CGSM

Capital Group Short Duration Municipal Income ETF
$26.45-0.04 (-0.13%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.3026702282989826e+279B

Total Value

$3.4300074000690005e+203T

% of Float

Price History

$25.74$25.97$26.21$26.45$26.68Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital International Investors13,026,702$343.0M0.05%Share
2MORGAN STANLEY2,829,898$74.0M0.00%Share
3ENVESTNET ASSET MANAGEMENT INC2,646,975$69.0M0.02%Share
4LPL Financial LLC1,589,276$41.0M0.01%Share
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO392,983$40.1M0.03%Share
6CAPTRUST FINANCIAL ADVISORS860,845$22.0M0.04%Share
7Capital Group Private Client Services, Inc.778,976$20.5M0.33%Share
8Cetera Investment Advisers701,012$18.0M0.02%Share
9WELLS FARGO & COMPANY/MN432,761$11.0M0.00%Share
10TRUIST FINANCIAL CORP386,683$10.2M0.01%Share
11MML INVESTORS SERVICES, LLC386,707$10.0M0.02%Share
12JONES FINANCIAL COMPANIES LLLP388,248$10.0M0.01%Share
13COMMONWEALTH EQUITY SERVICES, LLC294,740$7.0M0.01%Share
14Cambridge Investment Research Advisors, Inc.271,763$7.0M0.02%Share
15Vestmark Advisory Solutions, Inc.230,813$6.1M0.08%Share
16OSAIC HOLDINGS, INC.237,464$6.0M0.01%Share
17RAYMOND JAMES FINANCIAL INC245,218$6.0M0.00%Share
18INTEGRATED WEALTHCARE, LLC195,551$5.2M4.33%Share
19Financial Connections Group, Inc.177,114$4.7M1.60%Share
20Hartmann Taylor Wealth Management, LLC164,791$4.3M2.93%Share
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC164,295$4.3M0.01%Share
22ROYAL BANK OF CANADA175,940$4.0M0.00%Share
23OSAIC HOLDINGS, INC.164,617$4.0M0.01%Share
24WELLS FARGO & COMPANY/MN183,395$4.0M0.00%Share
25PRINCIPAL SECURITIES, INC.171,564$4.0M0.06%Share
26Steward Partners Investment Advisory, LLC178,879$4.0M0.02%Share
27J.W. COLE ADVISORS, INC.145,281$3.8M0.09%Share
28ASSETMARK, INC131,774$3.5M0.01%Share
29Total Clarity Wealth Management, Inc.120,605$3.2M0.77%Share
30Orion Porfolio Solutions, LLC123,729$3.0M0.02%Share
31Private Advisor Group, LLC149,683$3.0M0.01%Share
32Royal Harbor Partners, LLC106,509$2.8M0.93%Share
33PUREfi Wealth, LLC98,112$2.6M1.98%Share
34Betterment LLC94,005$2.5M0.00%Share
35KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT85,528$2.3M0.78%Share
36Boulder Wealth Advisors, LLC82,484$2.2M0.92%Share
37Cauble & Harre Wealth Management, Inc.77,446$2.0M1.71%Share
38Jacobi Capital Management LLC76,981$2.0M0.12%Share
39&PARTNERS77,190$2.0M0.01%Share
40Janney Montgomery Scott LLC101,711$2.0M0.00%Share
41Kestra Advisory Services, LLC88,275$2.0M0.01%Share
42Baird Financial Group, Inc.92,089$2.0M0.00%Share
43RAYMOND JAMES FINANCIAL INC98,815$2.0M0.00%Share
44GREAT VALLEY ADVISOR GROUP, INC.88,842$2.0M0.04%Share
45StoneX Group Inc.113,285$2.0M0.09%Share
46Tribridge Partners Financial LLC73,017$1.9M0.81%Share
47EverSource Wealth Advisors, LLC72,098$1.9M0.07%Share
48COTTONWOOD CAPITAL ADVISORS, LLC70,790$1.9M1.33%Share
49Beta Wealth Group, Inc.63,237$1.7M0.67%Share
50Simplicity Wealth,LLC62,004$1.6M0.10%Share