Cap Group Short DurationCGSDETF
13F holders, Q1 2025 (March 31)134holders +14
25new positions
8sold out
1famous investor
$25.81avg. 13F price*
At the end of Q1 2025, 134 institutions reported holding Cap Group Short Duration (CGSD) in their 13F filings, up 14 from Q4 2024. 25 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($72.9M), Morgan Stanley ($65.1M) and Capital Group Private Client Services, Inc. ($56.0M). 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 (Q1 2025)
- CUSIP
- 14020Y409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $43.7M |
| Exits | 8 | $3.7M |
All 13F filers, Q4 2024 → Q1 2025: 7,045,359 shares bought and 1,289,777 shares sold, net +5,755,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| LPL Financial LLC | 0.03% | Add +30.8% | 2,823,430 | $72.9M |
| Morgan Stanley | 0.00% | Add +143.9% | 2,520,542 | $65.1M |
| Capital Group Private Client Services, Inc. | 0.55% | Add +1.1% | 2,171,542 | $56.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +13.5% | 1,824,041 | $47.1M |
| Cetera Investment Advisers | 0.08% | Add +15.0% | 1,517,599 | $39.2M |
| McIlrath & Eck, LLC | 3.82% | Reduce -2.5% | 1,204,461 | $31.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -14.3% | 921,615 | $23.8M |
| WNY Asset Management, LLC | 2.77% | Add +4.1% | 901,933 | $23.3M |
| UBS Group AG | 0.01% | Add +0.9% | 886,008 | $22.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +52.8% | 853,312 | $22.0M |
| Captrust Financial Advisors | 0.05% | Add +44.8% | 738,686 | $19.1M |
| Raymond James Financial Inc. | 0.01% | Add +19.2% | 648,315 | $16.7M |
| Townsquare Capital LLC | 0.16% | New | 593,172 | $15.3M |
| Norden Group LLC | 1.76% | New | 591,127 | $15.3M |
| Beta Wealth Group, Inc. | 4.62% | Add +65.4% | 498,556 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +248.3% | 491,775 | $12.7M |
| Royal Bank of Canada | 0.00% | Add +5.5% | 473,615 | $12.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +52.7% | 466,899 | $12.1M |
| Jones Financial Companies LLLP | 0.01% | Add +77.6% | 417,160 | $10.8M |
| MML Investors Services, LLC | 0.03% | Add +49.7% | 392,878 | $10.1M |
| Souders Financial Advisors | 1.32% | Add +16.5% | 365,103 | $9.4M |
| Private Advisor Group, LLC | 0.05% | Add +62.8% | 339,276 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +37.6% | 304,897 | $7.9M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +9.6% | 294,667 | $7.6M |
| New England Capital Financial Advisors LLC | 3.19% | Add +0.8% | 242,969 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.4% | 241,034 | $6.2M |
| Entruity Wealth, LLC | 5.55% | Add +1.9% | 228,184 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +15.8% | 202,065 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +38.4% | 199,048 | $5.1M |
| NWF Advisory Services Inc. | 0.66% | New | 182,365 | $4.7M |
| J Hagan Capital, Inc. | 3.69% | — | 176,837 | $4.5M |
| Lodestone Wealth Management LLC | 2.38% | Add +0.7% | 173,060 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +49.5% | 172,356 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.1% | 165,143 | $4.3M |
| Rothschild Investment LLC | 0.28% | Reduce -3.0% | 159,919 | $4.1M |
| Citadel Advisors | 0.00% | Add +85.9% | 159,133 | $4.1M |
| Benjamin Edwards Inc. | 0.06% | Add +12.9% | 157,046 | $4.1M |
| SOL Capital Management CO | 0.41% | Add +8.3% | 143,845 | $3.7M |
| StoneX Group Inc. | 0.20% | Add +1687.9% | 142,244 | $3.7M |
| Financial Management Network Inc. | 0.78% | Add +6.9% | 133,891 | $3.5M |
| Jane Street Group, LLC | 0.01% | Add +58.6% | 128,815 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -1.3% | 128,041 | $3.3M |
| Eq Wealth Advisors, LLC | 2.62% | Add +18.4% | 127,560 | $3.3M |
| International Assets Investment Management, LLC | 0.29% | Reduce -6.2% | 126,418 | $3.3M |
| BlackDiamond Wealth Management, LLC | 2.03% | Reduce -10.2% | 116,492 | $3.0M |
| Geneos Wealth Management Inc. | 0.09% | Add +418919.2% | 108,945 | $2.8M |
| Wood Tarver Financial Group, LLC | 0.90% | Add +53.7% | 107,119 | $2.8M |
| Inspire Advisors, LLC | 0.29% | Add +15.9% | 96,528 | $2.5M |
| Bridgewealth Advisory Group, LLC | 3.16% | Reduce -87.7% | 93,219 | $2.4M |
| Saxony Capital Management, LLC | 2.09% | Reduce -2.9% | 92,282 | $2.4M |
| Capital International Investors | 0.00% | Add +13.6% | 91,995 | $2.4M |
| Richards, Merrill & Peterson, Inc. | 1.01% | Add +5.6% | 75,286 | $1.9M |
| DeDora Capital, Inc. | 0.50% | Add +10.8% | 67,216 | $1.7M |
| CLG LLC | 0.57% | Add +5.1% | 63,565 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +60.6% | 57,762 | $1.5M |
| Mariner, LLC | 0.00% | Add +4.3% | 56,192 | $1.5M |
| LongView Wealth Management | 0.43% | Add +0.8% | 55,139 | $1.4M |
| Sovran Advisors, LLC | 0.18% | New | 52,604 | $1.4M |
| Smith Thornton Advisors LLC | 0.83% | Add +0.5% | 51,538 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -6.7% | 45,352 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +13.4% | 44,672 | $1.2M |
| Western Wealth Management, LLC | 0.07% | Add +4.4% | 43,624 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +2.5% | 40,551 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +0.4% | 38,028 | $981K |
| Confluence Wealth Services, Inc. | 0.06% | New | 37,850 | $975K |
| Baird Financial Group, Inc. | 0.00% | No change | 37,110 | $958K |
| Harbour Investments, Inc. | 0.03% | Add +25.5% | 35,959 | $928K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -2.2% | 33,022 | $853K |
| Cyndeo Wealth Partners, LLC | 0.05% | New | 32,345 | $835K |
| Mutual Advisors, LLC | 0.02% | Reduce -6.7% | 32,219 | $834K |
| TCFG Wealth Management, LLC | 0.40% | Add +0.1% | 30,347 | $783K |
| Burford Brothers, Inc. | 0.37% | Reduce -6.3% | 29,507 | $762K |
| RFP Financial Group LLC | 0.30% | Reduce -88.5% | 28,949 | $747K |
| Independent Financial Group, LLC | 0.03% | Add +33.9% | 28,729 | $741K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | No change | 28,650 | $739K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 28,650 | $739K |
| Pines Wealth Management, LLC | 0.31% | Reduce -2.7% | 25,684 | $662K |
| RFG Advisory, LLC | 0.02% | New | 25,309 | $653K |
| Perennial Investment Advisors, LLC | 0.07% | New | 25,290 | $653K |
| Stonebridge Financial Group, LLC | 0.07% | Add +3.1% | 24,822 | $641K |
| Susquehanna International Group, LLP | 0.00% | New | 24,372 | $629K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.4% | 23,745 | $613K |
| CW Advisors, LLC | 0.01% | New | 23,342 | $603K |
| Continuum Advisory, LLC | 0.07% | Add +51.4% | 22,420 | $579K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -47.6% | 21,027 | $542K |
| Founders Financial Alliance, LLC | 0.13% | New | 20,900 | $539K |
| Janney Montgomery Scott LLC | 0.00% | Add +23.7% | 19,944 | $515K |
| Brookstone Capital Management | 0.01% | Reduce -12.1% | 18,648 | $481K |
| Aurdan Capital Management, LLC | 0.17% | Add +12.7% | 17,948 | $463K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | No change | 17,623 | $455K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.9% | 16,458 | $425K |
| Sowell Financial Services LLC | 0.02% | Add +1.4% | 15,636 | $404K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +4.5% | 15,427 | $398K |
| Mgo One Seven LLC | 0.01% | Reduce -4.0% | 14,550 | $376K |
| Kestra Investment Management, LLC | 0.01% | Reduce -23.2% | 14,314 | $369K |
| CGN Advisors LLC | 0.03% | Add +8.7% | 13,490 | $348K |
| MPWM Advisory Solutions, LLC | 0.24% | Add +9.3% | 12,645 | $326K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 12,112 | $313K |
| Equitable Holdings, Inc. | 0.00% | Add +17.7% | 11,989 | $309K |
| Delta Financial Group, Inc. | 0.07% | Add +4.7% | 11,671 | $302K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.4% | 10,970 | $283K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 10,441 | $269K |
| Titleist Asset Management, LLC | 0.03% | Reduce -21.2% | 10,095 | $261K |
| Hartmann Taylor Wealth Management, LLC | 0.23% | — | 10,000 | $258K |
| Allworth Financial LP | 0.00% | Reduce -37.9% | 9,923 | $257K |
| Gateway Wealth Partners, LLC | 0.06% | Add +16.4% | 9,894 | $255K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 9,752 | $252K |
| Freestate Advisors LLC | 0.25% | New | 9,691 | $250K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.4% | 8,825 | $228K |
| Principal Securities, Inc. | 0.00% | No change | 8,300 | $213K |
| Global Financial Private Client, LLC | 0.08% | No change | 8,215 | $212K |
| Integrated Wealth Concepts LLC | 0.00% | New | 8,028 | $207K |
| World Investment Advisors | 0.01% | New | 7,964 | $206K |
| MSH Capital Advisors LLC | 0.06% | New | 7,837 | $202K |
| Rather & Kittrell, Inc. | 0.04% | New | 7,781 | $201K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 7,779 | $201K |
| Capital Analysts, LLC | 0.01% | New | 7,674 | $198K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.7% | 7,512 | $194K |
| Comerica Bank | 0.00% | Add +762.0% | 6,663 | $172K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -7.3% | 5,134 | $133K |
| Spire Wealth Management | 0.00% | Add +1.5% | 4,903 | $127K |
| Synergy Investment Management, LLC | 0.03% | New | 2,900 | $75K |
| St Germain D J Co. Inc. | 0.00% | Reduce -19.9% | 2,900 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +30.5% | 2,680 | $69K |
| Lanark Financial, Inc. | 0.00% | — | 1,574 | $40K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $26K |
| Ameriflex Group, Inc. | 0.01% | Add +146.6% | 910 | $23K |
| US Bancorp \de | 0.00% | New | 878 | $23K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 869 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 780 | $20K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 768 | $20K |
| CoreCap Advisors, LLC | 0.00% | New | 193 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 190 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 97 | $3K |
"% of holder's portfolio" is CGSD's weight in each manager's 13F, not the share of Cap Group Short Duration the manager owns.