Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SHORT DURATION
-
Number of holders
-
97
-
Total 13F shares, excl. options
-
17,965,777
-
Shares change
-
+3,714,837
-
Total reported value, excl. options
-
$465,438,258
-
Value change
-
+$96,332,223
-
Number of buys
-
70
-
Number of sells
-
-23
-
Price
-
$25.91
Significant Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) as of Q3 2024
103 filings reported holding CGSD - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION as of Q3 2024.
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17,965,777 shares
.
Largest 10 shareholders include Capital Group Private Client Services, Inc. (2,175,045 shares), COMMONWEALTH EQUITY SERVICES, LLC (1,470,612 shares), LPL Financial LLC (1,350,895 shares), McIlrath & Eck, LLC (1,252,015 shares), Cetera Investment Advisers (1,215,867 shares), OSAIC HOLDINGS, INC. (1,210,621 shares), WNY Asset Management, LLC (860,214 shares), UBS Group AG (760,145 shares), Bridgewealth Advisory Group, LLC (620,598 shares), and MORGAN STANLEY (546,328 shares).
This table shows the top 97 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.