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

$26.33 +0.02 (+0.08%)
As of 08/14/2026 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)
118
Total
Institutional Inflows
(last 12 months)
$189.68M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$22.50M
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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
7/9/2026 Wealth Science Advisors LLC25,466$672K0.3%N/A0.044%
7/8/2026 First Heartland Consultants Inc.14,815$391K0.0%+4.2%0.025%
7/8/2026 TrueWealth Advisors LLC12,978$342K0.1%-5.0%0.022%
7/8/2026 Apella Capital LLC152,619$4.03M0.1%+0.4%0.262%
6/18/2026Western Wealth Management LLC11,498$302K0.0%N/A0.027%
6/3/2026 NewEdge Advisors LLC72,803$1.91M0.0%+40.6%0.168%
5/21/2026 J. Derek Lewis & Associates Inc.11,685$307K0.1%-6.0%0.027%
5/19/2026Western Wealth Management LLC11,498$302K0.0%N/A0.027%
5/19/2026 Ashton Thomas Securities LLC3,838$101K0.0%N/A0.009%
5/18/2026 EverSource Wealth Advisors LLC53,443$1.40M0.0%-25.9%0.123%
5/18/2026Royal Bank of Canada326,116$8.57M0.0%+85.2%0.753%
5/15/2026 Gateway Wealth Partners LLC64,441$1.69M0.1%+151.7%0.149%
5/14/2026Sei Investments Co.90,268$2.37M0.0%+21.7%0.208%
5/13/2026 Cetera Investment Advisers989,257$26.00M0.0%+41.1%2.285%
5/6/2026 Assetmark Inc.122,757$3.23M0.0%-6.8%0.284%
5/6/2026 Birchwood Financial Partners Inc.12,269$322K0.3%N/A0.028%
5/2/2026 Valmark Advisers Inc.8,091$213K0.0%-86.8%0.019%
5/1/2026 Fifth Third Bancorp9,926$261K0.0%N/A0.023%
5/1/2026 Sovran Advisors LLC7,973$210K0.0%N/A0.019%
5/1/2026Financial Connections Group Inc.190,872$5.02M1.7%+7.8%0.444%
5/1/2026 Simplicity Wealth LLC66,961$1.76M0.1%+8.0%0.156%
4/30/2026 Kestra Advisory Services LLC310,024$8.15M0.0%+251.2%0.721%
4/28/2026 PUREfi Wealth LLC68,160$1.79M1.2%-30.5%0.159%
4/27/2026 Burford Brothers Inc.10,440$274K0.1%N/A0.024%
4/27/2026World Investment Advisors21,073$554K0.0%+21.3%0.049%
4/27/2026 Private Advisor Group LLC187,205$4.92M0.0%+25.1%0.437%
4/25/2026 Royal Harbor Partners LLC110,981$2.92M1.0%+4.2%0.260%
4/22/2026 Hartmann Taylor Wealth Management LLC155,916$4.10M2.7%-5.4%0.365%
4/22/2026 Patriot Financial Group Insurance Agency LLC8,814$232K0.0%N/A0.021%
4/22/2026 Janney Montgomery Scott LLC149,372$3.93M0.0%+46.9%0.347%
4/21/2026 Sugar Maple Asset Management LLC11,404$300K0.2%N/A0.026%
4/20/2026 Apella Capital LLC151,956$4.02M0.1%N/A0.353%
4/18/2026 BCS Wealth Management15,684$412K0.1%N/A0.036%
4/17/2026 Cottonwood Capital Advisors LLC74,941$1.97M1.4%+5.9%0.174%
4/17/2026 Total Clarity Wealth Management Inc.140,438$3.69M0.9%+16.4%0.326%
4/17/2026 AdvisorNet Financial Inc10,842$285K0.0%+160.3%0.025%
4/16/2026 Petredis Investment Advisors LLC37,900$996K0.1%N/A0.088%
4/16/2026 Uhlmann Price Securities LLC18,393$483K0.0%-5.7%0.043%
3/23/2026 J. Derek Lewis & Associates Inc.12,435$328K0.1%N/A0.033%
3/17/2026 Rockefeller Capital Management L.P.55,429$1.46M0.0%N/A0.148%
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3/13/2026World Investment Advisors17,374$458K0.0%N/A0.046%
2/24/2026 Astoria Portfolio Advisors LLC.18,988$506K0.1%N/A0.051%
2/19/2026 Axxcess Wealth Management LLC14,245$375K0.0%N/A0.038%
2/19/2026 Royal Harbor Partners LLC106,509$2.81M0.9%+2.8%0.284%
2/18/2026 NewEdge Advisors LLC51,790$1.36M0.0%+10.9%0.138%
2/18/2026 VestGen Investment Management12,286$324K0.2%+14.1%0.033%
2/17/2026 Cetera Investment Advisers701,012$18.47M0.0%+25.6%1.869%
2/17/2026Equitable Holdings Inc.13,182$347K0.0%N/A0.035%
2/17/2026Osaic Holdings Inc.402,081$10.59M0.0%+2.5%1.072%
2/17/2026 Private Advisor Group LLC149,683$3.94M0.0%+13.7%0.399%
2/17/2026 Captrust Financial Advisors860,845$22.68M0.0%+7.2%2.296%
2/17/2026&PARTNERS77,190$2.04M0.0%+67.9%0.206%
2/17/2026Royal Bank of Canada176,052$4.64M0.0%+1.2%0.469%
2/16/2026 MML Investors Services LLC386,707$10.19M0.0%+10.6%1.031%
2/16/2026 Beta Wealth Group Inc.63,237$1.67M0.7%-15.9%0.169%
2/13/2026 Jacobi Capital Management LLC76,981$2.03M0.1%-8.4%0.205%
2/13/2026 Kestra Advisory Services LLC88,275$2.33M0.0%+9.4%0.235%
2/13/2026 Burton Enright Welch42,575$1.12M0.2%N/A0.114%
2/13/2026Transamerica Financial Advisors LLC40,276$1.06M0.1%+13.9%0.107%
2/13/2026 Stifel Financial Corp15,237$401K0.0%+57.1%0.041%
2/13/2026 Morgan Stanley2,829,898$74.54M0.0%+1.7%7.546%
2/13/2026 Integrated Wealth Concepts LLC14,985$395K0.0%+16.0%0.040%
2/13/2026Wells Fargo & Company MN616,156$16.23M0.0%+40.1%1.643%
2/12/2026Jane Street Group LLC35,249$928K0.0%-24.3%0.094%
2/12/2026Orion Porfolio Solutions LLC123,729$3.26M0.0%+4.3%0.330%
2/12/2026 Commonwealth Equity Services LLC294,740$7.76M0.0%+7.1%0.786%
2/12/2026 StoneX Group Inc.113,285$2.99M0.1%+6.4%0.302%
2/12/2026 Steward Partners Investment Advisory LLC178,879$4.71M0.0%+11.1%0.477%
2/12/2026 Wedbush Securities Inc.38,909$1.03M0.0%+1.7%0.104%
2/12/2026Betterment LLC94,005$2.48M0.0%+1.4%0.251%
2/12/2026 Principal Securities Inc.171,564$4.52M0.1%+74.4%0.458%
2/12/2026 Great Valley Advisor Group Inc.88,842$2.34M0.0%+34.4%0.237%
2/11/2026 Gateway Wealth Partners LLC25,607$674K0.1%+132.0%0.068%
2/11/2026 Janney Montgomery Scott LLC101,711$2.68M0.0%+28.6%0.271%
2/11/2026 GWN Securities Inc.30,131$794K0.2%+36.5%0.080%
2/11/2026Cerity Partners LLC28,602$753K0.0%N/A0.076%
2/11/2026 LPL Financial LLC1,589,276$41.86M0.0%+25.2%4.238%
2/11/2026 Capital International Investors13,026,702$343.12M0.1%+1.0%34.738%
2/11/2026 Capital Group Private Client Services Inc.778,976$20.52M0.3%+20.6%2.077%
2/11/2026 Greykasell Wealth Strategies Inc.38,486$1.01M0.4%+99.5%0.103%
2/11/2026 J.W. Cole Advisors Inc.145,281$3.83M0.1%+99.3%0.387%
2/10/2026Goldman Sachs Group Inc.29,400$774K0.0%+15.2%0.078%
2/10/2026Natixis Advisors LLC36,920$972K0.0%N/A0.098%
2/10/2026 Acorn Wealth Advisors LLC32,777$863K0.3%N/A0.087%
2/10/2026 Northwestern Mutual Wealth Management Co.357,693$9.42M0.0%+142.5%0.954%
2/10/2026 Thoroughbred Financial Services LLC8,501$223K0.0%-31.1%0.023%
2/6/2026 EverSource Wealth Advisors LLC72,098$1.90M0.1%+22.9%0.192%
2/6/2026 Axxcess Wealth Management LLC14,245$375K0.0%N/A0.038%
2/6/2026 IFP Advisors Inc11,616$306K0.0%+174.6%0.031%
2/6/2026 Envestnet Portfolio Solutions Inc.55,565$1.46M0.0%+11.7%0.148%
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2/5/2026 Stephens Inc. AR13,075$344K0.0%+9.5%0.035%
2/5/2026 Cauble & Harre Wealth Management Inc.77,446$2.04M1.7%N/A0.207%
2/5/2026 Northwestern Mutual Wealth Management Co.392,983$10.35M0.0%+166.4%1.048%
2/5/2026 Boulder Wealth Advisors LLC82,484$2.17M0.9%N/A0.220%
2/4/2026World Investment Advisors17,374$458K0.0%N/A0.047%
2/2/2026FWG Holdings LLC52,852$1.40M0.5%N/A0.142%
2/2/2026 Truist Financial Corp386,683$10.19M0.0%+261.3%1.037%
2/2/2026 Benjamin Edwards Inc.45,025$1.19M0.0%-64.2%0.121%
2/2/2026 EQ Wealth Advisors LLC1,154$30K0.0%N/A0.003%
2/2/2026 Total Clarity Wealth Management Inc.120,605$3.18M0.8%N/A0.323%


CGSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 144 institutional investors and hedge funds held shares of Capital Group Short Duration Municipal Income ETF. The most heavily invested institutionals were Capital International Investors ($343.12M), Morgan Stanley ($74.54M), Envestnet Asset Management Inc. ($56.98M), LPL Financial LLC ($41.86M), Cetera Investment Advisers ($26.00M), Captrust Financial Advisors ($22.68M), and Capital Group Private Client Services Inc. ($20.52M).Learn more on Capital Group Short Duration Municipal Income ETF's institutional investors.

Of the 140 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: Envestnet Asset Management Inc. ($1.09M), LPL Financial LLC ($1.02M), Capital International Investors ($1.00M), Cetera Investment Advisers ($841.61K), Northwestern Mutual Wealth Management Co. ($603.15K), Captrust Financial Advisors ($584.59K), and Capital Group Private Client Services Inc. ($511.66K).

Institutional investors have bought a total of 7,203,634 shares in the last 24 months. This purchase volume represents approximately $189.68M in transactions.

Of the 27 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: PUREfi Wealth LLC ($363.54K), Vestmark Advisory Solutions Inc. ($148.83K), Benjamin Edwards Inc. ($80.77K), Valmark Advisers Inc. ($53.09K), Geneos Wealth Management Inc. ($43.26K), Betterment LLC ($25.85K), and Beta Wealth Group Inc. ($25.27K).

Institutional investors have sold a total of 853,855 shares in the last 24 months. This volume of shares sold represents approximately $22.50M in transactions.


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Institutional ownership data for NYSEARCA:CGSM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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