Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SHORT DURATION M
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
1,357,259
-
Shares change
-
-249,549
-
Total reported value, excl. options
-
$34,895,552
-
Value change
-
-$6,415,404
-
Number of buys
-
14
-
Number of sells
-
-4
-
Price
-
$25.71
Significant Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) as of Q1 2024
19 filings reported holding CGSM - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M as of Q1 2024.
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,357,259 shares
.
Largest 10 shareholders include Capital International Investors (798,000 shares), Beta Wealth Group, Inc. (182,743 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (52,283 shares), COMMONWEALTH EQUITY SERVICES, LLC (43,829 shares), STEPHENS INC /AR/ (43,325 shares), OSAIC HOLDINGS, INC. (40,443 shares), Private Advisor Group, LLC (38,835 shares), ENVESTNET ASSET MANAGEMENT INC (38,136 shares), MORGAN STANLEY (28,197 shares), and Pillar Wealth Advisors, LLC (21,535 shares).
This table shows the top 19 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.