CGSD
Capital Group Short Duration Income ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding):
keluasan pemegang -3.8% ·
aliran saham +0.6% ·
posisi baru bersih -4.0%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -2 | 38.61M | $993.66M | +1 | −3 |
| Q1 2026 | 31 | +6 | 34.66M | $893.91M | +6 | — |
| Q4 2025 | 25 | -1 | 30.37M | $789.83M | — | −1 |
| Q3 2025 | 3 | 0 | 5.78M | $150.07M | — | — |
| Q2 2025 | 1 | 0 | 207.59K | $5.38M | — | — |
| Q1 2025 | 1 | 0 | 159.13K | $4.11M | — | — |
| Q4 2024 | 1 | +1 | 85.60K | $2.19M | +1 | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.24M | — | $162.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.94M | +7.2% | $154.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 2.33M | — | $60.60M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 2.14M | — | $55.79M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.73M | — | $45.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.73M | — | $45.05M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 1.31M | — | $34.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.29M | — | $33.66M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 1.28M | — | $33.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.28M | — | $33.28M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.28M | — | $33.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.28M | — | $33.28M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.26M | — | $32.66M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.26M | — | $32.66M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.26M | — | $32.66M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 1.25M | — | $32.52M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 1.03M | — | $26.87M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 828.60K | — | $21.58M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 774.81K | — | $20.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 774.81K | — | $20.15M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 502.72K | — | $13.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 388.85K | — | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 310.79K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Sei Investments Co | 184.59K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 113.46K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Capital International Investors | 71.04K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 41.77K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cerity Partners LLC | 29.60K | — | $769,800 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 13.38K | — | $347,962 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 12.04K | — | $313,264 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 0 | — | $15 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Citadel Advisors | $5.93M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 185 pemegang, 55.95M saham, $1.39B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.