CGSD · Capital Group Short Duration Income ETF ETF
$25.62
+0.00 (+0.00%)
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.
Holders: 1
Total Value: $3,465,445
Total Shares: 134,685
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 1 13F filers · Δ vs Sep 30, 2025Top Holder
100.0%
+73.6 pts
Top 5
100.0%
+18.0 pts
Top 10
100.0%
+1.0 pts
HHI
10,000
Highly concentrated+8,256
Quarterly Activity
vs Sep 30, 2025
New
0
Increased
0
Decreased
1
Sold Out
13
Unchanged
0
Holder count:
-13
Institutional value:
-96.6%
Shares held:
-96.6%
Top Buyers
vs Sep 30, 2025No qualifying movers this quarter.
Top Sellers
vs Sep 30, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −93,392 | 134,685 |
Top New Positions
vs Sep 30, 2025No new positions this quarter.
Top Sold-Out Positions
vs Sep 30, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega RAYMOND JAMES FINANCIAL INC | 1,036,315 | $26,923,463 | |
| Large CAPTRUST FINANCIAL ADVISORS | 991,285 | $25,753,584 | |
| Mid KESTRA PRIVATE WEALTH SERVICES, LLC | 526,551 | $13,679,794 | |
| Large NewEdge Advisors, LLC | 334,554 | $8,691,712 | |
| Mid GREAT VALLEY ADVISOR GROUP, INC. | 329,137 | $8,550,979 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC CGSD | $3,465,445 | 100.00% | 134,685 | Shares | 2026-09-02 |