Cap Group US Multi-Sect BondCGMSETF
13F holders, Q2 2026 (June 30)360holders +28
36new positions
14sold out
3famous investors
$27.33avg. 13F price*
At the end of Q2 2026, 360 institutions reported holding Cap Group US Multi-Sect Bond (CGMS) in their 13F filings, up 28 from Q1 2026. 36 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($592.6M), Wells Fargo & Company ($272.1M) and Envestnet Asset Management Inc. ($248.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group US Multi-Sect Bond
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2026)
- CUSIP
- 14020Y300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $107.8M |
| Exits | 14 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 22,966,609 shares bought and 2,388,083 shares sold, net +20,578,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 360 holders
| LPL Financial LLC | 0.13% | Add +14.7% | 21,684,661 | $592.6M |
| Wells Fargo & Company | 0.05% | Add +35.2% | 9,954,981 | $272.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +16.1% | 9,076,177 | $248.1M |
| Morgan Stanley | 0.01% | Add +10.5% | 7,932,936 | $216.8M |
| Raymond James Financial Inc. | 0.06% | Add +13.3% | 7,927,229 | $216.7M |
| UBS Group AG | 0.03% | Add +11.1% | 6,240,391 | $170.5M |
| Cetera Investment Advisers | 0.13% | Add +17.8% | 5,061,712 | $138.3M |
| Capital Advantage, Inc. | 12.64% | Add +51.7% | 3,791,682 | $103.6M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -3.5% | 3,334,411 | $91.1M |
| Osaic Holdings, Inc. | 0.11% | Add +22.2% | 3,285,180 | $89.8M |
| Great Valley Advisor Group, Inc. | 1.23% | Add +3.9% | 2,845,539 | $77.8M |
| Jones Financial Companies LLLP | 0.03% | Add +27.4% | 2,326,317 | $64.0M |
| Stifel Financial Corp. | 0.05% | Add +15.3% | 2,195,645 | $60.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +17.2% | 2,029,029 | $55.5M |
| Royal Bank of Canada | 0.01% | Add +3.3% | 1,845,865 | $50.4M |
| Schusterman Interests, LLC | 12.96% | New | 1,818,185 | $49.7M |
| MML Investors Services, LLC | 0.10% | Add +31.5% | 1,792,846 | $49.0M |
| Valmark Advisers, Inc. | 0.52% | Add +16.3% | 1,774,486 | $48.5M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -0.7% | 1,550,326 | $42.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +2.4% | 1,301,349 | $35.5M |
| Kestra Advisory Services, LLC | 0.11% | Add +28.9% | 1,271,974 | $34.8M |
| Baird Financial Group, Inc. | 0.04% | Add +8.0% | 1,136,768 | $31.1M |
| Benjamin Edwards Inc. | 0.24% | Add +32.6% | 960,524 | $26.3M |
| Waverly Advisors, LLC | 0.15% | New | 951,076 | $26.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.1% | 940,884 | $25.7M |
| Regatta Capital Group, LLC | 3.34% | Add +8.4% | 907,530 | $24.8M |
| BlueStem Wealth Partners, LLC | 2.25% | Add +19.4% | 828,507 | $22.6M |
| TrueWealth Advisors, LLC | 4.91% | Add +0.9% | 796,067 | $21.8M |
| Winch Advisory Services, LLC | 4.49% | Add +1.4% | 791,200 | $21.6M |
| &partners | 0.09% | Add +38.6% | 784,662 | $21.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +24.8% | 775,013 | $21.2M |
| J. Derek Lewis & Associates Inc. | 3.97% | Add +9.3% | 768,767 | $21.0M |
| Compton Financial Group, LLC | 3.89% | Add +166.6% | 738,465 | $20.2M |
| Stephens Inc. | 0.22% | Add +3.7% | 729,186 | $19.9M |
| Redhawk Wealth Advisors, Inc. | 1.87% | Reduce -2.0% | 693,381 | $19.0M |
| Eq Wealth Advisors, LLC | 10.20% | Add +6.4% | 679,303 | $18.6M |
| Entruity Wealth, LLC | 11.28% | Add +61.3% | 637,736 | $17.4M |
| Prospera Financial Services Inc | 0.25% | Add +2.9% | 627,005 | $17.1M |
| NewEdge Advisors, LLC | 0.05% | Add +14.6% | 613,158 | $16.8M |
| Per Stirling Capital Management, LLC. | 1.56% | Add +17.4% | 599,845 | $16.4M |
| Vicus Capital | 0.99% | Add +12.9% | 561,637 | $15.3M |
| Private Advisor Group, LLC | 0.07% | Reduce -27.8% | 556,556 | $15.2M |
| KWB Wealth | 1.23% | Add +47.2% | 527,423 | $14.4M |
| Centennial Wealth Advisory LLC | 2.82% | Add +5.5% | 478,468 | $13.1M |
| Markowski Investments | 2.84% | — | 471,323 | $12.9M |
| Smartleaf Asset Management LLC | 0.41% | No change | 455,538 | $12.5M |
| Souders Financial Advisors | 1.22% | Add +6.9% | 442,298 | $12.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.2% | 422,630 | $11.6M |
| Onyx Bridge Wealth Group LLC | 1.04% | Reduce -1.5% | 422,551 | $11.5M |
| Bouvel Investment Partners, LLC | 2.57% | Add +83.7% | 415,149 | $11.3M |
| Capital Group Private Client Services, Inc. | 0.16% | Add +0.2% | 415,111 | $11.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +4.4% | 412,825 | $11.3M |
| Sanctuary Advisors, LLC | 0.05% | Add +5.3% | 397,373 | $10.9M |
| Clear Trail Advisors, LLC | 1.64% | Add +10.2% | 393,663 | $10.8M |
| Turning Point Benefit Group, Inc. | 4.61% | Add +146.9% | 391,822 | $10.7M |
| Cerity Partners LLC | 0.01% | Add +36.4% | 382,360 | $10.5M |
| Carmel Capital Partners, LLC | 3.34% | Reduce -1.0% | 369,264 | $10.1M |
| St Germain D J Co. Inc. | 0.36% | Reduce -0.1% | 368,318 | $10.1M |
| Harbour Investments, Inc. | 0.12% | Reduce -1.9% | 337,767 | $9.2M |
| Main Line Retirement Advisors, LLC | 4.06% | Add +2.1% | 323,673 | $8.8M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -20.0% | 323,447 | $8.8M |
| Clarity Asset Management, Inc. | 4.25% | Add +6.7% | 316,786 | $8.7M |
| Skyline Advisors, Inc. | 2.69% | Reduce -8.7% | 313,360 | $8.6M |
| Bond & Devick Financial Network, Inc. | 2.08% | Add +4.5% | 309,593 | $8.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +13.7% | 307,249 | $8.4M |
| Citadel Advisors | 0.00% | Add +44.7% | 297,020 | $8.1M |
| BNB Wealth Management, LLC | 4.42% | Reduce -12.6% | 296,159 | $8.1M |
| Equitable Holdings, Inc. | 0.05% | Add +32.1% | 285,554 | $7.8M |
| RPg Family Wealth Advisory, LLC | 1.28% | Add +0.8% | 280,499 | $7.7M |
| Merit Financial Group, LLC | 0.05% | Add +14.6% | 277,677 | $7.6M |
| Troutman Wealth Management, LLC | 5.66% | Add +2.6% | 269,059 | $7.4M |
| Swisher Financial Concepts, Inc. | 4.62% | Reduce -3.2% | 268,461 | $7.3M |
| Summit Financial, LLC | 0.08% | Reduce -22.7% | 265,625 | $7.3M |
| Thayer Financial, L.L.C. | 6.42% | Add +3.7% | 258,628 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 256,593 | $7.0M |
| Level Four Advisory Services, LLC | 0.20% | Add +21.1% | 256,499 | $7.0M |
| Rothschild Investment LLC | 0.25% | Add +8.4% | 245,446 | $6.7M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +12.0% | 232,863 | $6.4M |
| RHL Group, LLC | 5.19% | Reduce -48.9% | 231,018 | $6.2M |
| Confluence Wealth Services, Inc. | 0.18% | Add +2.4% | 227,854 | $6.2M |
| Drive Wealth Management, LLC | 1.07% | Add +12.3% | 218,950 | $6.0M |
| Global Retirement Partners, LLC | 0.09% | — | 215,533 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +11.1% | 208,913 | $5.7M |
| Betterment LLC | 0.01% | Add +33.2% | 208,266 | $5.7M |
| Gateway Wealth Partners, LLC | 0.34% | Reduce -37.8% | 206,345 | $5.6M |
| Strategic Family Wealth Counselors, L.L.C. | 1.29% | Add +1.1% | 203,720 | $5.6M |
| NWF Advisory Services Inc. | 0.52% | Add +1.1% | 202,477 | $5.5M |
| Vigil Wealth Management, LLC | 3.92% | Reduce -4.5% | 201,042 | $5.5M |
| LCW Services, LLC | 2.38% | Add +5.6% | 199,783 | $5.5M |
| Silver Oak Securities, Incorporated | 0.32% | Add +3.2% | 190,720 | $5.2M |
| Stewardship Concepts Financial Services LLC | 3.41% | Add +4.5% | 185,366 | $5.1M |
| OakTrust Wealth Advisors, LLC | 4.35% | Add +4.7% | 184,511 | $5.0M |
| DAVENPORT & Co LLC | 0.02% | Add +19.8% | 174,907 | $4.8M |
| Natixis Advisors, LLC | 0.01% | Add +81.1% | 172,912 | $4.7M |
| Mosaic Family Wealth Partners, LLC | 0.32% | Add +78.3% | 172,813 | $4.7M |
| Total Clarity Wealth Management, Inc. | 0.92% | Add +55.5% | 172,616 | $4.7M |
| Assetmark, Inc. | 0.01% | Add +76.6% | 166,474 | $4.5M |
| Mutual Advisors, LLC | 0.08% | Add +33.9% | 163,201 | $4.5M |
| LongView Wealth Management | 1.12% | Add +20.1% | 160,235 | $4.4M |
| LifeGoal Investments, LLC | 1.97% | Reduce -0.4% | 157,766 | $4.3M |
"% of holder's portfolio" is CGMS's weight in each manager's 13F, not the share of Cap Group US Multi-Sect Bond the manager owns.