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

$26.25 0.00 (0.00%)
Closing price 11/9/2026 04:10 PM Eastern
Extended Trading
$26.26 +0.00 (+0.02%)
As of 07:35 AM 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 Massive. Learn more.
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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)
123
Total
Institutional Inflows
(last 12 months)
$197.38M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$27.57M
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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
11/10/2026Vawter Financial Ltd.21,273$547K0.2%N/A0.032%
11/10/2026Tribridge Partners Financial LLC44,849$1.17M0.9%-47.0%0.068%
11/7/2026 MSH Capital Advisors LLC9,143$235K0.0%N/A0.014%
11/6/2026 Fifth Third Bancorp21,711$558K0.0%-7.3%0.033%
11/5/2026 Jacobi Capital Management LLC2,340$60K0.0%-92.3%0.004%
11/5/2026 Silver Grove Financial Group Inc.1,927$50K0.0%+126.4%0.003%
11/5/2026 Confluence Wealth Services Inc.24,609$633K0.0%-41.1%0.038%
11/5/2026 Cornerstone Wealth Management LLC12,332$317K0.0%N/A0.019%
11/4/2026 Burton Enright Welch76,917$1.98M0.2%+74.3%0.117%
11/3/2026 J. Derek Lewis & Associates Inc.9,110$234K0.0%-8.3%0.014%
11/3/2026 Uhlmann Price Securities LLC53,636$1.38M0.1%N/A0.082%
11/3/2026 StoneX Group Inc.22,065$567K0.0%N/A0.034%
11/3/2026 Ashton Thomas Private Wealth LLC32,226$829K0.0%+540.9%0.049%
11/3/2026 International Assets Investment Management LLC11,767$303K0.0%-24.9%0.018%
11/2/2026 Kestra Advisory Services LLC416,192$10.70M0.0%+15.4%0.637%
11/2/2026 Commonwealth Equity Services LLC519,570$13.36M0.0%N/A0.796%
10/30/2026 Integrity Alliance LLC.175,694$4.52M0.1%-7.1%0.271%
10/30/2026 Signature Equity Partners LLC967$25K0.0%N/A0.001%
10/29/2026 Landaas & Co. WI ADV48,331$1.24M0.2%N/A0.074%
10/28/2026 International Assets Investment Management LLC13,532$348K0.0%-13.6%0.021%
10/28/2026 Keeler & Nadler Financial Planning & Wealth Management75,561$1.94M0.5%-34.3%0.118%
10/28/2026 D.A. Davidson & CO.41,900$1.08M0.0%N/A0.066%
10/27/2026 Latitude Advisors LLC25,738$662K0.2%+155.8%0.040%
10/27/2026 Ashton Thomas Securities LLC7,543$194K0.0%N/A0.012%
10/26/2026 Park Avenue Securities LLC14,862$382K0.0%-97.0%0.023%
10/26/2026 Flagship Harbor Advisors LLC14,586$375K0.0%+37.3%0.023%
10/23/2026 Simplicity Wealth LLC66,261$1.70M0.0%-10.2%0.104%
10/23/2026 Wedbush Securities Inc.24,642$634K0.0%N/A0.039%
10/21/2026 Sunrise Financial Services LLC63,198$1.63M0.9%+50.6%0.099%
10/21/2026 Cottonwood Capital Advisors LLC82,882$2.13M1.3%+7.4%0.130%
10/21/2026 Petredis Investment Advisors LLC125,646$3.23M0.2%+64.1%0.198%
10/20/2026 MBM Wealth Consultants LLC84,374$2.17M0.4%+14.8%0.133%
10/20/2026 Lakeside Advisors INC.74,000$1.90M1.1%+64.4%0.116%
10/19/2026 AA Financial Advisors LLC53,095$1.37M0.2%N/A0.084%
10/19/2026 Richards Merrill & Peterson Inc.20,425$525K0.2%-84.0%0.032%
10/17/2026 IFP Advisors Inc22,453$577K0.0%+21.0%0.035%
10/17/2026 Fiscal Wisdom Wealth Management LLC8,353$215K0.2%N/A0.013%
10/17/2026 KWB Wealth9,518$245K0.0%N/A0.015%
10/16/2026 Sard Wealth Management Group LLC67,522$1.74M0.7%+0.6%0.107%
10/16/2026 Goldstein Advisors LLC22,241$572K0.1%-5.8%0.035%
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10/15/2026 AdvisorNet Financial Inc25,282$654K0.0%+76.6%0.040%
10/15/2026 First Pacific Financial15,132$389K0.0%N/A0.024%
10/10/2026 Wealth Science Advisors LLC119,300$3.07M1.3%+368.5%0.191%
10/9/2026 First Heartland Consultants Inc.13,660$351K0.0%N/A0.022%
10/8/2026 Farther Finance Advisors LLC3,743$96K0.0%-10.9%0.006%
10/8/2026 CoreCap Advisors LLC2,009$52K0.0%-51.4%0.003%
10/8/2026 Apella Capital LLC149,296$3.84M0.0%-2.2%0.240%
10/8/2026 Avidian Wealth Enterprises LLC8,000$206K0.0%-81.3%0.013%
10/8/2026 Peterson Wealth Advisors LLC17,901$460K0.1%-7.3%0.029%
9/23/2026Envestnet Portfolio Solutions Inc.59,910$1.58M0.0%+38.5%0.098%
9/23/2026Envestnet Asset Management Inc.3,150,448$83.13M0.0%+7.6%5.156%
9/9/2026Capital Analysts LLC5,166$137K0.0%+38.2%0.009%
9/9/2026Integrated Wealth Concepts LLC27,052$714K0.0%+39.2%0.046%
9/9/2026NewEdge Advisors LLC107,803$2.84M0.0%+48.1%0.182%
9/9/2026 IFP Advisors Inc18,550$489K0.0%+11.4%0.031%
9/9/2026Baird Financial Group Inc.135,780$3.58M0.0%+36.6%0.229%
9/2/2026Citadel Advisors LLC33,670$888K0.0%N/A0.057%
8/23/2026 HB Wealth Management LLC7,700$203K0.0%N/A0.013%
8/22/2026 Burford Brothers Inc.9,490$250K0.1%-9.1%0.016%
8/21/2026Continuum Advisory LLC1,600$42K0.0%N/A0.003%
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%
6/3/2026NewEdge 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%
5/15/2026Gateway 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%
5/13/2026Cetera 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%
4/27/2026Private 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%
4/22/2026Janney Montgomery Scott LLC149,372$3.93M0.0%+46.9%0.347%
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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%
3/17/2026Rockefeller Capital Management L.P.55,429$1.46M0.0%N/A0.148%


CGSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 164 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), Envestnet Asset Management Inc. ($83.13M), Morgan Stanley ($74.54M), 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 156 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. ($1.31M), LPL Financial LLC ($1.02M), Capital International Investors ($1.00M), Cetera Investment Advisers ($841.61K), Commonwealth Equity Services LLC ($632.73K), Northwestern Mutual Wealth Management Co. ($603.15K), and Captrust Financial Advisors ($584.59K).

Institutional investors have bought a total of 7,523,736 shares in the last 24 months. This purchase volume represents approximately $197.38M in transactions.

Of the 32 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: Park Avenue Securities LLC ($484.74K), Richards Merrill & Peterson Inc. ($107.28K), Benjamin Edwards Inc. ($80.77K), Valmark Advisers Inc. ($53.09K), Tribridge Partners Financial LLC ($39.72K), Keeler & Nadler Financial Planning & Wealth Management ($39.51K), and Jacobi Capital Management LLC ($35.00K).

Institutional investors have sold a total of 1,065,927 shares in the last 24 months. This volume of shares sold represents approximately $27.57M in transactions.


Related Companies

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 11/10/2026. New 13F filings are added each quarter as they're published.
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