CGSM
Capital Group Short Duration Municipal Income ETF · Financial Services · Asset Management - Bonds
Données momentum (gérants comparables) :
étendue des détenteurs +7.4% ·
flux d'actions +14.6% ·
nouvelles positions nettes +6.9%
· formule
Accumulation large : hausse des positions chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 13.17M | +1.1% | $346.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.69M | +30.3% | $96.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 2.93M | +10.6% | $76.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 2.19M | +37.9% | $57.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 1.10M | +208.8% | $29.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 989.26K | +41.1% | $26.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 712.53K | -17.2% | $18.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 690.41K | +12.1% | $18.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 656.76K | +69.2% | $17.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 419.38K | +8.5% | $11.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 395.99K | +15.1% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 372.71K | -7.3% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 360.87K | +22.4% | $9.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 348.74K | -9.8% | $9.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 326.12K | +85.2% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Wealth Enhancement Advisory… | 202.45K | +23.2% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 137.97K | +291.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 122.76K | -6.8% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cwm, Llc | 109.98K | +281905.1% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 99.41K | +8.0% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 90.53K | +63.3% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Sei Investments Co | 90.27K | +21.7% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 58.75K | Nouveau | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 41.73K | +45.9% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 39.43K | +158.8% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 16.74K | Nouveau | $439,875 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 9.93K | Nouveau | $260,855 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 2.71K | Nouveau | $71,324 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 988 | -54.7% | $25,954 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| UBS AM, a distinct business… | $1.54M | 0.0% |
| Mercer Global Advisors Inc… | $439,875 | 0.0% |
| Fifth Third Bancorp | $260,855 | 0.0% |
| UBS Group AG | $71,324 | 0.0% |
Sorti(e)
| Goldman Sachs Group | $774,396 | était 0.0% |
| Bank Of America Corp /De/ | $4,715 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 146 détenteurs, 36.21M actions, $927.16M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.