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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

$25.82 -0.01 (-0.04%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Short Duration Income ETF (NYSEARCA:CGSD)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$337.97M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$102.39M
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CGSD Institutional Buying and Selling by Quarter

Capital Group Short Duration Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC19,944$515K0.0%+23.7%0.047%
4/17/2025 Cyndeo Wealth Partners LLC32,345$835K0.1%N/A0.077%
4/17/2025 Dynamic Advisor Solutions LLC40,551$1.05M0.0%+2.5%0.096%
4/16/2025 Wealth Enhancement Advisory Services LLC466,899$12.05M0.0%+52.7%1.108%
4/11/2025 Pines Wealth Management LLC25,684$662K0.3%-2.7%0.061%
4/10/2025 CGN Advisors LLC13,490$348K0.0%+8.7%0.032%
4/9/2025 Freestate Advisors LLC9,691$250K0.2%N/A0.023%
4/9/2025 RFG Advisory LLC25,309$653K0.0%N/A0.060%
4/9/2025 ST Germain D J Co. Inc.2,900$75K0.0%-19.9%0.007%
4/9/2025 NBC Securities Inc.1,574$40K0.0%+9,737.5%0.004%
4/8/2025 Rothschild Investment LLC159,919$4.13M0.3%-3.0%0.380%
3/17/2025 Wealth Enhancement Advisory Services LLC305,828$7.84M0.0%+163.9%0.763%
3/6/2025Wood Tarver Financial Group LLC69,703$1.79M0.6%N/A0.179%
2/24/2025Great Valley Advisor Group Inc.268,796$6.89M0.2%+7.0%1.519%
2/21/2025WNY Asset Management LLC866,609$22.22M2.8%+0.7%4.896%
2/21/2025Aurdan Capital Management LLC15,924$408K0.2%N/A0.090%
2/18/2025McIlrath & Eck LLC1,234,675$31.66M4.0%-1.4%6.976%
2/18/2025Continuum Advisory LLC14,810$380K0.0%+19.1%0.084%
2/18/2025Mpwm Advisory Solutions LLC11,571$297K0.2%N/A0.065%
2/17/2025Guardian Wealth Advisors LLC NC28,650$735K0.1%-2.7%0.162%
2/17/2025Cetera Investment Advisers1,319,845$33.84M0.1%+8.6%7.457%
2/17/2025Captrust Financial Advisors510,071$13.08M0.0%+165.7%2.882%
2/17/2025Citadel Advisors LLC85,600$2.20M0.0%N/A0.484%
2/17/2025Baird Financial Group Inc.37,110$952K0.0%-2.6%0.210%
2/17/2025Benjamin Edwards Inc.139,077$3.57M0.1%+11.4%0.786%
2/17/2025Aptus Capital Advisors LLC28,650$735K0.0%-2.7%0.162%
2/14/2025Jane Street Group LLC81,225$2.08M0.0%-40.8%0.459%
2/14/2025Bridgewealth Advisory Group LLC755,083$19.43M5.5%+21.7%4.266%
2/14/2025MGO One Seven LLC15,150$388K0.0%-14.2%0.086%
2/14/2025Stifel Financial Corp174,519$4.48M0.0%+36.7%0.986%
2/14/2025MML Investors Services LLC262,474$6.73M0.0%+21.3%1.483%
2/14/2025Concourse Financial Group Securities Inc.22,319$574K0.0%+14.8%0.126%
2/14/2025Capital Group Private Client Services Inc.2,148,140$55.08M0.5%-1.2%12.136%
2/14/2025Capital International Investors80,991$2.08M0.0%-33.1%0.458%
2/13/2025NewEdge Advisors LLC115,252$2.96M0.0%N/A0.651%
2/13/2025Mariner LLC53,862$1.38M0.0%+15.0%0.304%
2/13/2025Entruity Wealth LLC224,044$5.74M5.7%N/A1.266%
2/13/2025Raymond James Financial Inc.543,794$13.94M0.0%N/A3.072%
2/13/2025Titleist Asset Management LLC12,806$328K0.0%+18.8%0.072%
2/13/2025Envestnet Asset Management Inc.558,407$14.32M0.0%+13.3%3.155%
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2/13/2025Wells Fargo & Company MN141,173$3.62M0.0%+44.5%0.798%
2/12/2025Riggs Capital Management LLC13,909$357K0.4%N/A0.079%
2/12/2025Ausdal Financial Partners Inc.14,757$378K0.0%+3.9%0.083%
2/11/2025LPL Financial LLC2,158,245$55.34M0.0%+59.8%12.193%
2/10/2025BlackDiamond Wealth Management LLC129,688$3.33M1.9%+1.8%0.733%
2/10/2025Harbour Investments Inc.28,659$735K0.0%-10.6%0.162%
2/10/2025Commonwealth Equity Services LLC1,606,759$41.20M0.1%+9.3%9.078%
2/10/2025Avantax Advisory Services Inc.39,403$1.01M0.0%-41.1%0.223%
2/7/2025Inspire Advisors LLC83,257$2.14M0.3%+2.3%0.470%
2/7/2025Independent Advisor Alliance33,428$857K0.0%N/A0.189%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors33,750$865K0.1%-5.0%0.191%
2/7/2025Ashton Thomas Private Wealth LLC9,752$250K0.0%N/A0.055%
2/6/2025Raymond James Financial Inc.543,794$13.94M0.0%N/A3.072%
2/6/2025Souders Financial Advisors313,335$8.03M1.1%+16.6%1.770%
2/6/2025Steward Partners Investment Advisory LLC6,549$168K0.0%N/A0.037%
2/6/2025Jones Financial Companies Lllp234,934$6.02M0.0%+146.4%1.327%
2/5/2025WR Wealth Planners LLC3,663$94K0.0%-33.6%0.021%
2/5/2025 Fjell Capital LLC55,849$1.43M1.5%N/A0.316%
2/4/2025 Rothschild Investment LLC164,930$4.23M0.3%+0.9%0.932%
2/4/2025Delta Financial Group Inc.11,145$286K0.1%+20.6%0.063%
2/4/2025New England Capital Financial Advisors LLC241,136$6.18M3.0%+5.9%1.362%
2/3/2025Private Advisor Group LLC208,344$5.34M0.0%+6.6%1.177%
2/3/2025Financial Management Network Inc.125,287$3.21M0.7%+24.7%0.708%
1/31/2025Kestra Investment Management LLC18,637$478K0.0%-58.9%0.105%
1/31/2025Beta Wealth Group Inc.301,386$7.73M3.4%+4.6%1.703%
1/31/2025Atria Wealth Solutions Inc.129,745$3.33M0.0%+73.6%0.733%
1/31/2025Truist Financial Corp37,879$971K0.0%+23.1%0.214%
1/30/2025Valmark Advisers Inc.35,960$922K0.0%N/A0.203%
1/30/2025Allworth Financial LP15,982$411K0.0%-12.1%0.090%
1/30/2025Lodestone Wealth Management LLC171,815$4.41M2.2%+2.2%0.971%
1/29/2025Stonebridge Financial Group LLC24,076$617K0.1%N/A0.136%
1/28/2025Kestra Private Wealth Services LLC221,572$5.68M0.1%+14.2%1.252%
1/28/2025RFP Financial Group LLC252,425$6.47M2.5%N/A1.426%
1/27/2025Bleakley Financial Group LLC48,628$1.25M0.0%+2.8%0.275%
1/27/2025Trilogy Capital Inc.12,830$329K0.0%-15.5%0.072%
1/27/2025Stratos Wealth Partners LTD.12,090$310K0.0%-6.2%0.068%
1/24/2025EQ Wealth Advisors LLC107,780$2.76M2.4%N/A0.609%
1/24/2025Burford Brothers Inc.31,505$808K0.4%-16.1%0.178%
1/24/2025Spire Wealth Management4,831$124K0.0%N/A0.027%
1/24/2025DAVENPORT & Co LLC24,582$630K0.0%+2.1%0.139%
1/23/2025SOL Capital Management CO132,842$3.41M0.4%+21.9%0.751%
1/21/2025 Dynamic Advisor Solutions LLC39,551$1.01M0.0%-1.2%0.223%
1/17/2025Mutual Advisors LLC34,517$887K0.0%-27.5%0.195%
1/17/2025 Janney Montgomery Scott LLC16,123$413K0.0%+9.9%0.091%
1/15/2025Ameritas Advisory Services LLC40,115$1.03M0.0%-46.4%0.227%
1/15/2025 CGN Advisors LLC12,409$318K0.0%-12.0%0.070%
1/15/2025 TrueWealth Advisors LLC11,437$293K0.1%-34.2%0.065%
1/15/2025LongView Wealth Management54,673$1.40M0.4%+107.4%0.309%
1/14/2025Smith Thornton Advisors LLC51,265$1.31M0.8%+84.9%0.290%
1/14/2025 Pines Wealth Management LLC26,387$675K0.3%N/A0.149%
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1/13/2025Brookstone Capital Management21,207$544K0.0%N/A0.120%
1/10/2025 ST Germain D J Co. Inc.3,619$93K0.0%-36.5%0.020%
1/8/2025International Assets Investment Management LLC134,804$3.46M0.2%-96.2%0.762%
11/19/2024McIlrath & Eck LLC1,252,015$32.44M4.2%-3.0%7.074%
11/15/2024Continuum Advisory LLC12,434$319K0.0%-68.2%0.070%
11/15/2024MML Investors Services LLC216,469$5.61M0.0%+8.8%1.223%
11/15/2024Jane Street Group LLC137,129$3.55M0.0%+258.0%0.775%
11/15/2024Stifel Financial Corp127,692$3.31M0.0%+5.7%0.721%
11/15/2024Benjamin Edwards Inc.124,839$3.24M0.0%N/A0.705%
11/15/2024Kestra Investment Management LLC45,389$1.18M0.1%+42.5%0.256%
(Data available from 1/1/2016 forward)

CGSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGSD shares?

During the previous two years, 115 institutional investors and hedge funds held shares of Capital Group Short Duration Income ETF. The most heavily invested institutionals were LPL Financial LLC ($55.34M), Capital Group Private Client Services Inc. ($55.08M), Commonwealth Equity Services LLC ($41.20M), Cetera Investment Advisers ($33.84M), McIlrath & Eck LLC ($31.66M), WNY Asset Management LLC ($22.22M), and Bridgewealth Advisory Group LLC ($19.43M).Learn more on CGSD's institutional investors.

Which institutional investors have been buying Capital Group Short Duration Income ETF stock?

Of the 107 institutional investors that purchased Capital Group Short Duration Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($6.01M), McIlrath & Eck LLC ($2.62M), LPL Financial LLC ($1.11M), Raymond James Financial Inc. ($1.09M), Commonwealth Equity Services LLC ($1.03M), Cetera Investment Advisers ($914.31K), and Bridgewealth Advisory Group LLC ($666.80K).

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

Institutional investors have bought a total of 22,176,477 shares in the last 24 months. This purchase volume represents approximately $567.00M in transactions.

Which Capital Group Short Duration Income ETF major shareholders have been selling company stock?

Of the 39 institutional investors that sold Capital Group Short Duration Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($3.45M), McIlrath & Eck LLC ($1.36M), Capital International Investors ($499.99K), Jane Street Group LLC ($202.49K), Avantax Advisory Services Inc. ($88.91K), Kestra Advisory Services LLC ($42.17K), and Ameritas Advisory Services LLC ($34.75K).

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

Institutional investors have sold a total of 5,933,038 shares in the last 24 months. This volume of shares sold represents approximately $151.00M in transactions.


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This page (NYSEARCA:CGSD) was last updated on 4/18/2025 by MarketBeat.com Staff
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