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 |
| TCFG Wealth Management, LLC | 0.29% | Reduce -3.1% | 29,518 | $761K |
| TCFG Investment Advisors, LLC | 0.29% | — | 29,518 | $761K |
| CGN Advisors LLC | 0.06% | Add +22.4% | 28,841 | $744K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -4.5% | 28,728 | $741K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +1.3% | 28,707 | $740K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +9.3% | 27,013 | $697K |
| Capital Planning Advisors, LLC | 0.10% | No change | 26,242 | $677K |
| Tortuga Wealth Management, Inc | 0.63% | Add +28.1% | 25,993 | $670K |
| Burford Brothers, Inc. | 0.27% | Add +9.6% | 25,617 | $661K |
| Keudell/Morrison Wealth Management | 0.13% | New | 24,716 | $637K |
| Aurdan Capital Management, LLC | 0.19% | Add +31.1% | 24,455 | $631K |
| Goldman Sachs Group Inc. | 0.00% | New | 24,116 | $622K |
| RFP Financial Group LLC | 0.33% | Reduce -97.0% | 23,612 | $609K |
| Jacobi Capital Management LLC | 0.03% | New | 23,366 | $603K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.2% | 21,575 | $556K |
| Advisory Services Network, LLC | 0.01% | New | 21,292 | $549K |
| Arax Advisory Partners | 0.01% | Add +99.5% | 20,542 | $530K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +31.5% | 20,268 | $523K |
| Sowell Financial Services LLC | 0.02% | Reduce -9.7% | 19,632 | $506K |
| J. Derek Lewis & Associates Inc. | 0.11% | Reduce -5.4% | 18,785 | $484K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -9.7% | 18,619 | $480K |
| Endeavor Private Wealth, Inc. | 0.13% | New | 18,132 | $468K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | No change | 17,623 | $454K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +17.3% | 17,420 | $449K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +6.3% | 17,398 | $449K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.9% | 17,212 | $444K |
| Continuum Advisory, LLC | 0.04% | Reduce -14.8% | 17,159 | $443K |
| Bank of New York Mellon Corp | 0.00% | New | 16,837 | $434K |
| Fifth Third Bancorp | 0.00% | New | 15,882 | $410K |
| Smith, Moore & Co. | 0.03% | Reduce -21.3% | 15,864 | $409K |
| Stewardship Concepts Financial Services LLC | 0.32% | New | 15,671 | $404K |
| Brookstone Capital Management | 0.00% | Reduce -4.2% | 15,084 | $389K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +7.2% | 15,031 | $388K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -2.9% | 14,684 | $379K |
| KWB Wealth | 0.04% | No change | 14,232 | $370K |
| Advisortrust Partners, LLC | 0.15% | No change | 14,063 | $363K |
| Assetmark, Inc. | 0.00% | Add +16.4% | 14,022 | $362K |
| Compton Financial Group, LLC | 0.08% | New | 13,914 | $359K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 13,611 | $351K |
| Arkadios Wealth Advisors | 0.01% | Add +6.7% | 12,745 | $329K |
| Diversify Wealth Management, LLC | 0.01% | New | 12,530 | $324K |
| Citigroup Inc. | 0.00% | New | 11,900 | $307K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -5.5% | 11,470 | $296K |
| Atria Investments, Inc | 0.00% | New | 11,346 | $293K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 11,221 | $289K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 11,092 | $286K |
| Private Trust Co. NA | 0.02% | Add +290.6% | 10,694 | $276K |
| Summit Global Investments | 0.02% | New | 10,624 | $274K |
| OneAscent Financial Services LLC | 0.01% | New | 10,422 | $269K |
| Kercheville Advisors, LLC | 0.08% | Add +17.2% | 10,220 | $264K |
| Capital Analysts, LLC | 0.01% | Add +7.3% | 10,106 | $261K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -65.1% | 10,000 | $258K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -65.1% | 10,000 | $258K |
| ProCore Advisors, LLC | 0.39% | Reduce -43.0% | 9,900 | $255K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 9,752 | $252K |
| AE Wealth Management LLC | 0.00% | New | 9,687 | $250K |
| Creative Financial Designs Inc. | 0.01% | Add +120.1% | 8,962 | $231K |
| Hartmann Taylor Wealth Management, LLC | 0.15% | New | 8,950 | $231K |
| Rhodes Investment Advisors Inc. | 0.18% | New | 8,240 | $213K |
| Global Financial Private Client, LLC | 0.07% | No change | 8,215 | $212K |
| Geneos Wealth Management Inc. | 0.00% | No change | 8,092 | $209K |
| CVFG LLC | 0.03% | New | 8,075 | $208K |
| Rather & Kittrell, Inc. | 0.03% | Add +2.4% | 7,971 | $206K |
| Johnson Bixby & Associates, LLC | 0.02% | No change | 7,779 | $201K |
| Bare Financial Services, Inc | 0.04% | No change | 6,521 | $168K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +28.2% | 6,386 | $165K |
| Allworth Financial LP | 0.00% | Reduce -35.0% | 6,149 | $159K |
| Spire Wealth Management | 0.00% | Add +0.6% | 5,126 | $132K |
| Smartleaf Asset Management LLC | 0.00% | Add +6.7% | 5,089 | $131K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3,967 | $102K |
| MPWM Advisory Solutions, LLC | 0.05% | Add +16.2% | 3,408 | $88K |
| Ameriflex Group, Inc. | 0.04% | Reduce -20.5% | 3,180 | $82K |
| Synergy Investment Management, LLC | 0.02% | New | 2,900 | $75K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,900 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -11.2% | 2,760 | $71K |
| Signature Resources Capital Management, LLC | 0.03% | Add +0.1% | 2,128 | $55K |
| Sound Income Strategies, LLC | 0.00% | New | 1,495 | $39K |
| AdvisorNet Financial, Inc | 0.00% | Add +5.7% | 1,359 | $35K |
| Birchwood Financial Partners, Inc. | 0.03% | No change | 1,216 | $31K |
| Lanark Financial, Inc. | 0.00% | Reduce -1.9% | 888 | $23K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -95.6% | 586 | $15K |
| Signature Equity Partners, LLC | 0.01% | No change | 549 | $14K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 395 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 193 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $3K |
| Financial Life Planners | 0.00% | New | 71 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $129 |
"% of holder's portfolio" is CGSD's weight in each manager's 13F, not the share of Cap Group Short Duration the manager owns.