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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

$25.95 -0.02 (-0.08%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Capital Group Short Duration Income ETF (NYSEARCA:CGSD)

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$445.67M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$126.15M
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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
8/8/2025Cetera Investment Advisers1,839,269$47.70M0.1%+21.2%3.399%
8/8/2025New 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%
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%
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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%
5/21/2025Geneos Wealth Management Inc.108,945$2.81M0.1%+418,919.2%0.236%
5/19/2025Jane Street Group LLC128,815$3.33M0.0%+58.6%0.278%
5/16/2025McIlrath & Eck LLC1,204,461$31.09M3.8%-2.4%2.604%
5/16/2025Kestra Investment Management LLC14,314$369K0.0%-23.2%0.031%
5/16/2025Jones Financial Companies Lllp210,300$5.52M0.0%-10.5%0.455%
5/16/2025NewEdge Advisors LLC172,356$4.45M0.0%+49.5%0.373%
5/16/2025Integrated Wealth Concepts LLC8,028$207K0.0%N/A0.019%
5/15/2025Royal Bank of Canada473,615$12.22M0.0%+5.5%1.099%
5/15/2025Titleist Asset Management LLC10,095$261K0.0%-21.2%0.023%
5/14/2025Comerica Bank6,663$172K0.0%+762.0%0.015%
5/14/2025Smartleaf Asset Management LLC5,134$133K0.0%-7.3%0.012%
5/14/2025Northwestern Mutual Wealth Management Co.241,034$6.22M0.0%+11.4%0.560%
5/14/2025Kestra Advisory Services LLC165,143$4.26M0.0%+5.1%0.383%
5/14/2025CW Advisors LLC23,342$603K0.0%N/A0.054%
5/14/2025Capital Analysts LLC7,674$198K0.0%N/A0.018%
5/13/2025Raymond James Financial Inc.648,315$16.73M0.0%+19.2%1.505%
5/13/2025Nations 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%
5/12/2025Benjamin Edwards Inc.157,046$4.05M0.1%+12.9%0.365%
5/12/2025Townsquare Capital LLC593,172$15.31M0.2%N/A1.377%
5/12/2025Founders 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%
5/9/2025Delta Financial Group Inc.11,671$302K0.1%+4.7%0.027%
5/9/2025Beta 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%
5/8/2025Entruity 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%
5/7/2025LPL Financial LLC2,823,430$72.87M0.0%+30.8%6.554%
5/7/2025Inspire Advisors LLC96,528$2.49M0.3%+15.9%0.224%
5/6/2025Cetera Investment Advisers1,517,599$39.17M0.1%+15.0%3.523%
5/6/2025Avantax 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%
5/5/2025New England Capital Financial Advisors LLC242,969$6.27M3.2%+0.8%0.564%
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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%
5/5/2025Private 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%
5/1/2025Gateway 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%
(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, 146 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 ($31.09M), 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 137 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), Cetera Investment Advisers ($1.43M), Bridgewealth Advisory Group LLC ($1.36M), Raymond James Financial Inc. ($1.19M), Commonwealth Equity Services LLC ($1.16M), 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 17,267,251 shares in the last 24 months. This purchase volume represents approximately $445.67M in transactions.

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

Of the 41 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 ($223.48K), McIlrath & Eck LLC ($86.62K), Ameritas Advisory Services LLC ($60.61K), Jane Street Group LLC ($55.90K), 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 4,911,610 shares in the last 24 months. This volume of shares sold represents approximately $126.15M in transactions.



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