CGSD
Capital Group Short Duration Income ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares +24.0% ·
flujo de acciones +14.1% ·
nuevas posiciones netas +19.4%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.89M | +15.8% | $177.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.89M | +15.8% | $177.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 6.88M | +10.4% | $177.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 2.49M | +6.8% | $64.14M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 2.40M | +11.9% | $61.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.25M | +29.9% | $58.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.25M | +29.9% | $58.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 1.92M | +53.6% | $49.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 1.72M | +31.4% | $44.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.53M | +18.3% | $39.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.35M | +5.8% | $34.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.35M | +5.8% | $34.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.35M | +5.8% | $34.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 1.28M | -0.4% | $32.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 1.20M | +209.5% | $31.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 1.19M | -5.0% | $30.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 1.19M | -5.0% | $30.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.19M | -5.0% | $30.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 869.38K | +12.2% | $22.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 869.38K | +12.2% | $22.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 869.38K | +12.2% | $22.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 588.87K | -28.9% | $15.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 461.05K | -8.3% | $11.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 336.30K | +8.2% | $8.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 243.44K | Nuevo | $6.28M | 0.0% | New | 1 | SEC ↗ |
| 26 | Sei Investments Co | 223.63K | +21.1% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 186.13K | +528.9% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 166.11K | -83.9% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 136.71K | Nuevo | $3.53M | 0.0% | New | 1 | SEC ↗ |
| 30 | Mariner, LLC | 128.08K | +12.9% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Capital International Investors | 73.42K | +3.3% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 56.67K | +35.7% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 24.12K | Nuevo | $621,952 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 16.84K | Nuevo | $434,239 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 16.84K | Nuevo | $434,239 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 15.88K | Nuevo | $409,597 | 0.0% | New | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 14.02K | +16.4% | $361,627 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citigroup Inc | 11.90K | Nuevo | $306,899 | 0.0% | New | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 586 | -95.6% | $15,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 0 | — | $15 | 0.0% | Held | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Jane Street Group, Llc | $6.28M | 0.0% |
| Citadel Advisors | $3.53M | 0.0% |
| Goldman Sachs Group | $621,952 | 0.0% |
| Bank of New York Mellon Corp | $434,239 | 0.0% |
| Bank of New York Mellon Corp | $434,239 | 0.0% |
| Fifth Third Bancorp | $409,597 | 0.0% |
| Citigroup Inc | $306,899 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 185 tenedores, 55.95M acciones, $1.39B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.