Go Pro
→ Analyst nicknamed “The Prophet” issues new warning for America (From Stansberry Research) (Ad)tc pixel Free CGMS Stock Alerts

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

Capital Group U.S. Multi-Sector Income ETF logo
$26.56 -0.11 (-0.41%)
Closing price 04:10 PM Eastern
Extended Trading
$26.02 -0.54 (-2.05%)
As of 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
308
Total
Institutional Inflows
(last 12 months)
$997.72M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$70.85M
Get CGMS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group U.S. Multi-Sector Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGMS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Portfolio Solutions Inc.113,707$3.11M0.0%+24.0%0.058%
9/23/2026 Envestnet Asset Management Inc.9,076,177$248.05M0.0%+16.1%4.614%
9/9/2026 Capital Analysts LLC43,462$1.19M0.0%+149.6%0.022%
9/9/2026 Capital Advantage Inc.3,791,682$103.63M12.7%+51.7%1.928%
9/9/2026 Integrated Wealth Concepts LLC412,825$11.28M0.1%+4.4%0.210%
9/9/2026 RFG Advisory LLC30,705$839K0.0%+35.3%0.016%
9/9/2026 NewEdge Advisors LLC613,158$16.76M0.0%+14.5%0.312%
9/9/2026 IFP Advisors Inc6,341$173K0.0%+44.8%0.003%
9/9/2026 Baird Financial Group Inc.1,136,768$31.07M0.0%+8.0%0.578%
9/8/2026 Waverly Advisors LLC951,076$25.99M0.2%N/A0.484%
9/2/2026 Capital & Planning LLC21,662$592K0.3%+39.6%0.011%
9/2/2026 Citadel Advisors LLC297,020$8.12M0.0%+44.7%0.151%
8/23/2026 Ameritas Advisory Services LLC47,618$1.30M0.0%N/A0.024%
8/23/2026 Kintra Wealth LLC70,537$1.92M0.1%+33.0%0.036%
8/23/2026 Endeavor Private Wealth Inc.73,348$2.01M0.5%+4.8%0.037%
8/22/2026 Rose Capital Advisors LLC9,524$260K0.1%N/A0.005%
8/22/2026 Schuylkill Financial LLC124,391$3.40M3.1%N/A0.063%
8/22/2026 Markowski Investments471,323$12.88M2.8%N/A0.240%
8/22/2026 Meadowbrook Wealth Management LLC12,900$352K0.4%N/A0.007%
8/22/2026 Hopwood Nicholas Hunter54,043$1.48M0.4%N/A0.027%
8/22/2026 NWF Advisory Services Inc.202,477$5.53M0.5%+1.1%0.103%
8/22/2026 Concurrent Investment Advisors LLC307,249$8.40M0.1%+13.7%0.156%
8/21/2026 Continuum Advisory LLC16,916$462K0.0%+8.6%0.009%
8/21/2026 Beacon Financial Advisory LLC10,022$274K0.1%-12.7%0.005%
8/20/2026 RPg Family Wealth Advisory LLC280,499$7.67M1.2%+0.8%0.143%
8/12/2026 Compass Financial Management LLC115,907$3.16M0.4%N/A0.059%
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%
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%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
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%
6/18/2026 Western Wealth Management LLC17,150$467K0.0%+42.6%0.010%
6/16/2026 Steelhead 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%
6/3/2026 NewEdge 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%
5/21/2026 J. Derek Lewis & Associates Inc.703,687$19.20M4.3%+14.1%0.412%
5/20/2026 January Capital Advisors LLC11,539$314K0.4%N/A0.007%
5/19/2026 Western Wealth Management LLC17,150$467K0.0%+42.6%0.010%
5/19/2026 Mascagni Wealth Management Inc.102,520$2.79M2.0%+29.3%0.060%
5/19/2026 Cassady Wealth & Retirement Planning LLC82,451$2.26M1.1%+65.8%0.048%
5/19/2026 Centaurus Financial Inc.11,003$300K0.0%N/A0.006%
5/19/2026 Arkadios 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%
5/18/2026 Royal Bank of Canada1,786,838$48.66M0.0%+19.5%1.046%
5/15/2026 Gateway Wealth Partners LLC331,940$9.04M0.4%+484.9%0.194%
5/14/2026 CLG LLC91,958$2.50M0.6%+21.9%0.054%
5/14/2026 Modern 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%
5/13/2026 Cetera Investment Advisers4,296,149$116.98M0.1%+17.7%2.514%
5/7/2026 Carson Advisory Inc.11,062$301K0.2%+19.5%0.006%
5/6/2026 Kera Capital Partners Inc.9,742$265K0.0%-23.1%0.006%
5/6/2026 SK Wealth Management LLC88,468$2.42M0.7%-1.4%0.052%
5/6/2026 Advisortrust Partners LLC54,537$1.49M0.6%+63.4%0.032%
5/6/2026 Assetmark Inc.94,265$2.57M0.0%-1.2%0.055%
5/6/2026 Independent Financial Group LLC12,590$343K0.0%N/A0.007%
5/5/2026 D.A. Davidson & CO.139,988$3.81M0.0%-38.0%0.082%
5/5/2026 Bank of New York Mellon Corp17,966$489K0.0%N/A0.011%
5/5/2026 Milestone Investment Advisors LLC18,069$492K0.1%-4.4%0.011%
5/5/2026 Geneos Wealth Management Inc.13,142$358K0.0%+25.6%0.008%
5/5/2026 Sanctuary Advisors LLC377,176$10.27M0.1%+23.8%0.221%
5/5/2026 Sigma Planning Corp36,471$993K0.0%+116.6%0.021%
5/4/2026 Northland Securities Inc.11,827$322K0.3%-13.8%0.007%
5/4/2026 NWF Advisory Services Inc.200,348$5.46M0.6%+0.6%0.117%
5/2/2026 CAP 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%
5/2/2026 Diversify Wealth Management LLC31,641$872K0.0%N/A0.019%
5/2/2026 Valmark Advisers Inc.1,525,745$41.55M0.5%+135.9%0.893%
5/1/2026 Fifth Third Bancorp46,076$1.26M0.0%N/A0.027%
5/1/2026 EQ Wealth Advisors LLC638,390$17.38M10.2%+7.4%0.374%
5/1/2026 Simplicity Wealth LLC8,983$245K0.0%N/A0.005%
5/1/2026 Carmel Capital Partners LLC372,971$10.16M3.7%+8.2%0.220%
4/30/2026 Winch Advisory Services LLC779,954$21.24M4.9%+1.0%0.460%
4/30/2026 Waterfront Wealth Inc.30,721$837K0.2%+9.4%0.018%
4/30/2026 Mosaic Family Wealth Partners LLC96,924$2.64M0.3%+37.7%0.057%
These gold assets are priced for $1,800 gold [it's over $4,000] (Ad)

Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's pullback from highs above 4000 an ounce. Yet top junior mining assets remain priced as if gold were still stuck near 1800 an ounce, a gap analyst Garrett Goggin calls the Golden Anomaly. With record cash on hand, majors may soon be forced to buy juniors to secure future production.tc pixel

See the junior gold assets majors may target next
4/30/2026 Kestra Advisory Services LLC987,033$26.88M0.1%+18.2%0.582%
4/30/2026 Capital Planning LLC15,514$422K0.1%+60.4%0.009%
4/29/2026 Richmond Investment Services LLC21,209$578K0.1%+20.1%0.012%
4/29/2026 Cvfg LLC15,667$427K0.1%+99.8%0.009%
4/28/2026 Compton Financial Group LLC276,997$7.54M1.7%+1,649.3%0.163%
4/28/2026 Stephens Inc. AR703,100$19.15M0.2%+3.0%0.415%
4/28/2026 Koshinski Asset Management Inc.49,610$1.35M0.1%+3.4%0.029%
4/28/2026 Beacon Financial Advisory LLC11,480$313K0.1%-4.1%0.007%
4/27/2026 Burford Brothers Inc.30,956$843K0.3%+1.4%0.018%
4/27/2026 World Investment Advisors66,116$1.80M0.0%+82.3%0.039%


CGMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 372 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), Envestnet Asset Management Inc. ($248.05M), Morgan Stanley ($185.04M), 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 365 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 ($8.59M), Raymond James Financial Inc. ($6.72M), Envestnet Asset Management Inc. ($4.73M), Capital Advantage Inc. ($3.60M), Cetera Investment Advisers ($2.59M), Great Valley Advisor Group Inc. ($2.51M), and Wells Fargo & Company MN ($2.20M).

Institutional investors have bought a total of 36,211,239 shares in the last 24 months. This purchase volume represents approximately $997.72M in transactions.

Of the 66 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: KMG Fiduciary Partners LLC ($369.41K), VestGen Advisors LLC ($207.63K), Assetmark Inc. ($195.61K), Renaissance Technologies LLC ($178.45K), BlueStem Wealth Partners LLC ($167.28K), Wealth Enhancement Advisory Services LLC ($156.98K), and TrueWealth Advisors LLC ($153.78K).

Institutional investors have sold a total of 2,570,330 shares in the last 24 months. This volume of shares sold represents approximately $70.85M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGMS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
They're shrinking your dollars every single month
Since 2020, the dollar has lost roughly a quarter of its buying power. A $500,000 nest egg today buys about wh...
American Alternative | Sponsoredtc pixel
Shocking new footage just released
Gerardo Del Real is calling it the Third Convergence Event, a new catalyst hitting the uranium market that he ...
Digest Publishing | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Analyst nicknamed “The Prophet” issues new warning for America
Whitney Tilson exposed a major company on 60 Minutes in an Emmy-winning investigation - the stock lost nearly ...
Stansberry Research | Sponsoredtc pixel
Major Buy Alert Issued for September 30th
Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 ...
TradeSmith | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel