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

$26.14 0.00 (0.00%)
As of 07/18/2025 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)
74
Total
Institutional Inflows
(last 12 months)
$137.16M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$10.44M
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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
7/18/2025Truist Financial Corp95,039$2.48M0.0%+6.1%0.340%
7/17/2025 Janney Montgomery Scott LLC73,857$1.93M0.0%-17.7%0.266%
7/15/2025 Hartmann Taylor Wealth Management LLC120,082$3.13M2.6%+34.8%0.432%
7/14/2025 AdvisorNet Financial Inc4,100$107K0.0%-11.8%0.015%
7/10/2025 Wealth Enhancement Advisory Services LLC157,096$4.10M0.0%-1.5%0.572%
7/7/2025 Peterson Wealth Advisors LLC11,009$287K0.0%-9.7%0.040%
7/3/2025 TrueWealth Advisors LLC14,116$368K0.1%-15.3%0.052%
5/27/2025Jacobi Capital Management LLC31,637$823K0.1%+44.6%0.123%
5/21/2025Geneos Wealth Management Inc.29,867$777K0.0%N/A0.118%
5/19/2025Jane Street Group LLC117,653$3.06M0.0%+327.9%0.466%
5/15/2025Royal Bank of Canada139,130$3.62M0.0%+31.5%0.551%
5/15/2025Betterment LLC235,443$6.12M0.0%+2.0%0.932%
5/15/2025Baird Financial Group Inc.9,300$242K0.0%N/A0.037%
5/15/2025OLD Mission Capital LLC53,024$1.38M0.0%+86.8%0.210%
5/14/2025Northwestern Mutual Wealth Management Co.55,731$1.45M0.0%N/A0.221%
5/14/2025Kestra Advisory Services LLC60,595$1.58M0.0%+43.4%0.240%
5/13/2025Elequin Capital LP34,747$904K0.1%N/A0.138%
5/13/2025Vestmark Advisory Solutions Inc.160,723$4.18M0.1%+6.3%0.636%
5/12/2025Keeler & Nadler Financial Planning & Wealth Management37,460$974K0.4%+11.9%0.148%
5/12/2025Benjamin Edwards Inc.29,843$776K0.0%+3.5%0.118%
5/9/2025Financial Connections Group Inc.130,941$3.41M1.5%+517.3%0.518%
5/9/2025Atria Wealth Solutions Inc.45,534$1.19M0.0%+17.6%0.180%
5/9/2025Beta Wealth Group Inc.231,485$6.02M2.2%-0.2%0.916%
5/8/2025Harbour Investments Inc.16,831$438K0.0%-37.4%0.067%
5/7/2025Richards Merrill & Peterson Inc.18,900$492K0.3%+278.0%0.075%
5/7/2025LPL Financial LLC801,441$20.85M0.0%+27.9%3.173%
5/7/2025First Heartland Consultants Inc.11,284$294K0.0%N/A0.045%
5/6/2025Assetmark Inc.73,775$1.92M0.0%+2.3%0.292%
5/6/2025Cetera Investment Advisers377,767$9.83M0.0%+15.8%1.496%
5/6/2025Avantax Advisory Services Inc.14,497$377K0.0%+39.7%0.057%
5/6/2025Wedbush Securities Inc.32,119$835K0.0%+1.9%0.127%
5/5/2025Souders Financial Advisors25,300$658K0.1%+153.8%0.100%
5/5/2025Private Advisor Group LLC130,020$3.38M0.0%+1.9%0.515%
5/2/2025Cullen Frost Bankers Inc.18,127$471K0.0%+1,141.6%0.072%
5/1/2025Smith Thornton Advisors LLC54,490$1.42M0.9%+11.2%0.216%
5/1/2025Stephens Inc. AR43,855$1.14M0.0%-2.1%0.174%
4/30/2025Cerity Partners LLC10,000$260K0.0%N/A0.041%
4/30/2025Lakeside Advisors INC.9,500$247K0.2%N/A0.039%
4/30/2025 Peterson Wealth Advisors LLC12,187$316K0.1%+3.5%0.050%
4/29/2025Envestnet Asset Management Inc.1,577,626$41.03M0.0%+7.5%6.413%
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4/28/2025D.A. Davidson & CO.19,755$514K0.0%+2.9%0.080%
4/28/2025First 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%
4/23/2025Cottonwood Capital Advisors LLC40,821$1.06M0.8%N/A0.166%
4/23/2025Oak Hill Wealth Advisors LLC24,072$626K0.1%+90.7%0.098%
4/23/2025EQ Wealth Advisors LLC1,154$30K0.0%N/A0.005%
4/21/2025Envestnet Portfolio Solutions Inc.77,482$2.02M0.0%-11.0%0.315%
4/21/2025PUREfi Wealth LLC460,022$11.97M12.0%-2.1%1.870%
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%
4/15/2025GPS Wealth Strategies Group LLC1,950$51K0.0%N/A0.008%
4/15/2025Simplicity 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%
3/6/2025Wood Tarver Financial Group LLC14,195$368K0.1%N/A0.060%
2/17/2025Cetera Investment Advisers326,325$8.48M0.0%N/A16.316%
2/17/2025Captrust Financial Advisors344,172$8.94M0.0%+1,853.2%17.209%
2/17/2025Benjamin Edwards Inc.28,839$749K0.0%-6.0%1.442%
2/14/2025Jane Street Group LLC27,496$714K0.0%-61.2%1.375%
2/14/2025Betterment LLC230,860$6.00M0.0%N/A11.543%
2/14/2025Capital Analysts LLC9,795$254K0.0%N/A0.490%
2/14/2025MML Investors Services LLC220,008$5.71M0.0%+13.5%11.000%
2/14/2025Concourse Financial Group Securities Inc.20,537$534K0.0%-2.0%1.027%
2/14/2025Capital Group Private Client Services Inc.107,202$2.78M0.0%+264.5%5.360%
2/14/2025Capital International Investors12,216,565$317.26M0.1%+1.5%610.828%
2/13/2025Raymond James Financial Inc.16,218$421K0.0%N/A0.811%
2/13/2025Wedbush Securities Inc.31,535$819K0.0%+116.8%1.577%
2/13/2025Envestnet Asset Management Inc.1,467,789$38.12M0.0%+37.0%73.389%
2/12/2025Thoroughbred Financial Services LLC11,569$300K0.0%N/A0.578%
2/12/2025OLD Mission Capital LLC28,381$737K0.0%N/A1.419%
2/12/2025Orion Portfolio Solutions LLC83,060$2.16M0.0%+12.3%4.153%
2/11/2025LPL Financial LLC626,616$16.27M0.0%+488.8%31.331%
2/10/2025Harbour Investments Inc.26,902$699K0.0%N/A1.345%
2/10/2025Envestnet Portfolio Solutions Inc.87,085$2.26M0.0%+6.8%4.354%
2/10/2025Commonwealth Equity Services LLC111,655$2.90M0.0%+21.1%5.583%
2/10/2025Avantax Advisory Services Inc.10,380$270K0.0%+8.1%0.519%
2/10/2025EverSource Wealth Advisors LLC41,465$1.08M0.1%-4.2%2.073%
2/7/2025Oak Hill Wealth Advisors LLC12,625$328K0.1%N/A0.631%
2/6/2025Vestmark Advisory Solutions Inc.151,145$3.93M0.1%+35.0%7.557%
2/6/2025Raymond James Financial Inc.16,218$421K0.0%N/A0.811%
2/6/2025Assetmark Inc.72,100$1.87M0.0%+12.3%3.605%
2/6/2025Souders Financial Advisors9,967$259K0.0%N/A0.498%
2/6/2025Jones Financial Companies Lllp13,552$352K0.0%+2,610.4%0.678%
2/5/2025WR Wealth Planners LLC1,133$29K0.0%-57.4%0.057%
2/3/2025Private Advisor Group LLC127,538$3.31M0.0%+3.2%6.377%
1/31/2025Global Retirement Partners LLC1,236$32K0.0%+223.6%0.062%
1/31/2025Beta Wealth Group Inc.231,945$6.02M2.7%+0.6%11.597%
1/31/2025Atria Wealth Solutions Inc.38,712$1.01M0.0%+29.7%1.936%
1/31/2025Truist Financial Corp80,521$2.09M0.0%+7.8%4.026%
1/30/2025Principal Securities Inc.52,050$1.35M0.0%+2.0%2.603%
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1/30/2025PUREfi Wealth LLC469,934$12.20M11.9%N/A23.497%
1/29/2025Financial Connections Group Inc.21,211$550K0.3%N/A1.061%
1/28/2025Stephens Inc. AR44,805$1.16M0.0%+3.3%2.240%
1/27/2025Confluence 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%
1/14/2025Keeler & Nadler Financial Planning & Wealth Management33,467$869K0.4%+64.4%1.673%
1/13/2025 AdvisorNet Financial Inc4,733$123K0.0%+20.5%0.237%
1/8/2025International Assets Investment Management LLC11,825$307K0.0%-96.2%0.591%
(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, 75 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 Capital Group Short Duration Municipal Income ETF's institutional investors.

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

Of the 75 institutional investors that purchased Capital Group Short Duration Municipal Income ETF's 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 5,268,942 shares in the last 24 months. This purchase volume represents approximately $137.16M in transactions.

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

Of the 16 institutional investors that sold Capital Group Short Duration Municipal 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 ($299.46K), Jane Street Group LLC ($43.41K), Janney Montgomery Scott LLC ($15.89K), Harbour Investments Inc. ($10.07K), PUREfi Wealth LLC ($9.91K), Envestnet Portfolio Solutions Inc. ($9.60K), and TrueWealth Advisors LLC ($2.56K).

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

Institutional investors have sold a total of 402,019 shares in the last 24 months. This volume of shares sold represents approximately $10.44M in transactions.


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This page (NYSEARCA:CGSM) was last updated on 7/19/2025 by MarketBeat.com Staff
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