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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

$25.74 0.00 (0.00%)
As of 07/2/2026 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)
158
Total
Institutional Inflows
(last 12 months)
$485.22M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$38.72M
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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
6/18/2026Western Wealth Management LLC54,326$1.40M0.1%+7.9%0.064%
6/3/2026NewEdge Advisors LLC440,502$11.36M0.0%+14.9%0.521%
5/22/2026WNY Asset Management LLC64,388$1.66M0.2%N/A0.076%
5/21/2026J. 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%
5/19/2026Arkadios Wealth Advisors12,745$329K0.0%+6.7%0.015%
5/18/2026Royal Bank of Canada1,530,347$39.47M0.0%+18.3%1.811%
5/15/2026Gateway Wealth Partners LLC33,471$863K0.0%+150.1%0.040%
5/14/2026CLG LLC93,054$2.40M0.6%+2.2%0.110%
5/14/2026Sei Investments Co.223,627$5.77M0.0%+21.1%0.265%
5/13/2026Cetera Investment Advisers2,487,155$64.14M0.1%+6.8%2.943%
5/8/2026Summit Global Investments10,624$274K0.0%N/A0.013%
5/6/2026Assetmark Inc.14,022$362K0.0%+16.4%0.017%
5/6/2026Independent Financial Group LLC31,931$824K0.0%N/A0.038%
5/5/2026D.A. Davidson & CO.34,958$902K0.0%N/A0.041%
5/5/2026Bank of New York Mellon Corp16,837$434K0.0%N/A0.020%
5/5/2026Conservest Capital Advisors Inc.343,833$8.87M0.8%+309.4%0.407%
5/4/2026Bleakley Financial Group LLC28,728$741K0.0%-4.5%0.034%
5/4/2026NWF Advisory Services Inc.165,054$4.26M0.5%-2.5%0.195%
5/4/2026Uptick Partners LLC87,628$2.26M0.5%N/A0.104%
5/2/2026International Assets Investment Management LLC125,051$3.23M0.1%-1.5%0.148%
5/2/2026Diversify Wealth Management LLC12,530$324K0.0%N/A0.015%
5/2/2026Valmark Advisers Inc.488,831$12.61M0.1%+48.3%0.578%
5/1/2026Fifth Third Bancorp15,882$410K0.0%N/A0.019%
5/1/2026Sovran Advisors LLC132,869$3.43M0.3%-0.9%0.157%
4/30/2026Kestra Advisory Services LLC215,737$5.56M0.0%+196.6%0.257%
4/29/2026Cvfg LLC8,075$208K0.0%N/A0.010%
4/28/2026Compton Financial Group LLC13,914$359K0.1%N/A0.017%
4/28/2026Beacon Financial Advisory LLC14,684$379K0.1%-2.9%0.018%
4/28/2026New England Capital Financial Advisors LLC74,129$1.91M0.5%-71.4%0.088%
4/27/2026Burford Brothers Inc.25,617$661K0.3%+9.6%0.031%
4/27/2026World Investment Advisors145,523$3.75M0.1%+54.2%0.173%
4/27/2026Private Advisor Group LLC520,838$13.43M0.1%+10.8%0.621%
4/27/2026DeDora Capital Inc.98,429$2.54M0.6%+5.5%0.117%
4/27/2026Sound Income Strategies LLC1,495$39K0.0%N/A0.002%
4/24/2026Tcfg Wealth Management LLC29,518$761K0.3%-3.1%0.035%
4/23/2026Continuum Advisory LLC17,159$443K0.0%-14.8%0.021%
4/22/2026Hartmann Taylor Wealth Management LLC8,950$231K0.2%N/A0.011%
4/22/2026Janney Montgomery Scott LLC79,918$2.06M0.0%+49.7%0.096%
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4/20/2026Kestra Private Wealth Services LLC615,304$15.87M0.2%+7.6%0.739%
4/20/2026Kercheville Advisors LLC10,220$264K0.1%+17.2%0.012%
4/20/2026Keudell Morrison Wealth Management24,716$637K0.1%N/A0.030%
4/18/2026Richards Merrill & Peterson Inc.186,984$4.82M1.8%+50.4%0.224%
4/17/2026Financial Management Network Inc.282,033$7.30M1.1%+4.4%0.339%
4/17/2026Brookstone Capital Management15,084$389K0.0%-4.2%0.018%
4/16/2026Petredis Investment Advisors LLC193,112$4.98M0.4%-7.9%0.232%
4/15/2026Nations Financial Group Inc. IA ADV15,031$388K0.0%+7.2%0.018%
3/23/2026J. 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%
3/10/2026Advisortrust Partners LLC14,063$366K0.2%N/A0.019%
3/3/2026NWF Advisory Services Inc.169,214$4.40M0.5%-5.8%0.224%
3/2/2026Clearwave 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%
2/17/2026Private 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%
2/17/2026Beacon Financial Advisory LLC15,129$393K0.1%+9.6%0.020%
2/16/2026RFP Financial Group LLC797,118$20.73M9.9%+63.0%1.057%
2/16/2026MML 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%
2/13/2026Kestra 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%
2/12/2026Conservest 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%
2/12/2026Commonwealth 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%
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2/11/2026Janney 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%
2/11/2026Continuum 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%


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 18,687,695 shares in the last 24 months. This purchase volume represents approximately $485.22M in transactions.

Of the 53 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), Jane Street Group LLC ($87.68K), and Commonwealth Equity Services LLC ($78.26K).

Institutional investors have sold a total of 1,491,836 shares in the last 24 months. This volume of shares sold represents approximately $38.72M in transactions.


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This page (NYSEARCA:CGSD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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