Cap Group Short DurationCGSDETF
13F holders, Q2 2026 (June 30)188holders +1
16new positions
13sold out
1famous investor
$25.73avg. 13F price*
At the end of Q2 2026, 188 institutions reported holding Cap Group Short Duration (CGSD) in their 13F filings, up 1 from Q1 2026. 16 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($194.4M), LPL Financial LLC ($194.3M) and Cetera Investment Advisers ($68.5M). 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 2026)
- CUSIP
- 14020Y409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $30.4M |
| Exits | 13 | $17.7M |
All 13F filers, Q1 2026 → Q2 2026: 8,145,096 shares bought and 1,650,044 shares sold, net +6,495,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Morgan Stanley | 0.01% | Add +9.7% | 7,553,728 | $194.4M |
| LPL Financial LLC | 0.04% | Add +9.7% | 7,550,294 | $194.3M |
| Cetera Investment Advisers | 0.06% | Add +7.0% | 2,661,653 | $68.5M |
| Wells Fargo & Company | 0.01% | Add +12.9% | 2,539,382 | $65.3M |
| Jones Financial Companies LLLP | 0.02% | Add +37.7% | 2,373,894 | $61.3M |
| Capital Group Private Client Services, Inc. | 0.85% | Reduce -1.8% | 2,346,864 | $60.4M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -3.5% | 2,315,811 | $59.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.4% | 2,195,984 | $56.5M |
| Merit Financial Group, LLC | 0.32% | Add +1.2% | 2,005,706 | $51.6M |
| Royal Bank of Canada | 0.01% | Add +5.7% | 1,618,052 | $41.6M |
| Benjamin Edwards Inc. | 0.38% | Add +0.1% | 1,616,748 | $41.6M |
| Osaic Holdings, Inc. | 0.05% | Add +31.4% | 1,567,873 | $40.3M |
| Raymond James Financial Inc. | 0.01% | Add +12.0% | 1,516,230 | $39.0M |
| Wood Tarver Financial Group, LLC | 8.65% | Reduce -5.5% | 1,423,756 | $36.6M |
| Baird Financial Group, Inc. | 0.05% | Add +14.1% | 1,373,223 | $35.3M |
| Kestra Private Wealth Services, LLC | 0.39% | Add +121.0% | 1,359,525 | $35.0M |
| Stifel Financial Corp. | 0.03% | Add +55.1% | 1,348,697 | $34.7M |
| UBS Group AG | 0.01% | Add +0.9% | 1,288,331 | $33.1M |
| Bridgewealth Advisory Group, LLC | 5.50% | Add +9.5% | 1,132,665 | $29.1M |
| Waterloo Capital, L.P. | 1.03% | New | 710,000 | $18.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +9.7% | 646,055 | $16.6M |
| MML Investors Services, LLC | 0.03% | Add +33.7% | 616,594 | $15.9M |
| IAM Advisory, LLC | 2.91% | Add +2.1% | 579,852 | $14.9M |
| Landaas & Co. /Wi | 2.68% | Reduce -1.8% | 571,548 | $14.7M |
| Valmark Advisers, Inc. | 0.15% | Add +11.4% | 544,385 | $14.0M |
| NewEdge Advisors, LLC | 0.04% | Add +21.5% | 535,206 | $13.8M |
| Souders Financial Advisors | 1.36% | Add +7.5% | 526,722 | $13.6M |
| Thayer Financial, L.L.C. | 10.80% | Add +5.2% | 461,835 | $11.9M |
| Conservest Capital Advisors, Inc. | 0.94% | Add +33.7% | 459,834 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.4% | 425,047 | $10.9M |
| &partners | 0.04% | Add +15.4% | 404,845 | $10.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.7% | 372,217 | $9.6M |
| Wealth Science Advisors LLC | 4.03% | Add +309.4% | 352,270 | $9.1M |
| Cauble & Harre Wealth Management, Inc. | 7.03% | Reduce -0.5% | 340,536 | $8.8M |
| Kestra Investment Management, LLC | 0.17% | Add +40.0% | 336,049 | $8.6M |
| Lodestone Wealth Management LLC | 2.99% | Add +28.0% | 329,266 | $8.5M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +17.6% | 287,394 | $7.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -46.4% | 279,445 | $7.2M |
| Sei Investments Co. | 0.01% | Add +23.4% | 275,972 | $7.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.5% | 227,602 | $5.9M |
| COFG Advisors, LLC | 0.99% | New | 223,903 | $5.8M |
| Petredis Investment Advisors LLC | 0.38% | Add +12.5% | 217,231 | $5.6M |
| Richards, Merrill & Peterson, Inc. | 1.62% | Add +6.1% | 198,353 | $5.1M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 185,674 | $4.8M |
| Financial Management Network Inc. | 0.64% | Reduce -38.4% | 173,754 | $4.5M |
| Rothschild Investment LLC | 0.16% | Add +1.4% | 171,205 | $4.4M |
| J Hagan Capital, Inc. | 2.03% | Add +5.2% | 169,976 | $4.4M |
| NWF Advisory Services Inc. | 0.40% | Reduce -0.6% | 164,130 | $4.2M |
| Captrust Financial Advisors | 0.01% | Reduce -3.4% | 160,455 | $4.1M |
| Sovran Advisors, LLC | 0.28% | Add +10.8% | 147,186 | $3.8M |
| World Investment Advisors | 0.06% | Add +0.3% | 145,973 | $3.8M |
| Integras Partners LLC | 2.07% | Reduce -45.3% | 146,024 | $3.8M |
| Eq Wealth Advisors, LLC | 1.91% | Reduce -4.2% | 134,922 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -1.5% | 134,685 | $3.5M |
| Saxony Capital Management, LLC | 1.53% | Reduce -8.5% | 129,692 | $3.3M |
| Inspire Advisors, LLC | 0.23% | Add +14.0% | 129,674 | $3.3M |
| Compton Financial Group, LLC | 0.64% | Add +826.2% | 128,871 | $3.3M |
| International Assets Investment Management, LLC | 0.19% | Add +0.4% | 125,550 | $3.2M |
| Truist Financial Corp. | 0.00% | Add +117.1% | 123,047 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +175.0% | 120,705 | $3.1M |
| BlackDiamond Wealth Management, LLC | 1.24% | Add +8.7% | 119,062 | $3.1M |
| Cannon Financial Strategists, Inc. | 0.33% | Add +42.8% | 111,085 | $2.9M |
| DeDora Capital, Inc. | 0.57% | Add +4.2% | 102,567 | $2.6M |
| Troutman Wealth Management, LLC | 1.91% | Add +0.7% | 96,524 | $2.5M |
| Uptick Partners, LLC | 0.38% | Add +9.6% | 96,077 | $2.5M |
| CLG LLC | 0.51% | Reduce -3.2% | 90,089 | $2.3M |
| Eaton Financial Holdings Company, LLC | 0.63% | Add +140.6% | 88,713 | $2.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.8% | 86,976 | $2.2M |
| IFP Advisors, Inc | 0.04% | Reduce -0.3% | 85,481 | $2.2M |
| Weaver Consulting Group | 0.45% | Add +85.1% | 84,618 | $2.2M |
| Freestate Advisors LLC | 1.56% | Add +9.1% | 81,340 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -11.7% | 78,816 | $2.0M |
| Capital International Investors | 0.00% | Add +2.4% | 75,208 | $1.9M |
| KOM Wealth Management Group, LLC | 1.12% | New | 72,305 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.1% | 71,545 | $1.8M |
| Stewardship Concepts Financial Services LLC | 1.22% | Add +349.5% | 70,448 | $1.8M |
| Smith Thornton Advisors LLC | 0.76% | No change | 67,273 | $1.7M |
| New England Capital Financial Advisors LLC | 0.41% | Reduce -11.0% | 66,000 | $1.7M |
| Summit Financial, LLC | 0.02% | Add +8.1% | 61,596 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.18% | Reduce -5.8% | 57,393 | $1.5M |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -3.7% | 55,443 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +169.4% | 55,345 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -36.6% | 53,954 | $1.4M |
| MAI Capital Management | 0.01% | Add +3.4% | 53,328 | $1.4M |
| Western Wealth Management, LLC | 0.04% | Reduce -2.7% | 52,860 | $1.4M |
| Stonebridge Financial Group, LLC | 0.10% | Add +344.9% | 51,026 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +21.5% | 47,677 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +36.2% | 47,515 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +31.3% | 45,906 | $1.2M |
| Indivisible Partners | 0.06% | New | 42,992 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +339.3% | 42,838 | $1.1M |
| Founders Financial Alliance, LLC | 0.14% | Reduce -27.8% | 41,389 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +15.7% | 40,619 | $1.0M |
| Fiscal Wisdom Wealth Management, LLC | 0.88% | New | 40,349 | $1.0M |
| LongView Wealth Management | 0.26% | Add +6.9% | 40,043 | $1.0M |
| Creative Financial Designs Inc. | 0.05% | Add +341.4% | 39,555 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +4.5% | 39,418 | $1.0M |
| CGN Advisors LLC | 0.07% | Add +35.4% | 39,036 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Add +79.5% | 38,724 | $996K |
| Pines Wealth Management, LLC | 0.28% | Add +0.3% | 38,186 | $983K |
| Integrated Wealth Concepts LLC | 0.01% | Add +22.1% | 36,654 | $943K |
| WNY Asset Management, LLC | 0.08% | Reduce -46.6% | 34,387 | $885K |
| Clearwave Capital, LLC | 0.47% | Reduce -12.3% | 32,834 | $845K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.2% | 31,326 | $806K |
| TCFG Investment Advisors, LLC | 0.26% | Add +0.1% | 29,554 | $760K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -42.4% | 29,253 | $753K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +0.4% | 27,133 | $698K |
| Citigroup Inc. | 0.00% | Add +126.4% | 26,940 | $693K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -7.1% | 26,660 | $686K |
| Jacobi Capital Management LLC | 0.03% | Add +11.4% | 26,037 | $670K |
| Global Retirement Partners, LLC | 0.01% | — | 25,801 | $664K |
| Tortuga Wealth Management, Inc | 0.50% | Reduce -1.1% | 25,693 | $661K |
| Aurdan Capital Management, LLC | 0.16% | Add +0.3% | 24,517 | $631K |
| KWB Wealth | 0.05% | Add +71.3% | 24,385 | $627K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -15.7% | 24,209 | $623K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +18.5% | 24,016 | $618K |
| Keudell/Morrison Wealth Management | 0.12% | Reduce -4.3% | 23,640 | $608K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +128.5% | 22,849 | $588K |
| Aptus Capital Advisors, LLC | 0.00% | Add +128.5% | 22,849 | $588K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -32.7% | 22,525 | $580K |
| Beacon Financial Advisory LLC | 0.11% | Add +51.3% | 22,223 | $572K |
| Advisortrust Partners, LLC | 0.19% | Add +56.6% | 22,020 | $567K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3585.5% | 21,597 | $556K |
| Fifth Third Bancorp | 0.00% | Add +34.9% | 21,417 | $551K |
| Boyer Financial Services, Inc. | 0.45% | Reduce -43.8% | 20,709 | $533K |
| Burford Brothers, Inc. | 0.19% | Reduce -21.1% | 20,203 | $520K |
| Assetmark, Inc. | 0.00% | Add +32.7% | 18,603 | $479K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +5.7% | 18,381 | $473K |
| Endeavor Private Wealth, Inc. | 0.11% | Add +0.4% | 18,198 | $468K |
| Continuum Advisory, LLC | 0.04% | Add +5.8% | 18,146 | $467K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.1% | 18,088 | $465K |
| J. Derek Lewis & Associates Inc. | 0.09% | Reduce -5.3% | 17,796 | $458K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | No change | 17,623 | $453K |
| Capital Analysts, LLC | 0.01% | Add +65.1% | 16,681 | $430K |
| Smith, Moore & Co. | 0.03% | Add +4.8% | 16,634 | $428K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +9.7% | 16,484 | $424K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 16,276 | $419K |
| Brookstone Capital Management | 0.00% | Add +6.0% | 15,983 | $411K |
| Advisory Services Network, LLC | 0.00% | Reduce -27.6% | 15,426 | $397K |
| Arkadios Wealth Advisors | 0.01% | Add +4.4% | 13,304 | $342K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -2.6% | 13,253 | $341K |
| Mgo One Seven LLC | 0.01% | New | 13,101 | $337K |
| Atria Investments, Inc | 0.00% | Add +12.1% | 12,715 | $327K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +12.0% | 12,563 | $323K |
| Ameritas Advisory Services, LLC | 0.01% | New | 11,706 | $301K |
| Sowell Financial Services LLC | 0.01% | Reduce -40.9% | 11,612 | $299K |
| Bank of America Corp. | 0.00% | New | 11,498 | $296K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.0% | 11,420 | $294K |
| Charter Capital Management, LLC\DE | 0.12% | New | 10,858 | $279K |
| Summit Global Investments | 0.02% | Add +1.1% | 10,739 | $276K |
| Private Trust Co. NA | 0.02% | No change | 10,694 | $275K |
| Diversify Advisory Services, LLC | 0.00% | New | 10,663 | $274K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -14.9% | 10,663 | $274K |
| Kercheville Advisors, LLC | 0.08% | Add +3.9% | 10,620 | $273K |
| OneAscent Financial Services LLC | 0.01% | Reduce -6.4% | 9,756 | $251K |
| Florida Financial Advisors, LLC | 0.04% | New | 9,723 | $250K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -45.4% | 9,513 | $245K |
| ProCore Advisors, LLC | 0.29% | Reduce -6.9% | 9,220 | $237K |
| Principal Securities, Inc. | 0.00% | New | 8,987 | $231K |
| Hartmann Taylor Wealth Management, LLC | 0.15% | No change | 8,950 | $231K |
| CVFG LLC | 0.02% | Add +9.2% | 8,817 | $227K |
| Rhodes Investment Advisors Inc. | 0.16% | No change | 8,240 | $212K |
| Global Financial Private Client, LLC | 0.06% | No change | 8,215 | $211K |
| Garrison Point Advisors, LLC | 0.08% | New | 7,880 | $203K |
| Johnson Bixby & Associates, LLC | 0.02% | No change | 7,779 | $200K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +3.9% | 6,634 | $171K |
| Bare Financial Services, Inc | 0.04% | No change | 6,521 | $168K |
| Allworth Financial LP | 0.00% | Add +0.3% | 6,168 | $159K |
| IFG Advisory, LLC | 0.01% | New | 6,105 | $157K |
| Spire Wealth Management | 0.00% | Add +1.1% | 5,183 | $133K |
| Smartleaf Asset Management LLC | 0.00% | No change | 5,089 | $131K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +42.0% | 3,920 | $101K |
| AdvisorNet Financial, Inc | 0.00% | Add +163.6% | 3,582 | $92K |
| Ameriflex Group, Inc. | 0.03% | No change | 3,180 | $82K |
| Synergy Investment Management, LLC | 0.02% | No change | 2,900 | $75K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 2,128 | $55K |
| St Germain D J Co. Inc. | 0.00% | Reduce -29.4% | 2,048 | $53K |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 1,472 | $38K |
| Birchwood Financial Partners, Inc. | 0.03% | Add +0.2% | 1,218 | $31K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -85.5% | 1,173 | $30K |
| GAMMA Investing LLC | 0.00% | New | 1,043 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +12060.0% | 608 | $16K |
| Signature Equity Partners, LLC | 0.01% | No change | 549 | $14K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 395 | $10K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 295 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 193 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.7% | 93 | $2K |
| Lanark Financial, Inc. | 0.00% | Reduce -98.8% | 11 | $283 |
"% of holder's portfolio" is CGSD's weight in each manager's 13F, not the share of Cap Group Short Duration the manager owns.