CGSD

Cap Group Short Duration

Latest period2026 - Q2Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 17 superinvestors own shares of Cap Group Short Duration (CGSD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Short Duration (CGSD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Short Duration (CGSD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Short Duration (CGSD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Holly Jinks@Iam Advisory, Llc
Recent Activity
Increased 2.09%
2.91%
$14.92M
579,852 shares@ 25.74 avg price
Aryn Sands@Thayer Financial, L.l.c.
Recent Activity
Increased 5.21%
10.8%
$11.883M
461,835 shares@ 25.74 avg price
James Exley@Wealth Science Advisors Llc
Recent Activity
Increased 309.42%
4.03%
$9.064M
352,270 shares@ 25.74 avg price
Will Becker@Dedora Capital, Inc.
Recent Activity
Increased 4.21%
0.58%
$2.639M
102,567 shares@ 25.73 avg price
Melinda Parks@Freestate Advisors Llc
Recent Activity
Increased 9.1%
1.57%
$2.093M
81,340 shares@ 25.73 avg price
Noah Schwab@Stewardship Concepts Financial Services Llc
Recent Activity
Increased 349.55%
1.22%
$1.813M
70,448 shares@ 25.73 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
0.77%
$1.727M
67,273 shares@ 25.68 avg price
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
Increased 344.87%
0.1%
$1.313M
51,026 shares@ 25.74 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 35.35%
0.08%
$1.004M
39,036 shares@ 25.73 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Decreased -0.19%
0.01%
$806,016
31,326 shares@ 25.73 avg price

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