CGSD Institutional Ownership & Shareholders
CAP GROUP SHORT DURATION (CGSD) is currently held by 186 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.64B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of CGSD tracked by InsiderSet, reporting ownership valued at approximately $194.36M in its June 30, 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 $192.02M, representing an estimated loss of -1.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
186
Total Reported Value
$1.64B
Largest Holder
Morgan Stanley
Largest Position
$194.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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% | 7,553,728 | $194,357,455 | $192,015,766 | -$2,341,689 | -1.20% | |
| Lpl Financial Llc | 0.04% | 7,550,294 | $194,269,059 | $191,928,473 | -$2,340,586 | -1.20% | |
| Cetera Investment Advisers | 0.06% | 2,661,653 | $68,484,338 | $67,659,219 | -$825,119 | -1.20% | |
| Wells Fargo & Company/Mn | 0.01% | 2,539,382 | $65,338,303 | $64,551,090 | -$787,213 | -1.20% | |
| Jones Financial Companies Lllp | 0.02% | 2,373,894 | $61,293,941 | $60,344,385 | -$949,556 | -1.55% | |
| Capital Group Private Client Services, Inc. | 0.85% | 2,346,864 | $60,384,821 | $59,657,283 | -$727,538 | -1.20% | |
| Commonwealth Equity Services, Llc | 0.08% | 2,369,719 | $59,835,397 | $60,238,257 | +$402,860 | +0.67% | |
| Envestnet Asset Management Inc | 0.01% | 2,195,984 | $56,502,662 | $55,821,913 | -$680,749 | -1.20% | |
| Merit Financial Group, Llc | 0.32% | 2,005,706 | $51,606,822 | $50,985,047 | -$621,775 | -1.20% | |
| Royal Bank Of Canada | 0.01% | 1,618,052 | $41,632,000 | $41,130,882 | -$501,118 | -1.20% | |
| Benjamin Edwards Inc | 0.38% | 1,616,748 | $41,597,726 | $41,097,734 | -$499,992 | -1.20% | |
| Osaic Holdings, Inc. | 0.05% | 1,567,873 | $40,341,770 | $39,855,332 | -$486,438 | -1.21% | |
| Raymond James Financial Inc | 0.01% | 1,516,230 | $39,012,591 | $38,542,567 | -$470,024 | -1.20% | |
| Kestra Private Wealth Services, Llc | 0.39% | 1,458,710 | $36,832,437 | $37,080,408 | +$247,971 | +0.67% | |
| Wood Tarver Financial Group, Llc | 8.65% | 1,423,756 | $36,633,000 | $36,191,878 | -$441,122 | -1.20% | |
| Baird Financial Group, Inc. | 0.05% | 1,373,223 | $35,333,028 | $34,907,329 | -$425,699 | -1.20% | |
| Stifel Financial Corp | 0.03% | 1,348,697 | $34,702,086 | $34,283,878 | -$418,208 | -1.21% | |
| Ubs Group Ag | 0.01% | 1,288,331 | $33,148,757 | $32,749,374 | -$399,383 | -1.20% | |
| Bridgewealth Advisory Group, Llc | 5.50% | 1,132,665 | $29,143,462 | $28,792,344 | -$351,118 | -1.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 905,411 | $22,943,118 | $23,015,548 | +$72,430 | +0.32% | |
| Mcilrath & Eck, Llc | 1.66% | 866,459 | $22,345,967 | $22,025,388 | -$320,579 | -1.43% | |
| Kom Wealth Management Group, Llc | 10.75% | 857,540 | $21,652,880 | $21,798,667 | +$145,787 | +0.67% | |
| Waterloo Capital, L.P. | 1.03% | 710,000 | $18,268,300 | $18,048,200 | -$220,100 | -1.20% | |
| Wealth Science Advisors Llc | 7.11% | 670,075 | $16,919,395 | $17,033,307 | +$113,912 | +0.67% | |
| Mml Investors Services, Llc | 0.03% | 616,594 | $15,864,966 | $15,673,819 | -$191,147 | -1.20% | |
| Iam Advisory, Llc | 2.91% | 579,852 | $14,919,603 | $14,739,838 | -$179,765 | -1.20% | |
| Valmark Advisers, Inc. | 0.15% | 544,385 | $14,007,036 | $13,838,267 | -$168,769 | -1.20% | |
| Newedge Advisors, Llc | 0.04% | 535,206 | $13,770,851 | $13,604,937 | -$165,914 | -1.20% | |
| Wealthcare Advisory Partners Llc | 0.23% | 540,533 | $13,648,467 | $13,740,349 | +$91,882 | +0.67% | |
| Landaas & Co | 2.24% | 537,645 | $13,575,541 | $13,666,936 | +$91,395 | +0.67% | |
| Souders Financial Advisors | 1.36% | 526,722 | $13,552,565 | $13,389,273 | -$163,292 | -1.20% | |
| Conservest Capital Advisors, Inc. | 0.94% | 459,834 | $11,831,533 | $11,688,980 | -$142,553 | -1.20% | |
| &Partners | 0.04% | 404,845 | $10,404,092 | $10,291,160 | -$112,932 | -1.09% | |
| Lodestone Wealth Management Llc | 3.05% | 359,008 | $9,064,952 | $9,125,983 | +$61,031 | +0.67% | |
| Cauble & Harre Wealth Management, Inc. | 7.03% | 340,536 | $8,765,657 | $8,656,425 | -$109,232 | -1.25% | |
| Kestra Advisory Services, Llc | 0.02% | 307,153 | $7,755,617 | $7,807,829 | +$52,212 | +0.67% | |
| Petredis Investment Advisors Llc | 0.49% | 294,425 | $7,434,231 | $7,484,284 | +$50,053 | +0.67% | |
| Great Valley Advisor Group, Inc. | 0.12% | 287,394 | $7,394,849 | $7,305,555 | -$89,294 | -1.21% | |
| Private Advisor Group, Llc | 0.03% | 279,445 | $7,190,119 | $7,103,492 | -$86,627 | -1.20% | |
| Sei Investments Co | 0.01% | 275,972 | $7,100,720 | $7,015,208 | -$85,512 | -1.20% | |
| Mgo One Seven Llc | 0.11% | 267,506 | $6,754,527 | $6,800,003 | +$45,476 | +0.67% | |
| Cofg Advisors, Llc | 0.99% | 223,903 | $5,761,024 | $5,691,614 | -$69,410 | -1.20% | |
| Richards, Merrill & Peterson, Inc. | 1.67% | 216,812 | $5,474,495 | $5,511,361 | +$36,866 | +0.67% | |
| Cerity Partners Llc | 0.01% | 185,674 | $4,776,992 | $4,719,833 | -$57,159 | -1.20% | |
| Advisornet Financial, Inc | 0.20% | 177,609 | $4,500,624 | $4,514,821 | +$14,197 | +0.32% | |
| Rothschild Investment Llc | 0.16% | 171,205 | $4,405,099 | $4,352,031 | -$53,068 | -1.20% | |
| J Hagan Capital, Inc. | 2.03% | 169,976 | $4,373,486 | $4,320,790 | -$52,696 | -1.20% | |
| Captrust Financial Advisors | 0.01% | 160,455 | $4,128,509 | $4,078,766 | -$49,743 | -1.20% | |
| Nwf Advisory Services Inc. | 0.38% | 162,581 | $4,105,197 | $4,132,809 | +$27,612 | +0.67% | |
| Integras Partners Llc | 2.13% | 151,491 | $3,825,141 | $3,850,901 | +$25,760 | +0.67% |
Frequently asked questions about CGSD
Who are the largest institutional holders of CGSD?
The largest institutional holders of CGSD reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Cetera Investment Advisers, Wells Fargo & Company/Mn, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported CGSD position.
What is CGSD institutional ownership?
This page tracks CGSD positions reported by institutional investment managers through SEC Form 13F. CAP GROUP SHORT DURATION (CGSD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGSD?
InsiderSet currently tracks 186 institutional managers reporting CGSD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGSD shareholders.
How much CGSD stock do institutions own?
Institutional investment managers disclosed approximately $1.64B in CGSD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGSD institutional ownership last updated?
The latest CGSD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGSD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGSD position after the reporting date.
Are institutions buying or selling CGSD?
Institutional buying and selling can be analyzed by comparing CGSD positions across consecutive 13F reporting periods. InsiderSet's CGSD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGSD ownership changes.
How has CGSD institutional ownership changed over time?
InsiderSet tracks CGSD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.