Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SHORT DURATION
-
Number of holders
-
133
-
Total 13F shares, excl. options
-
28,025,785
-
Shares change
-
+5,727,549
-
Total reported value, excl. options
-
$723,315,710
-
Value change
-
+$147,854,715
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Number of buys
-
95
-
Number of sells
-
34
-
Price
-
$25.81
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) as of Q1 2025
As of 31 Mar 2025 CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) had 133 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 28,025,785 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, MORGAN STANLEY, Capital Group Private Client Services, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Cetera Investment Advisers, McIlrath & Eck, LLC, OSAIC HOLDINGS, INC., WNY Asset Management, LLC, UBS Group AG, and ENVESTNET ASSET MANAGEMENT INC.
This table shows 133 institutional shareholders of the security as of 31 Mar 2025.
| 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.