CGSD

Cap Group Short Duration

+$161.5M

Net Activity

Institutions Holding

186

Popularity Rank

#3079

Avg Weight

0.47%

Total Value

$1.4B

Ownership Trend

186 institutions currently hold CGSD, with 127 net buyers and 53 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

53

Net Buying Institutions

127

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$177.6M
LF
LPL Financial LLC
$177.5M
CI
Cetera Investment Advisers
$64.1M
CE
Commonwealth Equity Services, LLC
$61.9M
CG
Capital Group Private Client Services, Inc.
$61.6M

Top 5 by Conviction

TF
Thayer Financial, L.L.C.
11.55%
WT
Wood Tarver Financial Group, LLC
10.73%
C&
Cauble & Harre Wealth Management, Inc.
7.04%
BA
Bridgewealth Advisory Group, LLC
5.53%
IP
Integras Partners LLC
4.52%
View all 186 holding institutions

Quarterly Activity

Recent Activity

+$1.3B

Total Buy Value

$293.6M

Total Sell Value

New buy34
Trim40
Add93
Sold out13

127

Net Buyers

53

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP SHORT DURATION (CGSD)?
Major stakeholders currently include Morgan Stanley ($177.6M), LPL Financial LLC ($177.5M), Cetera Investment Advisers ($64.1M). Based on the latest 13F filings, there are a total of 186 tracked investment funds and institutions maintaining positions in CGSD.
What is the overall institutional sentiment toward CGSD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $161.5M, driven by 127 managers accumulating shares while 53 reduced their exposure.
Which institutions have been selling or reducing their CGSD positions?
In the latest period, 40 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $293.6M.
Are there any notable investors adding CGSD to their portfolios?
Yes, buying activity remains notable. 34 institutions opened new positions in {ticker}, and 93 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.3B.

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