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

Capital Group U.S. Multi-Sector Income ETF logo
$27.09 -0.01 (-0.04%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)

Number of
Institutional Buyers
(last 12 months)
309
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$103.70M
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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
7/10/2026 KWB Wealth527,423$14.41M1.2%+47.2%0.279%
7/10/2026 Scott Capital Advisors LLC63,135$1.73M0.3%+6.6%0.033%
7/10/2026 KMG Fiduciary Partners LLC28,711$785K0.1%-92.8%0.015%
7/10/2026 Redhawk Wealth Advisors Inc.693,381$18.95M1.9%-2.0%0.366%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,591$289K0.0%N/A0.006%
7/10/2026 Warner Financial Inc.14,084$385K0.1%N/A0.007%
7/9/2026 Allied Private Wealth LLC4,553$124K0.1%N/A0.002%
7/8/2026 Thayer Financial L.L.C.258,628$7.07M6.4%+3.7%0.137%
7/8/2026 First Heartland Consultants Inc.9,171$251K0.0%+8.9%0.005%
7/8/2026 TrueWealth Advisors LLC796,067$21.76M4.9%+0.9%0.421%
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7/8/2026 LifeGoal Investments LLC157,766$4.31M2.0%-0.4%0.083%
7/8/2026 ACT Wealth Management LLC10,476$286K0.1%N/A0.006%
7/8/2026 Midwest Financial Network LLC121,844$3.33M2.3%-19.0%0.064%
7/8/2026 Lincoln Capital LLC12,649$346K0.1%N/A0.007%
7/7/2026 Dynamic Advisor Solutions LLC129,636$3.54M0.1%+19.4%0.069%
7/6/2026 Stonebridge Financial Group LLC23,590$645K0.0%N/A0.012%
7/6/2026 Meadowbrook Wealth Management LLC12,900$352K0.4%N/A0.007%
7/6/2026 Trilogy Capital Inc.39,966$1.09M0.0%+1.2%0.021%
7/2/2026 CX Institutional2,480$68K0.0%N/A0.001%
6/18/2026Western Wealth Management LLC17,150$467K0.0%+42.6%0.010%
6/16/2026Steelhead Wealth Management LLC129,687$3.53M1.8%N/A0.076%
6/4/2026 Midwest Financial Network LLC150,400$4.10M3.3%-6.3%0.088%
6/3/2026NewEdge Advisors LLC535,281$14.58M0.1%+21.8%0.313%
5/27/2026 Security Financial Services INC.15,370$419K0.1%+22.3%0.009%
5/21/2026J. Derek Lewis & Associates Inc.703,687$19.20M4.3%+14.1%0.412%
5/20/2026January Capital Advisors LLC11,539$314K0.4%N/A0.007%
5/19/2026Western Wealth Management LLC17,150$467K0.0%+42.6%0.010%
5/19/2026Mascagni Wealth Management Inc.102,520$2.79M2.0%+29.3%0.060%
5/19/2026Cassady Wealth & Retirement Planning LLC82,451$2.26M1.1%+65.8%0.048%
5/19/2026Centaurus Financial Inc.11,003$300K0.0%N/A0.006%
5/19/2026Arkadios Wealth Advisors40,963$1.12M0.0%+103.5%0.024%
5/19/2026 IFS Group LLC10,098$275K0.2%N/A0.006%
5/18/2026Sunbelt Securities Inc.516,085$14.05M0.9%+19.8%0.302%
5/18/2026Royal Bank of Canada1,786,838$48.66M0.0%+19.5%1.046%
5/15/2026Gateway Wealth Partners LLC331,940$9.04M0.4%+484.9%0.194%
5/14/2026 CLG LLC91,958$2.50M0.6%+21.9%0.054%
5/14/2026Modern Wealth Management LLC19,799$540K0.0%+12.3%0.012%
5/14/2026 Greenline Wealth Management LLC68,021$1.85M2.1%-9.4%0.040%
5/13/2026Cetera Investment Advisers4,296,149$116.98M0.1%+17.7%2.514%
5/7/2026Carson Advisory Inc.11,062$301K0.2%+19.5%0.006%
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5/6/2026Kera Capital Partners Inc.9,742$265K0.0%-23.1%0.006%
5/6/2026SK Wealth Management LLC88,468$2.42M0.7%-1.4%0.052%
5/6/2026Advisortrust Partners LLC54,537$1.49M0.6%+63.4%0.032%
5/6/2026Assetmark Inc.94,265$2.57M0.0%-1.2%0.055%
5/6/2026 Independent Financial Group LLC12,590$343K0.0%N/A0.007%
5/5/2026D.A. Davidson & CO.139,988$3.81M0.0%-38.0%0.082%
5/5/2026Bank of New York Mellon Corp17,966$489K0.0%N/A0.011%
5/5/2026Milestone Investment Advisors LLC18,069$492K0.1%-4.4%0.011%
5/5/2026Geneos Wealth Management Inc.13,142$358K0.0%+25.6%0.008%
5/5/2026Sanctuary Advisors LLC377,176$10.27M0.1%+23.8%0.221%
5/5/2026Sigma Planning Corp36,471$993K0.0%+116.6%0.021%
5/4/2026Northland Securities Inc.11,827$322K0.3%-13.8%0.007%
5/4/2026NWF Advisory Services Inc.200,348$5.46M0.6%+0.6%0.117%
5/2/2026CAP Partners LLC22,029$600K0.3%+2.9%0.013%
5/2/2026 International Assets Investment Management LLC68,245$1.86M0.0%+44.2%0.040%
5/2/2026Diversify Wealth Management LLC31,641$872K0.0%N/A0.019%
5/2/2026Valmark Advisers Inc.1,525,745$41.55M0.5%+135.9%0.893%
5/1/2026Fifth Third Bancorp46,076$1.26M0.0%N/A0.027%
5/1/2026EQ Wealth Advisors LLC638,390$17.38M10.2%+7.4%0.374%
5/1/2026Simplicity Wealth LLC8,983$245K0.0%N/A0.005%
5/1/2026Carmel Capital Partners LLC372,971$10.16M3.7%+8.2%0.220%
4/30/2026Winch Advisory Services LLC779,954$21.24M4.9%+1.0%0.460%
4/30/2026Waterfront Wealth Inc.30,721$837K0.2%+9.4%0.018%
4/30/2026Mosaic Family Wealth Partners LLC96,924$2.64M0.3%+37.7%0.057%
4/30/2026Kestra Advisory Services LLC987,033$26.88M0.1%+18.2%0.582%
4/30/2026 Capital Planning LLC15,514$422K0.1%+60.4%0.009%
4/29/2026Richmond Investment Services LLC21,209$578K0.1%+20.1%0.012%
4/29/2026Cvfg LLC15,667$427K0.1%+99.8%0.009%
4/28/2026Compton Financial Group LLC276,997$7.54M1.7%+1,649.3%0.163%
4/28/2026Stephens Inc. AR703,100$19.15M0.2%+3.0%0.415%
4/28/2026Koshinski Asset Management Inc.49,610$1.35M0.1%+3.4%0.029%
4/28/2026Beacon Financial Advisory LLC11,480$313K0.1%-4.1%0.007%
4/27/2026Burford Brothers Inc.30,956$843K0.3%+1.4%0.018%
4/27/2026World Investment Advisors66,116$1.80M0.0%+82.3%0.039%
4/27/2026Private Advisor Group LLC770,450$20.98M0.1%+10.6%0.455%
4/27/2026Trademark Financial Management LLC11,700$319K0.2%+9.3%0.007%
4/25/2026Seamount Financial Group Inc.104,556$2.85M1.3%+50.6%0.062%
4/24/2026Barnes Pettey Financial Advisors LLC30,463$830K0.4%+14.8%0.018%
4/24/2026Merited Wealth LLC73,970$2.01M1.7%+7.2%0.044%
4/24/2026 True Blue Financial LLC30,224$823K0.6%+11.4%0.018%
4/24/2026Impact Partnership Wealth LLC55,267$1.51M0.2%+25.2%0.033%
4/23/2026OakTrust Wealth Advisors LLC176,317$4.80M4.4%+5.4%0.105%
4/23/2026 Investment Planning Advisors Inc.13,329$363K0.1%-26.7%0.008%
4/23/2026Continuum Advisory LLC15,573$424K0.0%-12.3%0.009%
4/23/2026 Apollon Wealth Management LLC48,915$1.33M0.0%-10.0%0.029%
4/23/2026Vicus Capital497,504$13.55M1.0%+42.3%0.296%
4/22/2026Hartmann Taylor Wealth Management LLC116,265$3.17M2.1%+3.6%0.069%
4/22/2026Janney Montgomery Scott LLC621,055$16.91M0.0%+102.4%0.369%
4/22/2026 Onyx Bridge Wealth Group LLC428,985$11.68M1.3%+5.6%0.255%
4/22/2026 MFA Wealth Services76,722$2.09M1.4%+1.7%0.046%
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4/22/2026 Trilogy Capital Inc.39,486$1.08M0.0%-11.5%0.023%
4/21/2026Main Line Retirement Advisors LLC316,978$8.63M4.3%+0.1%0.188%
4/21/2026 AA Financial Advisors LLC75,087$2.05M0.3%+314.2%0.045%
4/21/2026 Cottage Street Advisors LLC55,769$1.52M0.7%+5.5%0.033%
4/21/2026Silver Oak Securities Incorporated184,881$5.03M0.4%+5.1%0.110%
4/21/2026 Fiduciary Alliance LLC129,941$3.59M0.2%+4.9%0.077%
4/20/2026Kestra Private Wealth Services LLC32,112$874K0.0%+27.2%0.019%
4/20/2026 RFG Advisory LLC22,688$618K0.0%-84.3%0.013%
4/20/2026 Centennial Wealth Advisory LLC453,756$12.36M3.0%+99.5%0.270%
4/18/2026 Richards Merrill & Peterson Inc.59,775$1.63M0.6%-2.5%0.036%


CGMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 369 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 ($424.43M), Morgan Stanley ($185.04M), Envestnet Asset Management Inc. ($149.87M), Wells Fargo & Company MN ($149.28M), Raymond James Financial Inc. ($143.69M), UBS Group AG ($121.89M), and Cetera Investment Advisers ($116.98M).Learn more on Capital Group U.S. Multi-Sector Income ETF's institutional investors.

Of the 361 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 ($9.16M), Raymond James Financial Inc. ($6.72M), Envestnet Asset Management Inc. ($4.43M), Cetera Investment Advisers ($3.19M), Great Valley Advisor Group Inc. ($2.51M), Capital Advantage Inc. ($2.31M), and Wells Fargo & Company MN ($2.20M).

Institutional investors have bought a total of 36,390,334 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Of the 84 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 ($474.24K), DeDora Capital Inc. ($413.20K), KMG Fiduciary Partners LLC ($369.41K), VestGen Advisors LLC ($208.22K), Assetmark Inc. ($195.61K), Renaissance Technologies LLC ($178.45K), and BlueStem Wealth Partners LLC ($167.28K).

Institutional investors have sold a total of 3,759,621 shares in the last 24 months. This volume of shares sold represents approximately $103.70M in transactions.


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This page (NYSEARCA:CGMS) was last updated on 7/26/2026 by MarketBeat.com Staff.
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