CGSD

Capital Group Short Duration Income ETF
$25.88-0.01 (-0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$1.6200015400061043e+224T

% of Float

Price History

$25.58$25.72$25.86$26.00$26.14Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC6,235,706$162.0M0.04%Share
2MORGAN STANLEY5,944,971$154.0M0.01%Share
3Capital Group Private Client Services, Inc.2,346,908$61.0M0.97%Share
4Cetera Investment Advisers2,329,829$60.0M0.07%Share
5COMMONWEALTH EQUITY SERVICES, LLC2,144,817$55.0M0.07%Share
6Merit Financial Group, LLC1,910,928$49.7M0.40%Share
7Wood Tarver Financial Group, LLC1,376,244$35.8M10.05%Share
8WELLS FARGO & COMPANY/MN1,369,874$35.0M0.01%Share
9JONES FINANCIAL COMPANIES LLLP1,312,237$34.0M0.02%Share
10UBS Group AG1,281,578$33.3M0.01%Share
11ROYAL BANK OF CANADA1,294,091$33.0M0.01%Share
12ENVESTNET ASSET MANAGEMENT INC1,250,272$32.0M0.01%Share
13CAPTRUST FINANCIAL ADVISORS1,033,111$26.0M0.05%Share
14Bridgewealth Advisory Group, LLC964,535$25.1M5.54%Share
15McIlrath & Eck, LLC878,176$22.8M2.12%Share
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC828,597$21.6M0.03%Share
17OSAIC HOLDINGS, INC.845,654$21.0M0.03%Share
18RAYMOND JAMES FINANCIAL INC807,602$21.0M0.01%Share
19STIFEL FINANCIAL CORP738,355$19.0M0.02%Share
20KESTRA PRIVATE WEALTH SERVICES, LLC571,804$14.9M0.18%Share
21IAM Advisory, LLC557,082$14.5M3.22%Share
22LANDAAS & CO /WI /ADV541,876$14.1M3.10%Share
23MML INVESTORS SERVICES, LLC502,718$13.0M0.03%Share
24Cambridge Investment Research Advisors, Inc.471,740$12.0M0.03%Share
25Private Advisor Group, LLC470,153$12.0M0.06%Share
26Souders Financial Advisors455,868$11.9M1.36%Share
27RAYMOND JAMES FINANCIAL INC431,557$11.0M0.00%Share
28Thayer Financial, L.L.C.412,745$10.7M11.35%Share
29RFP Financial Group LLC398,559$10.4M4.96%Share
30RFP Financial Group LLC398,559$10.4M4.96%Share
31Baird Financial Group, Inc.388,852$10.0M0.02%Share
32OSAIC HOLDINGS, INC.392,498$10.0M0.01%Share
33NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO180,002$9.3M0.01%Share
34WELLS FARGO & COMPANY/MN362,046$9.0M0.00%Share
35NewEdge Advisors, LLC383,406$9.0M0.03%Share
36Cauble & Harre Wealth Management, Inc.345,902$9.0M7.54%Share
37Valmark Advisers, Inc.329,671$8.6M0.11%Share
38FINANCIAL MANAGEMENT NETWORK INC270,202$7.0M1.11%Share
39&PARTNERS294,251$7.0M0.04%Share
40New England Capital Financial Advisors LLC258,901$6.7M2.63%Share
41Lodestone Wealth Management LLC235,176$6.1M2.49%Share
42GREAT VALLEY ADVISOR GROUP, INC.267,218$6.0M0.12%Share
43BENJAMIN EDWARDS INC211,031$5.5M0.06%Share
44PETREDIS INVESTMENT ADVISORS LLC209,731$5.5M0.43%Share
45NWF Advisory Services Inc.169,214$4.4M0.49%Share
46J HAGAN CAPITAL, INC.164,822$4.3M2.37%Share
47SEI INVESTMENTS CO184,594$4.0M0.00%Share
48ROTHSCHILD INVESTMENT LLC155,683$4.0M0.22%Share
49SOL Capital Management CO144,360$3.8M0.34%Share
50EQ WEALTH ADVISORS, LLC140,746$3.7M2.16%Share