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Capital Group Short Duration Municipal Income ETF (CGSM) Institutional Ownership

$25.93 +0.02 (+0.08%)
As of 05/22/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Short Duration Municipal Income ETF (NYSEARCA:CGSM)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$137.24M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$9.86M
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CGSM Institutional Buying and Selling by Quarter

Capital Group Short Duration Municipal Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.29,867$777K0.0%N/A0.118%
5/19/2025 Jane Street Group LLC117,653$3.06M0.0%+327.9%0.466%
5/15/2025 Royal Bank of Canada139,130$3.62M0.0%+31.5%0.551%
5/15/2025 Betterment LLC235,443$6.12M0.0%+2.0%0.932%
5/15/2025 Baird Financial Group Inc.9,300$242K0.0%N/A0.037%
5/15/2025 OLD Mission Capital LLC53,024$1.38M0.0%+86.8%0.210%
5/14/2025 Northwestern Mutual Wealth Management Co.55,731$1.45M0.0%N/A0.221%
5/14/2025 Kestra Advisory Services LLC60,595$1.58M0.0%+43.4%0.240%
5/13/2025 Elequin Capital LP34,747$904K0.1%N/A0.138%
5/13/2025 Vestmark Advisory Solutions Inc.160,723$4.18M0.1%+6.3%0.636%
5/12/2025 Keeler & Nadler Financial Planning & Wealth Management37,460$974K0.4%+11.9%0.148%
5/12/2025 Benjamin Edwards Inc.29,843$776K0.0%+3.5%0.118%
5/9/2025 Financial Connections Group Inc.130,941$3.41M1.5%+517.3%0.518%
5/9/2025 Atria Wealth Solutions Inc.45,534$1.19M0.0%+17.6%0.180%
5/9/2025 Beta Wealth Group Inc.231,485$6.02M2.2%-0.2%0.916%
5/8/2025 Harbour Investments Inc.16,831$438K0.0%-37.4%0.067%
5/7/2025 Richards Merrill & Peterson Inc.18,900$492K0.3%+278.0%0.075%
5/7/2025 LPL Financial LLC801,441$20.85M0.0%+27.9%3.173%
5/7/2025 First Heartland Consultants Inc.11,284$294K0.0%N/A0.045%
5/6/2025 Assetmark Inc.73,775$1.92M0.0%+2.3%0.292%
5/6/2025 Cetera Investment Advisers377,767$9.83M0.0%+15.8%1.496%
5/6/2025 Avantax Advisory Services Inc.14,497$377K0.0%+39.7%0.057%
5/6/2025 Wedbush Securities Inc.32,119$835K0.0%+1.9%0.127%
5/5/2025 Souders Financial Advisors25,300$658K0.1%+153.8%0.100%
5/5/2025 Private Advisor Group LLC130,020$3.38M0.0%+1.9%0.515%
5/2/2025 Cullen Frost Bankers Inc.18,127$471K0.0%+1,141.6%0.072%
5/1/2025 Smith Thornton Advisors LLC54,490$1.42M0.9%+11.2%0.216%
5/1/2025 Stephens Inc. AR43,855$1.14M0.0%-2.1%0.174%
4/30/2025 Cerity Partners LLC10,000$260K0.0%N/A0.041%
4/30/2025 Lakeside Advisors INC.9,500$247K0.2%N/A0.039%
4/30/2025 Peterson Wealth Advisors LLC12,187$316K0.1%+3.5%0.050%
4/29/2025 Envestnet Asset Management Inc.1,577,626$41.03M0.0%+7.5%6.413%
4/28/2025 D.A. Davidson & CO.19,755$514K0.0%+2.9%0.080%
4/28/2025 First Horizon Advisors Inc.2,581$67K0.0%+1,134.9%0.010%
4/24/2025 Hartmann Taylor Wealth Management LLC89,092$2.32M2.1%N/A0.362%
4/23/2025 Cottonwood Capital Advisors LLC40,821$1.06M0.8%N/A0.166%
4/23/2025 Oak Hill Wealth Advisors LLC24,072$626K0.1%+90.7%0.098%
4/23/2025 EQ Wealth Advisors LLC1,154$30K0.0%N/A0.005%
4/21/2025 Envestnet Portfolio Solutions Inc.77,482$2.02M0.0%-11.0%0.315%
4/21/2025 PUREfi Wealth LLC460,022$11.97M12.0%-2.1%1.870%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/17/2025 Janney Montgomery Scott LLC89,745$2.33M0.0%+3.9%0.365%
4/16/2025 Wealth Enhancement Advisory Services LLC159,487$4.15M0.0%+2.4%0.648%
4/15/2025 GPS Wealth Strategies Group LLC1,950$51K0.0%N/A0.008%
4/15/2025 Simplicity Wealth LLC25,769$670K0.1%N/A0.105%
4/9/2025 NBC Securities Inc.1,313$34K0.0%+131,200.0%0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC155,817$4.05M0.0%+167.7%0.662%
3/6/2025 Wood Tarver Financial Group LLC14,195$368K0.1%N/A0.060%
2/17/2025 Cetera Investment Advisers326,325$8.48M0.0%N/A16.316%
2/17/2025 Captrust Financial Advisors344,172$8.94M0.0%+1,853.2%17.209%
2/17/2025 Benjamin Edwards Inc.28,839$749K0.0%-6.0%1.442%
2/14/2025 Jane Street Group LLC27,496$714K0.0%-61.2%1.375%
2/14/2025 Betterment LLC230,860$6.00M0.0%N/A11.543%
2/14/2025 Capital Analysts LLC9,795$254K0.0%N/A0.490%
2/14/2025 MML Investors Services LLC220,008$5.71M0.0%+13.5%11.000%
2/14/2025 Concourse Financial Group Securities Inc.20,537$534K0.0%-2.0%1.027%
2/14/2025 Capital Group Private Client Services Inc.107,202$2.78M0.0%+264.5%5.360%
2/14/2025 Capital International Investors12,216,565$317.26M0.1%+1.5%610.828%
2/13/2025 Raymond James Financial Inc.16,218$421K0.0%N/A0.811%
2/13/2025 Wedbush Securities Inc.31,535$819K0.0%+116.8%1.577%
2/13/2025 Envestnet Asset Management Inc.1,467,789$38.12M0.0%+37.0%73.389%
2/12/2025 Thoroughbred Financial Services LLC11,569$300K0.0%N/A0.578%
2/12/2025 OLD Mission Capital LLC28,381$737K0.0%N/A1.419%
2/12/2025 Orion Portfolio Solutions LLC83,060$2.16M0.0%+12.3%4.153%
2/11/2025 LPL Financial LLC626,616$16.27M0.0%+488.8%31.331%
2/10/2025 Harbour Investments Inc.26,902$699K0.0%N/A1.345%
2/10/2025 Envestnet Portfolio Solutions Inc.87,085$2.26M0.0%+6.8%4.354%
2/10/2025 Commonwealth Equity Services LLC111,655$2.90M0.0%+21.1%5.583%
2/10/2025 Avantax Advisory Services Inc.10,380$270K0.0%+8.1%0.519%
2/10/2025 EverSource Wealth Advisors LLC41,465$1.08M0.1%-4.2%2.073%
2/7/2025 Oak Hill Wealth Advisors LLC12,625$328K0.1%N/A0.631%
2/6/2025 Vestmark Advisory Solutions Inc.151,145$3.93M0.1%+35.0%7.557%
2/6/2025 Raymond James Financial Inc.16,218$421K0.0%N/A0.811%
2/6/2025 Assetmark Inc.72,100$1.87M0.0%+12.3%3.605%
2/6/2025 Souders Financial Advisors9,967$259K0.0%N/A0.498%
2/6/2025 Jones Financial Companies Lllp13,552$352K0.0%+2,610.4%0.678%
2/5/2025WR Wealth Planners LLC1,133$29K0.0%-57.4%0.057%
2/3/2025 Private Advisor Group LLC127,538$3.31M0.0%+3.2%6.377%
1/31/2025Global Retirement Partners LLC1,236$32K0.0%+223.6%0.062%
1/31/2025 Beta Wealth Group Inc.231,945$6.02M2.7%+0.6%11.597%
1/31/2025 Atria Wealth Solutions Inc.38,712$1.01M0.0%+29.7%1.936%
1/31/2025 Truist Financial Corp80,521$2.09M0.0%+7.8%4.026%
1/30/2025 Principal Securities Inc.52,050$1.35M0.0%+2.0%2.603%
1/30/2025 PUREfi Wealth LLC469,934$12.20M11.9%N/A23.497%
1/29/2025 Financial Connections Group Inc.21,211$550K0.3%N/A1.061%
1/28/2025 Stephens Inc. AR44,805$1.16M0.0%+3.3%2.240%
1/27/2025 Confluence Wealth Services Inc.40,341$1.05M0.1%+77.0%2.017%
1/17/2025 Peterson Wealth Advisors LLC11,773$306K0.1%+9.3%0.589%
1/17/2025 Janney Montgomery Scott LLC86,354$2.24M0.0%+4.0%4.318%
1/15/2025 TrueWealth Advisors LLC16,812$437K0.1%+18.1%0.841%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management33,467$869K0.4%+64.4%1.673%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
1/13/2025 AdvisorNet Financial Inc4,733$123K0.0%+20.5%0.237%
1/8/2025 International Assets Investment Management LLC11,825$307K0.0%-96.2%0.591%
12/26/2024 JPMorgan Chase & Co.1,317$35K0.0%N/A0.066%
11/18/2024 Continental Investors Services Inc.8,336$219K0.4%N/A0.417%
11/15/2024 MML Investors Services LLC193,889$5.09M0.0%N/A9.694%
11/15/2024 Orion Portfolio Solutions LLC73,995$1.94M0.0%N/A3.700%
11/15/2024 Jane Street Group LLC70,904$1.86M0.0%+225.5%3.545%
11/15/2024 Benjamin Edwards Inc.30,687$806K0.0%N/A1.534%
11/14/2024 Captrust Financial Advisors17,621$463K0.0%+95.4%0.881%
11/13/2024 D.A. Davidson & CO.19,190$504K0.0%N/A0.960%
(Data available from 1/1/2016 forward)

CGSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGSM shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Capital Group Short Duration Municipal Income ETF. The most heavily invested institutionals were Capital International Investors ($317.26M), Envestnet Asset Management Inc. ($41.03M), LPL Financial LLC ($20.85M), PUREfi Wealth LLC ($11.97M), Cetera Investment Advisers ($9.83M), Captrust Financial Advisors ($8.94M), and Betterment LLC ($6.12M).Learn more on CGSM's institutional investors.

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

Of the 74 institutional investors that purchased Capital Group Short Duration Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($695.03K), Envestnet Asset Management Inc. ($505.86K), PUREfi Wealth LLC ($469.93K), Cetera Investment Advisers ($377.77K), Captrust Financial Advisors ($335.15K), Capital International Investors ($315.92K), and International Assets Investment Management LLC ($311.29K).

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

Institutional investors have bought a total of 5,476,815 shares in the last 24 months. This purchase volume represents approximately $142.49M in transactions.

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

Of the 13 institutional investors that sold Capital Group Short Duration Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Group Private Client Services Inc. ($725.30K), Capital International Investors ($505K), International Assets Investment Management LLC ($299.46K), Jane Street Group LLC ($43.41K), Harbour Investments Inc. ($10.07K), PUREfi Wealth LLC ($9.91K), and Envestnet Portfolio Solutions Inc. ($9.60K).

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

Institutional investors have sold a total of 1,609,754 shares in the last 24 months. This volume of shares sold represents approximately $41.55M in transactions.


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