CGSM
Capital Group Short Duration Municipal Income ETF · Financial Services · Asset Management - Bonds
Input di momentum (manager comparabili):
ampiezza dei detentori +7.4% ·
flusso azionario +14.6% ·
nuove posizioni nette +6.9%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Morgan Stanley ✦ | 3.69M | +30.3% | $96.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 2.93M | +10.6% | $76.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 2.19M | +37.9% | $57.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 1.10M | +208.8% | $29.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 989.26K | +41.1% | $26.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 712.53K | -17.2% | $18.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 690.41K | +12.1% | $18.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 690.41K | +12.1% | $18.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 656.76K | +69.2% | $17.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 419.38K | +8.5% | $11.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 395.99K | +15.1% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 395.99K | +15.1% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 372.71K | -7.3% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 372.71K | -7.3% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 360.87K | +22.4% | $9.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 348.74K | -9.8% | $9.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 326.12K | +85.2% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 326.12K | +85.2% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 202.45K | +23.2% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 137.97K | +291.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 122.76K | -6.8% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cwm, Llc | 109.98K | +281905.1% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 99.41K | +8.0% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 90.53K | +63.3% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Sei Investments Co | 90.27K | +21.7% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 58.75K | Nuovo | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 41.73K | +45.9% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 39.43K | +158.8% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 16.74K | Nuovo | $439,875 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 9.93K | Nuovo | $260,855 | 0.0% | New | 1 | SEC ↗ |
| 33 | UBS Group AG | 2.71K | Nuovo | $71,324 | 0.0% | New | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 988 | -54.7% | $25,954 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 988 | -54.7% | $25,954 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| 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% |
Uscito
| Goldman Sachs Group | $774,396 | era 0.0% |
| Bank Of America Corp /De/ | $4,715 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 146 detentori, 36.21M azioni, $927.16M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.