Cap Group US Multi-Sect BondCGMSETF
13F holders, Q2 2025 (June 30)257holders +14
27new positions
15sold out
3famous investors
$27.60avg. 13F price*
At the end of Q2 2025, 257 institutions reported holding Cap Group US Multi-Sect Bond (CGMS) in their 13F filings, up 14 from Q1 2025. 27 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($274.6M), Morgan Stanley ($154.8M) and Envestnet Asset Management Inc. ($117.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group US Multi-Sect Bond
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2025)
- CUSIP
- 14020Y300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $111.1M |
| Exits | 15 | $17.3M |
All 13F filers, Q1 2025 → Q2 2025: 12,716,988 shares bought and 3,327,345 shares sold, net +9,389,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| LPL Financial LLC | 0.09% | Add +21.6% | 9,943,155 | $274.6M |
| Morgan Stanley | 0.01% | Reduce -5.8% | 5,604,101 | $154.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +16.7% | 4,244,651 | $117.2M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.7% | 3,978,724 | $109.9M |
| Wells Fargo & Company | 0.02% | Add +13.1% | 2,779,290 | $76.8M |
| Cetera Investment Advisers | 0.13% | Add +19.0% | 2,690,563 | $74.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +13.2% | 2,400,798 | $66.3M |
| UBS Group AG | 0.01% | Add +11.6% | 2,362,552 | $65.3M |
| Great Valley Advisor Group, Inc. | 1.32% | Add +4.9% | 2,150,804 | $59.4M |
| Capital Advantage, Inc. | 9.22% | New | 2,108,316 | $58.2M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +0.4% | 1,825,546 | $50.4M |
| Osaic Holdings, Inc. | 0.09% | Add +30.2% | 1,768,762 | $48.9M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +14.6% | 1,332,030 | $36.8M |
| Stifel Financial Corp. | 0.03% | Add +25.2% | 1,240,773 | $34.3M |
| Cwm, LLC | 0.09% | Add +441.9% | 929,285 | $25.7M |
| MML Investors Services, LLC | 0.07% | Add +18.6% | 893,794 | $24.7M |
| Royal Bank of Canada | 0.00% | Add +13.9% | 871,108 | $24.1M |
| Jones Financial Companies LLLP | 0.02% | Add +18.6% | 840,932 | $23.1M |
| TrueWealth Advisors, LLC | 6.37% | Add +6.3% | 779,709 | $21.5M |
| BlueStem Wealth Partners, LLC | 2.54% | Add +6.0% | 747,841 | $20.7M |
| Mariner, LLC | 0.03% | Add +2.6% | 741,908 | $20.5M |
| Winch Advisory Services, LLC | 5.00% | Add +1.2% | 741,436 | $20.5M |
| TruWealth Advisors, LLC | 1.06% | Add +14.2% | 697,947 | $19.3M |
| Baird Financial Group, Inc. | 0.03% | Add +1.5% | 689,032 | $19.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +111.5% | 654,276 | $18.1M |
| Stephens Inc. | 0.24% | Add +8.7% | 643,841 | $17.8M |
| Redhawk Wealth Advisors, Inc. | 2.00% | Reduce -0.9% | 576,569 | $15.9M |
| Prospera Financial Services Inc | 0.27% | Reduce -0.7% | 525,656 | $14.5M |
| Valmark Advisers, Inc. | 0.20% | Add +13.8% | 514,219 | $14.2M |
| Private Advisor Group, LLC | 0.07% | Reduce -6.2% | 486,797 | $13.4M |
| Eq Wealth Advisors, LLC | 9.10% | Add +13.9% | 483,678 | $13.4M |
| Skyline Advisors, Inc. | 4.91% | Add +1.8% | 481,421 | $13.3M |
| Beacon Pointe Advisors, LLC | 0.12% | New | 428,134 | $11.8M |
| Smartleaf Asset Management LLC | 1.03% | Add +7.9% | 424,123 | $11.7M |
| Atria Investments, Inc | 0.14% | Reduce -10.4% | 418,117 | $11.5M |
| Capital Group Private Client Services, Inc. | 0.10% | Add +391.4% | 407,629 | $11.3M |
| Benjamin Edwards Inc. | 0.14% | Add +4.5% | 398,486 | $11.0M |
| Onyx Bridge Wealth Group LLC | 1.42% | Add +87.3% | 389,717 | $10.8M |
| Kestra Advisory Services, LLC | 0.05% | Add +20.1% | 360,665 | $10.0M |
| KMG Fiduciary Partners, LLC | 0.73% | Add +11.8% | 355,666 | $9.8M |
| Atria Wealth Solutions, Inc. | 0.22% | Reduce -33.6% | 354,998 | $9.8M |
| St Germain D J Co. Inc. | 0.41% | Add +0.8% | 347,002 | $9.6M |
| Souders Financial Advisors | 1.17% | Add +6.8% | 332,556 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 331,757 | $9.2M |
| Betterment LLC | 0.02% | Add +1.1% | 320,413 | $8.8M |
| Main Line Retirement Advisors, LLC | 4.91% | Add +4.5% | 312,403 | $8.6M |
| VestGen Advisors, LLC | 0.33% | Reduce -0.2% | 302,078 | $8.3M |
| Rockefeller Capital Management L.P. | 0.02% | New | 288,712 | $8.0M |
| Harbour Investments, Inc. | 0.19% | Add +4.4% | 271,768 | $7.5M |
| Creekmur Asset Management LLC | 1.30% | New | 266,691 | $7.4M |
| Vicus Capital | 0.60% | Reduce -12.8% | 259,927 | $7.2M |
| Assetmark, Inc. | 0.02% | Add +5070.8% | 256,056 | $7.1M |
| Kingsview Wealth Management, LLC | 0.12% | Add +19.9% | 251,692 | $7.0M |
| Creative Financial Designs Inc. | 0.48% | Reduce -28.7% | 239,126 | $6.6M |
| Bond & Devick Financial Network, Inc. | 2.18% | Add +3.1% | 237,164 | $6.6M |
| Sunbelt Securities, Inc. | 0.57% | Reduce -9.9% | 237,062 | $6.5M |
| Swisher Financial Concepts, Inc. | 3.94% | Reduce -2.6% | 220,873 | $6.1M |
| Bouvel Investment Partners, LLC | 2.05% | Add +1.4% | 219,457 | $6.1M |
| Confluence Wealth Services, Inc. | 0.33% | Add +0.2% | 216,749 | $6.0M |
| Carmel Capital Partners, LLC | 2.09% | Add +8.7% | 215,493 | $6.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +8.9% | 204,377 | $5.6M |
| Crumly & Associates Inc. | 1.37% | Add +9.3% | 203,641 | $5.6M |
| &partners | 0.04% | Add +56.5% | 200,142 | $5.5M |
| D.A. Davidson & Co. | 0.04% | Add +9.1% | 193,473 | $5.3M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +21.6% | 188,553 | $5.2M |
| Entruity Wealth, LLC | 4.33% | Add +11.4% | 184,650 | $5.1M |
| Strategic Family Wealth Counselors, L.L.C. | 1.44% | Add +17.4% | 183,258 | $5.1M |
| Silver Oak Securities, Incorporated | 0.41% | Add +5.0% | 177,141 | $4.9M |
| Renaissance Technologies | 0.01% | Add +56.3% | 177,100 | $4.9M |
| NWF Advisory Services Inc. | 0.58% | Reduce -1.0% | 176,937 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Add +85.1% | 148,965 | $4.1M |
| Merit Financial Group, LLC | 0.05% | Add +197.8% | 148,581 | $4.1M |
| Level Four Advisory Services, LLC | 0.15% | Add +25.0% | 147,583 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +19.7% | 145,898 | $4.0M |
| Centennial Wealth Advisory LLC | 1.28% | Add +145.9% | 146,061 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +12.1% | 141,617 | $3.9M |
| RPg Family Wealth Advisory, LLC | 1.03% | New | 140,717 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +42.7% | 140,448 | $3.9M |
| Fullcircle Wealth LLC | 1.35% | Add +3.7% | 130,658 | $3.6M |
| Midwest Financial Network, LLC | 3.51% | Reduce -0.8% | 128,026 | $3.5M |
| Capital International Investors | 0.00% | Add +33.7% | 122,892 | $3.4M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +28.8% | 121,889 | $3.4M |
| Jane Street Group, LLC | 0.01% | Reduce -80.0% | 118,193 | $3.3M |
| Fiduciary Alliance LLC | 0.24% | New | 117,756 | $3.3M |
| Novem Group | 0.40% | Add +2.8% | 114,748 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Add +7.5% | 114,237 | $3.2M |
| Forthright Family Wealth Advisory LLC | 2.00% | Reduce -1.4% | 114,201 | $3.2M |
| Keystone Financial Services, LLC | 2.38% | Add +4.4% | 113,482 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +37.7% | 113,391 | $3.1M |
| Sowell Financial Services LLC | 0.13% | Add +140.6% | 112,270 | $3.1M |
| Turning Point Benefit Group, Inc. | 2.26% | Reduce -19.0% | 107,849 | $3.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.34% | Add +2.0% | 107,461 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.83% | Add +9.6% | 105,399 | $2.9M |
| Wayfinding Financial, LLC | 1.30% | Reduce -1.5% | 105,248 | $2.9M |
| OneAscent Financial Services LLC | 0.21% | Reduce -22.4% | 104,656 | $2.9M |
| KWB Wealth | 0.33% | Reduce -40.6% | 100,577 | $2.7M |
| Rothschild Investment LLC | 0.17% | Add +10.9% | 96,350 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 90,195 | $2.5M |
| Hartmann Taylor Wealth Management, LLC | 2.05% | Reduce -35.1% | 89,293 | $2.5M |
| Global Retirement Partners, LLC | 0.06% | — | 85,299 | $2.4M |
| LongView Wealth Management | 0.71% | Add +26.4% | 84,352 | $2.3M |
| Perennial Investment Advisors, LLC | 0.22% | Add +58.3% | 82,144 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +41.6% | 79,125 | $2.2M |
| Jacobi Capital Management LLC | 0.14% | Add +1.5% | 78,638 | $2.2M |
| Lodestone Wealth Management LLC | 1.02% | Add +0.8% | 75,951 | $2.1M |
| 5T Wealth, LLC | 1.06% | Reduce -1.1% | 75,557 | $2.1M |
| Mascagni Wealth Management, Inc. | 1.74% | Add +14.1% | 74,162 | $2.0M |
| Mission Wealth Management, LP | 0.04% | Add +28.9% | 70,190 | $1.9M |
| Transcendent Capital Group LLC | 0.99% | Add +3.3% | 69,788 | $1.9M |
| MFA Wealth Services | 1.45% | Add +4.6% | 69,744 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -72.5% | 66,928 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +37.0% | 67,256 | $1.8M |
| Von Berge Wealth Management Group, LLC | 0.99% | Add +44.3% | 63,478 | $1.8M |
| Sharkey, Howes & Javer | 0.22% | Reduce -25.1% | 60,723 | $1.7M |
| Kestra Investment Management, LLC | 0.05% | Add +20.9% | 59,114 | $1.6M |
| Trilogy Capital Inc. | 0.08% | Add +3.0% | 58,706 | $1.6M |
| Seamount Financial Group Inc. | 0.83% | Add +4.0% | 58,366 | $1.6M |
| Inspire Advisors, LLC | 0.16% | Add +2.0% | 57,332 | $1.6M |
| Endeavor Private Wealth, Inc. | 0.74% | Add +31.4% | 56,640 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 56,107 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -6.5% | 55,424 | $1.5M |
| Rovin Capital /Ut/ | 0.44% | Add +5.9% | 52,720 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 52,367 | $1.4M |
| Oak Hill Wealth Advisors, LLC | 0.29% | New | 51,123 | $1.4M |
| Element Wealth, LLC | 0.64% | Add +18.4% | 50,022 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -68.0% | 49,223 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +0.6% | 49,114 | $1.4M |
| CLG LLC | 0.41% | Add +7.4% | 47,423 | $1.3M |
| Richards, Merrill & Peterson, Inc. | 0.61% | Add +43.8% | 46,804 | $1.3M |
| SK Wealth Management, LLC | 0.54% | Add +14.8% | 44,929 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -53.9% | 43,800 | $1.2M |
| DeDora Capital, Inc. | 0.31% | Reduce -90.5% | 43,161 | $1.2M |
| Cottage Street Advisors LLC | 0.62% | Add +1.4% | 42,928 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | New | 42,904 | $1.2M |
| Private Trust Co. NA | 0.11% | No change | 42,543 | $1.2M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -7.9% | 42,157 | $1.2M |
| AlphaCore Capital LLC | 0.04% | Reduce -0.2% | 40,380 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Add +4.5% | 40,026 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -19.2% | 38,744 | $1.1M |
| Old Mission Capital LLC | 0.03% | Reduce -77.8% | 37,367 | $1.0M |
| LifeGoal Investments, LLC | 0.95% | Reduce -74.6% | 36,160 | $999K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +8.0% | 36,137 | $998K |
| Focus Partners Wealth | 0.00% | Reduce -6.2% | 36,019 | $995K |
| Cannon Wealth Management Services, LLC | 0.80% | Reduce -3.0% | 35,257 | $974K |
| Sovran Advisors, LLC | 0.10% | Reduce -30.6% | 35,353 | $972K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +53.2% | 34,432 | $951K |
| Burford Brothers, Inc. | 0.43% | Reduce -3.4% | 33,930 | $937K |
| Owen LaRue, LLC | 0.40% | Reduce -1.4% | 33,775 | $933K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +7.8% | 33,465 | $924K |
| Fearless Solutions, LLC dba Best Invest | 0.65% | Add +2.7% | 33,406 | $923K |
| Wedbush Securities Inc. | 0.03% | Add +14.0% | 32,957 | $910K |
| WESPAC Advisors, LLC | 0.62% | Add +15.5% | 32,239 | $890K |
| PFG Advisors | 0.04% | Add +1.6% | 30,400 | $840K |
| Gotham Asset Management | 0.00% | New | 29,430 | $813K |
| Schmidt P J Investment Management Inc. | 0.14% | Reduce -0.3% | 29,217 | $807K |
| Pines Wealth Management, LLC | 0.28% | Add +20.7% | 28,921 | $799K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 28,749 | $794K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -2.0% | 28,267 | $781K |
| Argyle Capital Partners, LLC | 0.64% | Add +29.0% | 28,240 | $780K |
| Waterfront Wealth Inc. | 0.16% | Reduce -0.1% | 26,632 | $736K |
| Calton & Associates, Inc. | 0.13% | Add +22.1% | 26,589 | $734K |
| M.E. Allison & Co., Inc. | 0.57% | Add +71.9% | 25,880 | $715K |
| Peterson Wealth Advisors, LLC | 0.12% | Reduce -1.8% | 25,514 | $705K |
| Tempus Wealth Planning, LLC | 0.17% | Add +1.8% | 24,845 | $686K |
| Principal Securities, Inc. | 0.01% | Add +59.3% | 23,623 | $652K |
| Milestone Investment Advisors LLC | 0.17% | Reduce -11.1% | 22,976 | $635K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.5% | 22,884 | $632K |
| Uhlmann Price Securities, LLC | 0.45% | Add +93.5% | 22,637 | $625K |
| Gateway Wealth Partners, LLC | 0.12% | Add +52.5% | 22,482 | $621K |
| CAP Partners, LLC | 0.38% | Add +2.2% | 22,091 | $610K |
| Geneos Wealth Management Inc. | 0.01% | Add +43.1% | 22,070 | $610K |
| Good Life Advisors, LLC | 0.04% | Reduce -27.2% | 21,898 | $605K |
| Wellington Capital Management, Inc. | 0.88% | — | 74,041 | $587K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.8% | 20,444 | $565K |
| WealthCare Investment Partners, LLC | 0.20% | Reduce -2.8% | 20,287 | $560K |
| Sigma Planning Corp | 0.02% | Reduce -1.9% | 19,002 | $525K |
| Snowden Capital Advisors LLC | 0.02% | Add +6.3% | 18,955 | $524K |
| Impact Partnership Wealth, LLC | 0.10% | New | 18,676 | $516K |
| World Investment Advisors | 0.01% | Add +17.1% | 18,189 | $502K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -16.0% | 18,169 | $502K |
| Investment Planning Advisors, Inc. | 0.17% | Reduce -34.9% | 17,838 | $493K |
| MSH Capital Advisors LLC | 0.14% | Add +35.5% | 17,791 | $491K |
| Aurdan Capital Management, LLC | 0.17% | Add +4.8% | 17,571 | $485K |
| Bridgewealth Advisory Group, LLC | 0.12% | New | 17,007 | $470K |
| HighTower Advisors, LLC | 0.00% | Add +52.0% | 17,001 | $470K |
| Financial Advocates Investment Management | 0.04% | Reduce -4.8% | 16,977 | $469K |
| Wealth Advisors of Iowa, LLC | 0.17% | Reduce -16.5% | 16,918 | $467K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Reduce -5.7% | 16,579 | $458K |
| Brookstone Capital Management | 0.01% | Reduce -5.6% | 16,533 | $457K |
| Continuum Advisory, LLC | 0.05% | Add +9.2% | 16,348 | $452K |
| Barnes Pettey Financial Advisors, LLC | 0.30% | Add +16.1% | 16,250 | $449K |
| Global Financial Private Client, LLC | 0.16% | No change | 15,607 | $431K |
| Comerica Bank | 0.00% | Add +23.4% | 15,348 | $424K |
| IFG Advisory, LLC | 0.02% | Add +84.3% | 15,213 | $420K |
| Independent Financial Group, LLC | 0.01% | Add +76.3% | 14,993 | $414K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -1.6% | 14,990 | $414K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -69.6% | 14,646 | $405K |
| Brookwood Investment Group LLC | 0.06% | Add +1.0% | 14,070 | $389K |
| Spire Wealth Management | 0.01% | Add +0.3% | 13,870 | $383K |
| Modern Wealth Management, LLC | 0.01% | Add +14.6% | 13,250 | $366K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -0.8% | 13,122 | $362K |
| Arkadios Wealth Advisors | 0.01% | Add +8.0% | 13,052 | $360K |
| Cooper Financial Group | 0.04% | Add +1.4% | 12,894 | $356K |
| Kera Capital Partners, Inc. | 0.07% | No change | 12,674 | $350K |
| Venture Visionary Partners LLC | 0.01% | New | 12,612 | $348K |
| Klingman & Associates, LLC | 0.02% | No change | 12,381 | $342K |
| Balboa Wealth Partners | 0.07% | Add +22.1% | 12,024 | $332K |
| Mutual Advisors, LLC | 0.01% | Reduce -55.1% | 11,590 | $321K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.9% | 11,400 | $315K |
| LexAurum Advisors, LLC | 0.05% | Add +11.3% | 11,342 | $313K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +10.3% | 11,329 | $313K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 11,284 | $312K |
| Beacon Financial Advisory LLC | 0.08% | Add +0.7% | 11,150 | $308K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -63.4% | 10,960 | $303K |
| Midwest Heritage Bank, FSB | 0.11% | Add +34.2% | 10,871 | $300K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 10,723 | $296K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -22.4% | 10,494 | $290K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -15.2% | 10,325 | $285K |
| Regatta Capital Group, LLC | 0.05% | New | 10,245 | $283K |
| RFG Advisory, LLC | 0.01% | Reduce -71.1% | 10,106 | $279K |
| Freestate Advisors LLC | 0.25% | New | 10,068 | $278K |
| Herold Advisors, Inc. | 0.06% | New | 10,059 | $278K |
| Lantern Wealth Advisors, LLC | 0.17% | — | 10,059 | $278K |
| AA Financial Advisors, LLC | 0.06% | No change | 9,906 | $274K |
| Bank of Montreal | 0.00% | Add +18.5% | 9,300 | $257K |
| Trademark Financial Management, LLC | 0.14% | Reduce -48.3% | 8,419 | $233K |
| IHT Wealth Management, LLC | 0.01% | New | 8,332 | $230K |
| Farther Finance Advisors, LLC | 0.00% | Add +174.8% | 8,244 | $228K |
| Bank of New York Mellon Corp | 0.00% | New | 8,032 | $222K |
| Western Wealth Management, LLC | 0.01% | Reduce -0.3% | 7,628 | $211K |
| ORG Partners LLC | 0.05% | Add +409.4% | 7,610 | $210K |
| TFB Advisors LLC | 0.05% | New | 7,502 | $207K |
| Security Financial Services, INC. | 0.04% | New | 7,471 | $206K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 7,400 | $204K |
| Opal Wealth Advisors, LLC | 0.06% | Add +0.8% | 7,336 | $203K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 7,080 | $196K |
| CoreCap Advisors, LLC | 0.01% | Reduce -87.3% | 6,779 | $187K |
| Strategic Investment Solutions, Inc. | 0.05% | No change | 6,472 | $179K |
| Larson Financial Group LLC | 0.01% | Add +118.5% | 5,727 | $158K |
| US Bancorp \de | 0.00% | No change | 5,229 | $144K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +88.7% | 5,005 | $138K |
| AdvisorNet Financial, Inc | 0.01% | Add +67.6% | 4,551 | $126K |
| IFP Advisors, Inc | 0.00% | Add +38.3% | 4,091 | $113K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Add +6.5% | 3,329 | $92K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.4% | 3,223 | $89K |
| Olistico Wealth, LLC | 0.03% | Add +18.9% | 1,947 | $54K |
| Financial Perspectives, Inc | 0.02% | Add +59.6% | 1,853 | $51K |
| Capital Analysts, LLC | 0.00% | New | 1,835 | $51K |
| Arax Advisory Partners | 0.00% | Add +54.8% | 1,723 | $48K |
| Lanark Financial, Inc. | 0.00% | No change | 1,230 | $33K |
| Rosenberg Matthew Hamilton | 0.01% | Add +1062.0% | 825 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -72.0% | 700 | $19K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +12.1% | 584 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | New | 503 | $14K |
| Rossby Financial, LCC | 0.01% | New | 478 | $13K |
| Beacon Capital Management, LLC | 0.00% | Add +1.1% | 94 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 70 | $2K |
"% 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.