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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

$26.08 +0.01 (+0.04%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$26.08 0.00 (-0.02%)
As of 08/28/2025 04:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Capital Group Short Duration Income ETF (NYSEARCA:CGSD)

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$462.79M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$130.14M
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Skip Chart & View Institutional Buying and Selling Data

CGSD Institutional Buying and Selling by Quarter

Capital Group Short Duration Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC16,010$415K0.0%N/A0.029%
8/18/2025 Geneos Wealth Management Inc.106,406$2.76M0.1%-2.3%0.193%
8/18/2025 Kestra Investment Management LLC202,348$5.25M0.2%+1,313.6%0.368%
8/15/2025 Captrust Financial Advisors877,337$22.75M0.1%+18.8%1.595%
8/15/2025 Orion Porfolio Solutions LLC16,010$415K0.0%N/A0.029%
8/15/2025 MML Investors Services LLC408,059$10.58M0.0%+3.9%0.742%
8/15/2025 McIlrath & Eck LLC1,168,716$30.31M3.5%-3.0%2.125%
8/15/2025 Great Valley Advisor Group Inc.328,320$8.52M0.2%+11.4%0.597%
8/15/2025 Benjamin Edwards Inc.145,255$3.77M0.0%-7.5%0.264%
8/15/2025 Bank of America Corp DE1,905$49K0.0%N/A0.003%
8/14/2025 CLG LLC65,908$1.71M0.5%+3.7%0.120%
8/14/2025 Jane Street Group LLC41,133$1.07M0.0%-68.1%0.075%
8/14/2025 Ausdal Financial Partners Inc.16,719$434K0.0%+8.4%0.030%
8/14/2025 Raymond James Financial Inc.939,933$24.38M0.0%+45.0%1.709%
8/14/2025 Sei Investments Co.40,945$1.06M0.0%N/A0.074%
8/14/2025 NewEdge Advisors LLC263,378$6.83M0.0%+52.8%0.479%
8/14/2025 BlackDiamond Wealth Management LLC114,890$2.98M1.7%-1.4%0.209%
8/13/2025 StoneX Group Inc.143,466$3.72M0.2%+0.9%0.261%
8/13/2025 RFP Financial Group LLC25,544$662K0.3%-11.8%0.046%
8/13/2025 CW Advisors LLC25,376$658K0.0%+8.7%0.046%
8/13/2025 Northwestern Mutual Wealth Management Co.251,030$6.51M0.0%+4.1%0.456%
8/12/2025 Steward Partners Investment Advisory LLC6,345$165K0.0%-15.5%0.012%
8/12/2025 Global Retirement Partners LLC29,810$773K0.0%N/A0.054%
8/12/2025 Lodestone Wealth Management LLC168,654$4.37M2.1%-2.5%0.307%
8/11/2025 Perennial Investment Advisors LLC28,570$741K0.1%+13.0%0.053%
8/11/2025 Inspire Advisors LLC97,244$2.52M0.3%+0.7%0.180%
8/11/2025 Rothschild Investment LLC162,502$4.21M0.3%+1.6%0.300%
8/11/2025 Western Wealth Management LLC44,348$1.15M0.1%+1.7%0.082%
8/11/2025 Beta Wealth Group Inc.493,239$12.79M4.7%-1.1%0.911%
8/8/2025 Cetera Investment Advisers1,839,269$47.70M0.1%+21.2%3.399%
8/8/2025 New England Capital Financial Advisors LLC259,718$6.74M3.1%+6.9%0.480%
8/6/2025 Cannon Financial Strategists Inc.28,998$752K0.1%N/A0.054%
8/6/2025 Souders Financial Advisors398,518$10.34M1.3%+9.2%0.736%
8/6/2025 Commonwealth Equity Services LLC2,099,696$54.46M0.1%+15.1%3.880%
8/5/2025 Aurdan Capital Management LLC18,370$476K0.2%+2.4%0.034%
8/4/2025 Saxony Capital Management LLC93,898$2.44M1.9%+1.8%0.173%
8/4/2025 Bridgewealth Advisory Group LLC787,980$20.44M5.2%+745.3%1.456%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors25,153$652K0.1%-23.8%0.046%
8/4/2025 Creekmur Asset Management LLC209,717$5.44M1.0%N/A0.388%
8/4/2025 Arkadios Wealth Advisors8,238$214K0.0%N/A0.015%
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8/4/2025 World Investment Advisors21,191$550K0.0%+166.1%0.039%
8/4/2025 WNY Asset Management LLC960,267$24.91M2.7%+6.5%1.774%
8/1/2025 Envestnet Asset Management Inc.1,035,466$26.86M0.0%+21.3%1.913%
7/31/2025 Richards Merrill & Peterson Inc.84,763$2.20M1.0%+12.6%0.157%
7/30/2025 Bleakley Financial Group LLC38,232$992K0.0%-15.7%0.071%
7/30/2025 Brookstone Capital Management25,366$658K0.0%+36.0%0.047%
7/30/2025 Cullen Frost Bankers Inc.4,056$105K0.0%+51.3%0.007%
7/29/2025 Burford Brothers Inc.27,731$719K0.3%-6.0%0.051%
7/29/2025 DeDora Capital Inc.78,163$2.03M0.5%+16.3%0.144%
7/29/2025 Stratos Wealth Partners LTD.23,223$602K0.0%N/A0.043%
7/29/2025 Private Trust Co. NA2,738$71K0.0%+173.8%0.005%
7/28/2025 EQ Wealth Advisors LLC159,264$4.13M2.8%+24.9%0.294%
7/28/2025 Mutual Advisors LLC30,733$798K0.0%-4.6%0.057%
7/28/2025 Harbour Investments Inc.43,913$1.14M0.0%+22.1%0.081%
7/28/2025 Sagespring Wealth Partners LLC8,051$209K0.0%N/A0.015%
7/28/2025 RFG Advisory LLC26,973$700K0.0%+6.6%0.050%
7/25/2025 Atria Wealth Solutions Inc.123,450$3.19M0.1%-3.6%0.228%
7/25/2025 Envestnet Portfolio Solutions Inc.12,910$335K0.0%N/A0.024%
7/25/2025 MGO One Seven LLC13,950$362K0.0%-4.1%0.026%
7/24/2025 Cyndeo Wealth Partners LLC33,023$856K0.1%+2.1%0.061%
7/24/2025 Stonebridge Financial Group LLC40,202$1.04M0.1%+62.0%0.074%
7/24/2025 MSH Capital Advisors LLC19,134$496K0.1%+144.1%0.035%
7/23/2025 Valmark Advisers Inc.66,413$1.72M0.0%+15.0%0.123%
7/23/2025 Tcfg Wealth Management LLC36,977$959K0.4%+21.8%0.068%
7/22/2025 Beacon Financial Advisory LLC10,526$273K0.1%N/A0.019%
7/21/2025 Ameritas Advisory Services LLC14,253$370K0.0%-32.2%0.026%
7/18/2025 Truist Financial Corp35,558$922K0.0%-6.5%0.066%
7/17/2025 Janney Montgomery Scott LLC22,826$592K0.0%+14.5%0.043%
7/16/2025 Signature Resources Capital Management LLC2,284$59K0.0%+197.4%0.004%
7/16/2025 Freestate Advisors LLC28,854$748K0.7%+197.7%0.054%
7/15/2025 Hartmann Taylor Wealth Management LLC11,125$289K0.2%+11.3%0.021%
7/15/2025 Norden Group LLC558,923$14.50M1.6%-5.4%1.042%
7/15/2025 CGN Advisors LLC12,985$337K0.0%-3.7%0.024%
7/14/2025 Sowell Financial Services LLC33,217$861K0.0%+112.4%0.062%
7/11/2025 Petredis Investment Advisors LLC118,482$3.07M0.3%N/A0.223%
7/11/2025 LongView Wealth Management26,157$678K0.2%-52.6%0.049%
7/10/2025 Wealth Enhancement Advisory Services LLC640,707$16.58M0.0%+37.2%1.207%
7/10/2025 Sovran Advisors LLC117,239$3.03M0.3%+122.9%0.221%
7/10/2025 Financial Management Network Inc.147,558$3.82M0.7%+10.2%0.278%
7/9/2025 Pines Wealth Management LLC29,761$770K0.3%+15.9%0.056%
7/8/2025 IAM Advisory LLC523,928$13.59M3.3%N/A1.018%
5/21/2025 Geneos Wealth Management Inc.108,945$2.81M0.1%+418,919.2%0.236%
5/19/2025 Jane Street Group LLC128,815$3.33M0.0%+58.6%0.278%
5/16/2025 McIlrath & Eck LLC1,204,461$31.09M3.8%-2.4%2.604%
5/16/2025 Kestra Investment Management LLC14,314$369K0.0%-23.2%0.031%
5/16/2025 Jones Financial Companies Lllp210,300$5.52M0.0%-10.5%0.455%
5/16/2025 NewEdge Advisors LLC172,356$4.45M0.0%+49.5%0.373%
5/16/2025 Integrated Wealth Concepts LLC8,028$207K0.0%N/A0.019%
5/15/2025 Royal Bank of Canada473,615$12.22M0.0%+5.5%1.099%
5/15/2025 Titleist Asset Management LLC10,095$261K0.0%-21.2%0.023%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.tc pixel

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
5/14/2025 Comerica Bank6,663$172K0.0%+762.0%0.015%
5/14/2025 Smartleaf Asset Management LLC5,134$133K0.0%-7.3%0.012%
5/14/2025 Northwestern Mutual Wealth Management Co.241,034$6.22M0.0%+11.4%0.560%
5/14/2025 Kestra Advisory Services LLC165,143$4.26M0.0%+5.1%0.383%
5/14/2025 CW Advisors LLC23,342$603K0.0%N/A0.054%
5/14/2025 Capital Analysts LLC7,674$198K0.0%N/A0.018%
5/13/2025 Raymond James Financial Inc.648,315$16.73M0.0%+19.2%1.505%
5/13/2025 Nations Financial Group Inc. IA ADV10,441$269K0.0%N/A0.024%
5/13/2025 Bridgewealth Advisory Group LLC93,219$2.41M3.2%-87.7%0.216%
5/13/2025 MSH Capital Advisors LLC7,837$202K0.1%N/A0.018%
(Data available from 1/1/2016 forward)

CGSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGSD shares?

During the previous two years, 152 institutional investors and hedge funds held shares of Capital Group Short Duration Income ETF. The most heavily invested institutionals were LPL Financial LLC ($72.87M), Capital Group Private Client Services Inc. ($55.08M), Commonwealth Equity Services LLC ($54.46M), Cetera Investment Advisers ($47.70M), McIlrath & Eck LLC ($30.31M), Envestnet Asset Management Inc. ($26.86M), and WNY Asset Management LLC ($24.91M).Learn more on Capital Group Short Duration Income ETF's institutional investors.

Which institutional investors have been buying Capital Group Short Duration Income ETF's stock?

Of the 140 institutional investors that purchased Capital Group Short Duration Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($5.95M), LPL Financial LLC ($1.52M), Raymond James Financial Inc. ($1.48M), Cetera Investment Advisers ($1.43M), Bridgewealth Advisory Group LLC ($1.36M), Commonwealth Equity Services LLC ($981.99K), and Envestnet Asset Management Inc. ($698.51K).

How much institutional buying is happening at Capital Group Short Duration Income ETF?

Institutional investors have bought a total of 17,922,844 shares in the last 24 months. This purchase volume represents approximately $462.79M in transactions.

Which of Capital Group Short Duration Income ETF's major shareholders have been selling company stock?

Of the 47 institutional investors that sold Capital Group Short Duration Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($3.46M), Bridgewealth Advisory Group LLC ($661.86K), RFP Financial Group LLC ($226.88K), Jane Street Group LLC ($143.59K), McIlrath & Eck LLC ($122.36K), Ameritas Advisory Services LLC ($60.61K), and Capital International Investors ($39.99K).

How much institutional selling is happening at Capital Group Short Duration Income ETF?

Institutional investors have sold a total of 5,065,264 shares in the last 24 months. This volume of shares sold represents approximately $130.14M in transactions.


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This page (NYSEARCA:CGSD) was last updated on 8/29/2025 by MarketBeat.com Staff
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