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

$26.38 +0.03 (+0.09%)
As of 01:50 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)
86
Total
Institutional Inflows
(last 12 months)
$170.04M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$21.29M
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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
10/9/2025U.S. Capital Wealth Advisors LLC14,680$387K0.0%+8.3%0.045%
10/9/2025Embree Financial Group12,977$342K0.0%N/A0.040%
10/9/2025Peterson Wealth Advisors LLC23,902$630K0.1%+117.1%0.074%
9/4/2025Osaic Holdings Inc.362,187$9.45M0.0%+32.1%1.275%
8/27/2025Tribridge Partners Financial LLC26,848$700K0.4%N/A0.095%
8/27/2025Orion Porfolio Solutions LLC89,163$2.33M0.0%+1.5%0.314%
8/19/2025Advisory Services Network LLC28,135$735K0.0%N/A0.099%
8/18/2025Geneos Wealth Management Inc.47,811$1.25M0.0%+60.1%0.168%
8/15/2025Captrust Financial Advisors728,735$19.01M0.0%+19.2%2.566%
8/15/2025Orion Porfolio Solutions LLC89,163$2.33M0.0%+1.5%0.314%
8/15/2025MML Investors Services LLC293,659$7.66M0.0%+24.8%1.034%
8/15/2025IHT Wealth Management LLC8,894$232K0.0%-30.3%0.031%
8/15/2025Great Valley Advisor Group Inc.52,642$1.37M0.0%+69.4%0.185%
8/15/2025Benjamin Edwards Inc.57,799$1.51M0.0%+93.7%0.204%
8/14/2025Jane Street Group LLC65,567$1.71M0.0%-44.3%0.231%
8/14/2025Raymond James Financial Inc.104,881$2.74M0.0%+176.4%0.369%
8/14/2025Betterment LLC118,562$3.09M0.0%-49.6%0.417%
8/14/2025Sei Investments Co.23,254$606K0.0%N/A0.082%
8/13/2025StoneX Group Inc.44,222$1.15M0.1%N/A0.156%
8/13/2025Gateway Wealth Partners LLC12,513$326K0.1%N/A0.044%
8/13/2025Baird Financial Group Inc.60,800$1.59M0.0%+553.8%0.214%
8/13/2025EverSource Wealth Advisors LLC61,716$1.61M0.1%+49.4%0.217%
8/13/2025Northwestern Mutual Wealth Management Co.116,354$3.03M0.0%+108.8%0.410%
8/12/2025J.W. Cole Advisors Inc.21,415$559K0.0%N/A0.075%
8/12/2025Steward Partners Investment Advisory LLC93,423$2.44M0.0%N/A0.329%
8/11/2025Beta Wealth Group Inc.88,511$2.31M0.8%-61.8%0.317%
8/8/2025Cetera Investment Advisers410,680$10.71M0.0%+8.7%1.469%
8/8/2025Sittner & Nelson LLC2,000$52K0.0%N/A0.007%
8/6/2025Wedbush Securities Inc.32,635$851K0.0%+1.6%0.117%
8/6/2025Vestmark Advisory Solutions Inc.367,896$9.60M0.1%+128.9%1.316%
8/6/2025Souders Financial Advisors29,166$761K0.1%+15.3%0.104%
8/4/2025Assetmark Inc.113,700$2.97M0.0%+54.1%0.407%
8/1/2025GWN Securities Inc.20,199$527K0.1%+152.9%0.072%
8/1/2025Envestnet Asset Management Inc.1,706,930$44.52M0.0%+8.2%6.105%
7/31/2025VestGen Investment Management9,243$241K0.2%N/A0.033%
7/30/2025D.A. Davidson & CO.24,555$640K0.0%+24.3%0.088%
7/30/2025Smith Thornton Advisors LLC58,890$1.54M0.9%+8.1%0.211%
7/29/2025Stephens Inc. AR11,995$313K0.0%-72.6%0.043%
7/29/2025Uhlmann Price Securities LLC16,213$423K0.3%+7.5%0.058%
7/29/2025International Assets Investment Management LLC15,700$409K0.0%+32.8%0.056%
7/29/2025Cottonwood Capital Advisors LLC62,631$1.63M1.1%+53.4%0.224%
7/29/2025Koshinski Asset Management Inc.8,038$210K0.0%N/A0.029%
7/28/2025Keeler & Nadler Financial Planning & Wealth Management65,227$1.70M0.7%+74.1%0.233%
7/25/2025Atria Wealth Solutions Inc.27,424$715K0.0%-39.8%0.098%
7/25/2025Envestnet Portfolio Solutions Inc.61,453$1.60M0.0%-20.7%0.220%
7/24/2025Financial Connections Group Inc.168,237$4.39M1.8%+28.5%0.602%
7/22/2025Confluence Wealth Services Inc.42,259$1.10M0.1%+4.8%0.151%
7/22/2025PUREfi Wealth LLC431,489$11.25M9.0%-6.2%1.543%
7/22/2025Simplicity Wealth LLC86,208$2.25M0.1%+234.5%0.308%
7/22/2025Oak Hill Wealth Advisors LLC18,434$481K0.1%-23.4%0.066%
7/21/2025Ameritas Advisory Services LLC2,745$72K0.0%N/A0.010%
7/18/2025Truist Financial Corp95,039$2.48M0.0%+6.1%0.340%
7/17/2025Janney Montgomery Scott LLC73,857$1.93M0.0%-17.7%0.266%
7/15/2025Hartmann Taylor Wealth Management LLC120,082$3.13M2.6%+34.8%0.432%
7/14/2025AdvisorNet Financial Inc4,100$107K0.0%-11.8%0.015%
7/10/2025Wealth Enhancement Advisory Services LLC157,096$4.10M0.0%-1.5%0.572%
7/7/2025Peterson Wealth Advisors LLC11,009$287K0.0%-9.7%0.040%
7/3/2025TrueWealth 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%
4/30/2025Peterson 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%
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%
4/24/2025Hartmann 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%
4/17/2025Janney Montgomery Scott LLC89,745$2.33M0.0%+3.9%0.365%
(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, 94 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. ($44.52M), LPL Financial LLC ($20.85M), Captrust Financial Advisors ($19.01M), PUREfi Wealth LLC ($11.25M), Cetera Investment Advisers ($10.71M), and Vestmark Advisory Solutions Inc. ($9.60M).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 93 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. ($635.17K), PUREfi Wealth LLC ($469.93K), Captrust Financial Advisors ($452.48K), Cetera Investment Advisers ($410.68K), Capital International Investors ($315.92K), and International Assets Investment Management LLC ($315.16K).

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

Institutional investors have bought a total of 6,528,212 shares in the last 24 months. This purchase volume represents approximately $170.04M in transactions.

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

Of the 20 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), Beta Wealth Group Inc. ($143.43K), Betterment LLC ($116.88K), Jane Street Group LLC ($95.49K), PUREfi Wealth LLC ($38.45K), Stephens Inc. AR ($32.81K), and Envestnet Portfolio Solutions Inc. ($25.63K).

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

Institutional investors have sold a total of 817,990 shares in the last 24 months. This volume of shares sold represents approximately $21.29M in transactions.


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This page (NYSEARCA:CGSM) was last updated on 10/10/2025 by MarketBeat.com Staff
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