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

Capital Group U.S. Multi-Sector Income ETF logo
$26.32 -0.05 (-0.19%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$26.32 0.00 (0.00%)
As of 10/14/2026 07:30 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.
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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)
313
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$70.57M
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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
10/14/2026Tempus Wealth Planning LLC21,319$559K0.1%+2.9%0.010%
10/14/2026Investment Planning Advisors Inc.10,779$283K0.1%-12.8%0.005%
10/14/2026Lodestone Wealth Management LLC157,426$4.13M1.4%+12.9%0.076%
10/14/2026Fearless Solutions LLC dba Best Invest22,311$585K0.3%+3.6%0.011%
10/14/2026MFA Wealth Services85,676$2.25M1.3%+10.7%0.042%
10/14/2026B. Riley Wealth Advisors Inc.136,642$3.58M0.1%+139.4%0.066%
10/13/2026Bouvel Investment Partners LLC420,811$11.04M2.6%+1.4%0.204%
10/13/2026McGlone Suttner Wealth Management Inc.23,526$617K0.1%+22.9%0.011%
10/13/2026Midwest Financial Network LLC56,156$1.47M1.1%-53.9%0.027%
10/13/2026Scott Capital Advisors LLC70,878$1.86M0.3%+12.3%0.034%
10/9/2026GK Wealth Management LLC2,000$52K0.0%N/A0.001%
10/9/2026Cadent Capital Advisors LLC107,055$2.81M0.6%N/A0.052%
10/9/2026LifeGoal Investments LLC173,716$4.56M1.4%+10.1%0.085%
10/9/2026ACT Wealth Management LLC14,980$393K0.1%+43.0%0.007%
10/9/2026First Heartland Consultants Inc.13,660$358K0.0%N/A0.007%
10/8/2026Farther Finance Advisors LLC58,549$1.54M0.0%+72.3%0.029%
10/8/2026Meadowbrook Wealth Management LLC13,650$358K0.4%+5.8%0.007%
10/8/2026CoreCap Advisors LLC12,295$323K0.0%+18.6%0.006%
10/8/2026Titleist Asset Management LLC26,095$684K0.0%-12.7%0.013%
10/8/2026Avidian Wealth Enterprises LLC15,005$394K0.0%N/A0.007%
10/8/2026Peterson Wealth Advisors LLC12,228$321K0.0%-19.4%0.006%
10/7/2026Venture Visionary Partners LLC114,236$3.00M0.1%+10.6%0.056%
10/6/2026Stewardship Concepts Financial Services LLC190,745$5.00M3.3%+2.9%0.093%
10/5/2026Olistico Wealth LLC3,230$85K0.0%+47.6%0.002%
10/1/2026 Stonebridge Financial Group LLC54,434$1.43M0.1%+130.8%0.027%
9/23/2026Envestnet Portfolio Solutions Inc.113,707$3.11M0.0%+24.0%0.058%
9/23/2026Envestnet Asset Management Inc.9,076,177$248.05M0.0%+16.1%4.614%
9/9/2026Capital Analysts LLC43,462$1.19M0.0%+149.6%0.022%
9/9/2026Capital Advantage Inc.3,791,682$103.63M12.7%+51.7%1.928%
9/9/2026Integrated Wealth Concepts LLC412,825$11.28M0.1%+4.4%0.210%
9/9/2026RFG Advisory LLC30,705$839K0.0%+35.3%0.016%
9/9/2026NewEdge Advisors LLC613,158$16.76M0.0%+14.5%0.312%
9/9/2026IFP Advisors Inc6,341$173K0.0%+44.8%0.003%
9/9/2026Baird Financial Group Inc.1,136,768$31.07M0.0%+8.0%0.578%
9/8/2026Waverly Advisors LLC951,076$25.99M0.2%N/A0.484%
9/2/2026Capital & Planning LLC21,662$592K0.3%+39.6%0.011%
9/2/2026Citadel Advisors LLC297,020$8.12M0.0%+44.7%0.151%
8/23/2026Ameritas Advisory Services LLC47,618$1.30M0.0%N/A0.024%
8/23/2026Kintra Wealth LLC70,537$1.92M0.1%+33.0%0.036%
8/23/2026Endeavor Private Wealth Inc.73,348$2.01M0.5%+4.8%0.037%
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8/22/2026Rose Capital Advisors LLC9,524$260K0.1%N/A0.005%
8/22/2026Schuylkill Financial LLC124,391$3.40M3.1%N/A0.063%
8/22/2026Markowski Investments471,323$12.88M2.8%N/A0.240%
8/22/2026Meadowbrook Wealth Management LLC12,900$352K0.4%N/A0.007%
8/22/2026Hopwood Nicholas Hunter54,043$1.48M0.4%N/A0.027%
8/22/2026NWF Advisory Services Inc.202,477$5.53M0.5%+1.1%0.103%
8/22/2026Concurrent Investment Advisors LLC307,249$8.40M0.1%+13.7%0.156%
8/21/2026Continuum Advisory LLC16,916$462K0.0%+8.6%0.009%
8/21/2026Beacon Financial Advisory LLC10,022$274K0.1%-12.7%0.005%
8/20/2026RPg Family Wealth Advisory LLC280,499$7.67M1.2%+0.8%0.143%
8/12/2026Compass Financial Management LLC115,907$3.16M0.4%N/A0.059%
7/10/2026KWB Wealth527,423$14.41M1.2%+47.2%0.279%
7/10/2026Scott Capital Advisors LLC63,135$1.73M0.3%+6.6%0.033%
7/10/2026KMG Fiduciary Partners LLC28,711$785K0.1%-92.8%0.015%
7/10/2026Redhawk Wealth Advisors Inc.693,381$18.95M1.9%-2.0%0.366%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,591$289K0.0%N/A0.006%
7/10/2026Warner Financial Inc.14,084$385K0.1%N/A0.007%
7/9/2026Allied Private Wealth LLC4,553$124K0.1%N/A0.002%
7/8/2026Thayer Financial L.L.C.258,628$7.07M6.4%+3.7%0.137%
7/8/2026First Heartland Consultants Inc.9,171$251K0.0%+8.9%0.005%
7/8/2026TrueWealth Advisors LLC796,067$21.76M4.9%+0.9%0.421%
7/8/2026LifeGoal Investments LLC157,766$4.31M2.0%-0.4%0.083%
7/8/2026ACT Wealth Management LLC10,476$286K0.1%N/A0.006%
7/8/2026Midwest Financial Network LLC121,844$3.33M2.3%-19.0%0.064%
7/8/2026Lincoln Capital LLC12,649$346K0.1%N/A0.007%
7/7/2026Dynamic Advisor Solutions LLC129,636$3.54M0.1%+19.4%0.069%
7/6/2026 Stonebridge Financial Group LLC23,590$645K0.0%N/A0.012%
7/6/2026Meadowbrook Wealth Management LLC12,900$352K0.4%N/A0.007%
7/6/2026Trilogy 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%
6/4/2026Midwest Financial Network LLC150,400$4.10M3.3%-6.3%0.088%
6/3/2026NewEdge Advisors LLC535,281$14.58M0.1%+21.8%0.313%
5/27/2026Security 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%
5/19/2026IFS 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%
5/14/2026CLG LLC91,958$2.50M0.6%+21.9%0.054%
5/14/2026Modern Wealth Management LLC19,799$540K0.0%+12.3%0.012%
5/14/2026Greenline 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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
5/7/2026Carson Advisory Inc.11,062$301K0.2%+19.5%0.006%
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%
5/6/2026Independent 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%


CGMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 374 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 368 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 36,389,054 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Of the 67 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 2,568,136 shares in the last 24 months. This volume of shares sold represents approximately $70.68M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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