Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SHORT DURATION
-
Total 13F shares
-
28,025,785
-
Share change
-
+5,727,549
-
Total reported value
-
$723,315,710
-
Price per share
-
$25.81
-
Number of holders
-
133
-
Value change
-
+$147,854,724
-
Number of buys
-
95
-
Number of sells
-
34
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) as of Q1 2025
As of 31 Mar 2025,
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION (CGSD) was held by
133 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,025,785 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, Capital Group Private Client Services, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Cetera Investment Advisers, McIlrath & Eck, LLC, OSAIC HOLDINGS, INC., WNY Asset Management, LLC, UBS Group AG, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
133
institutional shareholders reporting positions in this security
for the Q1 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.