Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHORT DURATION M
-
Total 13F shares
-
734,869
-
Share change
-
+59,439
-
Total reported value
-
$19,370,515
-
Price per share
-
$26.34
-
Number of holders
-
19
-
Value change
-
+$1,566,037
-
Number of buys
-
14
-
Number of sells
-
5
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
734,869 shares.
The largest 10 holders included
Hartmann Taylor Wealth Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, PUREfi Wealth, LLC, COTTONWOOD CAPITAL ADVISORS, LLC, Smith Thornton Advisors LLC, LANDAAS & CO /WI /ADV, Stratos Wealth Partners, LTD., Peterson Wealth Advisors, LLC, UHLMANN PRICE SECURITIES, LLC, and TrueWealth Advisors, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.