CGSD
Capital Group Short Duration Income ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.8% ·
Aktienfluss +0.6% ·
neue Nettopositionen -4.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 6 | Jones Financial Companies Lllp | 1.31M | — | $34.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.29M | — | $33.66M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 1.28M | — | $33.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.28M | — | $33.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 1.26M | — | $32.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 1.25M | — | $32.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 1.03M | — | $26.87M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 828.60K | — | $21.58M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 774.81K | — | $20.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 502.72K | — | $13.08M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 388.85K | — | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 310.79K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Sei Investments Co | 184.59K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 113.46K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Capital International Investors | 71.04K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 41.77K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 29.60K | — | $769,800 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 13.38K | — | $347,962 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 12.04K | — | $313,264 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 0 | — | $15 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $5.93M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 185 Inhaber, 55.95M Anteile, $1.39B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.