CUSIP: 14020Y409
Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
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Equity / SHORT DURATION
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Total 13F shares
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10,870,868
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Share change
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+2,297,834
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Total reported value
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$276,070,749
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Price per share
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$25.40
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Number of holders
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77
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Value change
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+$58,310,597
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Number of buys
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57
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Number of sells
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17
Quarterly Holders Quick Answers
What is CUSIP 14020Y409?
CUSIP 14020Y409 identifies CGSD - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION in SEC institutional holdings data.
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Newer quarter:
Q2 2024
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Previous quarter:
Q4 2023
Recent filing periods for CUSIP 14020Y409:
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) as of Q1 2024
As of 31 Mar 2024,
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) was held by
77 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,870,868 shares.
The largest 10 holders included
McIlrath & Eck, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cetera Investment Advisers, LPL Financial LLC, OSAIC HOLDINGS, INC., WNY Asset Management, LLC, LINCOLN NATIONAL CORP, Bridgewealth Advisory Group, LLC, Capital Group Private Client Services, Inc., and UBS Group AG.
This page lists
77
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.