Cap Group Short DurationCGSDETF
13F holders, Q2 2026 (June 30)188holders +1
16new positions
13sold out
1famous investor
$25.73avg. 13F price*
At the end of Q2 2026, 188 institutions reported holding Cap Group Short Duration (CGSD) in their 13F filings, up 1 from Q1 2026. 16 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($194.4M), LPL Financial LLC ($194.3M) and Cetera Investment Advisers ($68.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Short Duration
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2026)
- CUSIP
- 14020Y409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $30.4M |
| Exits | 13 | $17.7M |
All 13F filers, Q1 2026 → Q2 2026: 8,145,096 shares bought and 1,650,044 shares sold, net +6,495,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Morgan Stanley | 0.01% | Add +9.7% | 7,553,728 | $194.4M |
| LPL Financial LLC | 0.04% | Add +9.7% | 7,550,294 | $194.3M |
| Cetera Investment Advisers | 0.06% | Add +7.0% | 2,661,653 | $68.5M |
| Wells Fargo & Company | 0.01% | Add +12.9% | 2,539,382 | $65.3M |
| Jones Financial Companies LLLP | 0.02% | Add +37.7% | 2,373,894 | $61.3M |
| Capital Group Private Client Services, Inc. | 0.85% | Reduce -1.8% | 2,346,864 | $60.4M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -3.5% | 2,315,811 | $59.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.4% | 2,195,984 | $56.5M |
| Merit Financial Group, LLC | 0.32% | Add +1.2% | 2,005,706 | $51.6M |
| Royal Bank of Canada | 0.01% | Add +5.7% | 1,618,052 | $41.6M |
| Benjamin Edwards Inc. | 0.38% | Add +0.1% | 1,616,748 | $41.6M |
| Osaic Holdings, Inc. | 0.05% | Add +31.4% | 1,567,873 | $40.3M |
| Raymond James Financial Inc. | 0.01% | Add +12.0% | 1,516,230 | $39.0M |
| Wood Tarver Financial Group, LLC | 8.65% | Reduce -5.5% | 1,423,756 | $36.6M |
| Baird Financial Group, Inc. | 0.05% | Add +14.1% | 1,373,223 | $35.3M |
| Kestra Private Wealth Services, LLC | 0.39% | Add +121.0% | 1,359,525 | $35.0M |
| Stifel Financial Corp. | 0.03% | Add +55.1% | 1,348,697 | $34.7M |
| UBS Group AG | 0.01% | Add +0.9% | 1,288,331 | $33.1M |
| Bridgewealth Advisory Group, LLC | 5.50% | Add +9.5% | 1,132,665 | $29.1M |
| Waterloo Capital, L.P. | 1.03% | New | 710,000 | $18.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +9.7% | 646,055 | $16.6M |
| MML Investors Services, LLC | 0.03% | Add +33.7% | 616,594 | $15.9M |
| IAM Advisory, LLC | 2.91% | Add +2.1% | 579,852 | $14.9M |
| Landaas & Co. /Wi | 2.68% | Reduce -1.8% | 571,548 | $14.7M |
| Valmark Advisers, Inc. | 0.15% | Add +11.4% | 544,385 | $14.0M |
| NewEdge Advisors, LLC | 0.04% | Add +21.5% | 535,206 | $13.8M |
| Souders Financial Advisors | 1.36% | Add +7.5% | 526,722 | $13.6M |
| Thayer Financial, L.L.C. | 10.80% | Add +5.2% | 461,835 | $11.9M |
| Conservest Capital Advisors, Inc. | 0.94% | Add +33.7% | 459,834 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.4% | 425,047 | $10.9M |
| &partners | 0.04% | Add +15.4% | 404,845 | $10.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.7% | 372,217 | $9.6M |
| Wealth Science Advisors LLC | 4.03% | Add +309.4% | 352,270 | $9.1M |
| Cauble & Harre Wealth Management, Inc. | 7.03% | Reduce -0.5% | 340,536 | $8.8M |
| Kestra Investment Management, LLC | 0.17% | Add +40.0% | 336,049 | $8.6M |
| Lodestone Wealth Management LLC | 2.99% | Add +28.0% | 329,266 | $8.5M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +17.6% | 287,394 | $7.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -46.4% | 279,445 | $7.2M |
| Sei Investments Co. | 0.01% | Add +23.4% | 275,972 | $7.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.5% | 227,602 | $5.9M |
| COFG Advisors, LLC | 0.99% | New | 223,903 | $5.8M |
| Petredis Investment Advisors LLC | 0.38% | Add +12.5% | 217,231 | $5.6M |
| Richards, Merrill & Peterson, Inc. | 1.62% | Add +6.1% | 198,353 | $5.1M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 185,674 | $4.8M |
| Financial Management Network Inc. | 0.64% | Reduce -38.4% | 173,754 | $4.5M |
| Rothschild Investment LLC | 0.16% | Add +1.4% | 171,205 | $4.4M |
| J Hagan Capital, Inc. | 2.03% | Add +5.2% | 169,976 | $4.4M |
| NWF Advisory Services Inc. | 0.40% | Reduce -0.6% | 164,130 | $4.2M |
| Captrust Financial Advisors | 0.01% | Reduce -3.4% | 160,455 | $4.1M |
| Sovran Advisors, LLC | 0.28% | Add +10.8% | 147,186 | $3.8M |
| World Investment Advisors | 0.06% | Add +0.3% | 145,973 | $3.8M |
| Integras Partners LLC | 2.07% | Reduce -45.3% | 146,024 | $3.8M |
| Eq Wealth Advisors, LLC | 1.91% | Reduce -4.2% | 134,922 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -1.5% | 134,685 | $3.5M |
| Saxony Capital Management, LLC | 1.53% | Reduce -8.5% | 129,692 | $3.3M |
| Inspire Advisors, LLC | 0.23% | Add +14.0% | 129,674 | $3.3M |
| Compton Financial Group, LLC | 0.64% | Add +826.2% | 128,871 | $3.3M |
| International Assets Investment Management, LLC | 0.19% | Add +0.4% | 125,550 | $3.2M |
| Truist Financial Corp. | 0.00% | Add +117.1% | 123,047 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +175.0% | 120,705 | $3.1M |
| BlackDiamond Wealth Management, LLC | 1.24% | Add +8.7% | 119,062 | $3.1M |
| Cannon Financial Strategists, Inc. | 0.33% | Add +42.8% | 111,085 | $2.9M |
| DeDora Capital, Inc. | 0.57% | Add +4.2% | 102,567 | $2.6M |
| Troutman Wealth Management, LLC | 1.91% | Add +0.7% | 96,524 | $2.5M |
| Uptick Partners, LLC | 0.38% | Add +9.6% | 96,077 | $2.5M |
| CLG LLC | 0.51% | Reduce -3.2% | 90,089 | $2.3M |
| Eaton Financial Holdings Company, LLC | 0.63% | Add +140.6% | 88,713 | $2.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.8% | 86,976 | $2.2M |
| IFP Advisors, Inc | 0.04% | Reduce -0.3% | 85,481 | $2.2M |
| Weaver Consulting Group | 0.45% | Add +85.1% | 84,618 | $2.2M |
| Freestate Advisors LLC | 1.56% | Add +9.1% | 81,340 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -11.7% | 78,816 | $2.0M |
| Capital International Investors | 0.00% | Add +2.4% | 75,208 | $1.9M |
| KOM Wealth Management Group, LLC | 1.12% | New | 72,305 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.1% | 71,545 | $1.8M |
| Stewardship Concepts Financial Services LLC | 1.22% | Add +349.5% | 70,448 | $1.8M |
| Smith Thornton Advisors LLC | 0.76% | No change | 67,273 | $1.7M |
| New England Capital Financial Advisors LLC | 0.41% | Reduce -11.0% | 66,000 | $1.7M |
| Summit Financial, LLC | 0.02% | Add +8.1% | 61,596 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.18% | Reduce -5.8% | 57,393 | $1.5M |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -3.7% | 55,443 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +169.4% | 55,345 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -36.6% | 53,954 | $1.4M |
| MAI Capital Management | 0.01% | Add +3.4% | 53,328 | $1.4M |
| Western Wealth Management, LLC | 0.04% | Reduce -2.7% | 52,860 | $1.4M |
| Stonebridge Financial Group, LLC | 0.10% | Add +344.9% | 51,026 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +21.5% | 47,677 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +36.2% | 47,515 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +31.3% | 45,906 | $1.2M |
| Indivisible Partners | 0.06% | New | 42,992 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +339.3% | 42,838 | $1.1M |
| Founders Financial Alliance, LLC | 0.14% | Reduce -27.8% | 41,389 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +15.7% | 40,619 | $1.0M |
| Fiscal Wisdom Wealth Management, LLC | 0.88% | New | 40,349 | $1.0M |
| LongView Wealth Management | 0.26% | Add +6.9% | 40,043 | $1.0M |
| Creative Financial Designs Inc. | 0.05% | Add +341.4% | 39,555 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +4.5% | 39,418 | $1.0M |
| CGN Advisors LLC | 0.07% | Add +35.4% | 39,036 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Add +79.5% | 38,724 | $996K |
| Pines Wealth Management, LLC | 0.28% | Add +0.3% | 38,186 | $983K |
"% of holder's portfolio" is CGSD's weight in each manager's 13F, not the share of Cap Group Short Duration the manager owns.