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

Capital Group U.S. Multi-Sector Income ETF logo
$27.80 -0.02 (-0.07%)
Closing price 04:10 PM Eastern
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$27.80 0.00 (-0.02%)
As of 04:10 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)
248
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$82.27M
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CGMS Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025TruWealth Advisors LLC731,665$20.30M1.0%+4.8%0.603%
10/6/2025Venture Visionary Partners LLC20,891$580K0.0%+65.6%0.017%
9/9/2025NWF Advisory Services Inc.176,937$4.89M0.6%-1.0%0.163%
9/4/2025Osaic Holdings Inc.1,768,762$48.86M0.1%+30.2%1.629%
8/27/2025Orion Porfolio Solutions LLC34,432$951K0.0%+53.2%0.032%
8/18/2025Geneos Wealth Management Inc.22,070$610K0.0%+43.1%0.020%
8/18/2025Kestra Investment Management LLC59,114$1.63M0.0%+20.9%0.054%
8/18/2025Wellington Capital Management Inc.74,041$2.05M2.9%N/A0.068%
8/15/2025Equitable Holdings Inc.113,391$3.13M0.0%+37.7%0.104%
8/15/2025Lantern Wealth Advisors LLC10,059$278K0.2%N/A0.009%
8/15/2025Smartleaf Asset Management LLC424,123$11.66M1.0%+7.9%0.391%
8/15/2025Snowden Capital Advisors LLC18,955$524K0.0%+6.3%0.017%
8/15/2025Orion Porfolio Solutions LLC34,432$951K0.0%+53.2%0.032%
8/15/2025MML Investors Services LLC893,794$24.69M0.1%+18.6%0.823%
8/15/2025Modern Wealth Management LLC13,250$366K0.0%+14.6%0.012%
8/15/2025IHT Wealth Management LLC8,332$230K0.0%N/A0.008%
8/15/2025Great Valley Advisor Group Inc.2,150,804$59.41M1.3%+4.9%1.980%
8/15/2025Benjamin Edwards Inc.398,486$11.01M0.1%+4.6%0.367%
8/14/2025CLG LLC47,423$1.31M0.4%+7.4%0.044%
8/14/2025Jane Street Group LLC118,193$3.26M0.0%-80.0%0.109%
8/14/2025Raymond James Financial Inc.3,978,724$109.89M0.0%-0.7%3.664%
8/14/2025Keystone Financial Services LLC113,482$3.13M2.4%+4.4%0.104%
8/14/2025Betterment LLC320,413$8.85M0.0%+1.1%0.295%
8/14/2025NewEdge Advisors LLC148,965$4.11M0.0%+85.1%0.137%
8/14/2025Gerber Kawasaki Wealth & Investment Management10,494$290K0.0%-22.4%0.010%
8/13/2025Strategic Family Wealth Counselors L.L.C.183,258$5.06M1.4%+17.4%0.169%
8/13/2025Gateway Wealth Partners LLC22,482$621K0.1%+52.5%0.021%
8/13/2025Milestone Investment Advisors LLC22,976$635K0.2%-11.1%0.021%
8/13/2025Baird Financial Group Inc.689,032$19.03M0.0%+1.5%0.634%
8/13/2025EverSource Wealth Advisors LLC11,284$312K0.0%N/A0.010%
8/13/2025Argyle Capital Partners LLC28,240$780K0.6%+29.0%0.026%
8/13/2025RPg Family Wealth Advisory LLC140,717$3.89M1.0%N/A0.130%
8/13/2025Beacon Pointe Advisors LLC428,134$11.83M0.1%N/A0.394%
8/13/2025Forthright Family Wealth Advisory LLC114,201$3.15M2.0%-1.4%0.105%
8/13/2025VestGen Advisors LLC302,078$8.34M0.3%-0.2%0.278%
8/13/2025Level Four Advisory Services LLC147,583$4.08M0.2%+25.0%0.136%
8/13/2025Northwestern Mutual Wealth Management Co.654,276$18.07M0.0%+111.5%0.602%
8/12/2025J.W. Cole Advisors Inc.36,137$998K0.0%+8.0%0.033%
8/12/2025Financial Advocates Investment Management16,977$469K0.0%-4.8%0.016%
8/12/2025Steward Partners Investment Advisory LLC20,444$565K0.0%+7.8%0.019%
8/12/2025Global Retirement Partners LLC85,299$2.36M0.1%N/A0.079%
8/12/2025Barnes Pettey Financial Advisors LLC16,250$449K0.3%+16.1%0.015%
8/12/2025Entruity Wealth LLC184,650$5.10M4.3%+11.4%0.170%
8/12/2025Wealth Advisors of Iowa LLC16,918$467K0.2%-16.5%0.016%
8/12/2025Lodestone Wealth Management LLC75,951$2.10M1.0%+0.8%0.070%
8/11/2025Perennial Investment Advisors LLC82,144$2.27M0.2%+58.2%0.077%
8/11/2025Inspire Advisors LLC57,332$1.58M0.2%+2.0%0.054%
8/11/2025Rothschild Investment LLC96,350$2.66M0.2%+10.9%0.091%
8/8/2025Rockefeller Capital Management L.P.288,712$7.97M0.0%N/A0.272%
8/8/2025Kingsview Wealth Management LLC251,692$6.95M0.1%+19.9%0.237%
8/8/2025Avantax Advisory Services Inc.79,125$2.19M0.0%+41.6%0.074%
8/8/2025Thoroughbred Financial Services LLC38,744$1.07M0.1%-19.2%0.036%
8/8/2025Cetera Investment Advisers2,690,563$74.31M0.1%+19.0%2.531%
8/8/2025Security Financial Services INC.7,471$206K0.0%N/A0.007%
8/8/2025Good Life Advisors LLC21,898$605K0.0%-27.2%0.021%
8/7/2025Winch Advisory Services LLC741,436$20.48M5.0%+1.2%0.697%
8/7/2025PFG Advisors30,400$840K0.0%+1.6%0.029%
8/6/2025Prospera Financial Services Inc525,656$14.52M0.3%-0.7%0.494%
8/6/2025Wedbush Securities Inc.32,957$910K0.0%+14.0%0.031%
8/6/2025Rovin Capital UT ADV52,720$1.46M0.4%+5.9%0.050%
8/6/2025Souders Financial Advisors332,556$9.19M1.2%+6.8%0.313%
8/6/2025Mascagni Wealth Management Inc.74,162$2.05M1.7%+67.3%0.070%
8/6/2025Commonwealth Equity Services LLC2,400,798$66.31M0.1%+13.2%2.258%
8/5/2025Fullcircle Wealth LLC130,658$3.61M1.3%+3.7%0.123%
8/5/2025Bank of Montreal Can9,300$257K0.0%+18.5%0.009%
8/5/2025Sigma Planning Corp19,002$525K0.0%-1.9%0.018%
8/5/2025Aurdan Capital Management LLC17,571$485K0.2%+4.7%0.017%
8/5/20255T Wealth LLC75,557$2.09M1.0%-1.1%0.071%
8/5/2025Mission Wealth Management LP70,190$1.94M0.0%+28.9%0.066%
8/4/2025Bridgewealth Advisory Group LLC17,007$470K0.1%N/A0.016%
8/4/2025Cottage Street Advisors LLC42,928$1.19M0.6%+1.4%0.040%
8/4/2025Creative Financial Designs Inc. ADV239,126$6.61M0.5%-28.7%0.225%
8/4/2025Creekmur Asset Management LLC266,691$7.37M1.3%N/A0.251%
8/4/2025IFG Advisory LLC15,213$420K0.0%+84.3%0.014%
8/4/2025Impact Partnership Wealth LLC18,676$516K0.1%N/A0.018%
8/4/2025Atria Investments Inc418,117$11.55M0.1%-10.4%0.393%
8/4/2025Assetmark Inc.256,056$7.07M0.0%+5,070.8%0.241%
8/4/2025Arkadios Wealth Advisors13,052$360K0.0%+8.0%0.012%
8/4/2025World Investment Advisors18,189$502K0.0%+17.1%0.017%
8/4/2025Daymark Wealth Partners LLC28,267$781K0.0%-2.0%0.027%
8/1/2025Envestnet Asset Management Inc.4,244,651$117.24M0.0%+16.7%3.992%
7/31/2025Richards Merrill & Peterson Inc.46,804$1.29M0.6%+43.8%0.044%
7/31/2025Moloney Securities Asset Management LLC10,960$303K0.0%-63.3%0.010%
7/31/2025Trademark Financial Management LLC8,419$233K0.1%-48.3%0.008%
7/31/2025CAP Partners LLC22,091$610K0.4%+2.2%0.021%
7/31/2025Turning Point Benefit Group Inc.107,849$2.98M2.3%-19.0%0.101%
7/30/2025Bleakley Financial Group LLC10,325$285K0.0%-15.2%0.010%
7/30/2025TFB Advisors LLC7,502$207K0.1%N/A0.007%
7/30/2025Onyx Bridge Wealth Group LLC389,717$10.76M1.4%+87.3%0.367%
7/30/2025Brookstone Capital Management16,533$457K0.0%-5.6%0.016%
7/30/2025D.A. Davidson & CO.193,473$5.34M0.0%+9.1%0.182%
7/30/2025Cullen Frost Bankers Inc.121,889$3.37M0.0%+28.8%0.115%
7/30/2025Financial Perspectives Inc1,853$51K0.0%+59.6%0.002%
7/29/2025Stephens Inc. AR643,841$17.78M0.2%+8.7%0.606%
7/29/2025Balboa Wealth Partners12,024$332K0.1%+22.0%0.011%
7/29/2025Uhlmann Price Securities LLC22,637$625K0.4%+93.5%0.021%
7/29/2025Burford Brothers Inc.33,930$937K0.4%-3.4%0.032%
7/29/2025DeDora Capital Inc.43,161$1.19M0.3%-90.5%0.041%
7/29/2025Signature Estate & Investment Advisors LLC28,749$794K0.0%N/A0.027%
7/29/2025Koshinski Asset Management Inc.40,026$1.11M0.1%+4.5%0.038%
(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, 278 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), Envestnet Asset Management Inc. ($117.24M), Raymond James Financial Inc. ($109.89M), Cetera Investment Advisers ($74.31M), Commonwealth Equity Services LLC ($66.31M), Great Valley Advisor Group Inc. ($59.41M), and Capital Advantage Inc. ($58.23M).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 269 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 ($5.88M), Raymond James Financial Inc. ($5.50M), Envestnet Asset Management Inc. ($3.27M), Cetera Investment Advisers ($2.25M), Great Valley Advisor Group Inc. ($2.15M), Commonwealth Equity Services LLC ($2.13M), and Capital Advantage Inc. ($2.11M).

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

Institutional investors have bought a total of 44,011,665 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

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

Of the 80 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: Jane Street Group LLC ($577.67K), DeDora Capital Inc. ($413.20K), RFP Financial Group LLC ($255.77K), Atria Wealth Solutions Inc. ($179.96K), LifeGoal Wealth Advisors ($105.97K), Envestnet Portfolio Solutions Inc. ($104.49K), and Creative Financial Designs Inc. ADV ($96.12K).

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

Institutional investors have sold a total of 2,988,750 shares in the last 24 months. This volume of shares sold represents approximately $82.27M in transactions.


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This page (NYSEARCA:CGMS) was last updated on 10/6/2025 by MarketBeat.com Staff
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