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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

$25.72 -0.02 (-0.08%)
As of 04:10 PM Eastern
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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)
144
Total
Institutional Inflows
(last 12 months)
$405.22M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$33.84M
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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
7/10/2026 KWB Wealth24,385$627K0.1%+71.3%0.027%
7/10/2026 Wealthcare Advisory Partners LLC9,513$245K0.0%-45.4%0.010%
7/9/2026 Wealth Science Advisors LLC352,270$9.06M4.0%+309.4%0.387%
7/8/2026 Thayer Financial L.L.C.461,835$11.88M10.8%+5.2%0.508%
7/7/2026 Dynamic Advisor Solutions LLC26,660$686K0.0%-7.1%0.029%
7/7/2026 GAMMA Investing LLC1,043$27K0.0%N/A0.001%
7/7/2026 CGN Advisors LLC39,036$1.00M0.1%+35.3%0.043%
7/6/2026 Stonebridge Financial Group LLC51,026$1.31M0.1%+344.9%0.056%
6/18/2026Western Wealth Management LLC54,326$1.40M0.1%+7.9%0.064%
6/3/2026 NewEdge Advisors LLC440,502$11.36M0.0%+14.9%0.521%
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5/22/2026WNY Asset Management LLC64,388$1.66M0.2%N/A0.076%
5/21/2026 J. Derek Lewis & Associates Inc.18,785$484K0.1%-5.4%0.022%
5/19/2026Western Wealth Management LLC54,326$1.40M0.1%+7.9%0.064%
5/19/2026McIlrath & Eck LLC866,459$22.35M1.7%-1.3%1.025%
5/19/2026 Arkadios Wealth Advisors12,745$329K0.0%+6.7%0.015%
5/18/2026Royal Bank of Canada1,530,347$39.47M0.0%+18.3%1.811%
5/15/2026 Gateway Wealth Partners LLC33,471$863K0.0%+150.1%0.040%
5/14/2026 CLG LLC93,054$2.40M0.6%+2.2%0.110%
5/14/2026Sei Investments Co.223,627$5.77M0.0%+21.1%0.265%
5/13/2026 Cetera Investment Advisers2,487,155$64.14M0.1%+6.8%2.943%
5/8/2026 Summit Global Investments10,624$274K0.0%N/A0.013%
5/6/2026 Assetmark Inc.14,022$362K0.0%+16.4%0.017%
5/6/2026 Independent Financial Group LLC31,931$824K0.0%N/A0.038%
5/5/2026 D.A. Davidson & CO.34,958$902K0.0%N/A0.041%
5/5/2026 Bank of New York Mellon Corp16,837$434K0.0%N/A0.020%
5/5/2026 Conservest Capital Advisors Inc.343,833$8.87M0.8%+309.4%0.407%
5/4/2026 Bleakley Financial Group LLC28,728$741K0.0%-4.5%0.034%
5/4/2026 NWF Advisory Services Inc.165,054$4.26M0.5%-2.5%0.195%
5/4/2026 Uptick Partners LLC87,628$2.26M0.5%N/A0.104%
5/2/2026 International Assets Investment Management LLC125,051$3.23M0.1%-1.5%0.148%
5/2/2026 Diversify Wealth Management LLC12,530$324K0.0%N/A0.015%
5/2/2026 Valmark Advisers Inc.488,831$12.61M0.1%+48.3%0.578%
5/1/2026 Fifth Third Bancorp15,882$410K0.0%N/A0.019%
5/1/2026 Sovran Advisors LLC132,869$3.43M0.3%-0.9%0.157%
4/30/2026 Kestra Advisory Services LLC215,737$5.56M0.0%+196.6%0.257%
4/29/2026 Cvfg LLC8,075$208K0.0%N/A0.010%
4/28/2026 Compton Financial Group LLC13,914$359K0.1%N/A0.017%
4/28/2026 Beacon Financial Advisory LLC14,684$379K0.1%-2.9%0.018%
4/28/2026 New England Capital Financial Advisors LLC74,129$1.91M0.5%-71.4%0.088%
4/27/2026 Burford Brothers Inc.25,617$661K0.3%+9.6%0.031%
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4/27/2026World Investment Advisors145,523$3.75M0.1%+54.2%0.173%
4/27/2026 Private Advisor Group LLC520,838$13.43M0.1%+10.8%0.621%
4/27/2026 DeDora Capital Inc.98,429$2.54M0.6%+5.5%0.117%
4/27/2026 Sound Income Strategies LLC1,495$39K0.0%N/A0.002%
4/24/2026Tcfg Wealth Management LLC29,518$761K0.3%-3.1%0.035%
4/23/2026 Continuum Advisory LLC17,159$443K0.0%-14.8%0.021%
4/22/2026 Hartmann Taylor Wealth Management LLC8,950$231K0.2%N/A0.011%
4/22/2026 Janney Montgomery Scott LLC79,918$2.06M0.0%+49.7%0.096%
4/20/2026 Kestra Private Wealth Services LLC615,304$15.87M0.2%+7.6%0.739%
4/20/2026 Kercheville Advisors LLC10,220$264K0.1%+17.2%0.012%
4/20/2026 Keudell Morrison Wealth Management24,716$637K0.1%N/A0.030%
4/18/2026 Richards Merrill & Peterson Inc.186,984$4.82M1.8%+50.4%0.224%
4/17/2026 Financial Management Network Inc.282,033$7.30M1.1%+4.4%0.339%
4/17/2026 Brookstone Capital Management15,084$389K0.0%-4.2%0.018%
4/16/2026 Petredis Investment Advisors LLC193,112$4.98M0.4%-7.9%0.232%
4/15/2026 Nations Financial Group Inc. IA ADV15,031$388K0.0%+7.2%0.018%
3/23/2026 J. Derek Lewis & Associates Inc.19,864$517K0.1%N/A0.026%
3/17/2026Rockefeller Capital Management L.P.13,378$348K0.0%-45.1%0.018%
3/13/2026World Investment Advisors94,363$2.45M0.0%+46.2%0.125%
3/10/2026 Advisortrust Partners LLC14,063$366K0.2%N/A0.019%
3/3/2026 NWF Advisory Services Inc.169,214$4.40M0.5%-5.8%0.224%
3/2/2026 Clearwave Capital LLC37,207$968K0.7%N/A0.049%
2/19/2026 Birchwood Financial Partners Inc.1,216$32K0.0%N/A0.002%
2/18/2026Ameriflex Group Inc.4,000$104K0.1%N/A0.005%
2/18/2026Troutman Wealth Management LLC95,733$2.49M2.1%N/A0.127%
2/18/2026 NewEdge Advisors LLC383,406$9.97M0.0%+14.6%0.508%
2/17/2026 Cetera Investment Advisers2,329,829$60.60M0.1%+12.0%3.090%
2/17/2026Equitable Holdings Inc.35,880$933K0.0%+96.9%0.048%
2/17/2026Capital Planning Advisors LLC26,242$683K0.1%N/A0.035%
2/17/2026Osaic Holdings Inc.1,255,710$32.66M0.0%+3.3%1.665%
2/17/2026 Private Advisor Group LLC470,153$12.23M0.1%+16.1%0.624%
2/17/2026Captrust Financial Advisors1,033,111$26.87M0.1%+4.2%1.370%
2/17/2026&PARTNERS294,251$7.61M0.0%+229.3%0.390%
2/17/2026Royal Bank of Canada1,294,091$33.66M0.0%+13.1%1.716%
2/17/2026 Beacon Financial Advisory LLC15,129$393K0.1%+9.6%0.020%
2/16/2026RFP Financial Group LLC797,118$20.73M9.9%+63.0%1.057%
2/16/2026 MML Investors Services LLC502,718$13.08M0.0%+12.3%0.667%
2/16/2026Mariner LLC113,457$2.95M0.0%+5.0%0.150%
2/16/2026 Arax Advisory Partners10,294$268K0.0%N/A0.014%
2/13/2026 Kestra Advisory Services LLC72,725$1.89M0.0%-10.8%0.096%
2/13/2026Inspire Advisors LLC111,658$2.90M0.3%+1.9%0.148%
2/13/2026 Stifel Financial Corp774,810$20.15M0.0%+9.9%1.028%
2/13/2026Morgan Stanley5,944,971$154.63M0.0%+7.1%7.885%
2/13/2026 Arkadios Wealth Advisors11,944$311K0.0%+41.2%0.016%
2/13/2026 Integrated Wealth Concepts LLC21,188$551K0.0%+35.9%0.028%
2/13/2026Ausdal Financial Partners Inc.16,370$426K0.0%-5.9%0.022%
2/13/2026Wells Fargo & Company MN1,731,920$45.05M0.0%+55.1%2.297%
2/13/2026 Summit Financial LLC56,168$1.46M0.0%+4.7%0.074%
2/12/2026 Conservest Capital Advisors Inc.83,978$2.18M0.2%N/A0.111%
2/12/2026Orion Porfolio Solutions LLC54,495$1.42M0.0%-10.0%0.072%
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2/12/2026 Commonwealth Equity Services LLC2,144,817$55.79M0.1%+6.1%2.845%
2/12/2026 StoneX Group Inc.130,520$3.40M0.1%-0.4%0.173%
2/12/2026Wood Tarver Financial Group LLC1,376,244$35.80M10.1%+569.7%1.825%
2/12/2026Steward Partners Investment Advisory LLC12,190$317K0.0%+91.8%0.016%
2/12/2026 Parsonex Advisory Services Inc.43,130$1.12M0.7%N/A0.057%
2/12/2026 Founders Financial Alliance LLC57,244$1.49M0.3%+22.1%0.076%
2/12/2026 Great Valley Advisor Group Inc.267,218$6.95M0.1%-18.8%0.354%
2/11/2026 Gateway Wealth Partners LLC13,383$348K0.0%+45.8%0.018%
2/11/2026 Janney Montgomery Scott LLC53,373$1.39M0.0%+64.5%0.071%
2/11/2026 Capital Analysts LLC9,422$245K0.0%+16.1%0.012%


CGSD Institutional Ownership - Frequently Asked Questions

During the previous two years, 200 institutional investors and hedge funds held shares of Capital Group Short Duration Income ETF. The most heavily invested institutionals were LPL Financial LLC ($162.19M), Morgan Stanley ($154.63M), Cetera Investment Advisers ($64.14M), Capital Group Private Client Services Inc. ($61.04M), Commonwealth Equity Services LLC ($55.79M), Merit Financial Group LLC ($49.70M), and Wells Fargo & Company MN ($45.05M).Learn more on Capital Group Short Duration Income ETF's institutional investors.

Of the 187 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 ($3.48M), LPL Financial LLC ($2.62M), Merit Financial Group LLC ($1.89M), Raymond James Financial Inc. ($1.58M), Wood Tarver Financial Group LLC ($1.31M), Bridgewealth Advisory Group LLC ($1.13M), and Cetera Investment Advisers ($1.05M).

Institutional investors have bought a total of 15,605,383 shares in the last 24 months. This purchase volume represents approximately $405.22M in transactions.

Of the 44 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: McIlrath & Eck LLC ($338.00K), New England Capital Financial Advisors LLC ($194.15K), Entruity Wealth LLC ($101.31K), Geneos Wealth Management Inc. ($101.25K), Northwestern Mutual Wealth Management Co. ($97.11K), Commonwealth Equity Services LLC ($78.26K), and Great Valley Advisor Group Inc. ($61.92K).

Institutional investors have sold a total of 1,303,834 shares in the last 24 months. This volume of shares sold represents approximately $33.84M in transactions.


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Institutional ownership data for NYSEARCA:CGSD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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