Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SHORT DURATION M
-
Number of holders
-
97
-
Total 13F shares, excl. options
-
24,140,637
-
Shares change
-
+2,312,715
-
Total reported value, excl. options
-
$629,626,124
-
Value change
-
+$60,357,665
-
Number of buys
-
65
-
Number of sells
-
-25
-
Price
-
$26.08
Significant Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) as of Q2 2025
102 filings reported holding CGSM - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M as of Q2 2025.
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24,140,637 shares
.
Largest 10 shareholders include Capital International Investors (12,206,945 shares), MORGAN STANLEY (2,319,116 shares), ENVESTNET ASSET MANAGEMENT INC (1,706,930 shares), LPL Financial LLC (972,516 shares), CAPTRUST FINANCIAL ADVISORS (728,735 shares), PUREfi Wealth, LLC (431,489 shares), Cetera Investment Advisers (410,680 shares), Vestmark Advisory Solutions, Inc. (367,896 shares), OSAIC HOLDINGS, INC. (362,187 shares), and Capital Group Private Client Services, Inc. (345,114 shares).
This table shows the top 97 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.