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

$25.89 +0.01 (+0.04%)
As of 04/28/2025 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)
62
Total
Institutional Inflows
(last 12 months)
$119.48M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$28.20M
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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
4/28/2025First Horizon Advisors Inc.2,581$67K0.0%+1,134.9%0.010%
4/24/2025 Hartmann Taylor Wealth Management LLC89,092$2.32M2.1%N/A0.362%
4/23/2025 Cottonwood Capital Advisors LLC40,821$1.06M0.8%N/A0.166%
4/23/2025 Oak Hill Wealth Advisors LLC24,072$626K0.1%+90.7%0.098%
4/23/2025 EQ Wealth Advisors LLC1,154$30K0.0%N/A0.005%
4/21/2025 Envestnet Portfolio Solutions Inc.77,482$2.02M0.0%-11.0%0.315%
4/21/2025 PUREfi Wealth LLC460,022$11.97M12.0%-2.1%1.870%
4/17/2025 Janney Montgomery Scott LLC89,745$2.33M0.0%+3.9%0.365%
4/16/2025 Wealth Enhancement Advisory Services LLC159,487$4.15M0.0%+2.4%0.648%
4/15/2025 GPS Wealth Strategies Group LLC1,950$51K0.0%N/A0.008%
4/15/2025 Simplicity Wealth LLC25,769$670K0.1%N/A0.105%
4/9/2025 NBC Securities Inc.1,313$34K0.0%+131,200.0%0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC155,817$4.05M0.0%+167.7%0.662%
3/6/2025Wood Tarver Financial Group LLC14,195$368K0.1%N/A0.060%
2/17/2025Cetera Investment Advisers326,325$8.48M0.0%N/A16.316%
2/17/2025Captrust Financial Advisors344,172$8.94M0.0%+1,853.2%17.209%
2/17/2025Benjamin Edwards Inc.28,839$749K0.0%-6.0%1.442%
2/14/2025Jane Street Group LLC27,496$714K0.0%-61.2%1.375%
2/14/2025Betterment LLC230,860$6.00M0.0%N/A11.543%
2/14/2025Capital Analysts LLC9,795$254K0.0%N/A0.490%
2/14/2025MML Investors Services LLC220,008$5.71M0.0%+13.5%11.000%
2/14/2025Concourse Financial Group Securities Inc.20,537$534K0.0%-2.0%1.027%
2/14/2025Capital Group Private Client Services Inc.107,202$2.78M0.0%+264.5%5.360%
2/14/2025Capital International Investors12,216,565$317.26M0.1%+1.5%610.828%
2/13/2025Raymond James Financial Inc.16,218$421K0.0%N/A0.811%
2/13/2025Wedbush Securities Inc.31,535$819K0.0%+116.8%1.577%
2/13/2025Envestnet Asset Management Inc.1,467,789$38.12M0.0%+37.0%73.389%
2/12/2025Thoroughbred Financial Services LLC11,569$300K0.0%N/A0.578%
2/12/2025OLD Mission Capital LLC28,381$737K0.0%N/A1.419%
2/12/2025Orion Portfolio Solutions LLC83,060$2.16M0.0%+12.3%4.153%
2/11/2025LPL Financial LLC626,616$16.27M0.0%+488.8%31.331%
2/10/2025Harbour Investments Inc.26,902$699K0.0%N/A1.345%
2/10/2025 Envestnet Portfolio Solutions Inc.87,085$2.26M0.0%+6.8%4.354%
2/10/2025Commonwealth Equity Services LLC111,655$2.90M0.0%+21.1%5.583%
2/10/2025Avantax Advisory Services Inc.10,380$270K0.0%+8.1%0.519%
2/10/2025EverSource Wealth Advisors LLC41,465$1.08M0.1%-4.2%2.073%
2/7/2025 Oak Hill Wealth Advisors LLC12,625$328K0.1%N/A0.631%
2/6/2025Vestmark Advisory Solutions Inc.151,145$3.93M0.1%+35.0%7.557%
2/6/2025Raymond James Financial Inc.16,218$421K0.0%N/A0.811%
2/6/2025Assetmark Inc.72,100$1.87M0.0%+12.3%3.605%
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2/6/2025Souders Financial Advisors9,967$259K0.0%N/A0.498%
2/6/2025Jones Financial Companies Lllp13,552$352K0.0%+2,610.4%0.678%
2/5/2025WR Wealth Planners LLC1,133$29K0.0%-57.4%0.057%
2/3/2025Private Advisor Group LLC127,538$3.31M0.0%+3.2%6.377%
1/31/2025Global Retirement Partners LLC1,236$32K0.0%+223.6%0.062%
1/31/2025Beta Wealth Group Inc.231,945$6.02M2.7%+0.6%11.597%
1/31/2025Atria Wealth Solutions Inc.38,712$1.01M0.0%+29.7%1.936%
1/31/2025Truist Financial Corp80,521$2.09M0.0%+7.8%4.026%
1/30/2025Principal Securities Inc.52,050$1.35M0.0%+2.0%2.603%
1/30/2025 PUREfi Wealth LLC469,934$12.20M11.9%N/A23.497%
1/29/2025Financial Connections Group Inc.21,211$550K0.3%N/A1.061%
1/28/2025Stephens Inc. AR44,805$1.16M0.0%+3.3%2.240%
1/27/2025 Confluence Wealth Services Inc.40,341$1.05M0.1%+77.0%2.017%
1/17/2025Peterson Wealth Advisors LLC11,773$306K0.1%+9.3%0.589%
1/17/2025 Janney Montgomery Scott LLC86,354$2.24M0.0%+4.0%4.318%
1/15/2025 TrueWealth Advisors LLC16,812$437K0.1%+18.1%0.841%
1/14/2025Keeler & Nadler Financial Planning & Wealth Management33,467$869K0.4%+64.4%1.673%
1/13/2025 AdvisorNet Financial Inc4,733$123K0.0%+20.5%0.237%
1/8/2025 International Assets Investment Management LLC11,825$307K0.0%-96.2%0.591%
12/26/2024JPMorgan Chase & Co.1,317$35K0.0%N/A0.066%
11/18/2024Continental Investors Services Inc.8,336$219K0.4%N/A0.417%
11/15/2024MML Investors Services LLC193,889$5.09M0.0%N/A9.694%
11/15/2024Orion Portfolio Solutions LLC73,995$1.94M0.0%N/A3.700%
11/15/2024Jane Street Group LLC70,904$1.86M0.0%+225.5%3.545%
11/15/2024Benjamin Edwards Inc.30,687$806K0.0%N/A1.534%
11/14/2024Captrust Financial Advisors17,621$463K0.0%+95.4%0.881%
11/13/2024D.A. Davidson & CO.19,190$504K0.0%N/A0.960%
11/1/2024Assetmark Inc.64,227$1.69M0.0%N/A3.211%
11/1/2024Beta Wealth Group Inc.230,667$6.06M2.7%+22.5%11.533%
11/1/2024Smith Thornton Advisors LLC49,010$1.29M0.8%+404.0%2.451%
10/29/2024 TrueWealth Advisors LLC14,239$374K0.1%+25.4%0.712%
10/29/2024 Janney Montgomery Scott LLC83,007$2.18M0.0%N/A4.150%
10/24/2024Peterson Wealth Advisors LLC10,774$283K0.1%+6.7%0.539%
10/24/2024 Wealth Enhancement Advisory Services LLC58,206$1.53M0.0%+15.9%2.910%
10/22/2024 International Assets Investment Management LLC311,286$81.74M0.0%N/A15.564%
10/22/2024Private Advisor Group LLC123,579$3.25M0.0%+168.8%6.179%
10/16/2024 Good Life Advisors LLC10,144$266K0.0%N/A0.507%
10/10/2024 Simplicity Wealth LLC17,713$465K0.0%N/A0.886%
10/9/2024Keeler & Nadler Financial Planning & Wealth Management20,351$534K0.3%+129.6%1.018%
8/15/2024Smith Thornton Advisors LLC9,725$250K0.2%N/A0.486%
8/14/2024EverSource Wealth Advisors LLC36,803$958K0.1%N/A1.840%
8/13/2024Benjamin F. Edwards & Company Inc.3,831$99K0.0%+19.3%0.192%
8/9/2024ICA Group Wealth Management LLC2,461$63K0.0%+112.0%0.123%
8/5/2024Private Advisor Group LLC45,968$1.18M0.0%+18.4%2.298%
7/31/2024WR Wealth Planners LLC2,373$61K0.0%+55.7%0.119%
7/31/2024Commonwealth Equity Services LLC69,191$1.78M0.0%+57.9%3.460%
7/26/2024 Saxony Capital Management LLC10,122$261K0.3%N/A0.506%
7/25/2024Tempus Wealth Planning LLC8,878$229K0.1%N/A0.444%
7/24/2024 TrueWealth Advisors LLC11,359$292K0.1%N/A0.568%
7/23/2024Concourse Financial Group Securities Inc.20,720$535K0.0%N/A1.036%
Real Americans Don’t Wait on Wall Street’s Next Move (Ad)

What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart. Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs. And you don't have to stand by while Wall Street plays roulette with your future.

The Golden Path to Retirement gives you the whole story.
7/16/2024 Wealth Enhancement Advisory Services LLC50,206$1.29M0.0%N/A2.510%
5/14/2024Capital International Investors798,000$20.52M0.0%+20.0%39.900%
5/14/2024Capital Group Private Client Services Inc.18,327$471K0.0%-97.5%0.916%
4/30/2024Private Advisor Group LLC38,835$998K0.0%N/A1.942%
4/30/2024Commonwealth Equity Services LLC43,829$1.13M0.0%+20.0%2.191%
2/13/2024Capital International Investors665,000$17.18M0.0%-43.2%0.000%
2/6/2024Benjamin F. Edwards & Company Inc.3,180$82K0.0%N/A0.000%
2/5/2024 Pillar Wealth Advisors LLC21,535$556K0.4%N/A0.000%
(Data available from 1/1/2016 forward)

CGSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGSM shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Capital Group Short Duration Municipal Income ETF. The most heavily invested institutionals were Capital International Investors ($317.26M), Envestnet Asset Management Inc. ($38.12M), LPL Financial LLC ($16.27M), PUREfi Wealth LLC ($11.97M), Captrust Financial Advisors ($8.94M), Cetera Investment Advisers ($8.48M), and Beta Wealth Group Inc. ($6.02M).Learn more on CGSM's institutional investors.

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

Of the 63 institutional investors that purchased Capital Group Short Duration Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($520.20K), PUREfi Wealth LLC ($469.93K), Envestnet Asset Management Inc. ($396.03K), Captrust Financial Advisors ($335.15K), Cetera Investment Advisers ($326.33K), Capital International Investors ($315.92K), and International Assets Investment Management LLC ($311.29K).

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

Institutional investors have bought a total of 4,617,425 shares in the last 24 months. This purchase volume represents approximately $120.14M in transactions.

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

Of the 10 institutional investors that sold Capital Group Short Duration Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Group Private Client Services Inc. ($725.30K), Capital International Investors ($505K), International Assets Investment Management LLC ($299.46K), Jane Street Group LLC ($43.41K), PUREfi Wealth LLC ($9.91K), Envestnet Portfolio Solutions Inc. ($9.60K), and Benjamin Edwards Inc. ($1.85K).

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

Institutional investors have sold a total of 1,598,273 shares in the last 24 months. This volume of shares sold represents approximately $41.25M in transactions.


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This page (NYSEARCA:CGSM) was last updated on 4/29/2025 by MarketBeat.com Staff
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