Cap Group Short DurationCGSDETF
13F holders, Q1 2026 (March 31)187holders +22
33new positions
10sold out
1famous investor
$25.79avg. 13F price*
At the end of Q1 2026, 187 institutions reported holding Cap Group Short Duration (CGSD) in their 13F filings, up 22 from Q4 2025. 33 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($177.6M), LPL Financial LLC ($177.5M) and Cetera Investment Advisers ($64.1M). 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 2026)
- CUSIP
- 14020Y409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $36.9M |
| Exits | 10 | $6.6M |
All 13F filers, Q4 2025 → Q1 2026: 9,819,060 shares bought and 2,593,264 shares sold, net +7,225,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Morgan Stanley | 0.01% | Add +15.8% | 6,887,009 | $177.6M |
| LPL Financial LLC | 0.05% | Add +10.4% | 6,881,847 | $177.5M |
| Cetera Investment Advisers | 0.07% | Add +6.8% | 2,487,155 | $64.1M |
| Commonwealth Equity Services, LLC | 0.09% | Add +11.9% | 2,399,835 | $61.9M |
| Capital Group Private Client Services, Inc. | 1.04% | Add +1.8% | 2,389,077 | $61.6M |
| Wells Fargo & Company | 0.01% | Add +29.9% | 2,249,365 | $58.0M |
| Merit Financial Group, LLC | 0.38% | Add +3.7% | 1,982,361 | $51.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +53.6% | 1,920,135 | $49.5M |
| Jones Financial Companies LLLP | 0.02% | Add +31.4% | 1,724,483 | $44.5M |
| Benjamin Edwards Inc. | 0.41% | Add +665.3% | 1,615,083 | $41.7M |
| Royal Bank of Canada | 0.01% | Add +18.3% | 1,530,347 | $39.5M |
| Wood Tarver Financial Group, LLC | 10.73% | Add +9.4% | 1,506,166 | $38.8M |
| Raymond James Financial Inc. | 0.01% | Add +5.8% | 1,354,082 | $34.9M |
| UBS Group AG | 0.01% | Reduce -0.4% | 1,276,227 | $32.9M |
| Baird Financial Group, Inc. | 0.05% | Add +209.5% | 1,203,344 | $31.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -5.0% | 1,193,021 | $30.8M |
| Bridgewealth Advisory Group, LLC | 5.53% | Add +7.3% | 1,034,744 | $26.7M |
| Stifel Financial Corp. | 0.02% | Add +12.2% | 869,383 | $22.4M |
| McIlrath & Eck, LLC | 1.68% | Reduce -1.3% | 866,459 | $22.3M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +7.6% | 615,304 | $15.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -28.9% | 588,870 | $15.2M |
| Landaas & Co. /Wi | 3.29% | Add +7.4% | 581,816 | $15.0M |
| IAM Advisory, LLC | 3.28% | Add +2.0% | 568,019 | $14.6M |
| Private Advisor Group, LLC | 0.06% | Add +10.8% | 520,838 | $13.4M |
| Souders Financial Advisors | 1.44% | Add +7.5% | 489,982 | $12.6M |
| Valmark Advisers, Inc. | 0.15% | Add +48.3% | 488,831 | $12.6M |
| MML Investors Services, LLC | 0.03% | Reduce -8.3% | 461,050 | $11.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.7% | 459,061 | $11.8M |
| NewEdge Advisors, LLC | 0.04% | Add +14.9% | 440,502 | $11.4M |
| Thayer Financial, L.L.C. | 11.55% | Add +6.4% | 438,992 | $11.3M |
| &partners | 0.04% | Add +19.2% | 350,870 | $9.1M |
| Conservest Capital Advisors, Inc. | 0.80% | Add +309.4% | 343,833 | $8.9M |
| Cauble & Harre Wealth Management, Inc. | 7.04% | Reduce -1.0% | 342,329 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.2% | 336,296 | $8.7M |
| Financial Management Network Inc. | 1.12% | Add +4.4% | 282,033 | $7.3M |
| Integras Partners LLC | 4.52% | New | 266,927 | $6.9M |
| Lodestone Wealth Management LLC | 2.63% | Add +9.4% | 257,275 | $6.6M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -8.6% | 244,334 | $6.3M |
| Jane Street Group, LLC | 0.01% | New | 243,445 | $6.3M |
| Kestra Investment Management, LLC | 0.11% | New | 240,119 | $6.2M |
| Sei Investments Co. | 0.01% | Add +21.1% | 223,627 | $5.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +196.7% | 215,737 | $5.6M |
| Petredis Investment Advisors LLC | 0.41% | Reduce -7.9% | 193,112 | $5.0M |
| Richards, Merrill & Peterson, Inc. | 1.77% | Add +50.4% | 186,984 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +528.9% | 186,127 | $4.8M |
| Rothschild Investment LLC | 0.23% | Add +8.5% | 168,869 | $4.4M |
| Captrust Financial Advisors | 0.01% | Reduce -83.9% | 166,111 | $4.3M |
| NWF Advisory Services Inc. | 0.48% | Reduce -2.5% | 165,054 | $4.3M |
| J Hagan Capital, Inc. | 2.25% | Reduce -2.0% | 161,576 | $4.2M |
| World Investment Advisors | 0.06% | Add +54.2% | 145,523 | $3.8M |
| Saxony Capital Management, LLC | 2.12% | Add +4.3% | 141,747 | $3.7M |
| Eq Wealth Advisors, LLC | 2.12% | Add +0.1% | 140,897 | $3.6M |
| Entruity Wealth, LLC | 2.43% | Reduce -0.6% | 138,840 | $3.6M |
| Citadel Advisors | 0.00% | New | 136,707 | $3.5M |
| Sovran Advisors, LLC | 0.27% | Reduce -0.9% | 132,869 | $3.4M |
| Mariner, LLC | 0.00% | Add +12.9% | 128,083 | $3.3M |
| International Assets Investment Management, LLC | 0.22% | Reduce -1.5% | 125,051 | $3.2M |
| Inspire Advisors, LLC | 0.24% | Add +1.9% | 113,738 | $2.9M |
| BlackDiamond Wealth Management, LLC | 1.36% | Add +0.7% | 109,552 | $2.8M |
| DeDora Capital, Inc. | 0.62% | Add +5.5% | 98,429 | $2.5M |
| Troutman Wealth Management, LLC | 2.06% | Add +0.1% | 95,877 | $2.5M |
| CLG LLC | 0.60% | Add +2.2% | 93,054 | $2.4M |
| Harbour Investments, Inc. | 0.04% | Add +67.0% | 89,285 | $2.3M |
| Uptick Partners, LLC | 0.45% | New | 87,628 | $2.3M |
| Wealth Science Advisors LLC | 1.26% | No change | 86,043 | $2.2M |
| IFP Advisors, Inc | 0.05% | Add +381.4% | 85,729 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +137.0% | 85,049 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +49.7% | 79,918 | $2.1M |
| Cannon Financial Strategists, Inc. | 0.26% | Add +164.2% | 77,816 | $2.0M |
| Freestate Advisors LLC | 1.54% | Add +24.6% | 74,558 | $1.9M |
| New England Capital Financial Advisors LLC | 0.52% | Reduce -71.4% | 74,129 | $1.9M |
| Capital International Investors | 0.00% | Add +3.3% | 73,415 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +554.5% | 68,058 | $1.8M |
| Smith Thornton Advisors LLC | 0.87% | Add +0.0% | 67,273 | $1.7M |
| WNY Asset Management, LLC | 0.17% | — | 64,388 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 63,956 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.22% | Add +10.2% | 60,941 | $1.6M |
| Perennial Investment Advisors, LLC | 0.12% | Add +7.4% | 57,599 | $1.5M |
| Founders Financial Alliance, LLC | 0.27% | Add +0.1% | 57,314 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +1.5% | 57,004 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +35.7% | 56,674 | $1.5M |
| Western Wealth Management, LLC | 0.05% | Add +7.9% | 54,326 | $1.4M |
| MAI Capital Management | 0.01% | Add +164.4% | 51,586 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.8% | 50,784 | $1.3M |
| Weaver Consulting Group | 0.28% | New | 45,712 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +100.8% | 43,899 | $1.1M |
| Confluence Wealth Services, Inc. | 0.04% | No change | 40,802 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +251.3% | 39,252 | $1.0M |
| Pines Wealth Management, LLC | 0.32% | Add +22.7% | 38,079 | $982K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +10.9% | 37,718 | $973K |
| LongView Wealth Management | 0.24% | Add +10.7% | 37,447 | $971K |
| Clearwave Capital, LLC | 0.66% | Add +0.6% | 37,435 | $965K |
| Eaton Financial Holdings Company, LLC | 0.31% | Add +14.6% | 36,870 | $951K |
| Boyer Financial Services, Inc. | 1.01% | Add +29.0% | 36,834 | $950K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.7% | 35,102 | $905K |
| D.A. Davidson & Co. | 0.01% | New | 34,958 | $902K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +186.2% | 34,893 | $900K |
| Gateway Wealth Partners, LLC | 0.03% | Add +150.1% | 33,471 | $863K |
| DAVENPORT & Co LLC | 0.00% | Add +10.5% | 31,388 | $810K |
| Integrated Wealth Concepts LLC | 0.01% | Add +41.7% | 30,030 | $774K |
"% of holder's portfolio" is CGSD's weight in each manager's 13F, not the share of Cap Group Short Duration the manager owns.