Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SHORT DURATION M
-
Number of holders
-
54
-
Total 13F shares, excl. options
-
15,790,357
-
Shares change
-
+14,705,124
-
Total reported value, excl. options
-
$414,655,826
-
Value change
-
+$386,164,569
-
Number of buys
-
51
-
Number of sells
-
-3
-
Price
-
$26.26
Significant Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) as of Q3 2024
56 filings reported holding CGSM - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M as of Q3 2024.
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,790,357 shares
.
Largest 10 shareholders include Capital International Investors (12,033,645 shares), ENVESTNET ASSET MANAGEMENT INC (1,071,762 shares), MORGAN STANLEY (238,739 shares), Beta Wealth Group, Inc. (230,667 shares), MML INVESTORS SERVICES, LLC (193,889 shares), OSAIC HOLDINGS, INC. (161,465 shares), Private Advisor Group, LLC (123,579 shares), Cambridge Investment Research Advisors, Inc. (115,347 shares), Royal Bank of Canada (112,458 shares), and Vestmark Advisory Solutions, Inc. (111,959 shares).
This table shows the top 54 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.