Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / SHORT DURATION
-
Total 13F shares
-
6,041,219
-
Share change
-
+3,443,399
-
Total reported value
-
$154,134,369
-
Price per share
-
$25.52
-
Number of holders
-
33
-
Value change
-
+$87,842,771
-
Number of buys
-
29
-
Number of sells
-
3
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) as of Q1 2023
As of 31 Mar 2023,
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,041,219 shares.
The largest 10 holders included
McIlrath & Eck, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Capital International Investors, Opes Wealth Management LLC, New England Capital Financial Advisors LLC, AVANTAX ADVISORY SERVICES, INC., ADVISOR GROUP HOLDINGS, INC., Cetera Investment Advisers, Souders Financial Advisors, and LINCOLN NATIONAL CORP.
This page lists
33
institutional shareholders reporting positions in this security
for the Q1 2023 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.