Cap Group Short DurationCGSDETF
13F holders, Q2 2025 (June 30)148holders +14
20new positions
7sold out
1famous investor
$25.93avg. 13F price*
At the end of Q2 2025, 148 institutions reported holding Cap Group Short Duration (CGSD) in their 13F filings, up 14 from Q1 2025. 20 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($112.7M), LPL Financial LLC ($102.6M) and Capital Group Private Client Services, Inc. ($58.2M). 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 (Q2 2025)
- CUSIP
- 14020Y409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $28.9M |
| Exits | 7 | $16.6M |
All 13F filers, Q1 2025 → Q2 2025: 8,387,508 shares bought and 979,004 shares sold, net +7,408,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Morgan Stanley | 0.01% | Add +72.4% | 4,345,569 | $112.7M |
| LPL Financial LLC | 0.03% | Add +40.1% | 3,955,676 | $102.6M |
| Capital Group Private Client Services, Inc. | 0.50% | Add +3.4% | 2,244,927 | $58.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +15.1% | 2,099,696 | $54.5M |
| Cetera Investment Advisers | 0.08% | Add +21.2% | 1,839,269 | $47.7M |
| McIlrath & Eck, LLC | 3.46% | Reduce -3.0% | 1,168,716 | $30.3M |
| Osaic Holdings, Inc. | 0.05% | Add +20.1% | 1,106,573 | $28.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.4% | 1,035,466 | $26.9M |
| WNY Asset Management, LLC | 2.74% | Add +6.5% | 960,267 | $24.9M |
| Raymond James Financial Inc. | 0.01% | Add +45.0% | 939,933 | $24.4M |
| UBS Group AG | 0.00% | Reduce -0.5% | 881,595 | $22.9M |
| Captrust Financial Advisors | 0.05% | Add +18.8% | 877,337 | $22.8M |
| Wells Fargo & Company | 0.00% | Add +62.9% | 800,831 | $20.8M |
| Royal Bank of Canada | 0.00% | Add +68.6% | 798,718 | $20.7M |
| Bridgewealth Advisory Group, LLC | 5.19% | Add +745.3% | 787,980 | $20.4M |
| Jones Financial Companies LLLP | 0.01% | Add +77.0% | 738,301 | $19.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +37.2% | 640,707 | $16.6M |
| Norden Group LLC | 1.57% | Reduce -5.5% | 558,923 | $14.5M |
| IAM Advisory, LLC | 3.26% | New | 523,928 | $13.6M |
| Beta Wealth Group, Inc. | 4.68% | Reduce -1.1% | 493,239 | $12.8M |
| MML Investors Services, LLC | 0.03% | Add +3.9% | 408,059 | $10.6M |
| Souders Financial Advisors | 1.32% | Add +9.2% | 398,518 | $10.3M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +13.0% | 344,503 | $8.9M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +11.4% | 328,320 | $8.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -6.5% | 317,271 | $8.2M |
| NewEdge Advisors, LLC | 0.04% | Add +52.8% | 263,378 | $6.8M |
| New England Capital Financial Advisors LLC | 3.08% | Add +6.9% | 259,718 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.2% | 251,030 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +21.2% | 241,240 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +14.1% | 230,493 | $6.0M |
| Entruity Wealth, LLC | 5.04% | Add +0.1% | 228,480 | $5.9M |
| Creekmur Asset Management LLC | 0.96% | New | 209,717 | $5.4M |
| Citadel Advisors | 0.00% | Add +30.4% | 207,589 | $5.4M |
| Kestra Investment Management, LLC | 0.16% | Add +1313.6% | 202,348 | $5.2M |
| NWF Advisory Services Inc. | 0.56% | Reduce -0.7% | 181,076 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.0% | 171,688 | $4.5M |
| Wood Tarver Financial Group, LLC | 1.33% | Add +58.8% | 170,110 | $4.4M |
| Lodestone Wealth Management LLC | 2.13% | Reduce -2.5% | 168,654 | $4.4M |
| Rothschild Investment LLC | 0.26% | Add +1.6% | 162,502 | $4.2M |
| Eq Wealth Advisors, LLC | 2.81% | Add +24.9% | 159,264 | $4.1M |
| Financial Management Network Inc. | 0.68% | Add +10.2% | 147,558 | $3.8M |
| Benjamin Edwards Inc. | 0.05% | Reduce -7.5% | 145,255 | $3.8M |
| StoneX Group Inc. | 0.18% | Add +0.9% | 143,466 | $3.7M |
| SOL Capital Management CO | 0.35% | Reduce -4.5% | 137,435 | $3.6M |
| J Hagan Capital, Inc. | 2.34% | Reduce -24.6% | 133,419 | $3.5M |
| International Assets Investment Management, LLC | 0.26% | Reduce -0.3% | 126,072 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -3.6% | 123,450 | $3.2M |
| Petredis Investment Advisors LLC | 0.27% | New | 118,482 | $3.1M |
| Sovran Advisors, LLC | 0.32% | Add +122.9% | 117,239 | $3.0M |
| BlackDiamond Wealth Management, LLC | 1.72% | Reduce -1.4% | 114,890 | $3.0M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -2.3% | 106,406 | $2.8M |
| Inspire Advisors, LLC | 0.26% | Add +0.7% | 97,244 | $2.5M |
| Saxony Capital Management, LLC | 1.87% | Add +1.8% | 93,898 | $2.4M |
| Capital International Investors | 0.00% | Reduce -1.1% | 91,002 | $2.4M |
| Mariner, LLC | 0.00% | Add +55.7% | 87,476 | $2.3M |
| Richards, Merrill & Peterson, Inc. | 1.05% | Add +12.6% | 84,763 | $2.2M |
| DeDora Capital, Inc. | 0.53% | Add +16.3% | 78,163 | $2.0M |
| &partners | 0.02% | New | 76,778 | $2.0M |
| Valmark Advisers, Inc. | 0.02% | Add +15.0% | 66,413 | $1.7M |
| CLG LLC | 0.53% | Add +3.7% | 65,908 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +38.9% | 56,324 | $1.5M |
| Smith Thornton Advisors LLC | 0.77% | Add +0.0% | 51,540 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.6% | 48,050 | $1.2M |
| Founders Financial Alliance, LLC | 0.27% | Add +115.0% | 44,934 | $1.2M |
| Western Wealth Management, LLC | 0.07% | Add +1.7% | 44,348 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +22.1% | 43,913 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -68.1% | 41,133 | $1.1M |
| Sei Investments Co. | 0.00% | New | 40,945 | $1.1M |
| Stonebridge Financial Group, LLC | 0.10% | Add +62.0% | 40,202 | $1.0M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -15.7% | 38,232 | $992K |
| Confluence Wealth Services, Inc. | 0.05% | Add +0.6% | 38,086 | $988K |
| Baird Financial Group, Inc. | 0.00% | No change | 37,110 | $962K |
| TCFG Wealth Management, LLC | 0.44% | Add +21.9% | 36,977 | $959K |
| Truist Financial Corp. | 0.00% | Reduce -6.5% | 35,558 | $922K |
| Sowell Financial Services LLC | 0.04% | Add +112.4% | 33,217 | $861K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +2.1% | 33,023 | $856K |
| Parsonex Advisory Services, Inc. | 0.71% | — | 32,925 | $854K |
| Mutual Advisors, LLC | 0.02% | Reduce -4.6% | 30,733 | $798K |
| Global Retirement Partners, LLC | 0.02% | — | 29,810 | $773K |
| Pines Wealth Management, LLC | 0.27% | Add +15.9% | 29,761 | $770K |
| Cannon Financial Strategists, Inc. | 0.12% | New | 28,998 | $752K |
| Freestate Advisors LLC | 0.67% | Add +197.7% | 28,854 | $748K |
| Independent Financial Group, LLC | 0.02% | Add +0.1% | 28,746 | $746K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | No change | 28,650 | $743K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 28,650 | $743K |
| Perennial Investment Advisors, LLC | 0.07% | Add +13.0% | 28,570 | $741K |
| Burford Brothers, Inc. | 0.33% | Reduce -6.0% | 27,731 | $719K |
| RFG Advisory, LLC | 0.02% | Add +6.6% | 26,973 | $700K |
| LongView Wealth Management | 0.21% | Reduce -52.6% | 26,157 | $678K |
| RFP Financial Group LLC | 0.27% | Reduce -11.8% | 25,544 | $662K |
| CW Advisors, LLC | 0.01% | Add +8.7% | 25,376 | $658K |
| Brookstone Capital Management | 0.01% | Add +36.0% | 25,366 | $658K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -23.8% | 25,153 | $652K |
| DAVENPORT & Co LLC | 0.00% | Add +1.4% | 24,066 | $624K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 23,223 | $602K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.4% | 22,826 | $592K |
| World Investment Advisors | 0.01% | Add +166.1% | 21,191 | $550K |
| Continuum Advisory, LLC | 0.07% | Reduce -5.5% | 21,181 | $549K |
| Merit Financial Group, LLC | 0.01% | New | 20,427 | $530K |
| MSH Capital Advisors LLC | 0.14% | Add +144.2% | 19,134 | $496K |
| Aurdan Capital Management, LLC | 0.16% | Add +2.4% | 18,370 | $476K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | No change | 17,623 | $457K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +8.4% | 16,719 | $434K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.9% | 16,141 | $419K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 16,010 | $415K |
| Equitable Holdings, Inc. | 0.00% | Add +21.3% | 14,539 | $377K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -32.2% | 14,253 | $370K |
| Mgo One Seven LLC | 0.01% | Reduce -4.1% | 13,950 | $362K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +26.4% | 13,194 | $342K |
| CGN Advisors LLC | 0.03% | Reduce -3.7% | 12,985 | $337K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 12,910 | $335K |
| Hartmann Taylor Wealth Management, LLC | 0.24% | Add +11.3% | 11,125 | $289K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 10,970 | $285K |
| Beacon Financial Advisory LLC | 0.07% | New | 10,526 | $273K |
| Titleist Asset Management, LLC | 0.03% | Add +3.5% | 10,449 | $271K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 9,752 | $253K |
| Allworth Financial LP | 0.00% | Reduce -1.9% | 9,736 | $253K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.1% | 8,821 | $229K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.5% | 8,310 | $216K |
| Principal Securities, Inc. | 0.00% | No change | 8,300 | $215K |
| Capital Analysts, LLC | 0.01% | Add +7.6% | 8,256 | $214K |
| Bank of New York Mellon Corp | 0.00% | New | 8,243 | $214K |
| Arkadios Wealth Advisors | 0.01% | New | 8,238 | $214K |
| Global Financial Private Client, LLC | 0.08% | No change | 8,215 | $213K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 8,051 | $209K |
| Rather & Kittrell, Inc. | 0.04% | No change | 7,781 | $202K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 7,779 | $202K |
| Comerica Bank | 0.00% | Add +15.0% | 7,663 | $199K |
| MPWM Advisory Solutions, LLC | 0.11% | Reduce -47.5% | 6,642 | $172K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.5% | 6,345 | $165K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.2% | 5,023 | $130K |
| Spire Wealth Management | 0.00% | Add +1.1% | 4,958 | $129K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +51.3% | 4,056 | $105K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,900 | $75K |
| Private Trust Co. NA | 0.01% | Add +173.8% | 2,738 | $71K |
| Signature Resources Capital Management, LLC | 0.04% | Add +197.4% | 2,284 | $59K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,905 | $49K |
| Bank of America Corp. | 0.00% | New | 1,905 | $49K |
| Lanark Financial, Inc. | 0.00% | No change | 1,574 | $40K |
| Deutsche Bank AG | 0.00% | New | 956 | $25K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 879 | $23K |
| AdvisorNet Financial, Inc | 0.00% | No change | 780 | $20K |
| ORG Partners LLC | 0.00% | New | 581 | $15K |
| Assetmark, Inc. | 0.00% | New | 514 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 193 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 190 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +20.6% | 117 | $3K |
| Arax Advisory Partners | 0.00% | New | 70 | $2K |
"% of holder's portfolio" is CGSD's weight in each manager's 13F, not the share of Cap Group Short Duration the manager owns.