Cap Group Short DurationCGSDETF
13F holders, Q3 2025 (September 30)147holders −1
14new positions
12sold out
1famous investor
$25.98avg. 13F price*
At the end of Q3 2025, 147 institutions reported holding Cap Group Short Duration (CGSD) in their 13F filings, down 1 from Q2 2025. 14 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($144.1M), LPL Financial LLC ($132.3M) and Capital Group Private Client Services, Inc. ($60.6M). 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 (Q3 2025)
- CUSIP
- 14020Y409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $23.4M |
| Exits | 12 | $29.7M |
All 13F filers, Q2 2025 → Q3 2025: 9,722,109 shares bought and 1,783,976 shares sold, net +7,938,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Morgan Stanley | 0.01% | Add +27.7% | 5,548,464 | $144.1M |
| LPL Financial LLC | 0.04% | Add +28.7% | 5,090,458 | $132.3M |
| Capital Group Private Client Services, Inc. | 1.01% | Add +3.9% | 2,331,339 | $60.6M |
| Cetera Investment Advisers | 0.06% | Add +13.1% | 2,080,207 | $54.0M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -3.7% | 2,021,436 | $52.5M |
| Merit Financial Group, LLC | 0.44% | Add +8823.7% | 1,822,843 | $47.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.3% | 1,266,820 | $32.9M |
| Osaic Holdings, Inc. | 0.04% | Add +9.8% | 1,215,314 | $31.6M |
| UBS Group AG | 0.01% | Add +32.8% | 1,170,865 | $30.4M |
| Royal Bank of Canada | 0.01% | Add +43.3% | 1,144,172 | $29.7M |
| Wells Fargo & Company | 0.01% | Add +39.4% | 1,116,611 | $29.0M |
| Raymond James Financial Inc. | 0.01% | Add +10.3% | 1,036,315 | $26.9M |
| WNY Asset Management, LLC | 2.50% | Add +3.9% | 997,621 | $25.9M |
| Captrust Financial Advisors | 0.05% | Add +13.0% | 991,285 | $25.8M |
| Jones Financial Companies LLLP | 0.02% | Add +33.0% | 982,034 | $25.6M |
| McIlrath & Eck, LLC | 2.43% | Reduce -22.4% | 906,410 | $23.5M |
| Bridgewealth Advisory Group, LLC | 4.90% | Add +3.3% | 813,953 | $21.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +17.0% | 749,658 | $19.5M |
| Stifel Financial Corp. | 0.02% | Add +205.9% | 704,984 | $18.3M |
| IAM Advisory, LLC | 3.17% | Add +3.5% | 542,187 | $14.1M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +52.8% | 526,551 | $13.7M |
| RFP Financial Group LLC | 5.17% | Add +1814.3% | 488,998 | $12.7M |
| MML Investors Services, LLC | 0.03% | Add +9.8% | 447,826 | $11.6M |
| Souders Financial Advisors | 1.34% | Add +9.1% | 434,745 | $11.3M |
| Susquehanna International Group, LLP | 0.02% | New | 405,525 | $10.5M |
| Private Advisor Group, LLC | 0.05% | Add +27.7% | 405,020 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +59.5% | 384,686 | $10.0M |
| NewEdge Advisors, LLC | 0.04% | Add +27.0% | 334,554 | $8.7M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +0.3% | 329,137 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.4% | 277,107 | $7.2M |
| New England Capital Financial Advisors LLC | 2.96% | Add +3.3% | 268,281 | $7.0M |
| Kestra Investment Management, LLC | 0.17% | Add +23.5% | 249,848 | $6.5M |
| Landaas & Co. /Wi | 1.47% | New | 248,224 | $6.4M |
| Entruity Wealth, LLC | 4.86% | Add +5.5% | 241,016 | $6.3M |
| Financial Management Network Inc. | 1.00% | Add +57.8% | 232,767 | $6.1M |
| Citadel Advisors | 0.00% | Add +9.9% | 228,077 | $5.9M |
| Wood Tarver Financial Group, LLC | 1.58% | Add +20.8% | 205,510 | $5.3M |
| Creekmur Asset Management LLC | 0.86% | Reduce -4.7% | 199,912 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +384.5% | 199,283 | $5.2M |
| Lodestone Wealth Management LLC | 2.16% | Add +9.7% | 185,030 | $4.8M |
| Benjamin Edwards Inc. | 0.05% | Add +27.2% | 184,816 | $4.8M |
| NWF Advisory Services Inc. | 0.51% | Reduce -0.8% | 179,660 | $4.7M |
| Petredis Investment Advisors LLC | 0.36% | Add +46.1% | 173,115 | $4.5M |
| Eq Wealth Advisors, LLC | 2.66% | Reduce -2.0% | 156,122 | $4.1M |
| Rothschild Investment LLC | 0.22% | Reduce -6.6% | 151,816 | $3.9M |
| Sovran Advisors, LLC | 0.32% | Add +19.9% | 140,608 | $3.7M |
| SOL Capital Management CO | 0.33% | Add +1.8% | 139,900 | $3.6M |
| J Hagan Capital, Inc. | 2.20% | Add +4.8% | 139,792 | $3.6M |
| StoneX Group Inc. | 0.15% | Reduce -8.6% | 131,105 | $3.4M |
| International Assets Investment Management, LLC | 0.26% | No change | 126,072 | $3.3M |
| BlackDiamond Wealth Management, LLC | 1.65% | Add +1.5% | 116,646 | $3.0M |
| Inspire Advisors, LLC | 0.27% | Add +12.7% | 109,593 | $2.8M |
| Mariner, LLC | 0.00% | Add +23.5% | 108,005 | $2.8M |
| Sei Investments Co. | 0.00% | Add +162.3% | 107,415 | $2.8M |
| Saxony Capital Management, LLC | 1.73% | Add +7.6% | 101,070 | $2.6M |
| Capital International Investors | 0.00% | Add +11.0% | 101,010 | $2.6M |
| Richards, Merrill & Peterson, Inc. | 1.01% | Add +6.4% | 90,196 | $2.3M |
| &partners | 0.01% | Add +16.4% | 89,368 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Add +28.8% | 85,515 | $2.2M |
| CLG LLC | 0.58% | Add +24.0% | 81,723 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -52.5% | 81,567 | $2.1M |
| DeDora Capital, Inc. | 0.49% | Add +0.5% | 78,571 | $2.0M |
| Smith Thornton Advisors LLC | 0.92% | Add +30.5% | 67,271 | $1.7M |
| World Investment Advisors | 0.03% | Add +204.6% | 64,551 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +278.0% | 60,524 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +0.6% | 56,668 | $1.5M |
| Summit Financial, LLC | 0.02% | New | 53,656 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.22% | New | 53,386 | $1.4M |
| Freestate Advisors LLC | 1.13% | Add +80.0% | 51,922 | $1.3M |
| Founders Financial Alliance, LLC | 0.23% | Add +4.3% | 46,869 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +5.7% | 46,429 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Reduce -1.8% | 43,539 | $1.1M |
| LongView Wealth Management | 0.29% | Add +58.0% | 41,341 | $1.1M |
| Confluence Wealth Services, Inc. | 0.05% | Add +3.1% | 39,250 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +8.0% | 38,396 | $998K |
| Baird Financial Group, Inc. | 0.00% | No change | 37,110 | $964K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -7.7% | 35,294 | $917K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +4.9% | 34,655 | $900K |
| Perennial Investment Advisors, LLC | 0.07% | Add +18.9% | 33,964 | $882K |
| Janney Montgomery Scott LLC | 0.00% | Add +42.1% | 32,445 | $843K |
| Parsonex Advisory Services, Inc. | 0.56% | Reduce -3.0% | 31,936 | $830K |
| Sowell Financial Services LLC | 0.03% | Reduce -3.9% | 31,926 | $829K |
| TCFG Wealth Management, LLC | 0.33% | Reduce -13.9% | 31,822 | $827K |
| Pines Wealth Management, LLC | 0.26% | Add +1.3% | 30,144 | $783K |
| Cannon Financial Strategists, Inc. | 0.11% | Add +0.4% | 29,108 | $756K |
| Independent Financial Group, LLC | 0.02% | Add +0.1% | 28,764 | $747K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | No change | 28,650 | $744K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 28,650 | $744K |
| Burford Brothers, Inc. | 0.30% | Reduce -2.9% | 26,924 | $699K |
| Eaton Financial Holdings Company, LLC | 0.20% | New | 26,813 | $697K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +14.7% | 26,630 | $692K |
| DAVENPORT & Co LLC | 0.00% | Add +4.8% | 25,227 | $655K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -2.2% | 24,592 | $639K |
| Brookstone Capital Management | 0.01% | Reduce -3.5% | 24,475 | $636K |
| Rockefeller Capital Management L.P. | 0.00% | New | 24,352 | $633K |
| Mutual Advisors, LLC | 0.01% | Reduce -22.8% | 23,734 | $619K |
| Smith, Moore & Co. | 0.05% | New | 22,875 | $594K |
| Continuum Advisory, LLC | 0.06% | Add +5.9% | 22,433 | $583K |
| Oak Hill Wealth Advisors, LLC | 0.11% | New | 21,708 | $564K |
| Global Retirement Partners, LLC | 0.01% | Reduce -33.9% | 19,710 | $512K |
| Prospera Financial Services Inc | 0.01% | Add +22.0% | 19,691 | $512K |
| GPS Wealth Strategies Group, LLC | 0.05% | New | 19,266 | $501K |
| Aurdan Capital Management, LLC | 0.15% | Add +1.3% | 18,617 | $484K |
| Equitable Holdings, Inc. | 0.00% | Add +25.4% | 18,224 | $473K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | No change | 17,623 | $458K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +4.1% | 17,402 | $452K |
| Integrated Wealth Concepts LLC | 0.00% | Add +87.6% | 15,592 | $405K |
| CGN Advisors LLC | 0.03% | Add +14.8% | 14,910 | $387K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.2% | 13,844 | $360K |
| Beacon Financial Advisory LLC | 0.08% | Add +31.1% | 13,805 | $359K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +3.8% | 13,698 | $356K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -67.8% | 12,951 | $336K |
| Comerica Bank | 0.00% | Add +52.4% | 11,681 | $303K |
| Titleist Asset Management, LLC | 0.02% | Add +2.6% | 10,723 | $279K |
| Oppenheimer & Co. Inc. | 0.00% | Add +18.0% | 10,407 | $270K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 9,752 | $253K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -12.9% | 9,549 | $248K |
| Allworth Financial LP | 0.00% | Reduce -3.4% | 9,409 | $244K |
| Gateway Wealth Partners, LLC | 0.03% | New | 9,181 | $239K |
| Arkadios Wealth Advisors | 0.01% | Add +2.6% | 8,456 | $220K |
| Principal Securities, Inc. | 0.00% | No change | 8,300 | $216K |
| Global Financial Private Client, LLC | 0.08% | No change | 8,215 | $213K |
| Capital Analysts, LLC | 0.01% | Reduce -1.7% | 8,115 | $211K |
| Rather & Kittrell, Inc. | 0.04% | No change | 7,781 | $202K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 7,779 | $202K |
| Flow Traders U.S. LLC | 0.01% | New | 7,707 | $200K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -92.8% | 7,695 | $200K |
| Assetmark, Inc. | 0.00% | Add +1193.4% | 6,648 | $173K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 6,356 | $165K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +27.1% | 5,155 | $134K |
| MPWM Advisory Solutions, LLC | 0.08% | Reduce -24.3% | 5,027 | $131K |
| Spire Wealth Management | 0.00% | Add +1.2% | 5,016 | $130K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.5% | 4,900 | $127K |
| Advisory Services Network, LLC | 0.00% | New | 4,555 | $118K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,900 | $75K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -79.7% | 2,892 | $75K |
| Deutsche Bank AG | 0.00% | Add +191.0% | 2,782 | $72K |
| Private Trust Co. NA | 0.01% | No change | 2,738 | $71K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -0.9% | 2,264 | $59K |
| IFP Advisors, Inc | 0.00% | Add +102.4% | 1,779 | $46K |
| MAI Capital Management | 0.00% | New | 1,539 | $40K |
| Creative Financial Designs Inc. | 0.00% | New | 1,330 | $35K |
| Lanark Financial, Inc. | 0.00% | Reduce -42.0% | 913 | $24K |
| AdvisorNet Financial, Inc | 0.00% | No change | 780 | $20K |
| ORG Partners LLC | 0.00% | No change | 581 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 193 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $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.