CAP GROUP SHORT DURATION CGSD
$25.74
+0.1% 52w: $24.69 – $25.76
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data24.6925.2225.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
187
+21 QoQ
13F value
$1.45B
+13.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGSD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 6.9M | $177.6M | 0.0% | +15.8% |
| LPL Financial LLC | Bank broker | 6.9M | $177.5M | 0.0% | +10.4% |
| Cetera Investment Advisers | Wealth advisor | 2.5M | $64.1M | 0.1% | +6.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.4M | $61.9M | 0.1% | +11.9% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 2.4M | $61.6M | 1.0% | +1.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.2M | $58.0M | 0.0% | +29.9% |
| Merit Financial Group, LLC | Wealth advisor | 2.0M | $51.1M | 0.4% | +3.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.9M | $49.5M | 0.0% | +53.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.7M | $44.5M | 0.0% | +31.4% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 1.6M | $41.7M | 0.4% | +665.3% |
| ROYAL BANK OF CANADA | Bank broker | 1.5M | $39.5M | 0.0% | +18.3% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 1.5M | $38.8M | 10.7% | +9.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.4M | $34.9M | 0.0% | +5.8% |
| UBS Group AG | Bank broker | 1.3M | $32.9M | 0.0% | -0.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.2M | $31.0M | 0.0% | +209.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $30.8M | 0.0% | -5.0% |
| Bridgewealth Advisory Group, LLC | Wealth advisor | 1.0M | $26.7M | 5.5% | +7.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 869.4K | $22.4M | 0.0% | +12.2% |
| McIlrath & Eck, LLC | Wealth advisor | 866.5K | $22.3M | 1.7% | -1.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 615.3K | $15.9M | 0.2% | +7.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 588.9K | $15.2M | 0.0% | -28.9% |
| LANDAAS & CO /WI /ADV | Wealth advisor | 581.8K | $15.0M | 3.3% | +7.4% |
| IAM Advisory, LLC | Wealth advisor | 568.0K | $14.6M | 3.3% | +2.0% |
| Private Advisor Group, LLC | Wealth advisor | 520.8K | $13.4M | 0.1% | +10.8% |
| Souders Financial Advisors | Wealth advisor | 490.0K | $12.6M | 1.4% | +7.5% |
| Valmark Advisers, Inc. | Wealth advisor | 488.8K | $12.6M | 0.1% | +48.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 461.1K | $11.9M | 0.0% | -8.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 459.1K | $11.8M | 0.0% | -2.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 440.5K | $11.4M | 0.0% | +14.9% |
| Thayer Financial, L.L.C. | Wealth advisor | 439.0K | $11.3M | 11.6% | +6.4% |
| &PARTNERS | Diversified mechanical | 350.9K | $9.1M | 0.0% | +19.2% |
| Conservest Capital Advisors, Inc. | Wealth advisor | 343.8K | $8.9M | 0.8% | +309.4% |
| Cauble & Harre Wealth Management, Inc. | Wealth advisor | 342.3K | $8.8M | 7.0% | -1.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 336.3K | $8.7M | 0.0% | +8.2% |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 282.0K | $7.3M | 1.1% | +4.4% |
| Integras Partners LLC | Wealth advisor | 266.9K | $6.9M | 4.5% | New |
| Lodestone Wealth Management LLC | Other | 257.3K | $6.6M | 2.6% | +9.4% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 244.3K | $6.3M | 0.1% | -8.6% |
| JANE STREET GROUP, LLC | Market maker | 243.4K | $6.3M | 0.0% | New |
| Kestra Investment Management, LLC | Wealth advisor | 240.1K | $6.2M | 0.1% | New |
| SEI INVESTMENTS CO | Diversified mechanical | 223.6K | $5.8M | 0.0% | +21.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 215.7K | $5.6M | 0.0% | +196.6% |
| PETREDIS INVESTMENT ADVISORS LLC | Other | 193.1K | $5.0M | 0.4% | -7.9% |
| RICHARDS, MERRILL & PETERSON, INC. | Other | 187.0K | $4.8M | 1.8% | +50.4% |
| Cerity Partners LLC | Diversified mechanical | 186.1K | $4.8M | 0.0% | +528.9% |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 168.9K | $4.4M | 0.2% | +8.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 166.1K | $4.3M | 0.0% | -83.9% |
| NWF Advisory Services Inc. | Other | 165.1K | $4.3M | 0.5% | -2.5% |
| J HAGAN CAPITAL, INC. | Wealth advisor | 161.6K | $4.2M | 2.2% | -2.0% |
| World Investment Advisors | Wealth advisor | 145.5K | $3.8M | 0.1% | +54.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.