CGSM
Capital Group Short Duration Municipal Income ETF · Financial Services · Asset Management - Bonds
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +0.2% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 146 pemegang, 36.21M saham, $927.16M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.