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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

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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)
84
Total
Institutional Inflows
(last 12 months)
$332.85M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$102.25M
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CGSD Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC305,828$7.84M0.0%+163.9%0.763%
3/6/2025 Wood Tarver Financial Group LLC69,703$1.79M0.6%N/A0.179%
2/24/2025 Great Valley Advisor Group Inc.268,796$6.89M0.2%+7.0%1.519%
2/21/2025 WNY Asset Management LLC866,609$22.22M2.8%+0.7%4.896%
2/21/2025 Aurdan Capital Management LLC15,924$408K0.2%N/A0.090%
2/18/2025 McIlrath & Eck LLC1,234,675$31.66M4.0%-1.4%6.976%
2/18/2025 Continuum Advisory LLC14,810$380K0.0%+19.1%0.084%
2/18/2025 Mpwm Advisory Solutions LLC11,571$297K0.2%N/A0.065%
2/17/2025 Guardian Wealth Advisors LLC NC28,650$735K0.1%-2.7%0.162%
2/17/2025 Cetera Investment Advisers1,319,845$33.84M0.1%+8.6%7.457%
2/17/2025 Captrust Financial Advisors510,071$13.08M0.0%+165.7%2.882%
2/17/2025 Citadel Advisors LLC85,600$2.20M0.0%N/A0.484%
2/17/2025 Baird Financial Group Inc.37,110$952K0.0%-2.6%0.210%
2/17/2025 Benjamin Edwards Inc.139,077$3.57M0.1%+11.4%0.786%
2/17/2025 Aptus Capital Advisors LLC28,650$735K0.0%-2.7%0.162%
2/14/2025 Jane Street Group LLC81,225$2.08M0.0%-40.8%0.459%
2/14/2025 Bridgewealth Advisory Group LLC755,083$19.43M5.5%+21.7%4.266%
2/14/2025 MGO One Seven LLC15,150$388K0.0%-14.2%0.086%
2/14/2025 Stifel Financial Corp174,519$4.48M0.0%+36.7%0.986%
2/14/2025 MML Investors Services LLC262,474$6.73M0.0%+21.3%1.483%
2/14/2025 Concourse Financial Group Securities Inc.22,319$574K0.0%+14.8%0.126%
2/14/2025 Capital Group Private Client Services Inc.2,148,140$55.08M0.5%-1.2%12.136%
2/14/2025 Capital International Investors80,991$2.08M0.0%-33.1%0.458%
2/13/2025 NewEdge Advisors LLC115,252$2.96M0.0%N/A0.651%
2/13/2025 Mariner LLC53,862$1.38M0.0%+15.0%0.304%
2/13/2025 Entruity Wealth LLC224,044$5.74M5.7%N/A1.266%
2/13/2025 Raymond James Financial Inc.543,794$13.94M0.0%N/A3.072%
2/13/2025 Titleist Asset Management LLC12,806$328K0.0%+18.8%0.072%
2/13/2025 Envestnet Asset Management Inc.558,407$14.32M0.0%+13.3%3.155%
2/13/2025 Wells Fargo & Company MN141,173$3.62M0.0%+44.5%0.798%
2/12/2025 Riggs Capital Management LLC13,909$357K0.4%N/A0.079%
2/12/2025 Ausdal Financial Partners Inc.14,757$378K0.0%+3.9%0.083%
2/11/2025 LPL Financial LLC2,158,245$55.34M0.0%+59.8%12.193%
2/10/2025 BlackDiamond Wealth Management LLC129,688$3.33M1.9%+1.8%0.733%
2/10/2025 Harbour Investments Inc.28,659$735K0.0%-10.6%0.162%
2/10/2025 Commonwealth Equity Services LLC1,606,759$41.20M0.1%+9.3%9.078%
2/10/2025 Avantax Advisory Services Inc.39,403$1.01M0.0%-41.1%0.223%
2/7/2025 Inspire Advisors LLC83,257$2.14M0.3%+2.3%0.470%
2/7/2025 Independent Advisor Alliance33,428$857K0.0%N/A0.189%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors33,750$865K0.1%-5.0%0.191%
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2/7/2025 Ashton Thomas Private Wealth LLC9,752$250K0.0%N/A0.055%
2/6/2025 Raymond James Financial Inc.543,794$13.94M0.0%N/A3.072%
2/6/2025 Souders Financial Advisors313,335$8.03M1.1%+16.6%1.770%
2/6/2025 Steward Partners Investment Advisory LLC6,549$168K0.0%N/A0.037%
2/6/2025 Jones Financial Companies Lllp234,934$6.02M0.0%+146.4%1.327%
2/5/2025 WR 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%
2/4/2025 Delta Financial Group Inc.11,145$286K0.1%+20.6%0.063%
2/4/2025 New England Capital Financial Advisors LLC241,136$6.18M3.0%+5.9%1.362%
2/3/2025 Private Advisor Group LLC208,344$5.34M0.0%+6.6%1.177%
2/3/2025 Financial Management Network Inc.125,287$3.21M0.7%+24.7%0.708%
1/31/2025 Kestra Investment Management LLC18,637$478K0.0%-58.9%0.105%
1/31/2025 Beta Wealth Group Inc.301,386$7.73M3.4%+4.6%1.703%
1/31/2025 Atria Wealth Solutions Inc.129,745$3.33M0.0%+73.6%0.733%
1/31/2025 Truist Financial Corp37,879$971K0.0%+23.1%0.214%
1/30/2025 Valmark Advisers Inc.35,960$922K0.0%N/A0.203%
1/30/2025 Allworth Financial LP15,982$411K0.0%-12.1%0.090%
1/30/2025 Lodestone Wealth Management LLC171,815$4.41M2.2%+2.2%0.971%
1/29/2025 Stonebridge Financial Group LLC24,076$617K0.1%N/A0.136%
1/28/2025 Kestra Private Wealth Services LLC221,572$5.68M0.1%+14.2%1.252%
1/28/2025 RFP Financial Group LLC252,425$6.47M2.5%N/A1.426%
1/27/2025 Bleakley Financial Group LLC48,628$1.25M0.0%+2.8%0.275%
1/27/2025 Trilogy Capital Inc.12,830$329K0.0%-15.5%0.072%
1/27/2025 Stratos Wealth Partners LTD.12,090$310K0.0%-6.2%0.068%
1/24/2025 EQ Wealth Advisors LLC107,780$2.76M2.4%N/A0.609%
1/24/2025 Burford Brothers Inc.31,505$808K0.4%-16.1%0.178%
1/24/2025 Spire Wealth Management4,831$124K0.0%N/A0.027%
1/24/2025 DAVENPORT & Co LLC24,582$630K0.0%+2.1%0.139%
1/23/2025 SOL 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%
1/17/2025 Mutual Advisors LLC34,517$887K0.0%-27.5%0.195%
1/17/2025 Janney Montgomery Scott LLC16,123$413K0.0%+9.9%0.091%
1/15/2025 Ameritas 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%
1/15/2025 LongView Wealth Management54,673$1.40M0.4%+107.4%0.309%
1/14/2025 Smith Thornton Advisors LLC51,265$1.31M0.8%+84.9%0.290%
1/14/2025 Pines Wealth Management LLC26,387$675K0.3%N/A0.149%
1/13/2025 Brookstone 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%
1/8/2025 International Assets Investment Management LLC134,804$3.46M0.2%-96.2%0.762%
11/19/2024 McIlrath & Eck LLC1,252,015$32.44M4.2%-3.0%7.074%
11/15/2024 Continuum Advisory LLC12,434$319K0.0%-68.2%0.070%
11/15/2024 MML Investors Services LLC216,469$5.61M0.0%+8.8%1.223%
11/15/2024 Jane Street Group LLC137,129$3.55M0.0%+258.0%0.775%
11/15/2024 Stifel Financial Corp127,692$3.31M0.0%+5.7%0.721%
11/15/2024 Benjamin Edwards Inc.124,839$3.24M0.0%N/A0.705%
11/15/2024 Kestra Investment Management LLC45,389$1.18M0.1%+42.5%0.256%
11/14/2024 Flow Traders U.S. LLC119,963$3.11M0.2%N/A0.678%
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11/14/2024 Captrust Financial Advisors191,986$4.97M0.0%+888.0%1.085%
11/12/2024 Great Valley Advisor Group Inc.251,230$6.51M0.2%N/A1.419%
11/12/2024Raymond James Trust N.A.15,057$390K0.0%N/A0.085%
11/5/2024 Souders Financial Advisors268,707$6.96M1.0%+13.3%1.518%
11/5/2024 Harbour Investments Inc.32,070$831K0.0%-15.7%0.181%
11/1/2024 Beta Wealth Group Inc.288,115$7.47M3.4%N/A1.628%
11/1/2024 Smith Thornton Advisors LLC27,725$718K0.5%N/A0.157%
10/29/2024 TrueWealth Advisors LLC17,388$451K0.2%+54.3%0.098%
10/25/2024 Gateway Wealth Partners LLC8,494$220K0.1%N/A0.048%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors35,513$920K0.1%-21.6%0.201%
(Data available from 1/1/2016 forward)

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CGSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGSD shares?

During the previous two years, 112 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 104 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 21,940,601 shares in the last 24 months. This purchase volume represents approximately $560.92M in transactions.

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

Of the 37 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 5,926,605 shares in the last 24 months. This volume of shares sold represents approximately $150.83M in transactions.


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This page (NYSEARCA:CGSD) was last updated on 3/31/2025 by MarketBeat.com Staff
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