Public ownership evidence

Capital Group Short Duration Income ETF (CGSD) Ownership Disclosures

Read CGSD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Capital Group Short Duration Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
WNY Asset Management, LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
34,387
Value (USD)
$884,771
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001032
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CGSD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CGSD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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WNY Asset Management, LLC2026-06-302026-08-1834,387$884,771None
Equitable Holdings, Inc.2026-06-302026-08-1853,954$1,388,245None
AMERIFLEX GROUP, INC.2026-06-302026-08-153,180$81,821None
Synergy Investment Management, LLC2026-06-302026-08-152,900$74,617None
SEI INVESTMENTS CO2026-06-302026-08-15275,972$7,100,720None
Mutual Advisors, LLC2026-06-302026-08-1538,724$996,361None
J HAGAN CAPITAL, INC.2026-06-302026-08-15169,976$4,373,486None
COFG Advisors, LLC2026-06-302026-08-15223,903$5,761,024None
Perennial Investment Advisors, LLC2026-06-302026-08-1555,443$1,426,570None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-1518,198$468,224None
Ameritas Advisory Services, LLC2026-06-302026-08-1511,706$301,197None
Western Wealth Management, LLC2026-06-302026-08-1552,860$1,360,102None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-1517,623$453,440None
IFG Advisory, LLC2026-06-302026-08-156,105$157,086None
OSAIC HOLDINGS, INC.2026-06-302026-08-15515,576$13,265,770None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520,973$539,624None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,031,324$26,536,376None
Orion Porfolio Solutions, LLC2026-06-302026-08-1529,253$752,680None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-1512,563$323,246None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-1522,849$587,905None
&PARTNERS2026-06-302026-08-15404,845$10,404,092None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,373,894$61,293,941None
Ausdal Financial Partners, Inc.2026-06-302026-08-1518,381$472,951None
MAI Capital Management2026-06-302026-08-1553,328$1,372,130None
Cerity Partners LLC2026-06-302026-08-15185,674$4,776,992None
ROYAL BANK OF CANADA2026-06-302026-08-151,618,052$41,632,000None
CITADEL ADVISORS LLC2026-06-302026-08-15134,685$3,465,445None
World Investment Advisors2026-06-302026-08-15145,973$3,764,606None
NATIXIS ADVISORS, LLC2026-06-302026-08-15120,705$3,105,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1519,997$514,524None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,040,234$26,765,219None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15455,999$11,732,848None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,739,046$44,745,649None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15800,336$20,592,654None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,498$295,844None
Silver Grove Financial Group, Inc.2026-06-302026-08-14295$7,590None
Troutman Wealth Management, LLC2026-06-302026-08-1496,524$2,483,569None
Wood Tarver Financial Group, LLC2026-06-302026-08-141,423,756$36,633,000None
Rockefeller Capital Management L.P.2026-06-302026-08-1421,597$555,701None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1447,515$1,222,564None
UBS Group AG2026-06-302026-08-141,288,331$33,148,757None
Inspire Advisors, LLC2026-06-302026-08-14129,674$3,336,525None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14160,455$4,128,509None
MORGAN STANLEY2026-06-302026-08-147,553,445$194,350,161None
MORGAN STANLEY2026-06-302026-08-14283$7,294None
Smartleaf Asset Management LLC2026-06-302026-08-135,089$131,093None
Compton Financial Group, LLC2026-06-302026-08-13128,871$3,315,847None
Capital Group Private Client Services, Inc.2026-06-302026-08-132,346,864$60,384,821None
Integrated Wealth Concepts LLC2026-06-302026-08-1373,307$1,886,208None
Cetera Investment Advisers2026-06-302026-08-132,661,653$68,484,338None

90-day public filing window, up to 50 source positions.

WNY Asset Management, LLC ↗Equitable Holdings, Inc. ↗AMERIFLEX GROUP, INC. ↗Synergy Investment Management, LLC ↗SEI INVESTMENTS CO ↗Mutual Advisors, LLC ↗J HAGAN CAPITAL, INC. ↗COFG Advisors, LLC ↗Perennial Investment Advisors, LLC ↗ENDEAVOR PRIVATE WEALTH, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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