Latest Period
Q1 2026
Security Snapshot
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) Institutional Ownership
CUSIP: 14020Y409
13F Institutional Holders and Ownership History from Q4 2022 to Q1 2026
Institutions Reporting
186
Shares (Excl. Options)
56,392,158
Price
$25.79
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- Security type / class
- Equity / SHORT DURATION
- Symbol
- CGSD
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 56,392,158
- Total 13F value
- $1,454,463,000
- Portfolio coverage rank
- 0.01%
- Share change
- +5,942,595
- Value change
- +$153,125,147
- Number of holders
- 186
- SEC-reported price per share
- $25.82
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CGSD - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION is tracked under CUSIP 14020Y409.
- 186 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 165 to 186 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,281,598,399 to $1,454,463,000.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 186 institutions filings for Q1 2026.
Security key
14020Y409
Latest holder period
Q1 2026
13F holders
186
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 14020Y409:
As of 31 Mar 2026, 186 institutional investors reported holding 56,392,158 shares of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q1 2026
Rows shown
1-14 of 14
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 56,392,158 | $1,454,463,000 | +$153,125,147 | $25.79 | 186 |
| 2025 Q4 | 49,273,894 | $1,281,598,399 | +$159,404,749 | $26.01 | 165 |
| 2025 Q3 | 43,226,575 | $1,123,099,515 | +$206,284,195 | $25.98 | 146 |
| 2025 Q2 | 35,452,410 | $919,382,944 | +$192,971,976 | $25.94 | 146 |
| 2025 Q1 | 28,025,785 | $723,315,710 | +$147,854,715 | $25.81 | 133 |
| 2024 Q4 | 22,129,411 | $567,476,396 | +$80,185,361 | $25.64 | 119 |
| 2024 Q3 | 17,965,777 | $465,438,258 | +$96,332,223 | $25.91 | 97 |
| 2024 Q2 | 14,454,584 | $367,346,594 | +$90,205,760 | $25.41 | 82 |
| 2024 Q1 | 10,870,868 | $276,070,749 | +$58,310,597 | $25.40 | 77 |
| 2023 Q4 | 8,618,231 | $219,333,788 | +$18,592,926 | $25.45 | 69 |
| 2023 Q3 | 7,746,199 | $193,945,816 | -$18,888,831 | $25.04 | 54 |
| 2023 Q2 | 8,476,663 | $212,824,622 | +$61,149,802 | $25.10 | 46 |
| 2023 Q1 | 6,041,219 | $154,134,369 | +$87,842,744 | $25.52 | 33 |
| 2022 Q4 | 2,597,030 | $65,830,052 | +$61,946,387 | $25.34 | 12 |