Catatan efek
CGSM
Capital Group Short Duration Municipal Income ETF · Financial Services · Asset Management - Bonds
31Pemegang yang dilacak
+3Δ pemegang
41.60MSaham yang dipegang
$1.10BNilai yang dilaporkan
+4Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +10.7% ·
aliran saham +30.0% ·
posisi baru bersih +9.7%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 4 | Morgan Stanley ✦ | 3.58M | -3.0% | $94.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 3.15M | +7.6% | $83.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 2.71M | +23.7% | $71.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 1.27M | +28.2% | $33.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 917.94K | +39.8% | $24.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 846.62K | +22.6% | $22.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 846.62K | +22.6% | $22.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 738.98K | +3.7% | $19.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 518.97K | +39.2% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 518.97K | +39.2% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 443.22K | +27.1% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 440.45K | +35.1% | $11.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 414.00K | +14.7% | $10.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 413.86K | -1.3% | $10.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 389.56K | -1.6% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 389.56K | -1.6% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 194.86K | -3.8% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Assetmark, Inc | 137.61K | +12.1% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 135.78K | +36.6% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Sei Investments Co | 100.01K | +10.8% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 97.16K | +7.3% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 83.69K | Baru | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 76.57K | +94.2% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 58.75K | 0.0% | $1.55M | 0.0% | Held | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 41.58K | -0.4% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 33.99K | +3340.7% | $896,762 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 33.99K | +3340.7% | $896,762 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 33.67K | Baru | $888,383 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 23.42K | +135.9% | $617,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 23.38K | Baru | $616,809 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 23.38K | Baru | $616,809 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 23.38K | Baru | $616,809 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 15.94K | -4.8% | $420,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | BlackRock ✦ (pasif) | 3.53K | Baru | $93,113 | 0.0% | New | 1 | SEC ↗ |
| 38 | UBS Group AG | 700 | -74.2% | $18,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
| Bank of New York Mellon Corp | $616,809 | 0.0% |
| Bank of New York Mellon Corp | $616,809 | 0.0% |
| BlackRock | $93,113 | 0.0% |
Telah keluar
| Jane Street Group, Llc | $3.63M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 146 pemegang, 36.21M saham, $927.16M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API