Catatan efek · kuartal yang diarsipkan
CGSD
Capital Group Short Duration Income ETF · Financial Services · Asset Management
31Pemegang yang dilacak
+6Δ pemegang
34.66MSaham yang dipegang
$893.91MNilai yang dilaporkan
+6Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +24.0% ·
aliran saham +14.1% ·
posisi baru bersih +19.4%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| 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 | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 | Baru | $621,952 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 16.84K | Baru | $434,239 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 16.84K | Baru | $434,239 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 15.88K | Baru | $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 | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
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.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API