Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHORT DURATION
-
Total 13F shares
-
23,828,476
-
Share change
-
+2,286,506
-
Total reported value
-
$619,808,233
-
Price per share
-
$26.01
-
Number of holders
-
106
-
Value change
-
+$59,482,938
-
Number of buys
-
68
-
Number of sells
-
28
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) was held by
106 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,828,476 shares.
The largest 10 holders included
LPL Financial LLC, Capital Group Private Client Services, Inc., Merit Financial Group, LLC, UBS Group AG, ENVESTNET ASSET MANAGEMENT INC, Bridgewealth Advisory Group, LLC, McIlrath & Eck, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, and IAM Advisory, LLC.
This page lists
106
institutional shareholders reporting positions in this security
for the Q4 2025 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.