Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SHORT DURATION M
-
Number of holders
-
82
-
Total 13F shares, excl. options
-
21,887,676
-
Shares change
-
+2,717,776
-
Total reported value, excl. options
-
$569,282,446
-
Value change
-
+$70,684,127
-
Number of buys
-
62
-
Number of sells
-
-12
-
Price
-
$26.01
Significant Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) as of Q1 2025
85 filings reported holding CGSM - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M as of Q1 2025.
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) has 82 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21,887,676 shares
.
Largest 10 shareholders include Capital International Investors (12,304,078 shares), ENVESTNET ASSET MANAGEMENT INC (1,577,626 shares), MORGAN STANLEY (1,415,747 shares), LPL Financial LLC (801,441 shares), CAPTRUST FINANCIAL ADVISORS (611,412 shares), PUREfi Wealth, LLC (460,022 shares), Cetera Investment Advisers (377,767 shares), OSAIC HOLDINGS, INC. (274,193 shares), JPMORGAN CHASE & CO (244,363 shares), and Betterment LLC (235,443 shares).
This table shows the top 82 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.