Latest Period
Q1 2026
Security Snapshot
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) Institutional Ownership
CUSIP: 14020Y607
13F Institutional Holders and Ownership History from Q3 2023 to Q1 2026
Institutions Reporting
148
Shares (Excl. Options)
36,334,069
Price
$26.28
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- Security type / class
- Equity / SHORT DURATION M
- Symbol
- CGSM
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 36,334,069
- Total 13F value
- $954,927,412
- Portfolio coverage rank
- 0%
- Share change
- +5,057,709
- Value change
- +$132,931,125
- Number of holders
- 148
- SEC-reported price per share
- $26.31
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
- CGSM - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M is tracked under CUSIP 14020Y607.
- 148 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 131 to 148 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $823,940,327 to $954,927,412.
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 148 institutions filings for Q1 2026.
Security key
14020Y607
Latest holder period
Q1 2026
13F holders
148
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 14020Y607:
As of 31 Mar 2026, 148 institutional investors reported holding 36,334,069 shares of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
11
Latest
Q1 2026
Rows shown
1-11 of 11
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 36,334,069 | $954,927,412 | +$132,931,125 | $26.28 | 148 |
| 2025 Q4 | 31,280,110 | $823,940,327 | +$83,000,171 | $26.34 | 131 |
| 2025 Q3 | 27,758,459 | $731,709,837 | +$95,700,997 | $26.36 | 111 |
| 2025 Q2 | 24,140,637 | $629,626,124 | +$60,357,665 | $26.08 | 97 |
| 2025 Q1 | 21,887,676 | $569,282,446 | +$70,684,127 | $26.01 | 82 |
| 2024 Q4 | 19,081,864 | $495,559,110 | +$72,034,632 | $25.97 | 67 |
| 2024 Q3 | 15,790,357 | $414,655,826 | +$386,164,569 | $26.26 | 54 |
| 2024 Q2 | 1,091,525 | $28,113,136 | -$7,078,016 | $25.74 | 32 |
| 2024 Q1 | 1,357,259 | $34,895,552 | -$6,415,404 | $25.71 | 19 |
| 2023 Q4 | 1,606,808 | $41,510,994 | +$8,936,606 | $25.84 | 11 |
| 2023 Q3 | 1,262,832 | $31,609,422 | +$31,609,422 | $25.03 | 4 |