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

CUSIP: 14020Y607

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / SHORT DURATION M
Total 13F shares
19,081,864
Share change
+2,774,335
Total reported value
$495,559,110
Price per share
$25.97
Number of holders
67
Value change
+$72,034,632
Number of buys
47
Number of sells
12

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?
Open the full security ownership history page.

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 2024

As of 31 Dec 2024, CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) was held by 67 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 19,081,864 shares. The largest 10 holders included Capital International Investors, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, MORGAN STANLEY, PUREfi Wealth, LLC, CAPTRUST FINANCIAL ADVISORS, Cetera Investment Advisers, Beta Wealth Group, Inc., Betterment LLC, and MML INVESTORS SERVICES, LLC. This page lists 68 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
54
Q4 2024 holders
67
Holder diff
13
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 Value $ Q4 2024 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.
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