Who Owns CAP GROUP SHORT DURATION (CGSD)? -- Institutional Holders (2026-06-30)

201 institutions reported holding $1.60B of CAP GROUP SHORT DURATION (CGSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($194.4M), LPL Financial LLC ($194.3M), Cetera Investment Advisers ($68.5M), WELLS FARGO & COMPANY/MN ($65.3M), JONES FINANCIAL COMPANIES LLLP ($61.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$194.4M7.6MAdded
2LPL Financial LLC$194.3M7.6MAdded
3Cetera Investment Advisers$68.5M2.7MAdded
4WELLS FARGO & COMPANY/MN$65.3M2.5MAdded
5JONES FINANCIAL COMPANIES LLLP$61.3M2.4MAdded
6Capital Group Private Client Services, Inc.$60.4M2.3MTrimmed
7COMMONWEALTH EQUITY SERVICES, LLC$59.6M2.3MTrimmed
8ENVESTNET ASSET MANAGEMENT INC$56.5M2.2MAdded
9Merit Financial Group, LLC$51.6M2.0MAdded
10Royal Bank of Canada$41.6M1.6MAdded
11BENJAMIN EDWARDS INC$41.6M1.6MAdded
12OSAIC HOLDINGS, INC.$40.3M1.6MAdded
13RAYMOND JAMES FINANCIAL INC$39.0M1.5MAdded
14Wood Tarver Financial Group, LLC$36.6M1.4MTrimmed
15Baird Financial Group, Inc.$35.3M1.4MAdded
16KESTRA PRIVATE WEALTH SERVICES, LLC$35.0M1.4MAdded
17STIFEL FINANCIAL CORP$34.7M1.3MAdded
18UBS Group AG$33.1M1.3MAdded
19Bridgewealth Advisory Group, LLC$29.1M1.1MAdded
20Waterloo Capital, L.P.$18.3M710,000New
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$16.6M646,055Added
22MML INVESTORS SERVICES, LLC$15.9M616,594Added
23IAM Advisory, LLC$14.9M579,852Added
24LANDAAS & CO /WI /ADV$14.7M571,548Trimmed
25Valmark Advisers, Inc.$14.0M544,385Added

Source: SEC Form 13F filings · as of 2026-06-30