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

CUSIP: 14020Y607

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / SHORT DURATION M
Total 13F shares
21,887,676
Share change
+2,717,776
Total reported value
$569,282,446
Price per share
$26.01
Number of holders
82
Value change
+$70,684,127
Number of buys
62
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.

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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 Q1 2025

As of 31 Mar 2025, CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) was held by 82 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 21,887,676 shares. The largest 10 holders included Capital International Investors, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, LPL Financial LLC, CAPTRUST FINANCIAL ADVISORS, PUREfi Wealth, LLC, Cetera Investment Advisers, OSAIC HOLDINGS, INC., JPMORGAN CHASE & CO, and Betterment LLC. This page lists 83 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders
67
Q1 2025 holders
82
Holder diff
15
Investor Q4 2024 Shares Q1 2025 Shares Share Diff Share Chg % Q4 2024 Value $ Q1 2025 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.