§ EQUITY
USDCGSD
CAP GROUP SHORT DURATION
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 6.9M | 0.0% | −42% |
| LPL Financial LLC | 6.9M | 0.0% | +10% |
| Cetera Investment Advisers | 2.5M | 0.1% | +7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.4M | 0.1% | +12% |
| Capital Group Private Client | 2.4M | 1.0% | +2% |
| Merit Financial Group, LLC | 2.0M | 0.4% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for CGSD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER77.6% · 172 holders
DEALER / BANK21.4% · 11 holders
INCOME / DEFENSIVE0.6% · 1 holder
TACTICAL / MACRO0.2% · 1 holder
QUALITY / COMPOUNDER0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CGSD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CGSD yet.