CGSD
Capital Group Short Duration Income ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -3.8% ·
share flow +0.6% ·
net new positions -4.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $5.93M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 185 holders, 55.95M shares, $1.39B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.