Who owns CGSD?
Capital Group Short Duration Income ETF · Capital Group
188 institutions reported holding CGSD, worth $1.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGSD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $194.4M | 7,553,728 | +666,719 shares |
| LPL Financial LLC | Fort Mill, SC | $194.3M | 7,550,294 | +668,447 shares |
| Cetera Investment Advisers | Schaumburg, IL | $68.5M | 2,661,653 | +174,498 shares |
| Wells Fargo & Company | San Francisco, CA | $65.3M | 2,539,382 | +290,017 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $61.3M | 2,373,894 | +649,411 shares |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $60.4M | 2,346,864 | −42,213 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $59.6M | 2,315,811 | −84,024 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $56.5M | 2,195,984 | +275,849 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $51.6M | 2,005,706 | +23,345 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $41.6M | 1,618,052 | +87,705 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: CGSD vs CLIP, CGSD vs FMB, CGSD vs TAGG, CGSD vs BKMI.
Frequently asked questions
Who owns CGSD?
188 institutional managers reported holding CGSD in Form 13F filings for June 30, 2026, worth $1.6B in total. The largest reported position was held by Morgan Stanley, at $194.4M.
Did institutions buy or sell CGSD last quarter?
Reported 13F value rose 13.2% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CGSD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.