CAP GROUP SHORT DURATION (CGSD) Institutional Ownership and Insiders Activity
CAP GROUP SHORT DURATION (CGSD) is widely held by institutional investors, with 188 firms reporting positions valued at approximately $1.59B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $194.36M in CGSD holdings in its latest filing.
Institutional Holders
188
Total Reported Value
$1.59B
Largest Holder
Morgan Stanley
Largest Position
$194.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
20
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$194.36M
- Lpl Financial Llc$194.27M
- Cetera Investment Advisers$68.48M
- Wells Fargo & Company/Mn$65.34M
- Jones Financial Companies Lllp$61.29M
CGSD News
All news- Bridgewealth Advisory Group Q2 2026: Major Purchases & Portfolio Shifts
Jul 29, 2026 · valut.ai
- Landaas & Co Q2 2026 Portfolio Activity: Focus on Growth ETFs and Select Sector Adjustments
Jul 22, 2026 · valut.ai
- Wealth Science Advisors Llc Portfolio Shifts: Significant Increases in Fixed Income, ETFs & Technology Buys
Jul 12, 2026 · valut.ai
- Thayer Financial LLC Q2 2026 Portfolio Changes: Significant Buys and Minor Sales Observed
Jul 10, 2026 · valut.ai