证券记录 · 已归档季度
CGSM
Capital Group Short Duration Municipal Income ETF · Financial Services · Asset Management - Bonds
29被追踪持有人
+2Δ持有人
29.38M持有股份
$772.07M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +7.4% ·
股份流向 +14.6% ·
净新建仓位 +6.9%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $439,875 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 9.93K | 新增 | $260,855 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 2.71K | 新增 | $71,324 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 988 | -54.7% | $25,954 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Goldman Sachs Group | $774,396 | 曾为 0.0% |
| Bank Of America Corp /De/ | $4,715 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 146 持有人, 36.21M 股份, $927.16M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据