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

Capital Group U.S. Multi-Sector Income ETF logo
$26.98 -0.23 (-0.85%)
As of 04:10 PM Eastern
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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)
198
Total
Institutional Inflows
(last 12 months)
$799.98M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$37.06M
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CGMS Institutional Buying and Selling by Quarter

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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
4/2/2025 Kera Capital Partners Inc.12,674$346K0.1%N/A0.014%
3/24/2025Fulcrum Equity Management13,737$375K0.4%N/A0.015%
3/24/2025Mascagni Wealth Management Inc.44,336$1.21M1.0%N/A0.049%
3/17/2025Wealth Enhancement Advisory Services LLC1,598,305$43.60M0.1%+23.5%1.753%
3/14/2025Keystone Financial Services LLC107,045$2.92M2.7%N/A0.122%
3/3/2025Forthright Family Wealth Advisory LLC114,585$3.13M2.0%+34.5%0.130%
2/27/2025Skyline Advisors Inc.461,595$12.59M4.9%N/A1.775%
2/26/2025Capital A Wealth Management LLC901$25K0.0%N/A0.003%
2/24/2025Great Valley Advisor Group Inc.2,045,489$55.80M1.2%+22.5%7.867%
2/22/2025American Trust253,413$6.91M0.5%N/A0.975%
2/21/2025Aurdan Capital Management LLC14,810$404K0.2%N/A0.057%
2/18/2025Sunbelt Securities Inc.235,772$6.44M0.6%N/A0.907%
2/18/2025Novem Group95,125$2.60M0.4%N/A0.366%
2/18/2025Continuum Advisory LLC13,376$365K0.0%+17.6%0.051%
2/17/2025Snowden Capital Advisors LLC17,833$486K0.0%+44.5%0.069%
2/17/2025Royal Bank of Canada512,712$13.99M0.0%-4.7%1.972%
2/17/2025Fullcircle Wealth LLC101,035$2.78M1.2%+10.1%0.389%
2/17/2025CoreCap Advisors LLC65,833$1.80M0.1%+2,163.1%0.253%
2/17/2025Cambridge Investment Research Advisors Inc.1,060,939$28.94M0.1%+283.5%4.081%
2/17/2025Cetera Investment Advisers1,801,857$49.16M0.1%+37.3%6.930%
2/17/2025Captrust Financial Advisors43,668$1.19M0.0%+15.4%0.168%
2/17/2025Citadel Advisors LLC76,652$2.09M0.0%-49.7%0.295%
2/17/2025Baird Financial Group Inc.518,728$14.15M0.0%+145.6%1.995%
2/17/2025Benjamin Edwards Inc.330,329$9.01M0.1%+20.4%1.270%
2/14/2025Jane Street Group LLC262,303$7.16M0.0%+12.2%1.009%
2/14/2025Comerica Bank11,451$312K0.0%+176.1%0.044%
2/14/2025Owen LaRue LLC42,089$1.15M0.6%-43.9%0.162%
2/14/2025Betterment LLC297,457$8.12M0.0%+275.0%1.144%
2/14/2025Gerber Kawasaki Wealth & Investment Management15,338$418K0.0%+36.4%0.059%
2/14/2025Integrated Wealth Concepts LLC218,887$5.97M0.1%+17.1%0.842%
2/14/2025Stifel Financial Corp496,548$13.55M0.0%-0.3%1.910%
2/14/2025MML Investors Services LLC632,146$17.25M0.1%+51.6%2.431%
2/14/2025Freedom Investment Management Inc.16,271$444K0.0%N/A0.063%
2/14/2025GeoWealth Management LLC2,237$61K0.0%N/A0.009%
2/14/2025Concourse Financial Group Securities Inc.37,846$1.04M0.1%+13.7%0.146%
2/14/2025Capital Group Private Client Services Inc.78,957$2.15M0.0%-2.8%0.304%
2/14/2025Capital International Investors212,138$5.79M0.0%+315.0%0.816%
2/13/2025Strategic Investment Solutions Inc. IL2,707$74K0.0%+50.4%0.010%
2/13/2025MSH Capital Advisors LLC9,882$270K0.1%N/A0.038%
2/13/2025NewEdge Advisors LLC63,193$1.72M0.0%+11.1%0.243%
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2/13/2025Insigneo Advisory Services LLC10,723$293K0.0%N/A0.041%
2/13/2025Mariner LLC686,781$18.74M0.0%+130.4%2.641%
2/13/2025Entruity Wealth LLC153,760$4.20M4.2%N/A0.591%
2/13/2025Raymond James Financial Inc.1,495,230$40.79M0.0%N/A5.751%
2/13/2025Advisory Services Network LLC21,400$584K0.0%+92.4%0.082%
2/13/2025Renaissance Technologies LLC38,700$1.06M0.0%-59.1%0.149%
2/13/2025Swisher Financial Concepts Inc.97,817$2.67M3.1%-37.7%0.376%
2/13/2025Bank of Montreal Can5,650$154K0.0%+20.2%0.022%
2/13/2025Wedbush Securities Inc.30,792$840K0.0%+51.0%0.118%
2/13/2025Envestnet Asset Management Inc.2,993,651$81.67M0.0%+55.5%11.514%
2/13/2025Perennial Investment Advisors LLC23,613$644K0.1%N/A0.091%
2/13/2025Wells Fargo & Company MN1,913,313$52.20M0.0%+40.0%7.359%
2/12/2025Thoroughbred Financial Services LLC17,898$488K0.0%N/A0.069%
2/12/2025World Investment Advisors9,603$262K0.0%N/A0.037%
2/12/2025Milestone Investment Advisors LLC27,283$744K0.2%+15.1%0.105%
2/12/2025OneAscent Financial Services LLC37,154$1.01M0.1%N/A0.143%
2/12/2025OLD Mission Capital LLC168,819$4.61M0.1%N/A0.649%
2/12/2025Level Four Advisory Services LLC110,681$3.02M0.1%+17.0%0.426%
2/12/2025Orion Portfolio Solutions LLC13,756$375K0.0%N/A0.053%
2/12/2025JPMorgan Chase & Co.94,497$2.58M0.0%+6.5%0.363%
2/12/2025Cottage Street Advisors LLC41,787$1.14M0.6%+195.5%0.161%
2/12/2025Ausdal Financial Partners Inc.46,047$1.26M0.1%+12.4%0.177%
2/11/2025Modern Wealth Management LLC9,870$271K0.0%N/A0.038%
2/11/2025LPL Financial LLC5,445,346$148.55M0.1%+70.2%20.944%
2/11/2025Wealth Advisors of Iowa LLC12,331$336K0.2%+22.6%0.047%
2/10/2025Creative Financial Designs Inc. ADV326,026$8.89M0.7%+1.3%1.254%
2/10/2025Harbour Investments Inc.229,729$6.27M0.2%+17.6%0.884%
2/10/2025Envestnet Portfolio Solutions Inc.126,407$3.45M0.0%+114.6%0.486%
2/10/2025Commonwealth Equity Services LLC1,714,154$46.76M0.1%+11.9%6.593%
2/10/2025Avantax Advisory Services Inc.51,812$1.41M0.0%+90.2%0.199%
2/7/2025PFG Advisors23,761$648K0.0%+51.6%0.091%
2/7/2025HighTower Advisors LLC9,808$268K0.0%-23.5%0.038%
2/7/2025Inspire Advisors LLC50,152$1.37M0.2%+3.1%0.193%
2/7/2025Independent Advisor Alliance116,540$3.18M0.0%N/A0.448%
2/7/2025Sowell Financial Services LLC47,515$1.30M0.1%+69.5%0.183%
2/7/2025Larson Financial Group LLC2,621$72K0.0%+26.6%0.010%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,328$254K0.0%-79.5%0.036%
2/7/2025Strategic Family Wealth Counselors L.L.C.159,410$4.35M1.4%+507.7%0.613%
2/6/2025Midwest Heritage Bank FSB8,103$221K0.1%N/A0.031%
2/6/2025Raymond James Financial Inc.1,495,230$40.79M0.0%N/A5.751%
2/6/2025Cullen Frost Bankers Inc.80,714$2.20M0.0%+20.9%0.310%
2/6/2025Atria Investments Inc434,488$11.85M0.1%+990.3%1.671%
2/6/2025Souders Financial Advisors279,305$7.62M1.1%+13.5%1.074%
2/6/2025Synergy Investment Management LLC52,179$1.42M0.6%N/A0.201%
2/6/2025Steward Partners Investment Advisory LLC17,088$466K0.0%+165.5%0.066%
2/6/2025Von Berge Wealth Management Group LLC33,296$917K0.6%+18.1%0.128%
2/6/2025Jones Financial Companies Lllp428,385$11.69M0.0%+92.8%1.648%
2/5/2025Smartleaf Asset Management LLC185,363$5.06M0.5%+22.1%0.713%
2/5/2025Sharkey Howes & Javer87,640$2.39M0.3%+30.1%0.337%
2/5/2025Jacobi Capital Management LLC17,581$480K0.0%-3.0%0.068%
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2/5/2025WR Wealth Planners LLC13,376$365K0.1%-47.9%0.051%
2/5/2025LifeGoal Wealth Advisors81,772$2.23M2.4%N/A0.315%
2/4/2025Transcendent Capital Group LLC59,265$1.62M0.8%+10.3%0.228%
2/4/2025Rothschild Investment LLC64,925$1.77M0.1%+31.1%0.250%
2/4/2025Cannon Wealth Management Services LLC33,106$907K0.8%-19.0%0.127%
2/4/2025WESPAC Advisors LLC21,672$591K0.4%-2.6%0.083%
2/3/2025Sigma Planning Corp15,736$429K0.0%-9.3%0.061%
2/3/2025Turning Point Benefit Group Inc.60,572$1.64M1.6%N/A0.233%
2/3/2025Element Wealth LLC31,202$851K0.4%N/A0.120%
2/3/2025VisionPoint Advisory Group LLC2,162$59K0.0%N/A0.008%
(Data available from 1/1/2016 forward)

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CGMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMS shares?

During the previous two years, 223 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 ($148.55M), Envestnet Asset Management Inc. ($81.67M), Great Valley Advisor Group Inc. ($55.80M), Wells Fargo & Company MN ($52.20M), Cetera Investment Advisers ($49.16M), Commonwealth Equity Services LLC ($46.76M), and Wealth Enhancement Advisory Services LLC ($43.60M).Learn more on CGMS's institutional investors.

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

Of the 213 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: LPL Financial LLC ($3.29M), Raymond James Financial Inc. ($2.99M), Envestnet Asset Management Inc. ($2.05M), Great Valley Advisor Group Inc. ($2.05M), Commonwealth Equity Services LLC ($1.63M), Wealth Enhancement Advisory Services LLC ($1.48M), and Cetera Investment Advisers ($1.36M).

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

Institutional investors have bought a total of 34,527,884 shares in the last 24 months. This purchase volume represents approximately $937.76M in transactions.

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

Of the 43 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), RFP Financial Group LLC ($255.77K), Osaic Holdings Inc. ($89.40K), Citadel Advisors LLC ($75.83K), Total Clarity Wealth Management Inc. ($61.71K), and Swisher Financial Concepts Inc. ($59.14K).

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

Institutional investors have sold a total of 1,980,986 shares in the last 24 months. This volume of shares sold represents approximately $53.40M in transactions.


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This page (NYSEARCA:CGMS) was last updated on 4/4/2025 by MarketBeat.com Staff
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