Who owns Capital Group Short Duration Municipal Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGSM from SEC Form 13F filings across 162 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, 162 institutions disclosed 50.1M shares of Capital Group Short Duration Municipal Income ETF worth $1.32B — about 110.1% of shares outstanding; the largest disclosed holder is Capital International Investors. Source: SEC Form 13F filings, parsed by EvidInvest.
162
13F holders
$1.32B
value, 2026 filers
110.1%
of shares outstanding (50.1M sh)
29
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 CGSM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 13.1M | $346.8M | 0.1% | 28.9% | -0.2% |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11.6M | $305.2M | 0.2% | 25.4% | +947.1% |
| 3 | MORGAN STANLEY | 3.6M | $94.4M | 0.0% | 7.9% | -3.0% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 3.2M | $83.1M | 0.0% | 6.9% | +7.6% |
| 5 | LPL Financial LLC | 2.7M | $71.5M | 0.0% | 6% | +23.7% |
| 6 | Capital Group Private Client Services, Inc. | 1.3M | $34.9M | 0.5% | 2.9% | +65.3% |
| 7 | Cetera Investment Advisers | 1.3M | $33.5M | 0.0% | 2.8% | +28.3% |
| 8 | JONES FINANCIAL COMPANIES LLLP | 917,938 | $24.3M | 0.0% | 2% | +39.8% |
| 9 | WELLS FARGO & COMPANY/MN | 846,621 | $22.3M | 0.0% | 1.9% | +22.6% |
| 10 | CAPTRUST FINANCIAL ADVISORS | 738,981 | $19.5M | 0.0% | 1.6% | +3.7% |
| 11 | OSAIC HOLDINGS, INC. | 518,969 | $13.7M | 0.0% | 1.1% | +39.2% |
| 12 | MML INVESTORS SERVICES, LLC | 443,224 | $11.7M | 0.0% | 1% | +27.1% |
| 13 | ROYAL BANK OF CANADA | 440,452 | $11.6M | 0.0% | 1% | +35.1% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 414,001 | $10.9M | 0.0% | 0.9% | +14.7% |
| 15 | TRUIST FINANCIAL CORP | 413,859 | $10.9M | 0.0% | 0.9% | -1.3% |
| 16 | RAYMOND JAMES FINANCIAL INC | 389,563 | $10.3M | 0.0% | 0.9% | -1.6% |
| 17 | Kestra Advisory Services, LLC | 360,657 | $9.5M | 0.0% | 0.8% | +16.3% |
| 18 | Cambridge Investment Research Advisors, Inc. | 328,319 | $8.7M | 0.0% | 0.7% | +12.9% |
| 19 | Boulder Wealth Advisors, LLC | 316,322 | $8.3M | 3.0% | 0.7% | +26.1% |
| 20 | Vestmark Advisory Solutions, Inc. | 304,185 | $8.0M | 0.1% | 0.7% | 0.0% |
| 21 | NATIXIS ADVISORS, LLC | 227,062 | $6.0M | 0.0% | 0.5% | +59.5% |
| 22 | J.W. COLE ADVISORS, INC.NEW | 209,316 | $5.5M | 0.1% | 0.5% | new |
| 23 | INTEGRATED WEALTHCARE, LLC | 199,147 | $5.3M | 3.9% | 0.4% | +1.6% |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 194,857 | $5.1M | 0.0% | 0.4% | -3.8% |
| 25 | PRINCIPAL SECURITIES, INC. | 194,070 | $5.1M | 0.1% | 0.4% | +2.8% |
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.