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Capital Group Short Duration Income ETF (CGSD) Institutional Ownership

$25.70 -0.01 (-0.04%)
As of 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)
62
Total
Institutional Inflows
(last 12 months)
$295.80M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$97.88M
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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
1/21/2025Dynamic 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%
11/19/2024McIlrath & 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%
11/14/2024Flow Traders U.S. LLC119,963$3.11M0.2%N/A0.678%
11/14/2024Captrust Financial Advisors191,986$4.97M0.0%+888.0%1.085%
11/12/2024Great 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%
11/5/2024Souders Financial Advisors268,707$6.96M1.0%+13.3%1.518%
11/5/2024Harbour Investments Inc.32,070$831K0.0%-15.7%0.181%
11/1/2024Beta 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%
10/25/2024Gateway Wealth Partners LLC8,494$220K0.1%N/A0.048%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors35,513$920K0.1%-21.6%0.201%
10/24/2024 Wealth Enhancement Advisory Services LLC115,875$3.00M0.0%+106.7%0.655%
10/23/2024Burford Brothers Inc.37,531$972K0.5%-2.2%0.212%
10/23/2024Financial Management Network Inc.100,437$2.59M0.5%+21.3%0.567%
10/22/2024 International Assets Investment Management LLC3,587,209$929.45M0.1%+3,096.7%20.267%
10/22/2024Saxony Capital Management LLC95,226$2.47M2.3%+330.0%0.538%
10/22/2024Private Advisor Group LLC195,486$5.07M0.0%+464.6%1.104%
10/21/2024Trilogy Capital Inc.15,180$393K0.0%+3.0%0.086%
10/18/2024Commonwealth Equity Services LLC1,470,612$38.10M0.1%+14.1%8.309%
10/17/2024Inspire Advisors LLC81,389$2.11M0.3%+15.9%0.460%
10/16/2024Bleakley Financial Group LLC47,283$1.23M0.0%-4.0%0.267%
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10/16/2024Good Life Advisors LLC15,466$401K0.0%N/A0.087%
10/15/2024NBC Securities Inc.16,937$438K0.0%-14.8%0.096%
10/10/2024Concourse Financial Group Securities Inc.19,438$504K0.0%+93.1%0.110%
10/9/2024 LongView Wealth Management26,361$683K0.2%+61.2%0.149%
10/8/2024Dynamic Advisor Solutions LLC40,022$1.04M0.0%+13.3%0.226%
10/3/2024Delta Financial Group Inc.9,243$239K0.1%N/A0.052%
8/28/2024Kestra Investment Management LLC31,856$809K0.1%N/A0.180%
8/28/2024Souders Financial Advisors237,239$6.03M0.9%+3.1%1.340%
8/22/2024Cetera Investment Advisers964,072$24.50M0.1%+2.6%5.447%
8/16/2024Northwestern Mutual Wealth Management Co.70,863$1.80M0.0%+171.4%0.400%
8/14/2024Bridgewealth Advisory Group LLC532,318$13.53M6.0%+30.2%3.007%
8/8/2024Inspire Advisors LLC70,198$1.78M0.2%+6.8%0.397%
8/8/2024Envestnet Asset Management Inc.409,535$10.41M0.0%+41.0%2.314%
8/6/2024Ausdal Financial Partners Inc.14,352$365K0.0%N/A0.081%
8/5/2024Private Advisor Group LLC34,621$880K0.0%+35.6%0.196%
7/31/2024Commonwealth Equity Services LLC1,288,566$32.74M0.1%+2.3%7.280%
7/31/2024Rothschild Investment LLC155,482$3.95M0.3%N/A0.878%
7/30/2024New England Capital Financial Advisors LLC213,326$5.42M3.0%+4.4%1.205%
7/29/2024 Ameritas Advisory Services LLC136,064$3.46M0.1%N/A0.769%
7/26/2024Cambridge Investment Research Advisors Inc.152,989$3.89M0.0%+8.5%0.864%
7/26/2024Saxony Capital Management LLC22,147$563K0.6%N/A0.125%
7/24/2024 TrueWealth Advisors LLC11,271$286K0.1%N/A0.064%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors45,287$1.15M0.2%-7.1%0.256%
7/23/2024Concourse Financial Group Securities Inc.10,065$257K0.0%-6.8%0.057%
7/22/2024Atria Wealth Solutions Inc.74,003$1.88M0.0%+133.3%0.418%
7/22/2024 LongView Wealth Management16,355$416K0.2%N/A0.092%
7/20/2024Continuum Advisory LLC39,052$992K0.1%+12.9%0.221%
7/19/2024Western Wealth Management LLC28,573$726K0.1%+25.9%0.161%
7/17/2024DeDora Capital Inc.57,332$1.46M0.4%+4.5%0.324%
7/16/2024Lodestone Wealth Management LLC98,262$2.50M1.3%+2.7%0.555%
7/16/2024 Wealth Enhancement Advisory Services LLC56,073$1.43M0.0%+227.2%0.317%
7/15/2024Dynamic Advisor Solutions LLC35,328$898K0.0%N/A0.200%
7/10/2024Simplicity Wealth LLC49,248$1.25M0.0%+32.7%0.278%
7/8/2024 ST Germain D J Co. Inc.5,701$145K0.0%-44.2%0.032%
5/24/2024Cetera Advisor Networks LLC600,453$15.25M0.1%+2.7%3.392%
5/24/2024Cetera Advisors LLC159,209$4.04M0.0%+1.0%0.899%
5/24/2024Cetera Investment Advisers939,813$23.87M0.1%+511.3%5.310%
5/16/2024Jane Street Group LLC182,894$4.65M0.0%-44.5%1.033%
5/14/2024Capital International Investors110,000$2.79M0.0%-8.3%0.621%
5/14/2024Capital Group Private Client Services Inc.355,038$9.02M0.1%+105.6%2.006%
5/14/2024OLD Mission Capital LLC142,297$3.61M0.1%+308.7%0.804%
5/10/2024Osaic Holdings Inc.551,528$14.01M0.0%+8.7%3.116%
5/9/2024Souders Financial Advisors230,040$5.84M0.9%+11.9%1.300%
5/8/2024Bleakley Financial Group LLC37,119$943K0.0%+2.2%0.210%
5/8/2024Avantax Advisory Services Inc.61,212$1.55M0.0%-9.7%0.346%
5/8/2024Inspire Advisors LLC65,741$1.67M0.2%+14.2%0.371%
5/7/2024WNY Asset Management LLC514,624$13.07M2.0%+1,207.3%2.907%
5/2/2024New England Capital Financial Advisors LLC204,297$5.19M2.9%+3.1%1.202%
5/2/2024Lincoln National Corp493,397$12.53M0.2%+16.8%2.902%
5/1/2024Concourse Financial Group Securities Inc.10,805$275K0.0%+60.7%0.064%
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4/30/2024Private Advisor Group LLC25,538$649K0.0%+20.8%0.150%
4/30/2024Hartline Investment Corp48,766$1.24M0.2%N/A0.287%
4/29/2024Commonwealth Equity Services LLC1,259,146$31.98M0.1%+1.2%7.407%
4/29/2024Benjamin F. Edwards & Company Inc.121,897$3.10M0.1%+22.1%0.717%
4/25/2024Cambridge Investment Research Advisors Inc.140,943$3.58M0.0%+10.9%0.829%
4/24/2024SOL Capital Management CO111,392$2.83M0.4%+3.8%0.655%
4/24/2024Simplicity Wealth LLC37,119$943K0.0%N/A0.218%
4/23/2024Raymond James Financial Services Advisors Inc.64,342$1.63M0.0%N/A0.378%
4/22/2024Financial Management Network Inc.74,958$1.91M0.5%+8.1%0.441%
4/18/2024Bridgewealth Advisory Group LLC408,949$10.39M5.1%+206.0%2.406%
(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, 84 institutional investors and hedge funds held shares of Capital Group Short Duration Income ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($38.10M), McIlrath & Eck LLC ($32.44M), Cetera Investment Advisers ($24.50M), Cetera Advisor Networks LLC ($15.25M), Osaic Holdings Inc. ($14.01M), Bridgewealth Advisory Group LLC ($13.53M), and WNY Asset Management LLC ($13.07M).Learn more on CGSD's institutional investors.

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

Of the 80 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), Commonwealth Equity Services LLC ($1.48M), Cetera Investment Advisers ($810.34K), Bridgewealth Advisory Group LLC ($532.32K), WNY Asset Management LLC ($514.62K), and Lincoln National Corp ($493.40K).

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

Institutional investors have bought a total of 18,249,342 shares in the last 24 months. This purchase volume represents approximately $466.03M in transactions.

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

Of the 27 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 ($1.34M), Capital International Investors ($460K), Jane Street Group LLC ($146.58K), Avantax Advisory Services Inc. ($61.43K), 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 5,708,722 shares in the last 24 months. This volume of shares sold represents approximately $145.24M in transactions.


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This page (NYSEARCA:CGSD) was last updated on 1/21/2025 by MarketBeat.com Staff
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