CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM)

CUSIP: 14020Y607

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / SHORT DURATION M
Total 13F shares
1,606,808
Share change
+343,976
Total reported value
$41,510,994
Price per share
$25.84
Number of holders
11
Value change
+$8,936,606
Number of buys
9
Number of sells
3

Quarterly Holders Quick Answers

What is CUSIP 14020Y607?
CUSIP 14020Y607 identifies CGSM - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of CGSM - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) as of Q4 2023

As of 31 Dec 2023, CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,606,808 shares. The largest 10 holders included Capital Group Private Client Services, Inc., Capital International Investors, JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., Pillar Wealth Advisors, LLC, ROYAL BANK OF CANADA, BENJAMIN F. EDWARDS & COMPANY, INC., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and ICA Group Wealth Management, LLC. This page lists 11 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
4
Q4 2023 holders
11
Holder diff
7
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.