CGSM
Capital Group Short Duration Municipal Income ETF · Financial Services · Asset Management - Bonds
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +0.2% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +3 | 41.60M | $1.10B | +4 | −1 |
| Q1 2026 | 29 | +2 | 29.38M | $772.07M | +4 | −2 |
| Q4 2025 | 27 | 0 | 25.64M | $675.26M | — | — |
| Q3 2025 | 3 | — | 2.81M | $74.09M | — | — |
| Q1 2025 | 1 | +1 | 11.12K | $289,179 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 13.03M | — | $343.12M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.83M | +1.7% | $74.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 2.65M | — | $69.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.59M | — | $41.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Captrust Financial Advisors | 860.85K | — | $22.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 701.01K | — | $18.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 616.16K | — | $16.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 616.16K | — | $16.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 402.08K | — | $10.59M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 402.08K | — | $10.59M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 388.25K | — | $10.23M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 386.71K | — | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 386.68K | — | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 357.69K | — | $9.42M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 344.03K | — | $9.06M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 344.03K | — | $9.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 294.74K | — | $7.76M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 176.05K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 176.05K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 164.29K | — | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 131.77K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 92.09K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Sei Investments Co | 74.16K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 55.43K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 35.25K | — | $928,459 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 29.40K | +15.2% | $774,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 28.60K | — | $753,377 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 15.24K | — | $401,343 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.18K | -33.5% | $57,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 179 | — | $4,715 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 39 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 146 Inhaber, 36.21M Anteile, $927.16M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.