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

$26.38 0.00 (0.00%)
As of 07/2/2026 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)
124
Total
Institutional Inflows
(last 12 months)
$222.06M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$33.85M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/21/2026J. Derek Lewis & Associates Inc.11,685$307K0.1%-6.0%0.027%
5/19/2026Western Wealth Management LLC11,498$302K0.0%N/A0.027%
5/19/2026Ashton Thomas Securities LLC3,838$101K0.0%N/A0.009%
5/18/2026EverSource 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%
5/6/2026Assetmark Inc.122,757$3.23M0.0%-6.8%0.284%
5/6/2026Birchwood Financial Partners Inc.12,269$322K0.3%N/A0.028%
5/2/2026Valmark Advisers Inc.8,091$213K0.0%-86.8%0.019%
5/1/2026Fifth Third Bancorp9,926$261K0.0%N/A0.023%
5/1/2026Sovran Advisors LLC7,973$210K0.0%N/A0.019%
5/1/2026Financial Connections Group Inc.190,872$5.02M1.7%+7.8%0.444%
5/1/2026Simplicity Wealth LLC66,961$1.76M0.1%+8.0%0.156%
4/30/2026Kestra Advisory Services LLC310,024$8.15M0.0%+251.2%0.721%
4/28/2026PUREfi Wealth LLC68,160$1.79M1.2%-30.5%0.159%
4/27/2026Burford 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%
4/25/2026Royal Harbor Partners LLC110,981$2.92M1.0%+4.2%0.260%
4/22/2026Hartmann Taylor Wealth Management LLC155,916$4.10M2.7%-5.4%0.365%
4/22/2026Patriot 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%
4/21/2026Sugar Maple Asset Management LLC11,404$300K0.2%N/A0.026%
4/20/2026Apella Capital LLC151,956$4.02M0.1%N/A0.353%
4/18/2026BCS Wealth Management15,684$412K0.1%N/A0.036%
4/17/2026Cottonwood Capital Advisors LLC74,941$1.97M1.4%+5.9%0.174%
4/17/2026Total Clarity Wealth Management Inc.140,438$3.69M0.9%+16.4%0.326%
4/17/2026AdvisorNet Financial Inc10,842$285K0.0%+160.3%0.025%
4/16/2026Petredis Investment Advisors LLC37,900$996K0.1%N/A0.088%
4/16/2026Uhlmann Price Securities LLC18,393$483K0.0%-5.7%0.043%
3/23/2026J. 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%
3/13/2026World Investment Advisors17,374$458K0.0%N/A0.046%
2/24/2026Astoria Portfolio Advisors LLC.18,988$506K0.1%N/A0.051%
2/19/2026Axxcess Wealth Management LLC14,245$375K0.0%N/A0.038%
2/19/2026Royal Harbor Partners LLC106,509$2.81M0.9%+2.8%0.284%
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2/18/2026NewEdge Advisors LLC51,790$1.36M0.0%+10.9%0.138%
2/18/2026VestGen Investment Management12,286$324K0.2%+14.1%0.033%
2/17/2026Cetera 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%
2/17/2026Private Advisor Group LLC149,683$3.94M0.0%+13.7%0.399%
2/17/2026Captrust 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%
2/16/2026MML Investors Services LLC386,707$10.19M0.0%+10.6%1.031%
2/16/2026Beta Wealth Group Inc.63,237$1.67M0.7%-15.9%0.169%
2/13/2026Jacobi Capital Management LLC76,981$2.03M0.1%-8.4%0.205%
2/13/2026Kestra Advisory Services LLC88,275$2.33M0.0%+9.4%0.235%
2/13/2026Burton Enright Welch42,575$1.12M0.2%N/A0.114%
2/13/2026Transamerica Financial Advisors LLC40,276$1.06M0.1%+13.9%0.107%
2/13/2026Stifel Financial Corp15,237$401K0.0%+57.1%0.041%
2/13/2026Morgan Stanley2,829,898$74.54M0.0%+1.7%7.546%
2/13/2026Integrated 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%
2/12/2026Commonwealth Equity Services LLC294,740$7.76M0.0%+7.1%0.786%
2/12/2026StoneX Group Inc.113,285$2.99M0.1%+6.4%0.302%
2/12/2026Steward Partners Investment Advisory LLC178,879$4.71M0.0%+11.1%0.477%
2/12/2026Wedbush Securities Inc.38,909$1.03M0.0%+1.7%0.104%
2/12/2026Betterment LLC94,005$2.48M0.0%+1.4%0.251%
2/12/2026Principal Securities Inc.171,564$4.52M0.1%+74.4%0.458%
2/12/2026Great Valley Advisor Group Inc.88,842$2.34M0.0%+34.4%0.237%
2/11/2026Gateway Wealth Partners LLC25,607$674K0.1%+132.0%0.068%
2/11/2026Janney Montgomery Scott LLC101,711$2.68M0.0%+28.6%0.271%
2/11/2026GWN Securities Inc.30,131$794K0.2%+36.5%0.080%
2/11/2026Cerity Partners LLC28,602$753K0.0%N/A0.076%
2/11/2026LPL Financial LLC1,589,276$41.86M0.0%+25.2%4.238%
2/11/2026Capital International Investors13,026,702$343.12M0.1%+1.0%34.738%
2/11/2026Capital Group Private Client Services Inc.778,976$20.52M0.3%+20.6%2.077%
2/11/2026Greykasell Wealth Strategies Inc.38,486$1.01M0.4%+99.5%0.103%
2/11/2026J.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%
2/10/2026Acorn Wealth Advisors LLC32,777$863K0.3%N/A0.087%
2/10/2026Northwestern Mutual Wealth Management Co.357,693$9.42M0.0%+142.5%0.954%
2/10/2026Thoroughbred Financial Services LLC8,501$223K0.0%-31.1%0.023%
2/6/2026EverSource Wealth Advisors LLC72,098$1.90M0.1%+22.9%0.192%
2/6/2026Axxcess Wealth Management LLC14,245$375K0.0%N/A0.038%
2/6/2026IFP Advisors Inc11,616$306K0.0%+174.6%0.031%
2/6/2026Envestnet Portfolio Solutions Inc.55,565$1.46M0.0%+11.7%0.148%
2/5/2026Stephens Inc. AR13,075$344K0.0%+9.5%0.035%
2/5/2026Cauble & Harre Wealth Management Inc.77,446$2.04M1.7%N/A0.207%
2/5/2026Northwestern Mutual Wealth Management Co.392,983$10.35M0.0%+166.4%1.048%
2/5/2026Boulder Wealth Advisors LLC82,484$2.17M0.9%N/A0.220%
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2/4/2026World Investment Advisors17,374$458K0.0%N/A0.047%
2/2/2026FWG Holdings LLC52,852$1.40M0.5%N/A0.142%
2/2/2026Truist Financial Corp386,683$10.19M0.0%+261.3%1.037%
2/2/2026Benjamin Edwards Inc.45,025$1.19M0.0%-64.2%0.121%
2/2/2026EQ Wealth Advisors LLC1,154$30K0.0%N/A0.003%
2/2/2026Total Clarity Wealth Management Inc.120,605$3.18M0.8%N/A0.323%
1/30/2026Simplicity Wealth LLC62,004$1.63M0.1%-9.9%0.164%
1/30/2026Strategic Blueprint LLC11,803$311K0.0%N/A0.031%
1/29/2026Comerica Bank1,705$45K0.0%-42.7%0.005%
1/29/2026Aprio Wealth Management LLC37,250$981K0.1%N/A0.101%


CGSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 145 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 144 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 8,445,433 shares in the last 24 months. This purchase volume represents approximately $222.06M in transactions.

Of the 33 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 ($392.07K), Beta Wealth Group Inc. ($168.25K), Vestmark Advisory Solutions Inc. ($148.83K), Betterment LLC ($142.73K), Benjamin Edwards Inc. ($80.77K), Jane Street Group LLC ($63.39K), and Valmark Advisers Inc. ($53.09K).

Institutional investors have sold a total of 1,289,152 shares in the last 24 months. This volume of shares sold represents approximately $33.85M in transactions.


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This page (NYSEARCA:CGSM) was last updated on 7/6/2026 by MarketBeat.com Staff.
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