CGSD: Capital Group Short Duration Income Etf insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
188 institutions reported holding $1.54B of Capital Group Short Duration Income Etf on Form 13F (188 the quarter before). 16 opened a new position and 13 sold out. Shares held by institutions: +11%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 7,553,728 | $194.36M |
| LPL Financial LLC | 7,550,294 | $194.27M |
| Cetera Investment Advisers | 2,661,653 | $68.48M |
| WELLS FARGO & COMPANY/MN | 2,539,382 | $65.34M |
| JONES FINANCIAL COMPANIES LLLP | 2,373,894 | $61.29M |
| Capital Group Private Client Services, Inc. | 2,346,864 | $60.38M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,315,811 | $59.59M |
| ENVESTNET ASSET MANAGEMENT INC | 2,195,984 | $56.50M |
| Merit Financial Group, LLC | 2,005,706 | $51.61M |
| ROYAL BANK OF CANADA | 1,618,052 | $41.63M |
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