Cap Group Short DurationCGSDETF
13F holders, Q4 2025 (December 31)165holders +18
18new positions
11sold out
$26.01avg. 13F price*
At the end of Q4 2025, 165 institutions reported holding Cap Group Short Duration (CGSD) in their 13F filings, up 18 from Q3 2025. 18 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($162.2M), Morgan Stanley ($154.6M) and Capital Group Private Client Services, Inc. ($61.0M).
- Company
- Cap Group Short Duration
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q4 2025)
- CUSIP
- 14020Y409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.8M |
| Exits | 11 | $30.0M |
All 13F filers, Q3 2025 → Q4 2025: 7,680,904 shares bought and 1,552,473 shares sold, net +6,128,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| LPL Financial LLC | 0.04% | Add +22.5% | 6,235,706 | $162.2M |
| Morgan Stanley | 0.01% | Add +7.2% | 5,944,971 | $154.6M |
| Capital Group Private Client Services, Inc. | 0.97% | Add +0.7% | 2,346,908 | $61.0M |
| Cetera Investment Advisers | 0.07% | Add +12.0% | 2,329,829 | $60.6M |
| Commonwealth Equity Services, LLC | 0.07% | Add +6.1% | 2,144,817 | $55.8M |
| Merit Financial Group, LLC | 0.40% | Add +4.8% | 1,910,928 | $49.7M |
| Wells Fargo & Company | 0.01% | Add +55.1% | 1,731,920 | $45.0M |
| Wood Tarver Financial Group, LLC | 10.05% | Add +569.7% | 1,376,244 | $35.8M |
| Jones Financial Companies LLLP | 0.02% | Add +33.6% | 1,312,237 | $34.1M |
| Royal Bank of Canada | 0.01% | Add +13.1% | 1,294,091 | $33.7M |
| UBS Group AG | 0.01% | Add +9.5% | 1,281,578 | $33.3M |
| Raymond James Financial Inc. | 0.01% | Add +23.5% | 1,279,611 | $33.3M |
| Osaic Holdings, Inc. | 0.05% | Add +3.3% | 1,255,710 | $32.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 1,250,272 | $32.5M |
| Captrust Financial Advisors | 0.05% | Add +4.2% | 1,033,111 | $26.9M |
| Bridgewealth Advisory Group, LLC | 5.54% | Add +18.5% | 964,535 | $25.1M |
| McIlrath & Eck, LLC | 2.12% | Reduce -3.1% | 878,176 | $22.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +10.5% | 828,597 | $21.6M |
| RFP Financial Group LLC | 9.93% | Add +63.0% | 797,118 | $20.7M |
| Stifel Financial Corp. | 0.02% | Add +9.9% | 774,810 | $20.2M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +8.6% | 571,804 | $14.9M |
| IAM Advisory, LLC | 3.22% | Add +2.8% | 557,082 | $14.5M |
| Landaas & Co. /Wi | 3.10% | Add +118.3% | 541,876 | $14.1M |
| MML Investors Services, LLC | 0.03% | Add +12.3% | 502,718 | $13.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +22.6% | 471,740 | $12.3M |
| Private Advisor Group, LLC | 0.06% | Add +16.1% | 470,153 | $12.2M |
| Souders Financial Advisors | 1.36% | Add +4.9% | 455,868 | $11.9M |
| Thayer Financial, L.L.C. | 11.35% | — | 412,745 | $10.7M |
| Baird Financial Group, Inc. | 0.02% | Add +947.8% | 388,852 | $10.1M |
| NewEdge Advisors, LLC | 0.04% | Add +14.6% | 383,406 | $10.0M |
| Cauble & Harre Wealth Management, Inc. | 7.54% | — | 345,902 | $9.0M |
| Valmark Advisers, Inc. | 0.11% | Add +285.5% | 329,671 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.2% | 310,788 | $8.1M |
| &partners | 0.04% | Add +229.3% | 294,251 | $7.6M |
| Financial Management Network Inc. | 1.11% | Add +16.1% | 270,202 | $7.0M |
| Great Valley Advisor Group, Inc. | 0.13% | Reduce -18.8% | 267,218 | $7.0M |
| New England Capital Financial Advisors LLC | 2.63% | Reduce -3.5% | 258,901 | $6.7M |
| Lodestone Wealth Management LLC | 2.49% | Add +27.1% | 235,176 | $6.1M |
| Benjamin Edwards Inc. | 0.06% | Add +14.2% | 211,031 | $5.5M |
| Petredis Investment Advisors LLC | 0.43% | Add +21.1% | 209,731 | $5.5M |
| Sei Investments Co. | 0.00% | Add +71.8% | 184,594 | $4.8M |
| NWF Advisory Services Inc. | 0.49% | Reduce -5.8% | 169,214 | $4.4M |
| J Hagan Capital, Inc. | 2.37% | Add +17.9% | 164,822 | $4.3M |
| Rothschild Investment LLC | 0.22% | Add +2.5% | 155,683 | $4.0M |
| SOL Capital Management CO | 0.34% | Add +3.2% | 144,360 | $3.8M |
| Eq Wealth Advisors, LLC | 2.16% | Reduce -9.8% | 140,746 | $3.7M |
| Entruity Wealth, LLC | 2.59% | Reduce -42.0% | 139,709 | $3.6M |
| Saxony Capital Management, LLC | 2.17% | Add +34.4% | 135,869 | $3.5M |
| Sovran Advisors, LLC | 0.30% | Reduce -4.6% | 134,109 | $3.5M |
| StoneX Group Inc. | 0.15% | Reduce -0.5% | 130,520 | $3.4M |
| International Assets Investment Management, LLC | 0.23% | Add +0.7% | 126,908 | $3.3M |
| Richards, Merrill & Peterson, Inc. | 1.24% | Add +37.9% | 124,332 | $3.2M |
| Mariner, LLC | 0.00% | Add +5.0% | 113,457 | $3.0M |
| Inspire Advisors, LLC | 0.27% | Add +1.9% | 111,658 | $2.9M |
| BlackDiamond Wealth Management, LLC | 1.38% | Reduce -6.7% | 108,847 | $2.8M |
| Troutman Wealth Management, LLC | 2.06% | — | 95,733 | $2.5M |
| World Investment Advisors | 0.04% | Add +46.2% | 94,363 | $2.5M |
| DeDora Capital, Inc. | 0.57% | Add +18.8% | 93,321 | $2.4M |
| CLG LLC | 0.59% | Add +11.4% | 91,026 | $2.4M |
| Wealth Science Advisors LLC | 1.29% | — | 86,043 | $2.2M |
| Conservest Capital Advisors, Inc. | 0.20% | New | 83,978 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -10.8% | 72,725 | $1.9M |
| Capital International Investors | 0.00% | Reduce -29.7% | 71,040 | $1.8M |
| Smith Thornton Advisors LLC | 0.89% | Add +0.0% | 67,272 | $1.7M |
| Freestate Advisors LLC | 1.26% | Add +15.2% | 59,829 | $1.6M |
| Founders Financial Alliance, LLC | 0.28% | Add +22.1% | 57,244 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +4.7% | 56,168 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.39% | Add +3.6% | 55,315 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.0% | 54,495 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Add +57.9% | 53,644 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +15.2% | 53,465 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +64.5% | 53,373 | $1.4M |
| Western Wealth Management, LLC | 0.06% | Add +15.7% | 50,351 | $1.3M |
| Parsonex Advisory Services, Inc. | 0.72% | Add +35.0% | 43,130 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +8.8% | 41,765 | $1.1M |
| Confluence Wealth Services, Inc. | 0.04% | Add +4.0% | 40,802 | $1.1M |
| Clearwave Capital, LLC | 0.71% | — | 37,207 | $968K |
| Equitable Holdings, Inc. | 0.01% | Add +96.9% | 35,880 | $933K |
| Independent Financial Group, LLC | 0.02% | Add +22.9% | 35,342 | $919K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -1.8% | 34,022 | $885K |
| LongView Wealth Management | 0.21% | Reduce -18.2% | 33,820 | $880K |
| Eaton Financial Holdings Company, LLC | 0.23% | Add +20.0% | 32,181 | $837K |
| Pines Wealth Management, LLC | 0.26% | Add +3.0% | 31,040 | $807K |
| TCFG Wealth Management, LLC | 0.31% | Reduce -4.3% | 30,454 | $792K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -14.8% | 30,082 | $782K |
| Cerity Partners LLC | 0.00% | New | 29,596 | $770K |
| Cannon Financial Strategists, Inc. | 0.11% | Add +1.2% | 29,458 | $766K |
| Merited Wealth, LLC | 0.71% | — | 29,443 | $766K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | No change | 28,650 | $745K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 28,650 | $745K |
| Boyer Financial Services, Inc. | 0.79% | — | 28,549 | $742K |
| DAVENPORT & Co LLC | 0.00% | Add +12.6% | 28,416 | $739K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -50.0% | 28,340 | $737K |
| Capital Planning Advisors, LLC | 0.09% | New | 26,242 | $683K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +0.5% | 24,712 | $643K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 23,769 | $618K |
| CGN Advisors LLC | 0.05% | Add +58.0% | 23,559 | $613K |
| Burford Brothers, Inc. | 0.25% | Reduce -13.2% | 23,372 | $608K |
| Natixis Advisors, LLC | 0.00% | New | 21,868 | $569K |
| Sowell Financial Services LLC | 0.02% | Reduce -31.9% | 21,733 | $565K |
| Integrated Wealth Concepts LLC | 0.01% | Add +35.9% | 21,188 | $551K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +115.9% | 20,619 | $536K |
| Tortuga Wealth Management, Inc | 0.56% | — | 20,294 | $528K |
| Smith, Moore & Co. | 0.04% | Reduce -11.9% | 20,157 | $524K |
| Continuum Advisory, LLC | 0.05% | Reduce -10.2% | 20,151 | $524K |
| J. Derek Lewis & Associates Inc. | 0.12% | — | 19,864 | $517K |
| Global Retirement Partners, LLC | 0.01% | No change | 19,710 | $513K |
| MAI Capital Management | 0.00% | Add +1167.8% | 19,512 | $508K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +35.0% | 18,685 | $486K |
| Aurdan Capital Management, LLC | 0.15% | Add +0.2% | 18,654 | $485K |
| IFP Advisors, Inc | 0.01% | Add +901.0% | 17,807 | $463K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | No change | 17,623 | $458K |
| ProCore Advisors, LLC | 0.46% | — | 17,365 | $452K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -5.9% | 16,370 | $426K |
| Brookstone Capital Management | 0.00% | Reduce -35.7% | 15,745 | $410K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +199.0% | 15,414 | $401K |
| Beacon Financial Advisory LLC | 0.09% | Add +9.6% | 15,129 | $393K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 14,846 | $386K |
| KWB Wealth | 0.04% | New | 14,232 | $370K |
| Integrity Alliance, Llc. | 0.01% | New | 14,063 | $366K |
| Advisortrust Partners, LLC | 0.16% | — | 14,063 | $366K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +2.4% | 14,027 | $365K |
| Gateway Wealth Partners, LLC | 0.04% | Add +45.8% | 13,383 | $348K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -45.1% | 13,378 | $348K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +91.8% | 12,190 | $317K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -6.3% | 12,132 | $316K |
| Assetmark, Inc. | 0.00% | Add +81.2% | 12,044 | $313K |
| Arkadios Wealth Advisors | 0.01% | Add +41.3% | 11,944 | $311K |
| Comerica Bank | 0.00% | Reduce -2.6% | 11,378 | $296K |
| Prospera Financial Services Inc | 0.00% | Reduce -43.3% | 11,172 | $291K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.1% | 10,398 | $270K |
| Arax Advisory Partners | 0.01% | New | 10,294 | $268K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 9,752 | $254K |
| Allworth Financial LP | 0.00% | Add +0.5% | 9,460 | $246K |
| Capital Analysts, LLC | 0.01% | Add +16.1% | 9,422 | $245K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,263 | $241K |
| Kercheville Advisors, LLC | 0.06% | New | 8,720 | $227K |
| Ameritas Advisory Services, LLC | 0.01% | Add +189.6% | 8,375 | $218K |
| Principal Securities, Inc. | 0.00% | No change | 8,300 | $216K |
| Global Financial Private Client, LLC | 0.07% | No change | 8,215 | $214K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.2% | 8,092 | $210K |
| Balboa Wealth Partners | 0.03% | New | 7,983 | $208K |
| Rather & Kittrell, Inc. | 0.03% | No change | 7,781 | $202K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 7,779 | $202K |
| Bare Financial Services, Inc | 0.05% | New | 6,521 | $170K |
| Spire Wealth Management | 0.00% | Add +1.6% | 5,095 | $133K |
| Hazlett, Burt & Watson, Inc. | 0.04% | New | 4,980 | $130K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.6% | 4,770 | $124K |
| Creative Financial Designs Inc. | 0.01% | Add +206.1% | 4,071 | $106K |
| Ameriflex Group, Inc. | 0.05% | New | 4,000 | $104K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 3,107 | $81K |
| MPWM Advisory Solutions, LLC | 0.04% | Reduce -41.7% | 2,933 | $76K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,900 | $75K |
| Private Trust Co. NA | 0.01% | No change | 2,738 | $71K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -6.0% | 2,127 | $55K |
| Central Pacific Bank - Trust Division | 0.00% | New | 1,368 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Add +64.9% | 1,286 | $33K |
| Birchwood Financial Partners, Inc. | 0.03% | — | 1,216 | $32K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,069 | $28K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.9% | 905 | $24K |
| Signature Equity Partners, LLC | 0.01% | — | 549 | $14K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 395 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 193 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $130 |
"% of holder's portfolio" is CGSD's weight in each manager's 13F, not the share of Cap Group Short Duration the manager owns.