CAPITAL GRP FIXED INCM ETF T SHORT DURATION M is a security (CUSIP 14020Y607) tracked across SEC portfolio filings. 162 institutional managers reported $958.1M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $225.5M via N-PORT as of 2026-04-30.
Showing 15 of 162 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Capital International Investors | Los Angeles, CA | $346.1M | 13,168,002 |
| MORGAN STANLEY | NEW YORK, NY | $96.9M | 3,688,463 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $83.1M | 3,150,448 |
| LPL Financial LLC | FORT MILL, SC | $57.6M | 2,191,408 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $29.0M | 1,104,690 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $26.0M | 989,257 |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $21.0M | 800,815 |
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $18.7M | 712,535 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $18.1M | 690,408 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $17.3M | 656,761 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $10.9M | 414,001 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $10.9M | 413,859 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $10.4M | 395,994 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $9.8M | 372,711 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $9.5M | 360,657 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| American Funds Tax-Aware Conservative Growth and Income Portfolio | AMERICAN FUNDS PORTFOLIO SERIES | $225.5M | 347.32% |