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

CUSIP: 14020Y607

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / SHORT DURATION M
Total 13F shares
24,140,637
Share change
+2,312,715
Total reported value
$629,626,124
Price per share
$26.08
Number of holders
97
Value change
+$60,357,665
Number of buys
65
Number of sells
25

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 Q2 2025

As of 30 Jun 2025, CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) was held by 97 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 24,140,637 shares. The largest 10 holders included Capital International Investors, MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, CAPTRUST FINANCIAL ADVISORS, PUREfi Wealth, LLC, Cetera Investment Advisers, Vestmark Advisory Solutions, Inc., OSAIC HOLDINGS, INC., and Capital Group Private Client Services, Inc.. This page lists 98 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
82
Q2 2025 holders
97
Holder diff
15
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .