Who owns Capital Group Short Duration Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGSD from SEC Form 13F filings across 188 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 188 institutions disclosed 62.0M shares of Capital Group Short Duration Income ETF worth $1.60B — about 67.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
188
13F holders
$1.60B
value, 2026 filers
67.9%
of shares outstanding (62.0M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CGSD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7.6M | $194.4M | 0.0% | 8.3% | +9.7% |
| 2 | LPL Financial LLC | 7.6M | $194.3M | 0.0% | 8.3% | +9.7% |
| 3 | Cetera Investment Advisers | 2.7M | $68.5M | 0.1% | 2.9% | +7.0% |
| 4 | WELLS FARGO & COMPANY/MN | 2.5M | $65.3M | 0.0% | 2.8% | +12.9% |
| 5 | JONES FINANCIAL COMPANIES LLLP | 2.4M | $61.3M | 0.0% | 2.6% | +37.7% |
| 6 | Capital Group Private Client Services, Inc. | 2.3M | $60.4M | 0.9% | 2.6% | -1.8% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 2.3M | $59.6M | 0.1% | 2.5% | -3.5% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 2.2M | $56.5M | 0.0% | 2.4% | +14.4% |
| 9 | Merit Financial Group, LLC | 2.0M | $51.6M | 0.3% | 2.2% | +1.2% |
| 10 | ROYAL BANK OF CANADA | 1.6M | $41.6M | 0.0% | 1.8% | +5.7% |
| 11 | BENJAMIN EDWARDS INC | 1.6M | $41.6M | 0.4% | 1.8% | +0.1% |
| 12 | OSAIC HOLDINGS, INC. | 1.6M | $40.3M | 0.0% | 1.7% | +31.4% |
| 13 | RAYMOND JAMES FINANCIAL INC | 1.5M | $39.0M | 0.0% | 1.7% | +12.0% |
| 14 | Wood Tarver Financial Group, LLC | 1.4M | $36.6M | 8.6% | 1.6% | -5.5% |
| 15 | Baird Financial Group, Inc. | 1.4M | $35.3M | 0.0% | 1.5% | +14.1% |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | 1.4M | $35.0M | 0.4% | 1.5% | +121.0% |
| 17 | STIFEL FINANCIAL CORP | 1.3M | $34.7M | 0.0% | 1.5% | +55.1% |
| 18 | UBS Group AG | 1.3M | $33.1M | 0.0% | 1.4% | +0.9% |
| 19 | Bridgewealth Advisory Group, LLC | 1.1M | $29.1M | 5.5% | 1.2% | +9.5% |
| 20 | Waterloo Capital, L.P.NEW | 710,000 | $18.3M | 1.0% | 0.8% | new |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 646,055 | $16.6M | 0.0% | 0.7% | +9.7% |
| 22 | MML INVESTORS SERVICES, LLC | 616,594 | $15.9M | 0.0% | 0.7% | +33.7% |
| 23 | IAM Advisory, LLC | 579,852 | $14.9M | 2.9% | 0.6% | +2.1% |
| 24 | LANDAAS & CO /WI /ADV | 571,548 | $14.7M | 2.7% | 0.6% | -1.8% |
| 25 | Valmark Advisers, Inc. | 544,385 | $14.0M | 0.1% | 0.6% | +11.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.