CGSD
Capital Group Short Duration Income ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom +0.6% ·
netto nieuwe posities -4.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 905.41K | $22.94M | n/a | n/a |
| Q2 2026 | 29 | -2 | 38.61M | $993.66M | +1 | −3 |
| Q1 2026 | 31 | +6 | 34.66M | $893.91M | +6 | n/a |
| Q4 2025 | 25 | -1 | 30.37M | $789.83M | n/a | −1 |
| Q3 2025 | 3 | 0 | 5.78M | $150.07M | n/a | n/a |
| Q2 2025 | 1 | 0 | 207.59K | $5.38M | n/a | n/a |
| Q1 2025 | 1 | 0 | 159.13K | $4.11M | n/a | n/a |
| Q4 2024 | 1 | +1 | 85.60K | $2.19M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.24M | n/a | $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 | n/a | $60.60M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 2.14M | n/a | $55.79M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.73M | n/a | $45.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Jones Financial Companies Lllp | 1.31M | n/a | $34.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.29M | n/a | $33.66M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 1.28M | n/a | $33.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.28M | n/a | $33.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 1.26M | n/a | $32.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 1.25M | n/a | $32.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 1.03M | n/a | $26.87M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 828.60K | n/a | $21.58M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 774.81K | n/a | $20.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 502.72K | n/a | $13.08M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 388.85K | n/a | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 310.79K | n/a | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Sei Investments Co | 184.59K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 113.46K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Capital International Investors | 71.04K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 41.77K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 29.60K | n/a | $769,800 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 13.38K | n/a | $347,962 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 12.04K | n/a | $313,264 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 0 | n/a | $15 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $5.93M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 185 houders, 55.95M aandelen, $1.39B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.