CGSM
Capital Group Short Duration Municipal Income ETF · Financial Services · Asset Management - Bonds
Señales de momentum (gestores comparables):
amplitud de titulares +10.7% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +9.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 13.14M | -0.2% | $346.81M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 11.57M | +947.1% | $305.20M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.58M | -3.0% | $94.39M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 3.15M | +7.6% | $83.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 2.71M | +23.7% | $71.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 1.27M | +28.2% | $33.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 917.94K | +39.8% | $24.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 846.62K | +22.6% | $22.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Captrust Financial Advisors | 738.98K | +3.7% | $19.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 518.97K | +39.2% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Mml Investors Services, Llc | 443.22K | +27.1% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 440.45K | +35.1% | $11.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 414.00K | +14.7% | $10.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 413.86K | -1.3% | $10.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 389.56K | -1.6% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Wealth Enhancement Advisory… | 194.86K | -3.8% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 137.61K | +12.1% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 135.78K | +36.6% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Sei Investments Co | 100.01K | +10.8% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 97.16K | +7.3% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 83.69K | Nuevo | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 76.57K | +94.2% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 58.75K | 0.0% | $1.55M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 41.58K | -0.4% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 33.99K | +3340.7% | $896,762 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 26 | Citadel Advisors ✦ | 33.67K | Nuevo | $888,383 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 23.42K | +135.9% | $617,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 23.38K | Nuevo | $616,809 | 0.0% | New | 1 | SEC ↗ ×3 |
| 29 | Mercer Global Advisors Inc /Adv | 15.94K | -4.8% | $420,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | BlackRock ✦ (pasivo) | 3.53K | Nuevo | $93,113 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 700 | -74.2% | $18,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Bank Of America Corp /De/ | $2.21M | 0.0% |
| Citadel Advisors | $888,383 | 0.0% |
| Bank of New York Mellon Corp | $616,809 | 0.0% |
| BlackRock | $93,113 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $3.63M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 146 tenedores, 36.21M acciones, $927.16M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.