Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SHORT DURATION M
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
1,091,525
-
Shares change
-
-275,459
-
Total reported value, excl. options
-
$28,113,136
-
Value change
-
-$7,078,016
-
Number of buys
-
27
-
Number of sells
-
-6
-
Price
-
$25.74
Significant Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) as of Q2 2024
35 filings reported holding CGSM - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M as of Q2 2024.
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,091,525 shares
.
Largest 10 shareholders include Beta Wealth Group, Inc. (188,232 shares), MORGAN STANLEY (145,780 shares), Capital International Investors (120,000 shares), COMMONWEALTH EQUITY SERVICES, LLC (69,191 shares), Royal Harbor Partners, LLC (62,969 shares), OSAIC HOLDINGS, INC. (57,749 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (50,206 shares), Private Advisor Group, LLC (45,968 shares), ENVESTNET ASSET MANAGEMENT INC (44,466 shares), and STEPHENS INC /AR/ (43,315 shares).
This table shows the top 32 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.