CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / SHORT DURATION M
Symbol
CGSM
Price per share
$26.54
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
31,139,402
Total reported value
$820,057,071
% of total 13F portfolios
0%
Share change
+3,167,327
Value change
+$83,257,556
Number of holders
127
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 127 institutional investors reported holding 31,139,402 shares of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM).

Institutional Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 31,139,402 $820,057,071 +$83,257,556 $26.34 127
2025 Q3 27,717,026 $730,617,659 +$95,547,239 $26.36 110
2025 Q2 24,140,637 $629,626,124 +$60,357,665 $26.08 97
2025 Q1 21,887,676 $569,282,446 +$70,684,127 $26.01 82
2024 Q4 19,081,864 $495,559,110 +$72,034,632 $25.97 67
2024 Q3 15,790,357 $414,655,826 +$386,164,569 $26.26 54
2024 Q2 1,091,525 $28,113,136 -$7,078,016 $25.74 32
2024 Q1 1,357,259 $34,895,552 -$6,415,404 $25.71 19
2023 Q4 1,606,808 $41,510,994 +$8,936,606 $25.84 11
2023 Q3 1,262,832 $31,609,422 +$31,609,422 $25.03 4