Cap Group Short DurationCGSDETF
13F holders, Q4 2024 (December 31)120holders +21
14new positions
3sold out
1famous investor
$25.64avg. 13F price*
At the end of Q4 2024, 120 institutions reported holding Cap Group Short Duration (CGSD) in their 13F filings, up 21 from Q3 2024. 14 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($55.3M), Capital Group Private Client Services, Inc. ($55.1M) and Commonwealth Equity Services, LLC ($41.2M). 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 (Q4 2024)
- CUSIP
- 14020Y409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $15.0M |
| Exits | 3 | $411K |
All 13F filers, Q3 2024 → Q4 2024: 3,675,418 shares bought and 534,292 shares sold, net +3,141,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| LPL Financial LLC | 0.02% | Add +59.8% | 2,158,245 | $55.3M |
| Capital Group Private Client Services, Inc. | 0.51% | Reduce -1.2% | 2,148,140 | $55.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +9.3% | 1,606,759 | $41.2M |
| Cetera Investment Advisers | 0.07% | Add +8.6% | 1,319,845 | $33.8M |
| McIlrath & Eck, LLC | 4.04% | Reduce -1.4% | 1,234,675 | $31.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -11.2% | 1,074,758 | $27.6M |
| Morgan Stanley | 0.00% | Add +89.1% | 1,033,223 | $26.5M |
| UBS Group AG | 0.01% | Add +15.6% | 878,442 | $22.5M |
| WNY Asset Management, LLC | 2.75% | Add +0.7% | 866,609 | $22.2M |
| Bridgewealth Advisory Group, LLC | 5.49% | Add +21.7% | 755,083 | $19.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.3% | 558,407 | $14.3M |
| Raymond James Financial Inc. | 0.01% | — | 543,794 | $13.9M |
| Captrust Financial Advisors | 0.04% | Add +165.7% | 510,071 | $13.1M |
| Royal Bank of Canada | 0.00% | Add +7.9% | 449,110 | $11.5M |
| Souders Financial Advisors | 1.12% | Add +16.6% | 313,335 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +163.9% | 305,828 | $7.8M |
| Beta Wealth Group, Inc. | 3.42% | Add +4.6% | 301,386 | $7.7M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +7.0% | 268,796 | $6.9M |
| MML Investors Services, LLC | 0.02% | Add +21.3% | 262,474 | $6.7M |
| RFP Financial Group LLC | 2.52% | New | 252,425 | $6.5M |
| New England Capital Financial Advisors LLC | 3.02% | Add +5.9% | 241,136 | $6.2M |
| Jones Financial Companies LLLP | 0.01% | Add +146.4% | 234,934 | $6.0M |
| Entruity Wealth, LLC | 5.70% | — | 224,044 | $5.7M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +14.2% | 221,572 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 216,379 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +6.6% | 208,344 | $5.3M |
| Stifel Financial Corp. | 0.00% | Add +36.7% | 174,519 | $4.5M |
| Lodestone Wealth Management LLC | 2.21% | Add +2.2% | 171,815 | $4.4M |
| Rothschild Investment LLC | 0.28% | Add +0.9% | 164,930 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +42.8% | 157,181 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.9% | 143,844 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +44.5% | 141,173 | $3.6M |
| Benjamin Edwards Inc. | 0.05% | Add +11.4% | 139,077 | $3.6M |
| International Assets Investment Management, LLC | 0.29% | Reduce -2.3% | 134,804 | $3.5M |
| SOL Capital Management CO | 0.38% | Add +21.9% | 132,842 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +73.6% | 129,745 | $3.3M |
| BlackDiamond Wealth Management, LLC | 1.92% | Add +1.8% | 129,688 | $3.3M |
| Financial Management Network Inc. | 0.67% | Add +24.7% | 125,287 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | New | 115,252 | $3.0M |
| Eq Wealth Advisors, LLC | 2.66% | — | 107,780 | $2.8M |
| Saxony Capital Management, LLC | 2.14% | Reduce -0.2% | 95,062 | $2.4M |
| Citadel Advisors | 0.00% | New | 85,600 | $2.2M |
| Inspire Advisors, LLC | 0.26% | Add +2.3% | 83,257 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -40.8% | 81,225 | $2.1M |
| Capital International Investors | 0.00% | Reduce -33.1% | 80,991 | $2.1M |
| Richards, Merrill & Peterson, Inc. | 0.96% | — | 71,308 | $1.8M |
| Wood Tarver Financial Group, LLC | 0.60% | — | 69,703 | $1.8M |
| DeDora Capital, Inc. | 0.43% | Reduce -0.1% | 60,688 | $1.6M |
| CLG LLC | 0.55% | — | 60,478 | $1.6M |
| Fjell Capital, LLC | 1.48% | — | 55,849 | $1.4M |
| LongView Wealth Management | 0.43% | Add +107.4% | 54,673 | $1.4M |
| Mariner, LLC | 0.00% | Add +14.9% | 53,862 | $1.4M |
| Smith Thornton Advisors LLC | 0.83% | Add +84.9% | 51,265 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +2.8% | 48,628 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Add +14.1% | 41,799 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -46.4% | 40,115 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -1.2% | 39,551 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -41.1% | 39,403 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +23.1% | 37,879 | $971K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.6% | 37,110 | $952K |
| Valmark Advisers, Inc. | 0.01% | New | 35,960 | $922K |
| Mutual Advisors, LLC | 0.03% | Reduce -27.5% | 34,517 | $887K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -5.0% | 33,750 | $865K |
| Independent Advisor Alliance | 0.01% | New | 33,428 | $857K |
| Burford Brothers, Inc. | 0.40% | Reduce -16.1% | 31,505 | $808K |
| TCFG Wealth Management, LLC | 0.39% | Add +0.2% | 30,321 | $777K |
| Harbour Investments, Inc. | 0.02% | Reduce -10.6% | 28,659 | $735K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Reduce -2.7% | 28,650 | $735K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.7% | 28,650 | $735K |
| Pines Wealth Management, LLC | 0.29% | — | 26,387 | $675K |
| DAVENPORT & Co LLC | 0.00% | Add +2.1% | 24,582 | $630K |
| Stonebridge Financial Group, LLC | 0.07% | — | 24,076 | $617K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +14.8% | 22,319 | $574K |
| Independent Financial Group, LLC | 0.02% | Add +0.1% | 21,457 | $550K |
| Brookstone Capital Management | 0.01% | New | 21,207 | $544K |
| Kestra Investment Management, LLC | 0.02% | Reduce -58.9% | 18,637 | $478K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | No change | 17,623 | $452K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 17,126 | $439K |
| Flow Traders U.S. LLC | 0.02% | Reduce -86.1% | 16,674 | $428K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.9% | 16,123 | $413K |
| Allworth Financial LP | 0.00% | Reduce -12.1% | 15,982 | $411K |
| Aurdan Capital Management, LLC | 0.16% | — | 15,924 | $408K |
| Sowell Financial Services LLC | 0.02% | Add +8.9% | 15,414 | $395K |
| Mgo One Seven LLC | 0.01% | Reduce -14.2% | 15,150 | $388K |
| Continuum Advisory, LLC | 0.05% | Add +19.1% | 14,810 | $380K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +3.9% | 14,757 | $378K |
| Riggs Capital Management LLC | 0.35% | — | 13,909 | $357K |
| Trilogy Capital Inc. | 0.02% | Reduce -15.5% | 12,830 | $329K |
| Titleist Asset Management, LLC | 0.04% | Add +18.8% | 12,806 | $328K |
| CGN Advisors LLC | 0.03% | Reduce -12.0% | 12,409 | $318K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.2% | 12,090 | $310K |
| MPWM Advisory Solutions, LLC | 0.22% | — | 11,571 | $297K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 11,470 | $294K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -34.2% | 11,437 | $293K |
| Delta Financial Group, Inc. | 0.07% | Add +20.6% | 11,145 | $286K |
| Equitable Holdings, Inc. | 0.00% | New | 10,189 | $271K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 9,752 | $250K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 8,700 | $223K |
| Gateway Wealth Partners, LLC | 0.06% | Add +0.1% | 8,504 | $218K |
| Principal Securities, Inc. | 0.00% | No change | 8,300 | $213K |
| Global Financial Private Client, LLC | 0.08% | No change | 8,215 | $211K |
| StoneX Group Inc. | 0.01% | New | 7,956 | $204K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 6,549 | $168K |
| Smartleaf Asset Management LLC | 0.01% | Add +1.4% | 5,541 | $142K |
| Spire Wealth Management | 0.00% | New | 4,831 | $124K |
| WR Wealth Planners, LLC | 0.03% | Reduce -33.6% | 3,663 | $94K |
| St Germain D J Co. Inc. | 0.00% | Reduce -36.5% | 3,619 | $93K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.6% | 2,053 | $53K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $26K |
| IFP Advisors, Inc | 0.00% | Add +1.3% | 861 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 780 | $20K |
| Comerica Bank | 0.00% | New | 773 | $20K |
| Signature Resources Capital Management, LLC | 0.02% | Add +0.3% | 768 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 440 | $11K |
| Ameriflex Group, Inc. | 0.00% | — | 369 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 190 | $5K |
| Oarsman Capital, Inc. | 0.00% | Add +1.3% | 153 | $4K |
| Beacon Capital Management, LLC | 0.00% | New | 68 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 26 | $667 |
| Lanark Financial, Inc. | 0.04% | — | 16 | $423 |
"% of holder's portfolio" is CGSD's weight in each manager's 13F, not the share of Cap Group Short Duration the manager owns.