CGSM · Capital Group Short Duration Municipal Income ETF ETF

$26.19 +0.01 (+0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $888,382

Total Shares: 33,670

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+63.7 pts

Top 5

100.0%

+36.3 pts

Top 10

100.0%

+25.7 pts

HHI

10,000

Highly concentrated+8,430

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

147

Unchanged

Holder count: -146

Institutional value: -99.9%

Shares held: -99.9%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	33,670	$888,382

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega Capital International Investors	13,168,002	$346,055,092
Mega MORGAN STANLEY	3,688,463	$96,932,807
Mega ENVESTNET ASSET MANAGEMENT INC	2,928,560	$76,962,556
Mega LPL Financial LLC	2,191,408	$57,590,202
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,104,690	$29,031,253

Filter: New 1 Increased 0 Reduced 0 Sold out 147 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CITADEL ADVISORS LLC CGSM

$888,382

100.00%

33,670

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	33,670	$888,382	100.0%	Defined