Who Owns CGSD?
Capital Group Short Duration Income ETF — Institutional Ownership & 13F Holdings
$25.94
-0.00 (-0.02%)
Market Cap
$2.1B
Shares Outstanding
82,418,434
Institutional Holders
132
Total Inst. Value
$534.1M
% of Float Held
—
QoQ Holder Change
+74
Institutional data as of Q1 2025
New Positions
44
Closed Positions
11
Increased
57
Decreased
22
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $65.1M | 2,520,542 |
| 2 | Capital Group Private Client Services, Inc. | $56.0M | 2,171,542 |
| 3 | Cetera Investment Advisers | $39.2M | 1,517,599 |
| 4 | McIlrath & Eck, LLC | $31.1M | 1,204,461 |
| 5 | OSAIC HOLDINGS, INC. | $23.8M | 921,615 |
| 6 | WNY Asset Management, LLC | $23.3M | 901,933 |
| 7 | UBS Group AG | $22.9M | 886,008 |
| 8 | RAYMOND JAMES FINANCIAL INC | $16.7M | 648,315 |
| 9 | TOWNSQUARE CAPITAL LLCNew | $15.3M | 593,172 |
| 10 | NORDEN GROUP LLCNew | $15.3M | 591,127 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +1.5M | $65.1M |
| Capital Group Private Client Services, Inc. | +23K | $56.0M |
| Cetera Investment Advisers | +198K | $39.2M |
| OSAIC HOLDINGS, INC. | +200K | $23.8M |
| WNY Asset Management, LLC | +35K | $23.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Bridgewealth Advisory Group, LLC | -662K | $2.4M |
| McIlrath & Eck, LLC | -30K | $31.1M |
| JONES FINANCIAL COMPANIES LLLP | -25K | $5.5M |
| Ameritas Advisory Services, LLC | -19K | $542K |
| BlackDiamond Wealth Management, LLC | -13K | $3.0M |
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Frequently Asked Questions
How many institutional investors hold CGSD?
As of Q1 2025, 132 institutional investors report holding CGSD (Capital Group Short Duration Income ETF) in their 13F filings.
Which hedge fund owns the most CGSD?
The largest institutional holder of CGSD is MORGAN STANLEY with $65.1M in shares.
Are institutions buying or selling CGSD?
This quarter, 44 institutions opened new positions in CGSD and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.