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
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
67
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 |
* 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.