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

$26.32 0.00 (0.00%)
As of 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)
125
Total
Institutional Inflows
(last 12 months)
$225.71M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$33.44M
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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
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%
5/1/2026 Financial 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%
4/27/2026 World 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%
3/17/2026Rockefeller Capital Management L.P.55,429$1.46M0.0%N/A0.148%
3/13/2026 World 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%
2/18/2026NewEdge 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%
2/17/2026 Private 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%
2/16/2026 MML 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%
2/13/2026 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%
2/13/2026Stifel 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%
2/12/2026 Commonwealth 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%
2/12/2026 Wedbush Securities Inc.38,909$1.03M0.0%+1.7%0.104%
2/12/2026Betterment LLC94,005$2.48M0.0%+1.4%0.251%
2/12/2026Principal 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%
2/11/2026 Janney 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%
2/11/2026 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%
2/10/2026Northwestern 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%
2/6/2026 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%
2/5/2026 Stephens 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%
2/4/2026 World Investment Advisors17,374$458K0.0%N/A0.047%
2/2/2026 FWG Holdings LLC52,852$1.40M0.5%N/A0.142%
2/2/2026 Truist Financial Corp386,683$10.19M0.0%+261.3%1.037%
2/2/2026Benjamin 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%
1/30/2026 Simplicity Wealth LLC62,004$1.63M0.1%-9.9%0.164%
1/30/2026 Strategic 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%
1/29/2026D.A. Davidson & CO.36,071$950K0.0%+26.9%0.097%
1/28/2026Geneos Wealth Management Inc.6,451$170K0.0%+41.7%0.017%
1/28/2026Confluence Wealth Services Inc.47,009$1.24M0.1%-1.9%0.127%
1/27/2026 Richards Merrill & Peterson Inc.20,825$549K0.2%+4.6%0.056%
1/27/2026 Lakeside Advisors INC.11,500$303K0.2%+21.1%0.031%
1/27/2026 Keeler & Nadler Financial Planning & Wealth Management85,528$2.25M0.8%+4.8%0.231%
1/26/2026 Private Trust Co. NA1,900$50K0.0%N/A0.005%
1/26/2026 Valmark Advisers Inc.61,177$1.61M0.0%N/A0.166%
1/26/2026 Tribridge Partners Financial LLC73,017$1.92M0.8%+60.0%0.198%
1/23/2026 Financial Connections Group Inc.177,114$4.67M1.6%-1.0%0.481%
1/23/2026Assetmark Inc.131,774$3.47M0.0%+10.7%0.358%
1/23/2026 U.S. Capital Wealth Advisors LLC33,275$876K0.0%+126.7%0.090%


CGSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGSM shares?

During the previous two years, 142 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), Captrust Financial Advisors ($22.68M), Capital Group Private Client Services Inc. ($20.52M), and Cetera Investment Advisers ($18.47M).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 141 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: Capital International Investors ($1.14M), Envestnet Asset Management Inc. ($1.09M), LPL Financial LLC ($1.02M), Northwestern Mutual Wealth Management Co. ($603.15K), Captrust Financial Advisors ($584.59K), Cetera Investment Advisers ($553.37K), and Capital Group Private Client Services Inc. ($511.66K).

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

Institutional investors have bought a total of 8,591,504 shares in the last 24 months. This purchase volume represents approximately $225.71M in transactions.

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

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: PUREfi Wealth LLC ($392.07K), Beta Wealth Group Inc. ($168.71K), 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).

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

Institutional investors have sold a total of 1,273,820 shares in the last 24 months. This volume of shares sold represents approximately $33.44M in transactions.


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This page (NYSEARCA:CGSM) was last updated on 5/5/2026 by MarketBeat.com Staff.
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