Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / SHORT DURATION M
-
Number of holders
-
110
-
Total 13F shares, excl. options
-
27,717,032
-
Shares change
-
+3,624,475
-
Total reported value, excl. options
-
$730,617,784
-
Value change
-
+$95,547,365
-
Number of buys
-
85
-
Number of sells
-
-22
-
Price
-
$26.36
Significant Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) as of Q3 2025
114 filings reported holding CGSM - CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M as of Q3 2025.
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) has 110 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27,717,032 shares
.
Largest 10 shareholders include Capital International Investors (12,901,568 shares), MORGAN STANLEY (2,781,820 shares), ENVESTNET ASSET MANAGEMENT INC (2,161,759 shares), LPL Financial LLC (1,268,953 shares), CAPTRUST FINANCIAL ADVISORS (803,298 shares), Capital Group Private Client Services, Inc. (645,901 shares), Cetera Investment Advisers (558,323 shares), WELLS FARGO & COMPANY/MN (439,906 shares), OSAIC HOLDINGS, INC. (392,440 shares), and MML INVESTORS SERVICES, LLC (349,741 shares).
This table shows the top 110 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.