000 | +64.4% shares | Q3 2026 |
| PUREfi Wealth, LLCWealth manager | 0.8% | $1.8M | 68,292 | -0.0% shares | Q3 2026 |
| Sard Wealth Management Group, LLCWealth manager | 0.7% | $1.7M | 67,522 | +0.6% shares | Q3 2026 |
| Sunrise Financial Services, LLCWealth manager | 0.9% | $1.6M | 63,198 | +50.6% shares | Q3 2026 |
| Smith Thornton Advisors LLCInstitutional asset manager | 0.7% | $1.5M | 59,890 | +0.0% shares | Q3 2026 |
| JHP Wealth Management, LLCWealth manager | 1.1% | $1.3M | 49,116 | +7.2% shares | Q2 2026 |
| Landaas & Co /wi /advInvestment manager | 0.2% | $1.2M | 48,331 | — | Q3 2026 |
| Vawter Financial, Ltd.Wealth manager | 0.3% | $752K | 28,500 | — | Q2 2026 |
| Perspective Wealth Advisors LLCWealth manager | 0.3% | $524K | 19,857 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 9, Q1 2026: 1). Screen CGSM in the grand portfolio →
CGSM stock trades by members of Congress
No member of Congress has disclosed a trade in CGSM.
CGSM questions and answers
Are insiders buying CGSM stock?
No open-market insider purchases or sales of CGSM were filed in the last 90 days.
Which hedge funds own CGSM?
23 13F filers hold CGSM among their 50 largest positions, worth $96.1M combined. The biggest bets by portfolio weight are Integrated Wealthcare, LLC (3.9%), Boulder Wealth Advisors, LLC (3.0%) and Cauble & Harre Wealth Management, Inc. (1.8%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
Has Congress traded CGSM?
No member of Congress has disclosed a trade in CGSM.
Who is the largest holder of CGSM?
Among 13F filers, Capital Group Private Client Services, Inc. reports the largest CGSM position, $34.9M (1,324,006 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Integrated Wealthcare, LLC's: 3.9% of its portfolio.
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