CGSD · Insider trading · 13F holders · Congress trades
Capital Grp Fixed Incm ETF T (CGSD)
Who is buying and selling CGSD: 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
- 35
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGSD at a glance
- No open-market insider purchases or sales of CGSD were filed in the last 90 days.
- 35 13F filers hold CGSD among their 50 largest positions, worth $339.0M combined. The biggest bets by portfolio weight are KOM Wealth Management Group, LLC (10.8%), Wood Tarver Financial Group, LLC (8.6%) and Wealth Science Advisors LLC (7.1%). In their latest 13Fs, 0 managers opened a new position and 14 added to one.
- No member of Congress has disclosed a trade in CGSD.
CGSD insider trading
No open-market insider purchases or sales of CGSD were filed in the last 90 days.
Who owns CGSD? Hedge funds and superinvestors
35 13F filers hold CGSD among their 50 largest positions, worth $339.0M combined. The biggest bets by portfolio weight are KOM Wealth Management Group, LLC (10.8%), Wood Tarver Financial Group, LLC (8.6%) and Wealth Science Advisors LLC (7.1%). In their latest 13Fs, 0 managers opened a new position and 14 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc.Wealth manager | 0.9% | $60.4M | 2,346,864 | -1.8% shares | Q2 2026 |
| Wood Tarver Financial Group, LLCWealth manager | 8.6% | $36.6M | 1,423,756 | -5.5% shares | Q2 2026 |
| Bridgewealth Advisory Group, LLCWealth manager | 5.5% | $29.1M | 1,132,665 | +9.5% shares | Q2 2026 |
| McIlrath & Eck, LLCWealth manager | 1.7% | $22.3M | 866,459 | -1.3% shares | Q1 2026 |
| KOM Wealth Management Group, LLCWealth manager | 10.8% | $21.7M | 857,540 | +1086.0% shares | Q3 2026 |
| Waterloo Capital, L.P.Wealth manager | 1.0% | $18.3M | 710,000 | — | Q2 2026 |
| Wealth Science Advisors LLCWealth manager | 7.1% | $16.9M | 670,075 | +90.2% shares | Q3 2026 |
| IAM Advisory, LLCWealth manager | 2.9% | $14.9M | 579,852 | +2.1% shares | Q2 2026 |
| Landaas & Co /wi /advInvestment manager | 2.2% | $13.6M | 537,645 | -5.9% shares | Q3 2026 |
| Souders Financial AdvisorsWealth manager | 1.4% | $13.6M | 526,722 | +7.5% shares | Q2 2026 |
| Conservest Capital Advisors, Inc.Wealth manager | 0.9% | $11.8M | 459,834 | +33.7% shares | Q2 2026 |
| Lodestone Wealth Management LLCWealth manager | 3.0% | $9.1M | 359,008 | +9.0% shares | Q3 2026 |
| Cauble & Harre Wealth Management, Inc.Wealth manager | 7.0% | $8.8M | 340,536 | -0.5% shares | Q2 2026 |
| Petredis Investment Advisors LLCWealth manager | 0.5% | $7.4M | 294,425 | — | Q3 2026 |
| COFG Advisors, LLCWealth manager | 1.0% | $5.8M | 223,903 | — | Q2 2026 |
| Richards, Merrill & Peterson, Inc.Wealth manager | 1.7% | $5.5M | 216,812 | +9.3% shares | Q3 2026 |
| J Hagan Capital, Inc.Wealth manager | 2.0% | $4.4M | 169,976 | +5.2% shares | Q2 2026 |
| Integras Partners LLCWealth manager | 2.1% | $3.8M | 146,024 | -45.3% shares | Q2 2026 |
| Eq Wealth Advisors, LLCWealth manager | 1.9% | $3.5M | 134,922 | -4.2% shares | Q2 2026 |
| Saxony Capital Management, LLCWealth manager | 1.4% | $3.4M | 135,688 | +4.6% shares | Q3 2026 |
| Compton Financial Group, LLCWealth manager | 0.6% | $3.3M | 128,871 | +826.2% shares | Q2 2026 |
| BlackDiamond Wealth Management, LLCWealth manager | 1.2% | $3.1M | 119,062 | +8.7% shares | Q2 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 0.3% | $2.5M | 100,800 | -9.3% shares | Q3 2026 |
| Troutman Wealth Management, LLCWealth manager | 1.9% | $2.5M | 96,524 | +0.7% shares | Q2 2026 |
| Eaton Financial Holdings Company, LLCInvestment manager | 0.6% | $2.3M | 88,713 | — | Q2 2026 |
| Freestate Advisors LLCWealth manager | 1.7% | $2.2M | 86,157 | +5.9% shares | Q3 2026 |
| Stewardship Concepts Financial Services LLCWealth manager | 1.4% | $2.1M | 82,126 | +16.6% shares | Q3 2026 |
| DeDora Capital, Inc.Wealth manager | 0.4% | $1.9M | 76,481 | -25.4% shares | Q3 2026 |
| Clg LLCWealth manager | 0.4% | $1.8M | 72,352 | -19.7% shares | Q3 2026 |
| New England Capital Financial Advisors LLCWealth manager | 0.4% | $1.7M | 66,000 | -11.0% shares | Q2 2026 |
The 30 largest of 35 positions, by value. Each manager counts with its latest 13F (Q3 2026: 17, Q2 2026: 17, Q1 2026: 1). Screen CGSD in the grand portfolio →
CGSD stock trades by members of Congress
No member of Congress has disclosed a trade in CGSD.
CGSD questions and answers
Are insiders buying CGSD stock?
No open-market insider purchases or sales of CGSD were filed in the last 90 days.
Which hedge funds own CGSD?
35 13F filers hold CGSD among their 50 largest positions, worth $339.0M combined. The biggest bets by portfolio weight are KOM Wealth Management Group, LLC (10.8%), Wood Tarver Financial Group, LLC (8.6%) and Wealth Science Advisors LLC (7.1%). In their latest 13Fs, 0 managers opened a new position and 14 added to one.
Has Congress traded CGSD?
No member of Congress has disclosed a trade in CGSD.
Who is the largest holder of CGSD?
Among 13F filers, Capital Group Private Client Services, Inc. reports the largest CGSD position, $60.4M (2,346,864 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is KOM Wealth Management Group, LLC's: 10.8% of its portfolio.
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