有価証券レコード
CGSD
Capital Group Short Duration Income ETF · Financial Services · Asset Management
29追跡対象保有者
-2Δ保有者数
38.61M保有株数
$993.66M報告済み評価額
+1新規ポジション
−3解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり -6.5% ·
株式フロー +11.4% ·
新規ネットポジション数 -6.9%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q2 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 | — |
保有者情報 · Q2 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新規 | $295,844 | 0.0% | New | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.47K | — | $37,934 | 0.0% | ▲ Add | 4 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| Bank Of America Corp /De/ | $295,844 | 0.0% |
ポジション解消済み
| Jane Street Group, Llc | $6.28M | だった 0.0% |
| Mariner, LLC | $3.30M | だった 0.0% |
| Goldman Sachs Group | $621,952 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 185 保有者, 55.95M 株式数, $1.39B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。