CGSM
Capital Group Short Duration Municipal Income ETF · Financial Services · Asset Management - Bonds
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.2% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 13.03M | n/a | $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 | n/a | $69.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.59M | n/a | $41.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Captrust Financial Advisors | 860.85K | n/a | $22.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 701.01K | n/a | $18.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 616.16K | n/a | $16.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 402.08K | n/a | $10.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 388.25K | n/a | $10.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 386.71K | n/a | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 386.68K | n/a | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 357.69K | n/a | $9.42M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 344.03K | n/a | $9.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 294.74K | n/a | $7.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 176.05K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wealth Enhancement Advisory… | 164.29K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 131.77K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 92.09K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Sei Investments Co | 74.16K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 55.43K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 35.25K | n/a | $928,459 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 29.40K | +15.2% | $774,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 28.60K | n/a | $753,377 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 15.24K | n/a | $401,343 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.18K | -33.5% | $57,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 179 | n/a | $4,715 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 39 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 146 houders, 36.21M aandelen, $927.16M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.