Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

$26.31 -0.01 (-0.04%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$26.31 0.00 (0.00%)
As of 08/28/2025 04:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Short Duration Municipal Income ETF (NYSEARCA:CGSM)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$167.80M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$21.29M
Get CGSM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Short Duration Municipal Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGSM Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025Tribridge Partners Financial LLC26,848$700K0.4%N/A0.095%
8/27/2025 Orion Porfolio Solutions LLC89,163$2.33M0.0%+1.5%0.314%
8/19/2025 Advisory Services Network LLC28,135$735K0.0%N/A0.099%
8/18/2025 Geneos Wealth Management Inc.47,811$1.25M0.0%+60.1%0.168%
8/15/2025 Captrust Financial Advisors728,735$19.01M0.0%+19.2%2.566%
8/15/2025 Orion Porfolio Solutions LLC89,163$2.33M0.0%+1.5%0.314%
8/15/2025 MML Investors Services LLC293,659$7.66M0.0%+24.8%1.034%
8/15/2025 IHT Wealth Management LLC8,894$232K0.0%-30.3%0.031%
8/15/2025 Great Valley Advisor Group Inc.52,642$1.37M0.0%+69.4%0.185%
8/15/2025 Benjamin Edwards Inc.57,799$1.51M0.0%+93.7%0.204%
8/14/2025 Jane Street Group LLC65,567$1.71M0.0%-44.3%0.231%
8/14/2025 Raymond James Financial Inc.104,881$2.74M0.0%+176.4%0.369%
8/14/2025 Betterment LLC118,562$3.09M0.0%-49.6%0.417%
8/14/2025 Sei Investments Co.23,254$606K0.0%N/A0.082%
8/13/2025 StoneX Group Inc.44,222$1.15M0.1%N/A0.156%
8/13/2025 Gateway Wealth Partners LLC12,513$326K0.1%N/A0.044%
8/13/2025 Baird Financial Group Inc.60,800$1.59M0.0%+553.8%0.214%
8/13/2025 EverSource Wealth Advisors LLC61,716$1.61M0.1%+49.4%0.217%
8/13/2025 Northwestern Mutual Wealth Management Co.116,354$3.03M0.0%+108.8%0.410%
8/12/2025 J.W. Cole Advisors Inc.21,415$559K0.0%N/A0.075%
8/12/2025 Steward Partners Investment Advisory LLC93,423$2.44M0.0%N/A0.329%
8/11/2025 Beta Wealth Group Inc.88,511$2.31M0.8%-61.8%0.317%
8/8/2025 Cetera Investment Advisers410,680$10.71M0.0%+8.7%1.469%
8/8/2025 Sittner & Nelson LLC2,000$52K0.0%N/A0.007%
8/6/2025 Wedbush Securities Inc.32,635$851K0.0%+1.6%0.117%
8/6/2025 Vestmark Advisory Solutions Inc.367,896$9.60M0.1%+128.9%1.316%
8/6/2025 Souders Financial Advisors29,166$761K0.1%+15.3%0.104%
8/4/2025 Assetmark Inc.113,700$2.97M0.0%+54.1%0.407%
8/1/2025 GWN Securities Inc.20,199$527K0.1%+152.9%0.072%
8/1/2025 Envestnet Asset Management Inc.1,706,930$44.52M0.0%+8.2%6.105%
7/31/2025 VestGen Investment Management9,243$241K0.2%N/A0.033%
7/30/2025 D.A. Davidson & CO.24,555$640K0.0%+24.3%0.088%
7/30/2025 Smith Thornton Advisors LLC58,890$1.54M0.9%+8.1%0.211%
7/29/2025 Stephens Inc. AR11,995$313K0.0%-72.6%0.043%
7/29/2025 Uhlmann Price Securities LLC16,213$423K0.3%+7.5%0.058%
7/29/2025 International Assets Investment Management LLC15,700$409K0.0%+32.8%0.056%
7/29/2025 Cottonwood Capital Advisors LLC62,631$1.63M1.1%+53.4%0.224%
7/29/2025 Koshinski Asset Management Inc.8,038$210K0.0%N/A0.029%
7/28/2025 Keeler & Nadler Financial Planning & Wealth Management65,227$1.70M0.7%+74.1%0.233%
7/25/2025 Atria Wealth Solutions Inc.27,424$715K0.0%-39.8%0.098%
This is my Christian duty (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

Watch Jim Rickards reveal the Old Testament Wealth Code
7/25/2025 Envestnet Portfolio Solutions Inc.61,453$1.60M0.0%-20.7%0.220%
7/24/2025 Financial Connections Group Inc.168,237$4.39M1.8%+28.5%0.602%
7/22/2025 Confluence Wealth Services Inc.42,259$1.10M0.1%+4.8%0.151%
7/22/2025 PUREfi Wealth LLC431,489$11.25M9.0%-6.2%1.543%
7/22/2025 Simplicity Wealth LLC86,208$2.25M0.1%+234.5%0.308%
7/22/2025 Oak Hill Wealth Advisors LLC18,434$481K0.1%-23.4%0.066%
7/21/2025 Ameritas Advisory Services LLC2,745$72K0.0%N/A0.010%
7/18/2025 Truist 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%
5/27/2025 Jacobi Capital Management LLC31,637$823K0.1%+44.6%0.123%
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%
This is my Christian duty (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

Watch Jim Rickards reveal the Old Testament Wealth Code
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%
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%
(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, 91 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 90 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 6,442,418 shares in the last 24 months. This purchase volume represents approximately $167.80M 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.


Related Companies

This page (NYSEARCA:CGSM) was last updated on 8/29/2025 by MarketBeat.com Staff
From Our Partners
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel