CAP GROUP SHORT DURATION (CGSD) Institutional Shareholders
CAP GROUP SHORT DURATION (CGSD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.44B in CGSD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CGSD tracked by InsiderSet, reporting ownership valued at approximately $177.62M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $176.58M, representing an estimated loss of -0.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed CGSD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in CAP GROUP SHORT DURATION (CGSD).
This page ranks the largest institutional CGSD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
188
Total Reported Value
$1.44B
Largest Holder
Morgan Stanley
Largest Position
$177.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 6,887,009 | $177,615,986 | $176,582,911 | -$1,033,075 | -0.58% | |
| Lpl Financial Llc | 0.05% | 6,881,847 | $177,482,807 | $176,450,557 | -$1,032,250 | -0.58% | |
| Cetera Investment Advisers | 0.07% | 2,487,155 | $64,143,740 | $63,770,654 | -$373,086 | -0.58% | |
| Capital Group Private Client Services, Inc. | 1.04% | 2,389,077 | $61,614,298 | $61,255,934 | -$358,364 | -0.58% | |
| Commonwealth Equity Services, Llc | 0.07% | 2,315,811 | $59,585,810 | $59,377,394 | -$208,416 | -0.35% | |
| Wells Fargo & Company/Mn | 0.01% | 2,249,365 | $58,011,134 | $57,673,719 | -$337,415 | -0.58% | |
| Merit Financial Group, Llc | 0.32% | 2,005,706 | $51,606,822 | $51,426,302 | -$180,520 | -0.35% | |
| Envestnet Asset Management Inc | 0.01% | 1,920,135 | $49,520,292 | $49,232,261 | -$288,031 | -0.58% | |
| Jones Financial Companies Lllp | 0.02% | 1,724,483 | $44,474,406 | $44,215,744 | -$258,662 | -0.58% | |
| Benjamin Edwards Inc | 0.38% | 1,616,748 | $41,597,726 | $41,453,419 | -$144,307 | -0.35% | |
| Royal Bank Of Canada | 0.01% | 1,530,347 | $39,468,000 | $39,238,097 | -$229,903 | -0.58% | |
| Kestra Private Wealth Services, Llc | 0.38% | 1,359,525 | $34,980,570 | $34,858,221 | -$122,349 | -0.35% | |
| Raymond James Financial Inc | 0.01% | 1,354,082 | $34,921,773 | $34,718,662 | -$203,111 | -0.58% | |
| Ubs Group Ag | 0.01% | 1,276,227 | $32,913,894 | $32,722,460 | -$191,434 | -0.58% | |
| Baird Financial Group, Inc. | 0.05% | 1,203,344 | $31,034,242 | $30,853,740 | -$180,502 | -0.58% | |
| Osaic Holdings, Inc. | 0.05% | 1,193,021 | $30,768,343 | $30,589,058 | -$179,285 | -0.58% | |
| Bridgewealth Advisory Group, Llc | 5.50% | 1,132,665 | $29,143,462 | $29,041,531 | -$101,931 | -0.35% | |
| Stifel Financial Corp | 0.02% | 869,383 | $22,421,507 | $22,290,980 | -$130,527 | -0.58% | |
| Mcilrath & Eck, Llc | 1.66% | 866,459 | $22,345,967 | $22,216,009 | -$129,958 | -0.58% | |
| Waterloo Capital, L.P. | 1.03% | 710,000 | $18,268,300 | $18,204,400 | -$63,900 | -0.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 646,055 | $16,616,537 | $16,564,850 | -$51,687 | -0.31% | |
| Iam Advisory, Llc | 2.91% | 579,852 | $14,919,603 | $14,867,405 | -$52,198 | -0.35% | |
| Landaas & Co | 2.68% | 571,548 | $14,705,924 | $14,654,491 | -$51,433 | -0.35% | |
| Souders Financial Advisors | 1.44% | 489,982 | $12,636,646 | $12,563,138 | -$73,508 | -0.58% | |
| Valmark Advisers, Inc. | 0.15% | 488,831 | $12,606,940 | $12,533,627 | -$73,313 | -0.58% | |
| Mml Investors Services, Llc | 0.03% | 461,050 | $11,890,467 | $11,821,322 | -$69,145 | -0.58% | |
| Thayer Financial, L.L.C. | 10.80% | 461,835 | $11,883,015 | $11,841,449 | -$41,566 | -0.35% | |
| Conservest Capital Advisors, Inc. | 0.94% | 459,834 | $11,831,533 | $11,790,144 | -$41,389 | -0.35% | |
| &Partners | 0.04% | 350,870 | $9,064,904 | $8,996,307 | -$68,597 | -0.76% | |
| Wealth Science Advisors Llc | 4.03% | 352,270 | $9,063,919 | $9,032,203 | -$31,716 | -0.35% | |
| Cauble & Harre Wealth Management, Inc. | 7.04% | 342,329 | $8,835,504 | $8,777,316 | -$58,188 | -0.66% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 336,296 | $8,673,069 | $8,622,629 | -$50,440 | -0.58% | |
| Lodestone Wealth Management Llc | 2.99% | 329,266 | $8,472,017 | $8,442,380 | -$29,637 | -0.35% | |
| Financial Management Network Inc | 1.12% | 282,033 | $7,299,024 | $7,231,326 | -$67,698 | -0.93% | |
| Private Advisor Group, Llc | 0.03% | 279,445 | $7,190,119 | $7,164,970 | -$25,149 | -0.35% | |
| Great Valley Advisor Group, Inc. | 0.11% | 244,334 | $6,301,290 | $6,264,724 | -$36,566 | -0.58% | |
| Jane Street Group, Llc | 0.01% | 243,445 | $6,278,447 | $6,241,930 | -$36,517 | -0.58% | |
| Kestra Investment Management, Llc | 0.11% | 240,119 | $6,192,657 | $6,156,651 | -$36,006 | -0.58% | |
| Kestra Advisory Services, Llc | 0.02% | 227,602 | $5,856,206 | $5,835,715 | -$20,491 | -0.35% | |
| Sei Investments Co | 0.01% | 223,627 | $5,767,360 | $5,733,796 | -$33,564 | -0.58% | |
| Petredis Investment Advisors Llc | 0.38% | 217,231 | $5,589,354 | $5,569,803 | -$19,551 | -0.35% | |
| Richards, Merrill & Peterson, Inc. | 1.62% | 198,353 | $5,103,620 | $5,085,771 | -$17,849 | -0.35% | |
| Cerity Partners Llc | 0.01% | 186,127 | $4,800,258 | $4,772,296 | -$27,962 | -0.58% | |
| Rothschild Investment Llc | 0.23% | 168,869 | $4,355,131 | $4,329,801 | -$25,330 | -0.58% | |
| Captrust Financial Advisors | 0.01% | 166,111 | $4,284,004 | $4,259,086 | -$24,918 | -0.58% | |
| Nwf Advisory Services Inc. | 0.40% | 164,130 | $4,223,071 | $4,208,293 | -$14,778 | -0.35% | |
| J Hagan Capital, Inc. | 2.25% | 161,576 | $4,167,032 | $4,142,809 | -$24,223 | -0.58% | |
| Sovran Advisors, Llc | 0.28% | 147,186 | $3,787,096 | $3,773,849 | -$13,247 | -0.35% | |
| Integras Partners Llc | 2.07% | 146,024 | $3,757,190 | $3,744,055 | -$13,135 | -0.35% | |
| World Investment Advisors | 0.06% | 145,523 | $3,753,027 | $3,731,210 | -$21,817 | -0.58% |
Frequently asked questions about CGSD
Who owns the most CGSD stock?
The largest holders of CGSD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP SHORT DURATION (CGSD).
Is CGSD widely held by superinvestors?
Many widely followed stocks like CGSD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGSD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.