Cap Group US Multi-Sect BondCGMSETF
13F holders, Q1 2025 (March 31)243holders +22
34new positions
12sold out
2famous investors
$27.30avg. 13F price*
At the end of Q1 2025, 243 institutions reported holding Cap Group US Multi-Sect Bond (CGMS) in their 13F filings, up 22 from Q4 2024. 34 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($223.2M), Morgan Stanley ($162.5M) and Raymond James Financial Inc. ($109.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 (Q1 2025)
- CUSIP
- 14020Y300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $52.9M |
| Exits | 12 | $15.5M |
All 13F filers, Q4 2024 → Q1 2025: 16,685,856 shares bought and 924,701 shares sold, net +15,761,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| LPL Financial LLC | 0.09% | Add +50.1% | 8,175,108 | $223.2M |
| Morgan Stanley | 0.01% | Add +25.3% | 5,952,233 | $162.5M |
| Raymond James Financial Inc. | 0.04% | Add +167.9% | 4,005,277 | $109.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +21.5% | 3,636,850 | $99.3M |
| Wells Fargo & Company | 0.02% | Add +28.4% | 2,456,661 | $67.1M |
| Cetera Investment Advisers | 0.12% | Add +25.5% | 2,261,512 | $61.7M |
| Commonwealth Equity Services, LLC | 0.08% | Add +23.7% | 2,120,720 | $57.9M |
| UBS Group AG | 0.01% | Add +28.6% | 2,116,694 | $57.8M |
| Great Valley Advisor Group, Inc. | 1.21% | Add +0.3% | 2,050,980 | $56.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +13.8% | 1,818,245 | $49.6M |
| Osaic Holdings, Inc. | 0.08% | Add +32.5% | 1,358,028 | $37.1M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +9.5% | 1,162,124 | $31.7M |
| Stifel Financial Corp. | 0.03% | Add +99.6% | 990,887 | $27.1M |
| Royal Bank of Canada | 0.00% | Add +49.1% | 764,516 | $20.9M |
| MML Investors Services, LLC | 0.07% | Add +19.2% | 753,638 | $20.6M |
| TrueWealth Advisors, LLC | 6.58% | Add +17.9% | 733,355 | $20.0M |
| Winch Advisory Services, LLC | 5.29% | Add +1.9% | 732,894 | $20.0M |
| Mariner, LLC | 0.03% | Add +5.2% | 722,727 | $19.7M |
| Jones Financial Companies LLLP | 0.02% | Add +65.5% | 708,957 | $19.4M |
| BlueStem Wealth Partners, LLC | 2.63% | New | 705,150 | $19.3M |
| Baird Financial Group, Inc. | 0.04% | Add +30.9% | 678,875 | $18.5M |
| TruWealth Advisors, LLC | 1.01% | Add +19.3% | 611,032 | $16.7M |
| Stephens Inc. | 0.24% | Reduce -2.2% | 592,511 | $16.2M |
| Jane Street Group, LLC | 0.03% | Add +125.9% | 592,433 | $16.2M |
| Redhawk Wealth Advisors, Inc. | 2.14% | Add +2.8% | 581,749 | $15.9M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +3.2% | 534,954 | $14.7M |
| Prospera Financial Services Inc | 0.33% | Add +5.6% | 529,188 | $14.4M |
| Private Advisor Group, LLC | 0.09% | Add +32.6% | 519,202 | $14.2M |
| Skyline Advisors, Inc. | 5.09% | Add +2.5% | 473,040 | $12.9M |
| Atria Investments, Inc | 0.16% | Add +7.4% | 466,641 | $12.7M |
| DeDora Capital, Inc. | 3.59% | Add +3.2% | 456,359 | $12.5M |
| Valmark Advisers, Inc. | 0.19% | Add +28.0% | 451,647 | $12.3M |
| Eq Wealth Advisors, LLC | 9.24% | Add +10.6% | 424,796 | $11.6M |
| Smartleaf Asset Management LLC | 1.04% | Add +112.1% | 393,161 | $10.7M |
| Benjamin Edwards Inc. | 0.15% | Add +15.4% | 381,141 | $10.4M |
| St Germain D J Co. Inc. | 0.44% | Add +6.3% | 344,365 | $9.4M |
| Creative Financial Designs Inc. | 0.73% | Add +2.8% | 335,249 | $9.2M |
| KMG Fiduciary Partners, LLC | 0.72% | Add +23.7% | 318,250 | $8.7M |
| Betterment LLC | 0.02% | Add +6.6% | 317,060 | $8.7M |
| Souders Financial Advisors | 1.19% | Add +11.5% | 311,399 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +203.3% | 309,283 | $8.4M |
| VestGen Advisors, LLC | 0.38% | — | 302,665 | $8.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +49.6% | 300,422 | $8.2M |
| Main Line Retirement Advisors, LLC | 5.30% | Add +6.4% | 298,896 | $8.2M |
| Vicus Capital | 0.76% | Add +3.9% | 298,150 | $8.1M |
| Sunbelt Securities, Inc. | 0.64% | Add +11.6% | 263,132 | $7.2M |
| Harbour Investments, Inc. | 0.20% | Add +13.3% | 260,296 | $7.1M |
| Citadel Advisors | 0.01% | Add +218.0% | 243,772 | $6.7M |
| Bond & Devick Financial Network, Inc. | 2.28% | Add +157.4% | 229,951 | $6.3M |
| Swisher Financial Concepts, Inc. | 5.12% | Add +131.8% | 226,746 | $6.2M |
| Bouvel Investment Partners, LLC | 2.27% | Add +0.8% | 216,376 | $6.0M |
| Confluence Wealth Services, Inc. | 0.37% | Add +68.0% | 216,395 | $5.8M |
| Kingsview Wealth Management, LLC | 0.11% | Add +35.8% | 209,923 | $5.7M |
| Onyx Bridge Wealth Group LLC | 0.81% | New | 208,061 | $5.7M |
| Carmel Capital Partners, LLC | 2.13% | New | 198,166 | $5.4M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -14.3% | 187,630 | $5.1M |
| Crumly & Associates Inc. | 1.40% | Add +3.5% | 186,353 | $5.1M |
| NWF Advisory Services Inc. | 0.69% | New | 178,762 | $4.9M |
| D.A. Davidson & Co. | 0.04% | Add +19.6% | 177,369 | $4.8M |
| Cwm, LLC | 0.02% | Add +323.1% | 171,490 | $4.7M |
| KWB Wealth | 0.56% | Add +73.6% | 169,377 | $4.6M |
| Silver Oak Securities, Incorporated | 0.43% | Reduce -0.9% | 168,794 | $4.6M |
| Old Mission Capital LLC | 0.09% | Reduce -0.1% | 168,622 | $4.6M |
| Entruity Wealth, LLC | 4.26% | Add +7.8% | 165,707 | $4.5M |
| Strategic Family Wealth Counselors, L.L.C. | 1.39% | Reduce -2.1% | 156,053 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -0.7% | 155,094 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +21.6% | 153,711 | $4.2M |
| Blue Investment Partners LLC | 1.51% | Add +53.9% | 147,009 | $4.0M |
| LifeGoal Investments, LLC | 4.19% | Add +73.8% | 142,129 | $3.9M |
| Hartmann Taylor Wealth Management, LLC | 3.37% | — | 137,538 | $3.8M |
| OneAscent Financial Services LLC | 0.24% | Add +262.9% | 134,837 | $3.7M |
| Turning Point Benefit Group, Inc. | 3.31% | Add +119.8% | 133,144 | $3.5M |
| Midwest Financial Network, LLC | 3.52% | Add +2.3% | 129,046 | $3.5M |
| &partners | 0.04% | Add +33.4% | 127,860 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +4.7% | 126,328 | $3.4M |
| Fullcircle Wealth LLC | 1.41% | Add +24.7% | 125,958 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.9% | 121,843 | $3.3M |
| Capital Planning LLC | 0.92% | Add +6.8% | 120,527 | $3.3M |
| Level Four Advisory Services, LLC | 0.13% | Add +6.7% | 118,084 | $3.2M |
| Forthright Family Wealth Advisory LLC | 2.09% | Add +1.1% | 115,869 | $3.2M |
| Renaissance Technologies | 0.00% | Add +192.9% | 113,343 | $3.1M |
| Novem Group | 0.43% | Add +17.4% | 111,630 | $3.0M |
| Keystone Financial Services, LLC | 2.51% | Add +1.5% | 108,697 | $3.0M |
| Wayfinding Financial, LLC | 1.28% | Reduce -12.0% | 106,870 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +7.5% | 106,214 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +14.3% | 105,387 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +20.9% | 98,438 | $2.7M |
| Total Clarity Wealth Management, Inc. | 0.86% | Reduce -1.3% | 96,144 | $2.6M |
| Synergy Investment Management, LLC | 1.09% | Add +83.7% | 95,874 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +170.3% | 95,065 | $2.6M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +17.2% | 94,607 | $2.6M |
| Advisor Resource Council | 0.21% | New | 95,720 | $2.6M |
| Capital International Investors | 0.00% | Reduce -56.7% | 91,893 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 90,177 | $2.5M |
| Rothschild Investment LLC | 0.16% | Add +33.8% | 86,850 | $2.4M |
| Integrity Alliance, Llc. | 0.09% | New | 83,961 | $2.3M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +5.1% | 82,949 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +1.0% | 82,345 | $2.2M |
| Sharkey, Howes & Javer | 0.32% | Reduce -7.5% | 81,090 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +27.4% | 80,481 | $2.2M |
"% 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.