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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

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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)
106
Total
Institutional Inflows
(last 12 months)
$406.81M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$123.93M
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CGSD Institutional Buying and Selling by Quarter

Capital Group Short Duration Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
5/12/2025 Benjamin Edwards Inc.157,046$4.05M0.1%+12.9%0.365%
5/12/2025 Townsquare Capital LLC593,172$15.31M0.2%N/A1.377%
5/12/2025 Founders Financial Alliance LLC20,900$539K0.1%N/A0.049%
5/9/2025 Atria Wealth Solutions Inc.128,041$3.31M0.0%-1.3%0.297%
5/9/2025 Commonwealth Equity Services LLC1,824,041$47.08M0.1%+13.5%4.234%
5/9/2025 Delta Financial Group Inc.11,671$302K0.1%+4.7%0.027%
5/9/2025 Beta Wealth Group Inc.498,556$12.87M4.6%+65.4%1.157%
5/8/2025 Harbour Investments Inc.35,959$928K0.0%+25.5%0.083%
5/8/2025 Entruity Wealth LLC228,184$5.89M5.6%+1.8%0.530%
5/7/2025 Financial Management Network Inc.133,891$3.45M0.7%+6.9%0.311%
5/7/2025 Norden Group LLC591,127$15.26M1.8%N/A1.372%
5/7/2025 Richards Merrill & Peterson Inc.75,286$1.94M1.0%+5.6%0.175%
5/7/2025 LPL Financial LLC2,823,430$72.87M0.0%+30.8%6.554%
5/7/2025 Inspire Advisors LLC96,528$2.49M0.3%+15.9%0.224%
5/6/2025 Cetera Investment Advisers1,517,599$39.17M0.1%+15.0%3.523%
5/6/2025 Avantax Advisory Services Inc.44,672$1.15M0.0%+13.4%0.104%
5/6/2025 DeDora Capital Inc.67,216$1.74M0.5%+10.8%0.156%
5/5/2025 Souders Financial Advisors365,103$9.42M1.3%+16.5%0.848%
5/5/2025 New England Capital Financial Advisors LLC242,969$6.27M3.2%+0.8%0.564%
5/5/2025 WNY Asset Management LLC901,933$23.28M2.8%+4.1%2.094%
5/5/2025 Kestra Private Wealth Services LLC304,897$7.87M0.1%+37.6%0.708%
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5/5/2025 Private Advisor Group LLC339,276$8.76M0.1%+62.8%0.788%
5/2/2025 Cullen Frost Bankers Inc.2,680$69K0.0%+30.5%0.006%
5/1/2025 Bleakley Financial Group LLC45,352$1.17M0.0%-6.7%0.105%
5/1/2025 Gateway Wealth Partners LLC9,894$255K0.1%+16.3%0.023%
4/30/2025 Burford Brothers Inc.29,507$762K0.4%-6.3%0.068%
4/30/2025 Allworth Financial LP9,923$257K0.0%-37.9%0.023%
4/30/2025 Aurdan Capital Management LLC17,948$463K0.2%+12.7%0.042%
4/30/2025 Moloney Securities Asset Management LLC12,112$313K0.0%N/A0.028%
4/30/2025 J Hagan Capital Inc.176,837$4.53M4.1%N/A0.410%
4/30/2025 Synergy Investment Management LLC2,900$75K0.0%N/A0.007%
4/29/2025 U.S. Capital Wealth Advisors LLC10,970$283K0.0%-4.4%0.025%
4/29/2025 Wood Tarver Financial Group LLC107,119$2.77M0.9%+53.7%0.249%
4/29/2025 Envestnet Asset Management Inc.853,312$22.02M0.0%+52.8%1.981%
4/29/2025 World Investment Advisors7,964$206K0.0%N/A0.018%
4/28/2025 Mutual Advisors LLC32,219$834K0.0%-6.7%0.075%
4/28/2025 Lodestone Wealth Management LLC173,060$4.47M2.4%+0.7%0.402%
4/28/2025 DAVENPORT & Co LLC23,745$613K0.0%-3.4%0.055%
4/25/2025 Ameritas Advisory Services LLC21,027$542K0.0%-47.6%0.049%
4/25/2025 Stonebridge Financial Group LLC24,822$641K0.1%+3.1%0.058%
4/25/2025 Sovran Advisors LLC52,604$1.36M0.2%N/A0.122%
4/24/2025 Confluence Wealth Services Inc.37,850$975K0.1%N/A0.088%
4/24/2025 Hartmann Taylor Wealth Management LLC10,000$258K0.2%N/A0.023%
4/23/2025 Western Wealth Management LLC43,624$1.13M0.1%+4.4%0.104%
4/23/2025 SOL Capital Management CO143,845$3.71M0.4%+8.3%0.342%
4/23/2025 Saxony Capital Management LLC92,282$2.38M2.1%-2.9%0.219%
4/23/2025 International Assets Investment Management LLC126,418$3.26M0.1%-6.2%0.300%
4/23/2025 Johnson Bixby & Associates LLC7,779$201K0.0%N/A0.018%
4/23/2025 Valmark Advisers Inc.57,762$1.49M0.0%+60.6%0.137%
4/23/2025 EQ Wealth Advisors LLC127,560$3.29M2.4%+18.4%0.303%
4/23/2025 Continuum Advisory LLC22,420$579K0.1%+51.4%0.053%
4/22/2025 Cambridge Investment Research Advisors Inc.199,048$5.14M0.0%+38.4%0.473%
4/22/2025 RFP Financial Group LLC28,949$747K0.3%-88.5%0.069%
4/21/2025 LongView Wealth Management55,139$1.42M0.4%+0.9%0.131%
4/21/2025 CLG LLC63,565$1.64M0.6%+5.1%0.151%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors33,022$853K0.1%-2.2%0.078%
4/17/2025 Janney Montgomery Scott LLC19,944$515K0.0%+23.7%0.047%
4/17/2025 Cyndeo Wealth Partners LLC32,345$835K0.1%N/A0.077%
4/17/2025 Dynamic Advisor Solutions LLC40,551$1.05M0.0%+2.5%0.096%
4/16/2025 Wealth Enhancement Advisory Services LLC466,899$12.05M0.0%+52.7%1.108%
4/11/2025 Pines Wealth Management LLC25,684$662K0.3%-2.7%0.061%
4/10/2025 CGN Advisors LLC13,490$348K0.0%+8.7%0.032%
4/9/2025 Freestate Advisors LLC9,691$250K0.2%N/A0.023%
4/9/2025 RFG Advisory LLC25,309$653K0.0%N/A0.060%
4/9/2025 ST Germain D J Co. Inc.2,900$75K0.0%-19.9%0.007%
4/9/2025 NBC Securities Inc.1,574$40K0.0%+9,737.5%0.004%
4/8/2025 Rothschild Investment LLC159,919$4.13M0.3%-3.0%0.380%
3/17/2025 Wealth Enhancement Advisory Services LLC305,828$7.84M0.0%+163.9%0.763%
3/6/2025 Wood Tarver Financial Group LLC69,703$1.79M0.6%N/A0.179%
2/24/2025 Great Valley Advisor Group Inc.268,796$6.89M0.2%+7.0%1.519%
2/21/2025 WNY Asset Management LLC866,609$22.22M2.8%+0.7%4.896%
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2/21/2025 Aurdan Capital Management LLC15,924$408K0.2%N/A0.090%
2/18/2025 McIlrath & Eck LLC1,234,675$31.66M4.0%-1.4%6.976%
2/18/2025 Continuum Advisory LLC14,810$380K0.0%+19.1%0.084%
2/18/2025 Mpwm Advisory Solutions LLC11,571$297K0.2%N/A0.065%
2/17/2025 Guardian Wealth Advisors LLC NC28,650$735K0.1%-2.7%0.162%
2/17/2025 Cetera Investment Advisers1,319,845$33.84M0.1%+8.6%7.457%
2/17/2025 Captrust Financial Advisors510,071$13.08M0.0%+165.7%2.882%
2/17/2025 Citadel Advisors LLC85,600$2.20M0.0%N/A0.484%
2/17/2025 Baird Financial Group Inc.37,110$952K0.0%-2.6%0.210%
2/17/2025 Benjamin Edwards Inc.139,077$3.57M0.1%+11.4%0.786%
(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, 139 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 ($47.08M), Cetera Investment Advisers ($39.17M), McIlrath & Eck LLC ($31.09M), WNY Asset Management LLC ($23.28M), and Envestnet Asset Management Inc. ($22.02M).Learn more on CGSD's institutional investors.

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

Of the 130 institutional investors that purchased Capital Group Short Duration Income ETF 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 ($1.77M), Raymond James Financial Inc. ($1.19M), Cetera Investment Advisers ($1.11M), Commonwealth Equity Services LLC ($881.50K), Envestnet Asset Management Inc. ($679.55K), and Bridgewealth Advisory Group LLC ($666.80K).

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

Institutional investors have bought a total of 22,625,239 shares in the last 24 months. This purchase volume represents approximately $579.63M in transactions.

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

Of the 47 institutional investors that sold Capital Group Short Duration Income ETF 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), McIlrath & Eck LLC ($1.39M), Bridgewealth Advisory Group LLC ($661.86K), Capital International Investors ($499.99K), RFP Financial Group LLC ($223.48K), Jane Street Group LLC ($202.49K), and Avantax Advisory Services Inc. ($88.91K).

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

Institutional investors have sold a total of 6,928,321 shares in the last 24 months. This volume of shares sold represents approximately $176.68M in transactions.



This page (NYSEARCA:CGSD) was last updated on 5/23/2025 by MarketBeat.com Staff
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