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

Capital Group U.S. Multi-Sector Income ETF logo
$27.46 -0.03 (-0.09%)
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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)
142
Total
Institutional Inflows
(last 12 months)
$421.73M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$22.03M
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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
1/21/2025Geneos Wealth Management Inc.3,140$86K0.0%N/A0.012%
1/21/2025Dynamic Advisor Solutions LLC120,608$3.29M0.1%+1.2%0.464%
1/21/2025LexAurum Advisors LLC7,966$217K0.0%N/A0.031%
1/21/2025RFG Advisory LLC13,653$372K0.0%N/A0.053%
1/21/2025MFA Wealth Services68,771$1.88M1.5%N/A0.265%
1/21/2025Cornerstone Wealth Management LLC9,243$252K0.0%+13.6%0.036%
1/21/2025Johnson Bixby & Associates LLC7,892$215K0.0%N/A0.030%
1/17/2025 Endeavor Private Wealth Inc.34,601$944K0.9%N/A0.133%
1/17/2025 Peterson Wealth Advisors LLC88,813$2.42M0.4%+895.7%0.342%
1/17/2025 Mutual Advisors LLC18,570$508K0.0%-22.3%0.071%
1/17/2025 Janney Montgomery Scott LLC116,107$3.17M0.0%+100.8%0.447%
1/17/2025 Daymark Wealth Partners LLC26,954$735K0.0%+16.6%0.104%
1/16/2025 Koshinski Asset Management Inc.37,201$1.02M0.0%N/A0.143%
1/16/2025 M.E. Allison & CO. Inc.8,895$243K0.3%N/A0.034%
1/15/2025 TruWealth Advisors LLC512,303$13.98M0.8%+42.9%1.970%
1/15/2025 Ameritas Advisory Services LLC41,992$1.15M0.0%+35.7%0.162%
1/15/2025 Arkadios Wealth Advisors11,718$320K0.0%+7.3%0.045%
1/15/2025 TrueWealth Advisors LLC621,840$16.96M5.7%+3.2%2.392%
1/15/2025 LongView Wealth Management54,622$1.49M0.5%+93.9%0.210%
1/15/2025 Capital Planning LLC112,836$3.08M0.8%N/A0.434%
1/15/2025 KMG Fiduciary Partners LLC257,192$7.02M0.6%+13.1%0.989%
1/15/2025 Bouvel Investment Partners LLC214,744$5.86M2.1%-0.8%0.826%
1/14/2025 Winch Advisory Services LLC719,243$19.62M5.1%+25.4%2.766%
1/14/2025 Redhawk Wealth Advisors Inc.565,918$15.44M2.1%+19.8%2.177%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,865$51K0.0%N/A0.007%
1/14/2025 Pines Wealth Management LLC25,295$686K0.3%N/A0.097%
1/14/2025 KWB Wealth97,553$2.72M0.3%N/A0.375%
1/13/2025 AdvisorNet Financial Inc2,715$74K0.0%N/A0.010%
1/13/2025 Brookstone Capital Management19,858$542K0.0%N/A0.076%
1/10/2025 ST Germain D J Co. Inc.323,965$8.84M0.4%+12.0%1.246%
12/30/2024SK Wealth Management LLC32,047$871K0.3%N/A0.123%
12/26/2024JPMorgan Chase & Co.88,695$2.47M0.0%-3.9%0.341%
12/9/2024Forthright Family Wealth Advisory LLC85,184$2.36M1.4%N/A0.328%
11/25/2024Sanctuary Advisors LLC37,514$1.03M0.0%-45.6%0.144%
11/15/2024Continuum Advisory LLC11,373$312K0.0%+119.9%0.044%
11/15/2024MML Investors Services LLC416,950$11.61M0.0%+19.8%1.604%
11/15/2024Jane Street Group LLC233,723$6.51M0.0%-30.7%0.899%
11/15/2024Stifel Financial Corp497,812$13.86M0.0%+453.4%1.915%
11/15/2024Integrated Wealth Concepts LLC186,902$5.20M0.1%+8.6%0.719%
11/15/2024Benjamin Edwards Inc.274,347$7.64M0.1%N/A1.055%
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11/15/2024Kestra Investment Management LLC17,266$481K0.0%+48.3%0.066%
11/14/2024Tradition Wealth Management LLC11,500$320K0.0%-16.4%0.044%
11/14/2024Flow Traders U.S. LLC22,674$631K0.0%+14.2%0.087%
11/14/2024Captrust Financial Advisors37,842$1.05M0.0%+42.0%0.146%
11/13/2024Blue Investment Partners LLC7,217$201K0.1%N/A0.028%
11/13/2024Private Trust Co. NA10,489$292K0.0%+49.1%0.040%
11/12/2024Von Berge Wealth Management Group LLC28,185$770K0.4%+1.7%0.108%
11/12/2024WESPAC Advisors LLC22,241$619K0.5%+8.7%0.086%
11/12/2024Kingsview Wealth Management LLC136,961$3.81M0.1%+222.9%0.527%
11/12/2024Great Valley Advisor Group Inc.1,669,435$46.48M1.1%N/A6.421%
11/12/2024Raymond James Trust N.A.26,151$728K0.0%+9.9%0.101%
11/7/2024Prospera Financial Services Inc354,942$9.88M0.3%+127.9%1.365%
11/7/2024CAP Partners LLC18,894$526K0.4%+4.3%0.073%
11/6/2024 Bouvel Investment Partners LLC216,376$6.02M2.2%+0.2%0.832%
11/5/2024Souders Financial Advisors246,122$6.85M1.0%+13.6%0.947%
11/5/2024Prime Capital Investment Advisors LLC24,190$673K0.0%N/A0.093%
11/5/2024Harbour Investments Inc.195,416$5.44M0.2%+5.3%0.752%
11/5/2024Apollon Wealth Management LLC47,002$1.31M0.0%+213.1%0.181%
11/5/2024Nations Financial Group Inc. IA ADV27,082$754K0.1%+1.7%0.104%
11/4/2024 Bond & Devick Financial Network Inc.89,339$2.49M1.1%+788.1%0.344%
11/4/2024Ashton Thomas Securities LLC1,129$31K0.0%N/A0.004%
11/4/2024Sigma Planning Corp17,341$483K0.0%-53.2%0.067%
11/2/2024Transcendent Capital Group LLC53,734$1.50M0.8%+4,442.2%0.207%
11/1/2024Atria Investments Inc39,852$1.11M0.0%-3.3%0.153%
11/1/2024Crumly & Associates Inc.181,635$5.06M1.4%+68.8%0.699%
11/1/2024Strategic Family Wealth Counselors L.L.C.26,233$730K0.3%+25.6%0.101%
10/31/2024Trademark Financial Management LLC14,381$400K0.3%N/A0.055%
10/31/2024Concurrent Investment Advisors LLC167,596$4.67M0.1%-0.7%0.645%
10/30/2024Centennial Wealth Advisory LLC11,501$320K0.1%N/A0.044%
10/30/2024Milestone Investment Advisors LLC23,703$660K0.2%+10.2%0.091%
10/30/2024Beacon Financial Advisory LLC10,179$283K0.1%N/A0.039%
10/30/2024Avidian Wealth Enterprises LLC141,844$3.95M0.2%-4.0%0.546%
10/30/2024Moloney Securities Asset Management LLC12,141$338K0.0%N/A0.047%
10/29/2024 TrueWealth Advisors LLC602,658$16.78M5.6%+14.3%2.318%
10/29/2024Lodestone Wealth Management LLC63,593$1.77M0.9%+55.2%0.245%
10/29/2024Confluence Wealth Services Inc.96,999$2.70M0.2%+5.8%0.373%
10/29/2024 Janney Montgomery Scott LLC57,816$1.61M0.0%+30.8%0.222%
10/29/2024Fullcircle Wealth LLC91,778$2.53M1.1%-8.1%0.353%
10/29/2024Farther Finance Advisors LLC3,000$84K0.0%N/A0.012%
10/28/2024Creative Financial Designs Inc. ADV321,870$8.96M0.8%+2,658.1%1.238%
10/28/2024Stephens Inc. AR549,035$15.29M0.2%+0.7%2.112%
10/25/2024Financial Advocates Investment Management16,844$469K0.0%N/A0.065%
10/25/2024Valmark Advisers Inc.333,541$9.29M0.1%+3.4%1.283%
10/24/2024Patriot Financial Group Insurance Agency LLC49,354$1.37M0.2%+42.9%0.190%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors45,567$1.27M0.2%N/A0.175%
10/24/2024 Peterson Wealth Advisors LLC8,920$248K0.0%N/A0.034%
10/24/2024Barnes Pettey Financial Advisors LLC10,941$305K0.2%N/A0.042%
10/24/2024 Wealth Enhancement Advisory Services LLC1,293,693$36.02M0.1%+58.9%4.976%
10/24/2024 Arkadios Wealth Advisors10,923$304K0.0%N/A0.042%
10/23/2024Burford Brothers Inc.35,198$980K0.5%-1.2%0.135%
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10/23/2024Strategic Investment Solutions Inc. IL1,800$50K0.0%N/A0.007%
10/23/2024Silver Oak Securities Incorporated210,146$5.81M0.6%+38.1%0.808%
10/23/2024Schmidt P J Investment Management Inc.18,094$504K0.1%+103.5%0.070%
10/22/2024Private Advisor Group LLC322,893$8.99M0.1%+277.6%1.242%
10/22/2024Tempus Wealth Planning LLC16,483$459K0.2%+28.1%0.063%
10/21/2024Vicus Capital273,922$7.63M0.7%+5.2%1.054%
10/21/2024RFP Financial Group LLC264,173$7.36M2.4%+38.1%1.016%
10/21/2024DeDora Capital Inc.426,921$11.89M3.3%N/A1.642%
10/21/2024Calton & Associates Inc.16,422$457K0.2%N/A0.063%
10/21/2024 Winch Advisory Services LLC573,705$15.97M4.4%+1.1%2.207%
(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, 160 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 ($51.01M), Great Valley Advisor Group Inc. ($46.48M), Commonwealth Equity Services LLC ($42.65M), Envestnet Asset Management Inc. ($38.42M), Wealth Enhancement Advisory Services LLC ($36.02M), Cetera Investment Advisers ($24.63M), and Winch Advisory Services LLC ($19.62M).Learn more on CGMS's institutional investors.

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

Of the 153 institutional investors that purchased Capital Group U.S. Multi-Sector Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Great Valley Advisor Group Inc. ($1.67M), Commonwealth Equity Services LLC ($1.53M), Wealth Enhancement Advisory Services LLC ($1.18M), LPL Financial LLC ($1.05M), Envestnet Asset Management Inc. ($1.01M), ST Germain D J Co. Inc. ($931.40K), and Cetera Investment Advisers ($870.14K).

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

Institutional investors have bought a total of 19,991,715 shares in the last 24 months. This purchase volume represents approximately $540.13M in transactions.

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

Of the 26 institutional investors that sold Capital Group U.S. Multi-Sector Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($663K), Jane Street Group LLC ($279.95K), Osaic Holdings Inc. ($89.40K), Atria Investments Inc ($43.50K), Sigma Planning Corp ($42.78K), TrueWealth Advisors LLC ($35.89K), and Sanctuary Advisors LLC ($31.45K).

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

Institutional investors have sold a total of 1,269,175 shares in the last 24 months. This volume of shares sold represents approximately $33.98M in transactions.


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This page (NYSEARCA:CGMS) was last updated on 1/22/2025 by MarketBeat.com Staff
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