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Capital Group U.S. Multi-Sector Income ETF (CGMS) Institutional Ownership

Capital Group U.S. Multi-Sector Income ETF logo
$27.44 -0.07 (-0.24%)
As of 01:19 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$1.17B
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$32.39M
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CGMS Institutional Buying and Selling by Quarter

Capital Group U.S. Multi-Sector Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025AdvisorNet Financial Inc4,551$126K0.0%+67.6%0.004%
7/14/2025McGlone Suttner Wealth Management Inc.16,579$458K0.1%-5.7%0.016%
7/14/2025Main Line Retirement Advisors LLC312,403$8.63M4.9%+4.5%0.299%
7/14/2025Sowell Financial Services LLC112,270$3.10M0.1%+140.6%0.107%
7/11/2025 Skyline Advisors Inc.481,421$13.30M4.9%+1.8%0.465%
7/11/2025 Bond & Devick Financial Network Inc.237,164$6.55M2.2%+3.1%0.229%
7/11/2025 Bouvel Investment Partners LLC219,457$6.06M2.1%+1.4%0.212%
7/11/2025 Capital Advantage Inc.2,108,316$58.23M9.2%N/A2.035%
7/11/2025 Farther Finance Advisors LLC8,244$228K0.0%+174.8%0.008%
7/11/2025 Silver Oak Securities Incorporated177,141$4.89M0.4%+4.9%0.171%
7/11/2025 LongView Wealth Management84,352$2.33M0.7%+26.5%0.081%
7/10/2025 Redhawk Wealth Advisors Inc.576,569$15.93M2.0%-0.9%0.556%
7/10/2025 Wealth Enhancement Advisory Services LLC1,825,546$50.40M0.1%+0.4%1.762%
7/10/2025 Sharkey Howes & Javer60,723$1.68M0.2%-25.1%0.059%
7/10/2025 SK Wealth Management LLC44,929$1.24M0.5%+14.9%0.043%
7/10/2025 KMG Fiduciary Partners LLC355,666$9.82M0.7%+11.8%0.343%
7/10/2025 Sovran Advisors LLC35,353$972K0.1%-30.6%0.034%
7/9/2025 Dynamic Advisor Solutions LLC141,617$3.91M0.1%+12.1%0.137%
7/9/2025 Pines Wealth Management LLC28,921$799K0.3%+20.7%0.028%
7/9/2025 Fiduciary Alliance LLC117,756$3.25M0.2%N/A0.114%
7/9/2025 WealthCare Investment Partners LLC20,287$560K0.2%-2.8%0.020%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.5,005$138K0.0%+88.7%0.005%
7/7/2025 Peterson Wealth Advisors LLC25,514$705K0.1%-1.8%0.025%
7/7/2025 TruWealth Advisors LLC697,947$19.28M1.1%+14.2%0.674%
7/3/2025 TrueWealth Advisors LLC779,709$21.54M6.4%+6.3%0.768%
7/2/2025 Crumly & Associates Inc.203,641$5.63M1.4%+9.3%0.200%
6/2/2025Modern Wealth Management LLC11,558$316K0.0%+50.1%0.012%
5/27/2025Jacobi Capital Management LLC77,466$2.12M0.2%+340.6%0.080%
5/21/2025Main Line Retirement Advisors LLC298,896$8.16M5.3%+6.4%0.309%
5/21/2025Geneos Wealth Management Inc.15,425$421K0.0%+391.2%0.016%
5/21/2025Schmidt P J Investment Management Inc.29,298$800K0.1%+6.9%0.030%
5/20/2025Focus Partners Wealth38,399$1.05M0.0%N/A0.040%
5/20/2025Integrity Alliance LLC.83,961$2.29M0.1%N/A0.087%
5/19/2025Jane Street Group LLC592,433$16.17M0.0%+125.9%0.612%
5/16/2025Kestra Investment Management LLC48,886$1.34M0.0%+110.7%0.051%
5/16/2025Jones Financial Companies Lllp417,160$10.77M0.0%-2.6%0.431%
5/16/2025NewEdge Advisors LLC80,481$2.20M0.0%+27.4%0.083%
5/16/2025Integrated Wealth Concepts LLC187,630$5.12M0.1%-14.3%0.202%
5/15/2025Royal Bank of Canada764,516$20.87M0.0%+49.1%0.823%
5/15/2025Betterment LLC317,060$8.66M0.0%+6.6%0.341%
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5/15/2025Calton & Associates Inc.21,782$595K0.1%N/A0.023%
5/15/2025Baird Financial Group Inc.678,875$18.53M0.0%+30.9%0.730%
5/15/2025Vermillion & White Wealth Management Group LLC3,127$85K0.1%N/A0.003%
5/14/2025Jane Street Group LLC592,433$16.17M0.0%+125.9%0.637%
5/14/2025Comerica Bank12,442$340K0.0%+8.7%0.013%
5/14/2025Freedom Investment Management Inc.17,070$466K0.0%+4.9%0.018%
5/14/2025Oliver Luxxe Assets LLC8,000$218K0.0%N/A0.009%
5/14/2025Smartleaf Asset Management LLC393,161$10.73M1.0%+112.1%0.423%
5/14/2025Northwestern Mutual Wealth Management Co.309,283$8.44M0.0%+203.3%0.333%
5/14/2025Kestra Advisory Services LLC300,422$8.20M0.0%+49.6%0.323%
5/14/2025Flow Traders U.S. LLC36,073$985K0.0%+85.4%0.039%
5/14/2025Level Four Advisory Services LLC118,084$3.22M0.1%+6.7%0.127%
5/14/2025Blue Investment Partners LLC147,009$4.01M1.5%+53.9%0.158%
5/13/2025Raymond James Financial Inc.4,005,277$109.34M0.0%+167.9%4.310%
5/13/2025Nations Financial Group Inc. IA ADV31,035$847K0.1%+22.8%0.033%
5/13/2025Klingman & Associates LLC12,381$338K0.0%N/A0.013%
5/13/2025MSH Capital Advisors LLC13,134$359K0.1%+32.9%0.014%
5/13/2025HighTower Advisors LLC11,184$305K0.0%+14.0%0.012%
5/12/2025Benjamin Edwards Inc.381,141$10.41M0.1%+15.4%0.410%
5/12/2025AlphaCore Capital LLC40,471$1.11M0.1%N/A0.044%
5/9/2025Atria Wealth Solutions Inc.534,954$14.67M0.2%+3.2%0.576%
5/9/2025Thoroughbred Financial Services LLC47,935$1.31M0.1%+167.8%0.052%
5/9/2025Strategic Investment Solutions Inc. IL6,472$177K0.1%+139.1%0.007%
5/9/2025Commonwealth Equity Services LLC2,120,720$57.90M0.1%+23.7%2.282%
5/9/2025PNC Financial Services Group Inc.976$27K0.0%N/A0.001%
5/8/2025Endeavor Private Wealth Inc.43,121$1.18M0.6%+24.6%0.046%
5/8/2025IFG Advisory LLC8,255$225K0.0%N/A0.009%
5/8/2025Strategic Family Wealth Counselors L.L.C.156,053$4.26M1.4%-2.1%0.168%
5/8/2025US Bancorp DE5,229$143K0.0%N/A0.006%
5/8/2025Harbour Investments Inc.260,296$7.11M0.2%+13.3%0.280%
5/8/2025CAP Partners LLC21,607$590K0.4%+9.7%0.023%
5/8/2025Cannon Wealth Management Services LLC36,352$981K0.9%+9.8%0.039%
5/8/2025Entruity Wealth LLC165,707$4.52M4.3%+7.8%0.178%
5/7/2025Richards Merrill & Peterson Inc.32,544$888K0.5%+19.9%0.035%
5/7/2025LPL Financial LLC8,175,108$223.18M0.1%+50.1%8.796%
5/7/2025Inspire Advisors LLC56,230$1.54M0.2%+12.1%0.061%
5/7/2025BlueStem Wealth Partners LLC705,150$19.25M2.6%N/A0.759%
5/7/2025Trilogy Capital Inc.56,972$1.56M0.1%-45.9%0.061%
5/6/2025Assetmark Inc.4,952$135K0.0%N/A0.005%
5/6/2025Cetera Investment Advisers2,261,512$61.74M0.1%+25.5%2.433%
5/6/2025Avantax Advisory Services Inc.55,878$1.53M0.0%+7.8%0.060%
5/6/2025Tempus Wealth Planning LLC24,416$667K0.2%+28.2%0.026%
5/6/2025Brookwood Investment Group LLC13,925$380K0.1%N/A0.015%
5/6/2025Atria Investments Inc466,641$12.74M0.2%+7.4%0.502%
5/6/2025Wedbush Securities Inc.28,919$789K0.0%-6.1%0.031%
5/6/2025DeDora Capital Inc.456,359$12.46M3.6%+3.2%0.491%
5/6/2025PFG Advisors29,909$817K0.0%+25.9%0.032%
5/6/2025Winch Advisory Services LLC732,894$20.01M5.3%+1.9%0.789%
5/5/2025Carmel Capital Partners LLC198,166$5.41M2.1%N/A0.213%
5/5/2025Souders Financial Advisors311,399$8.50M1.2%+11.5%0.335%
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5/5/2025J.W. Cole Advisors Inc.33,459$913K0.0%N/A0.036%
5/5/2025OneAscent Financial Services LLC134,837$3.68M0.2%+262.9%0.145%
5/5/2025Calton & Associates Inc.1,164$32K0.0%N/A0.001%
5/5/2025Kestra Private Wealth Services LLC21,631$591K0.0%+27.2%0.023%
5/5/2025Private Advisor Group LLC519,202$14.17M0.1%+32.6%0.559%
5/2/2025Kingsview Wealth Management LLC209,923$5.73M0.1%+35.8%0.226%
5/2/2025Cullen Frost Bankers Inc.94,607$2.58M0.0%+17.2%0.102%
5/2/2025Apollon Wealth Management LLC59,274$1.62M0.0%-5.4%0.064%
5/2/2025Sigma Planning Corp19,373$529K0.0%+23.1%0.021%
5/2/2025Transcendent Capital Group LLC67,591$1.85M1.0%+14.0%0.073%
(Data available from 1/1/2016 forward)

CGMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMS shares?

During the previous two years, 253 institutional investors and hedge funds held shares of Capital Group U.S. Multi-Sector Income ETF. The most heavily invested institutionals were LPL Financial LLC ($223.18M), Raymond James Financial Inc. ($109.34M), Envestnet Asset Management Inc. ($99.29M), Cetera Investment Advisers ($61.74M), Capital Advantage Inc. ($58.23M), Commonwealth Equity Services LLC ($57.90M), and Great Valley Advisor Group Inc. ($55.80M).Learn more on Capital Group U.S. Multi-Sector Income ETF's institutional investors.

Which institutional investors have been buying Capital Group U.S. Multi-Sector Income ETF's stock?

Of the 246 institutional investors that purchased Capital Group U.S. Multi-Sector Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($6.02M), Raymond James Financial Inc. ($5.50M), Envestnet Asset Management Inc. ($2.69M), Capital Advantage Inc. ($2.11M), Great Valley Advisor Group Inc. ($2.05M), Commonwealth Equity Services LLC ($1.90M), and Cetera Investment Advisers ($1.82M).

How much institutional buying is happening at Capital Group U.S. Multi-Sector Income ETF?

Institutional investors have bought a total of 42,728,447 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

Which of Capital Group U.S. Multi-Sector Income ETF's major shareholders have been selling company stock?

Of the 56 institutional investors that sold Capital Group U.S. Multi-Sector Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFP Financial Group LLC ($255.77K), Jane Street Group LLC ($103.43K), Citadel Advisors LLC ($75.83K), Peterson Wealth Advisors LLC ($63.30K), Total Clarity Wealth Management Inc. ($62.95K), Swisher Financial Concepts Inc. ($59.14K), and Renaissance Technologies LLC ($56K).

How much institutional selling is happening at Capital Group U.S. Multi-Sector Income ETF?

Institutional investors have sold a total of 1,182,937 shares in the last 24 months. This volume of shares sold represents approximately $32.39M in transactions.



This page (NYSEARCA:CGMS) was last updated on 7/15/2025 by MarketBeat.com Staff
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