CAP GROUP SHORT DURATION (CGSD) Institutional Ownership Changes & 13F Activity

CAP GROUP SHORT DURATION (CGSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jones Financial Companies Lllp, Osaic Holdings, Inc., Wells Fargo & Company/Mn, Envestnet Asset Management Inc, and Cofg Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+275,849+14.4%2,195,984$56.50MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+876+5.1%18,088$465.40KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+6,624+22.1%36,654$943.10KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-2,022-1.5%134,685$3.47MQ2 2026Sep 02, 2026
Wny Asset Management, LlcBuy+34,387—34,387$884.77KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-31,095-36.6%53,954$1.39MQ2 2026Aug 17, 2026
Jones Financial Companies LllpBuy+649,411+37.7%2,373,894$61.29MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+374,852+31.4%1,567,873$40.34MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+290,017+12.9%2,539,382$65.34MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+223,903—223,903$5.76MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+162,148+12.0%1,516,230$39.01MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+87,705+5.7%1,618,052$41.63MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+76,806+175.0%120,705$3.10MQ2 2026Aug 14, 2026
&PartnersBuy+53,975+15.4%404,845$10.40MQ2 2026Aug 14, 2026
Sei Investments CoBuy+52,345+23.4%275,972$7.10MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-21,531-42.4%29,253$752.68KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+17,149+79.5%38,724$996.36KQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcBuy+12,849+128.5%22,849$587.90KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+11,706—11,706$301.20KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+11,498—11,498$295.84KQ2 2026Aug 14, 2026
J Hagan Capital, Inc.Buy+8,400+5.2%169,976$4.37MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+6,105—6,105$157.09KQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcSell-2,156-3.7%55,443$1.43MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+1,742+3.4%53,328$1.37MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-1,466-2.7%52,860$1.36MQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcBuy+1,342+12.0%12,563$323.25KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+983+5.7%18,381$472.95KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-453-0.2%185,674$4.78MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+450+0.3%145,973$3.76MQ2 2026Aug 14, 2026
Endeavor Private Wealth, Inc.Buy+66+0.4%18,198$468.22KQ2 2026Aug 14, 2026
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Frequently asked questions about CGSD activity

  • Which institutional owners are buying CGSD?

    Institutional owners buying CGSD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGSD activity?

    "Buy" means an investor increased their reported position in CGSD compared to the prior reporting period. This reflects growing exposure to CAP GROUP SHORT DURATION (CGSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGSD increasing?

    Institutional interest in CGSD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.