证券记录 · 已归档季度
CGSD
Capital Group Short Duration Income ETF · Financial Services · Asset Management
29被追踪持有人
-2Δ持有人
38.61M持有股份
$993.66M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -6.5% ·
股份流向 +11.4% ·
净新建仓位 -6.9%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.55M | +9.7% | $194.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.55M | +9.7% | $194.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 7.55M | +9.7% | $194.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 2.66M | +7.0% | $68.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.54M | +12.9% | $65.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.54M | +12.9% | $65.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 2.37M | +37.7% | $61.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 2.32M | -3.5% | $59.59M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 2.20M | +14.4% | $56.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.62M | +5.7% | $41.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.57M | +31.4% | $40.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.57M | +31.4% | $40.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.57M | +31.4% | $40.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.52M | +12.0% | $39.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 1.52M | +12.0% | $39.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 1.52M | +12.0% | $39.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 1.37M | +14.1% | $35.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 1.35M | +55.1% | $34.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 1.35M | +55.1% | $34.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 1.35M | +55.1% | $34.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 1.35M | +55.1% | $34.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 1.29M | +0.9% | $33.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 646.05K | +9.7% | $16.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 616.59K | +33.7% | $15.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 372.22K | +10.7% | $9.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Sei Investments Co | 275.97K | +23.4% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 185.67K | -0.2% | $4.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 160.46K | -3.4% | $4.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 134.69K | -1.5% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 123.05K | +117.1% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Capital International Investors | 75.21K | +2.4% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citigroup Inc | 26.94K | +126.4% | $693,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 21.60K | +3585.5% | $555,701 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 21.42K | +34.9% | $551,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 18.60K | +32.7% | $478,655 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 16.28K | -3.3% | $418,791 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 16.28K | -3.3% | $418,791 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 11.50K | 新增 | $295,844 | 0.0% | New | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.47K | — | $37,934 | 0.0% | ▲ Add | 4 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Bank Of America Corp /De/ | $295,844 | 0.0% |
已清仓
| Jane Street Group, Llc | $6.28M | 曾为 0.0% |
| Mariner, LLC | $3.30M | 曾为 0.0% |
| Goldman Sachs Group | $621,952 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 185 持有人, 55.95M 股份, $1.39B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据