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

$26.21 0.00 (0.00%)
Closing price 08/8/2025 04:10 PM Eastern
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$26.22 +0.02 (+0.06%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
75
Total
Institutional Inflows
(last 12 months)
$150.89M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$13.06M
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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
8/8/2025 Cetera Investment Advisers410,680$10.71M0.0%+8.7%1.469%
8/8/2025 Sittner & Nelson LLC2,000$52K0.0%N/A0.007%
8/6/2025 Wedbush Securities Inc.32,635$851K0.0%+1.6%0.117%
8/6/2025 Vestmark Advisory Solutions Inc.367,896$9.60M0.1%+128.9%1.316%
8/6/2025 Souders Financial Advisors29,166$761K0.1%+15.3%0.104%
8/4/2025 Assetmark Inc.113,700$2.97M0.0%+54.1%0.407%
8/1/2025 GWN Securities Inc.20,199$527K0.1%+152.9%0.072%
8/1/2025 Envestnet Asset Management Inc.1,706,930$44.52M0.0%+8.2%6.105%
7/31/2025 VestGen Investment Management9,243$241K0.2%N/A0.033%
7/30/2025 D.A. Davidson & CO.24,555$640K0.0%+24.3%0.088%
7/30/2025 Smith Thornton Advisors LLC58,890$1.54M0.9%+8.1%0.211%
7/29/2025 Stephens Inc. AR11,995$313K0.0%-72.6%0.043%
7/29/2025 Uhlmann Price Securities LLC16,213$423K0.3%+7.5%0.058%
7/29/2025 International Assets Investment Management LLC15,700$409K0.0%+32.8%0.056%
7/29/2025 Cottonwood Capital Advisors LLC62,631$1.63M1.1%+53.4%0.224%
7/29/2025 Koshinski Asset Management Inc.8,038$210K0.0%N/A0.029%
7/28/2025 Keeler & Nadler Financial Planning & Wealth Management65,227$1.70M0.7%+74.1%0.233%
7/25/2025 Atria Wealth Solutions Inc.27,424$715K0.0%-39.8%0.098%
7/25/2025 Envestnet Portfolio Solutions Inc.61,453$1.60M0.0%-20.7%0.220%
7/24/2025 Financial Connections Group Inc.168,237$4.39M1.8%+28.5%0.602%
7/22/2025 Confluence Wealth Services Inc.42,259$1.10M0.1%+4.8%0.151%
7/22/2025 PUREfi Wealth LLC431,489$11.25M9.0%-6.2%1.543%
7/22/2025 Simplicity Wealth LLC86,208$2.25M0.1%+234.5%0.308%
7/22/2025 Oak Hill Wealth Advisors LLC18,434$481K0.1%-23.4%0.066%
7/21/2025 Ameritas Advisory Services LLC2,745$72K0.0%N/A0.010%
7/18/2025 Truist Financial Corp95,039$2.48M0.0%+6.1%0.340%
7/17/2025 Janney Montgomery Scott LLC73,857$1.93M0.0%-17.7%0.266%
7/15/2025 Hartmann Taylor Wealth Management LLC120,082$3.13M2.6%+34.8%0.432%
7/14/2025 AdvisorNet Financial Inc4,100$107K0.0%-11.8%0.015%
7/10/2025 Wealth Enhancement Advisory Services LLC157,096$4.10M0.0%-1.5%0.572%
7/7/2025 Peterson Wealth Advisors LLC11,009$287K0.0%-9.7%0.040%
7/3/2025 TrueWealth Advisors LLC14,116$368K0.1%-15.3%0.052%
5/27/2025Jacobi Capital Management LLC31,637$823K0.1%+44.6%0.123%
5/21/2025Geneos Wealth Management Inc.29,867$777K0.0%N/A0.118%
5/19/2025Jane Street Group LLC117,653$3.06M0.0%+327.9%0.466%
5/15/2025Royal Bank of Canada139,130$3.62M0.0%+31.5%0.551%
5/15/2025Betterment LLC235,443$6.12M0.0%+2.0%0.932%
5/15/2025Baird Financial Group Inc.9,300$242K0.0%N/A0.037%
5/15/2025OLD Mission Capital LLC53,024$1.38M0.0%+86.8%0.210%
5/14/2025Northwestern Mutual Wealth Management Co.55,731$1.45M0.0%N/A0.221%
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5/14/2025Kestra Advisory Services LLC60,595$1.58M0.0%+43.4%0.240%
5/13/2025Elequin Capital LP34,747$904K0.1%N/A0.138%
5/13/2025 Vestmark Advisory Solutions Inc.160,723$4.18M0.1%+6.3%0.636%
5/12/2025 Keeler & Nadler Financial Planning & Wealth Management37,460$974K0.4%+11.9%0.148%
5/12/2025Benjamin Edwards Inc.29,843$776K0.0%+3.5%0.118%
5/9/2025 Financial Connections Group Inc.130,941$3.41M1.5%+517.3%0.518%
5/9/2025 Atria Wealth Solutions Inc.45,534$1.19M0.0%+17.6%0.180%
5/9/2025Beta Wealth Group Inc.231,485$6.02M2.2%-0.2%0.916%
5/8/2025 Harbour Investments Inc.16,831$438K0.0%-37.4%0.067%
5/7/2025 Richards Merrill & Peterson Inc.18,900$492K0.3%+278.0%0.075%
5/7/2025LPL Financial LLC801,441$20.85M0.0%+27.9%3.173%
5/7/2025First Heartland Consultants Inc.11,284$294K0.0%N/A0.045%
5/6/2025 Assetmark Inc.73,775$1.92M0.0%+2.3%0.292%
5/6/2025 Cetera Investment Advisers377,767$9.83M0.0%+15.8%1.496%
5/6/2025 Avantax Advisory Services Inc.14,497$377K0.0%+39.7%0.057%
5/6/2025 Wedbush Securities Inc.32,119$835K0.0%+1.9%0.127%
5/5/2025 Souders Financial Advisors25,300$658K0.1%+153.8%0.100%
5/5/2025Private Advisor Group LLC130,020$3.38M0.0%+1.9%0.515%
5/2/2025 Cullen Frost Bankers Inc.18,127$471K0.0%+1,141.6%0.072%
5/1/2025 Smith Thornton Advisors LLC54,490$1.42M0.9%+11.2%0.216%
5/1/2025 Stephens Inc. AR43,855$1.14M0.0%-2.1%0.174%
4/30/2025Cerity Partners LLC10,000$260K0.0%N/A0.041%
4/30/2025 Lakeside Advisors INC.9,500$247K0.2%N/A0.039%
4/30/2025 Peterson Wealth Advisors LLC12,187$316K0.1%+3.5%0.050%
4/29/2025 Envestnet Asset Management Inc.1,577,626$41.03M0.0%+7.5%6.413%
4/28/2025 D.A. Davidson & CO.19,755$514K0.0%+2.9%0.080%
4/28/2025 First 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%
2/17/2025 Cetera 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%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
2/13/2025Raymond James Financial Inc.16,218$421K0.0%N/A0.811%
2/13/2025 Wedbush Securities Inc.31,535$819K0.0%+116.8%1.577%
2/13/2025 Envestnet Asset Management Inc.1,467,789$38.12M0.0%+37.0%73.389%
2/12/2025 Thoroughbred 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%
2/10/2025 Harbour 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%
2/10/2025 Commonwealth Equity Services LLC111,655$2.90M0.0%+21.1%5.583%
(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, 81 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. ($44.52M), LPL Financial LLC ($20.85M), PUREfi Wealth LLC ($11.25M), Cetera Investment Advisers ($10.71M), Vestmark Advisory Solutions Inc. ($9.60M), and Captrust Financial Advisors ($8.94M).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 81 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: LPL Financial LLC ($695.03K), Envestnet Asset Management Inc. ($635.17K), PUREfi Wealth LLC ($469.93K), Cetera Investment Advisers ($410.68K), Captrust Financial Advisors ($335.15K), Capital International Investors ($315.92K), and International Assets Investment Management LLC ($315.16K).

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

Institutional investors have bought a total of 5,794,585 shares in the last 24 months. This purchase volume represents approximately $150.89M in transactions.

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

Of the 18 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: International Assets Investment Management LLC ($299.46K), Jane Street Group LLC ($43.41K), PUREfi Wealth LLC ($38.45K), Stephens Inc. AR ($32.81K), Envestnet Portfolio Solutions Inc. ($25.63K), Atria Wealth Solutions Inc. ($18.11K), and Janney Montgomery Scott LLC ($15.89K).

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

Institutional investors have sold a total of 502,189 shares in the last 24 months. This volume of shares sold represents approximately $13.06M in transactions.


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This page (NYSEARCA:CGSM) was last updated on 8/10/2025 by MarketBeat.com Staff
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