Free Trial

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

Capital Group U.S. Multi-Sector Income ETF logo
$27.48 +0.03 (+0.11%)
Closing price 04:10 PM Eastern
Extended Trading
$27.48 0.00 (-0.02%)
As of 04:10 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
228
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$33.90M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025ORG Partners LLC7,610$210K0.0%+409.4%0.007%
7/16/2025ST Germain D J Co. Inc.347,002$9.58M0.4%+0.8%0.332%
7/16/2025Swisher Financial Concepts Inc.220,873$6.10M3.9%-2.6%0.211%
7/16/2025Novem Group114,748$3.17M0.4%+2.8%0.110%
7/16/2025Owen LaRue LLC33,775$933K0.4%-1.4%0.032%
7/16/2025Freestate Advisors LLC10,068$278K0.2%N/A0.010%
7/15/2025Regatta Capital Group LLC10,245$283K0.0%N/A0.010%
7/15/2025Hartmann Taylor Wealth Management LLC89,293$2.47M2.1%-35.1%0.085%
7/14/2025 AdvisorNet Financial Inc4,551$126K0.0%+67.6%0.004%
7/14/2025 McGlone Suttner Wealth Management Inc.16,579$458K0.1%-5.7%0.016%
7/14/2025 Main Line Retirement Advisors LLC312,403$8.63M4.9%+4.5%0.299%
7/14/2025 Sowell Financial Services LLC112,270$3.10M0.1%+140.6%0.107%
7/11/2025 Skyline Advisors Inc.481,421$13.30M4.9%+1.8%0.465%
7/11/2025 Bond & Devick Financial Network Inc.237,164$6.55M2.2%+3.1%0.229%
7/11/2025 Bouvel Investment Partners LLC219,457$6.06M2.1%+1.4%0.212%
7/11/2025 Capital Advantage Inc.2,108,316$58.23M9.2%N/A2.035%
7/11/2025 Farther Finance Advisors LLC8,244$228K0.0%+174.8%0.008%
7/11/2025 Silver Oak Securities Incorporated177,141$4.89M0.4%+4.9%0.171%
7/11/2025 LongView Wealth Management84,352$2.33M0.7%+26.5%0.081%
7/10/2025 Redhawk Wealth Advisors Inc.576,569$15.93M2.0%-0.9%0.556%
7/10/2025 Wealth Enhancement Advisory Services LLC1,825,546$50.40M0.1%+0.4%1.762%
7/10/2025 Sharkey Howes & Javer60,723$1.68M0.2%-25.1%0.059%
7/10/2025 SK Wealth Management LLC44,929$1.24M0.5%+14.9%0.043%
7/10/2025 KMG Fiduciary Partners LLC355,666$9.82M0.7%+11.8%0.343%
7/10/2025 Sovran Advisors LLC35,353$972K0.1%-30.6%0.034%
7/9/2025 Dynamic Advisor Solutions LLC141,617$3.91M0.1%+12.1%0.137%
7/9/2025 Pines Wealth Management LLC28,921$799K0.3%+20.7%0.028%
7/9/2025 Fiduciary Alliance LLC117,756$3.25M0.2%N/A0.114%
7/9/2025 WealthCare Investment Partners LLC20,287$560K0.2%-2.8%0.020%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.5,005$138K0.0%+88.7%0.005%
7/7/2025 Peterson Wealth Advisors LLC25,514$705K0.1%-1.8%0.025%
7/7/2025 TruWealth Advisors LLC697,947$19.28M1.1%+14.2%0.674%
7/3/2025 TrueWealth Advisors LLC779,709$21.54M6.4%+6.3%0.768%
7/2/2025 Crumly & Associates Inc.203,641$5.63M1.4%+9.3%0.200%
6/2/2025Modern Wealth Management LLC11,558$316K0.0%+50.1%0.012%
5/27/2025Jacobi Capital Management LLC77,466$2.12M0.2%+340.6%0.080%
5/21/2025 Main Line Retirement Advisors LLC298,896$8.16M5.3%+6.4%0.309%
5/21/2025Geneos Wealth Management Inc.15,425$421K0.0%+391.2%0.016%
5/21/2025Schmidt P J Investment Management Inc.29,298$800K0.1%+6.9%0.030%
5/20/2025Focus Partners Wealth38,399$1.05M0.0%N/A0.040%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
5/20/2025Integrity Alliance LLC.83,961$2.29M0.1%N/A0.087%
5/19/2025Jane Street Group LLC592,433$16.17M0.0%+125.9%0.612%
5/16/2025Kestra Investment Management LLC48,886$1.34M0.0%+110.7%0.051%
5/16/2025Jones Financial Companies Lllp417,160$10.77M0.0%-2.6%0.431%
5/16/2025NewEdge Advisors LLC80,481$2.20M0.0%+27.4%0.083%
5/16/2025Integrated Wealth Concepts LLC187,630$5.12M0.1%-14.3%0.202%
5/15/2025Royal Bank of Canada764,516$20.87M0.0%+49.1%0.823%
5/15/2025Betterment LLC317,060$8.66M0.0%+6.6%0.341%
5/15/2025Calton & Associates Inc.21,782$595K0.1%N/A0.023%
5/15/2025Baird Financial Group Inc.678,875$18.53M0.0%+30.9%0.730%
5/15/2025Vermillion & White Wealth Management Group LLC3,127$85K0.1%N/A0.003%
5/14/2025Jane Street Group LLC592,433$16.17M0.0%+125.9%0.637%
5/14/2025Comerica Bank12,442$340K0.0%+8.7%0.013%
5/14/2025Freedom Investment Management Inc.17,070$466K0.0%+4.9%0.018%
5/14/2025 Oliver Luxxe Assets LLC8,000$218K0.0%N/A0.009%
5/14/2025Smartleaf Asset Management LLC393,161$10.73M1.0%+112.1%0.423%
5/14/2025Northwestern Mutual Wealth Management Co.309,283$8.44M0.0%+203.3%0.333%
5/14/2025Kestra Advisory Services LLC300,422$8.20M0.0%+49.6%0.323%
5/14/2025Flow Traders U.S. LLC36,073$985K0.0%+85.4%0.039%
5/14/2025Level Four Advisory Services LLC118,084$3.22M0.1%+6.7%0.127%
5/14/2025Blue Investment Partners LLC147,009$4.01M1.5%+53.9%0.158%
5/13/2025Raymond James Financial Inc.4,005,277$109.34M0.0%+167.9%4.310%
5/13/2025Nations Financial Group Inc. IA ADV31,035$847K0.1%+22.8%0.033%
5/13/2025Klingman & Associates LLC12,381$338K0.0%N/A0.013%
5/13/2025MSH Capital Advisors LLC13,134$359K0.1%+32.9%0.014%
5/13/2025HighTower Advisors LLC11,184$305K0.0%+14.0%0.012%
5/12/2025Benjamin Edwards Inc.381,141$10.41M0.1%+15.4%0.410%
5/12/2025AlphaCore Capital LLC40,471$1.11M0.1%N/A0.044%
5/9/2025Atria Wealth Solutions Inc.534,954$14.67M0.2%+3.2%0.576%
5/9/2025Thoroughbred Financial Services LLC47,935$1.31M0.1%+167.8%0.052%
5/9/2025Strategic Investment Solutions Inc. IL6,472$177K0.1%+139.1%0.007%
5/9/2025Commonwealth Equity Services LLC2,120,720$57.90M0.1%+23.7%2.282%
5/9/2025PNC Financial Services Group Inc.976$27K0.0%N/A0.001%
5/8/2025Endeavor Private Wealth Inc.43,121$1.18M0.6%+24.6%0.046%
5/8/2025IFG Advisory LLC8,255$225K0.0%N/A0.009%
5/8/2025Strategic Family Wealth Counselors L.L.C.156,053$4.26M1.4%-2.1%0.168%
5/8/2025US Bancorp DE5,229$143K0.0%N/A0.006%
5/8/2025Harbour Investments Inc.260,296$7.11M0.2%+13.3%0.280%
5/8/2025CAP Partners LLC21,607$590K0.4%+9.7%0.023%
5/8/2025Cannon Wealth Management Services LLC36,352$981K0.9%+9.8%0.039%
5/8/2025Entruity Wealth LLC165,707$4.52M4.3%+7.8%0.178%
5/7/2025Richards Merrill & Peterson Inc.32,544$888K0.5%+19.9%0.035%
5/7/2025LPL Financial LLC8,175,108$223.18M0.1%+50.1%8.796%
5/7/2025Inspire Advisors LLC56,230$1.54M0.2%+12.1%0.061%
5/7/2025BlueStem Wealth Partners LLC705,150$19.25M2.6%N/A0.759%
5/7/2025Trilogy Capital Inc.56,972$1.56M0.1%-45.9%0.061%
5/6/2025Assetmark Inc.4,952$135K0.0%N/A0.005%
5/6/2025Cetera Investment Advisers2,261,512$61.74M0.1%+25.5%2.433%
5/6/2025Avantax Advisory Services Inc.55,878$1.53M0.0%+7.8%0.060%
5/6/2025Tempus Wealth Planning LLC24,416$667K0.2%+28.2%0.026%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
5/6/2025Brookwood Investment Group LLC13,925$380K0.1%N/A0.015%
5/6/2025Atria Investments Inc466,641$12.74M0.2%+7.4%0.502%
5/6/2025Wedbush Securities Inc.28,919$789K0.0%-6.1%0.031%
5/6/2025DeDora Capital Inc.456,359$12.46M3.6%+3.2%0.491%
5/6/2025PFG Advisors29,909$817K0.0%+25.9%0.032%
5/6/2025Winch Advisory Services LLC732,894$20.01M5.3%+1.9%0.789%
5/5/2025Carmel Capital Partners LLC198,166$5.41M2.1%N/A0.213%
5/5/2025Souders Financial Advisors311,399$8.50M1.2%+11.5%0.335%
5/5/2025J.W. Cole Advisors Inc.33,459$913K0.0%N/A0.036%
5/5/2025OneAscent Financial Services LLC134,837$3.68M0.2%+262.9%0.145%
(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, 255 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), Raymond James Financial Inc. ($109.34M), Envestnet Asset Management Inc. ($99.29M), Cetera Investment Advisers ($61.74M), Capital Advantage Inc. ($58.23M), Commonwealth Equity Services LLC ($57.90M), and Great Valley Advisor Group Inc. ($55.80M).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 248 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 ($6.02M), Raymond James Financial Inc. ($5.50M), Envestnet Asset Management Inc. ($2.69M), Capital Advantage Inc. ($2.11M), Great Valley Advisor Group Inc. ($2.05M), Commonwealth Equity Services LLC ($1.90M), and Cetera Investment Advisers ($1.82M).

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

Institutional investors have bought a total of 42,510,104 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

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

Of the 57 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: RFP Financial Group LLC ($255.77K), Jane Street Group LLC ($103.43K), Citadel Advisors LLC ($75.83K), Swisher Financial Concepts Inc. ($65.02K), Peterson Wealth Advisors LLC ($63.30K), Total Clarity Wealth Management Inc. ($62.95K), and Renaissance Technologies LLC ($56K).

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

Institutional investors have sold a total of 1,237,541 shares in the last 24 months. This volume of shares sold represents approximately $33.90M in transactions.



This page (NYSEARCA:CGMS) was last updated on 7/16/2025 by MarketBeat.com Staff
From Our Partners