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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

$25.81 +0.01 (+0.04%)
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)
161
Total
Institutional Inflows
(last 12 months)
$545.22M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$57.12M
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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
5/5/2026Bank 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%
4/27/2026 World 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%
4/24/2026 Tcfg 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%
3/13/2026 World Investment Advisors94,363$2.45M0.0%+46.2%0.125%
3/10/2026Advisortrust 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%
2/19/2026Birchwood 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%
2/18/2026NewEdge Advisors LLC383,406$9.97M0.0%+14.6%0.508%
2/17/2026Cetera 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%
2/16/2026Arax 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%
2/13/2026Stifel Financial Corp774,810$20.15M0.0%+9.9%1.028%
2/13/2026Morgan Stanley5,944,971$154.63M0.0%+7.1%7.885%
2/13/2026Arkadios Wealth Advisors11,944$311K0.0%+41.2%0.016%
2/13/2026Integrated 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%
2/13/2026Summit 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%
2/12/2026 Commonwealth Equity Services LLC2,144,817$55.79M0.1%+6.1%2.845%
2/12/2026StoneX 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%
2/12/2026Parsonex Advisory Services Inc.43,130$1.12M0.7%N/A0.057%
2/12/2026Founders Financial Alliance LLC57,244$1.49M0.3%+22.1%0.076%
2/12/2026Great Valley Advisor Group Inc.267,218$6.95M0.1%-18.8%0.354%
2/11/2026Gateway 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%
2/11/2026Capital Analysts LLC9,422$245K0.0%+16.1%0.012%
2/11/2026Cerity Partners LLC29,596$770K0.0%N/A0.039%
2/11/2026LPL Financial LLC6,235,706$162.19M0.0%+22.5%8.270%
2/11/2026Capital International Investors71,040$1.85M0.0%-29.7%0.094%
2/11/2026Capital Group Private Client Services Inc.2,346,908$61.04M1.0%+0.7%3.113%
2/11/2026 Continuum Advisory LLC20,151$524K0.1%-10.2%0.027%
2/10/2026BlackDiamond Wealth Management LLC108,847$2.84M1.4%-6.7%0.144%
2/10/2026Natixis Advisors LLC21,868$569K0.0%N/A0.029%
2/10/2026Hazlett Burt & Watson Inc.4,980$130K0.0%N/A0.007%
2/10/2026Rothschild Investment LLC155,683$4.05M0.2%+2.5%0.206%
2/10/2026Northwestern Mutual Wealth Management Co.310,788$8.08M0.0%+12.2%0.412%
2/9/2026 Eaton Financial Holdings Company LLC32,181$837K0.2%+20.0%0.043%
2/9/2026Integrity Alliance LLC.14,063$366K0.0%N/A0.019%
2/9/2026 Bleakley Financial Group LLC30,082$782K0.0%-14.8%0.040%
2/9/2026Harbour Investments Inc.53,465$1.39M0.0%+15.2%0.071%
2/9/2026 Prospera Financial Services Inc11,172$291K0.0%-43.3%0.015%
2/6/2026Bare Financial Services Inc6,521$170K0.0%N/A0.009%
2/6/2026 IFP Advisors Inc17,807$463K0.0%+901.0%0.024%
2/6/2026Cullen Frost Bankers Inc.15,414$401K0.0%+199.0%0.020%
2/6/2026 Creative Financial Designs Inc. ADV4,071$106K0.0%+206.1%0.005%
2/6/2026 Envestnet Portfolio Solutions Inc.18,685$486K0.0%+35.0%0.025%
2/5/2026 Burford Brothers Inc.23,372$608K0.3%-13.2%0.031%
2/5/2026Cauble & Harre Wealth Management Inc.345,902$9.00M7.5%N/A0.459%
2/5/2026Northwestern Mutual Wealth Management Co.180,002$4.68M0.0%-35.0%0.239%
2/5/2026Western Wealth Management LLC50,351$1.31M0.1%+15.6%0.067%


CGSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGSD shares?

During the previous two years, 199 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), Capital Group Private Client Services Inc. ($61.04M), Cetera Investment Advisers ($60.60M), 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.

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

Of the 186 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), Cetera Investment Advisers ($1.68M), Raymond James Financial Inc. ($1.58M), Wood Tarver Financial Group LLC ($1.31M), and Bridgewealth Advisory Group LLC ($1.13M).

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

Institutional investors have bought a total of 20,995,044 shares in the last 24 months. This purchase volume represents approximately $544.78M in transactions.

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

Of the 57 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: Bridgewealth Advisory Group LLC ($661.86K), McIlrath & Eck LLC ($356.50K), 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), and Jane Street Group LLC ($87.68K).

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

Institutional investors have sold a total of 2,204,897 shares in the last 24 months. This volume of shares sold represents approximately $57.12M in transactions.


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This page (NYSEARCA:CGSD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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