Cap Group US Multi-Sect BondCGMSETF
13F holders, Q3 2025 (September 30)268holders +11
29new positions
15sold out
3famous investors
$27.75avg. 13F price*
At the end of Q3 2025, 268 institutions reported holding Cap Group US Multi-Sect Bond (CGMS) in their 13F filings, up 11 from Q2 2025. 29 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($326.1M), Morgan Stanley ($180.8M) and Envestnet Asset Management Inc. ($149.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Cap Group US Multi-Sect Bond
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q3 2025)
- CUSIP
- 14020Y300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $33.2M |
| Exits | 15 | $7.5M |
All 13F filers, Q2 2025 → Q3 2025: 14,630,298 shares bought and 1,248,947 shares sold, net +13,381,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| LPL Financial LLC | 0.10% | Add +18.2% | 11,750,584 | $326.1M |
| Morgan Stanley | 0.01% | Add +16.3% | 6,515,517 | $180.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +27.2% | 5,400,596 | $149.9M |
| Raymond James Financial Inc. | 0.04% | Add +9.1% | 4,338,890 | $120.4M |
| Wells Fargo & Company | 0.02% | Add +34.8% | 3,746,255 | $104.0M |
| UBS Group AG | 0.02% | Add +49.2% | 3,524,945 | $97.8M |
| Cetera Investment Advisers | 0.10% | Add +14.5% | 3,079,538 | $85.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +14.9% | 2,758,629 | $76.6M |
| Great Valley Advisor Group, Inc. | 1.48% | Add +23.5% | 2,656,072 | $73.7M |
| Capital Advantage, Inc. | 9.05% | Add +2.9% | 2,169,214 | $60.2M |
| Osaic Holdings, Inc. | 0.08% | Add +19.4% | 2,111,004 | $58.5M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -8.6% | 1,668,564 | $46.4M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +251.9% | 1,506,703 | $41.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +2.7% | 1,367,695 | $38.0M |
| Royal Bank of Canada | 0.01% | Add +40.0% | 1,219,466 | $33.8M |
| Stifel Financial Corp. | 0.03% | Reduce -4.4% | 1,185,976 | $32.9M |
| Jones Financial Companies LLLP | 0.02% | Add +27.7% | 1,074,197 | $29.9M |
| MML Investors Services, LLC | 0.08% | Add +19.6% | 1,068,759 | $29.7M |
| Cwm, LLC | 0.08% | Reduce -0.3% | 926,694 | $25.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +39.3% | 911,188 | $25.3M |
| BlueStem Wealth Partners, LLC | 2.66% | Add +12.0% | 837,432 | $23.2M |
| TrueWealth Advisors, LLC | 6.00% | Add +2.5% | 798,992 | $22.2M |
| Baird Financial Group, Inc. | 0.03% | Add +12.7% | 776,206 | $21.5M |
| Winch Advisory Services, LLC | 4.69% | Add +1.3% | 751,108 | $20.8M |
| TruWealth Advisors, LLC | 1.03% | Add +4.8% | 731,665 | $20.3M |
| Mariner, LLC | 0.02% | Reduce -10.6% | 663,479 | $18.4M |
| Private Advisor Group, LLC | 0.09% | Add +29.2% | 628,755 | $17.4M |
| Stephens Inc. | 0.21% | Reduce -5.9% | 605,687 | $16.8M |
| Prospera Financial Services Inc | 0.26% | Add +3.3% | 542,730 | $15.1M |
| Redhawk Wealth Advisors, Inc. | 1.74% | Reduce -6.5% | 539,141 | $15.0M |
| Valmark Advisers, Inc. | 0.19% | Add +4.7% | 538,456 | $14.9M |
| Eq Wealth Advisors, LLC | 9.54% | Add +8.1% | 522,997 | $14.5M |
| Skyline Advisors, Inc. | 4.78% | Add +3.8% | 499,900 | $13.9M |
| Benjamin Edwards Inc. | 0.14% | Add +14.6% | 456,835 | $12.7M |
| Onyx Bridge Wealth Group LLC | 1.36% | Add +15.9% | 451,511 | $12.5M |
| Smartleaf Asset Management LLC | 0.76% | Add +4.6% | 443,590 | $12.3M |
| Capital Group Private Client Services, Inc. | 0.20% | Add +5.0% | 428,126 | $11.9M |
| Atria Investments, Inc | 0.13% | Add +1.8% | 425,425 | $11.8M |
| Jane Street Group, LLC | 0.01% | Add +253.7% | 418,054 | $11.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +11.0% | 400,235 | $11.1M |
| KMG Fiduciary Partners, LLC | 0.68% | Add +2.8% | 365,726 | $10.1M |
| Souders Financial Advisors | 1.20% | Add +9.5% | 364,184 | $10.1M |
| St Germain D J Co. Inc. | 0.40% | Add +4.9% | 363,945 | $10.1M |
| Main Line Retirement Advisors, LLC | 4.99% | Add +12.1% | 350,095 | $9.7M |
| Sunbelt Securities, Inc. | 0.59% | Add +30.1% | 308,311 | $8.6M |
| Betterment LLC | 0.02% | Reduce -4.4% | 306,338 | $8.5M |
| Kingsview Wealth Management, LLC | 0.13% | Add +19.8% | 301,636 | $8.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.2% | 297,840 | $8.3M |
| Vicus Capital | 0.63% | Add +13.6% | 295,143 | $8.2M |
| VestGen Advisors, LLC | 0.27% | Reduce -2.3% | 294,999 | $8.2M |
| Assetmark, Inc. | 0.02% | Add +13.2% | 289,878 | $8.0M |
| Summit Financial, LLC | 0.12% | New | 276,946 | $7.7M |
| &partners | 0.05% | Add +34.5% | 269,285 | $7.5M |
| Bond & Devick Financial Network, Inc. | 2.20% | Add +11.3% | 263,885 | $7.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +28.7% | 263,080 | $7.3M |
| Creekmur Asset Management LLC | 1.17% | Reduce -5.0% | 253,264 | $7.0M |
| Creative Financial Designs Inc. | 0.47% | Add +5.0% | 250,983 | $7.0M |
| Harbour Investments, Inc. | 0.16% | Reduce -8.9% | 247,518 | $6.9M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +25.7% | 236,974 | $6.6M |
| Swisher Financial Concepts, Inc. | 3.91% | Add +6.3% | 234,817 | $6.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +63.1% | 229,101 | $6.4M |
| Centennial Wealth Advisory LLC | 1.73% | Add +53.5% | 224,265 | $6.2M |
| Confluence Wealth Services, Inc. | 0.30% | Add +2.0% | 221,178 | $6.1M |
| Crumly & Associates Inc. | 1.32% | Add +6.7% | 217,292 | $6.0M |
| Merit Financial Group, LLC | 0.06% | Add +45.6% | 216,326 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Add +279.8% | 213,112 | $5.9M |
| Bouvel Investment Partners, LLC | 1.80% | Reduce -3.5% | 211,872 | $5.9M |
| D.A. Davidson & Co. | 0.04% | Add +7.0% | 206,952 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +38.3% | 201,715 | $5.6M |
| Entruity Wealth, LLC | 4.26% | Add +7.1% | 197,812 | $5.5M |
| NWF Advisory Services Inc. | 0.60% | Add +11.4% | 197,149 | $5.5M |
| Turning Point Benefit Group, Inc. | 3.25% | Add +79.7% | 193,832 | $5.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.35% | Add +3.1% | 188,906 | $5.2M |
| Renaissance Technologies | 0.01% | Add +6.5% | 188,655 | $5.2M |
| NewEdge Advisors, LLC | 0.02% | Add +16.6% | 173,644 | $4.8M |
| Silver Oak Securities, Incorporated | 0.36% | Reduce -2.4% | 172,975 | $4.8M |
| Citadel Advisors | 0.00% | Add +157.9% | 172,600 | $4.8M |
| Carmel Capital Partners, LLC | 2.00% | Reduce -20.5% | 171,367 | $4.8M |
| KWB Wealth | 0.51% | Add +66.5% | 167,514 | $4.6M |
| Drive Wealth Management, LLC | 0.94% | New | 159,829 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Add +40.1% | 158,879 | $4.4M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +28.0% | 155,980 | $4.3M |
| Level Four Advisory Services, LLC | 0.15% | Add +4.5% | 154,173 | $4.3M |
| Midwest Financial Network, LLC | 3.41% | Add +18.2% | 151,335 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Add +65.3% | 149,053 | $4.1M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +1.1% | 143,182 | $4.0M |
| RPg Family Wealth Advisory, LLC | 0.86% | Add +0.1% | 140,864 | $3.9M |
| Fullcircle Wealth LLC | 1.31% | Add +3.6% | 135,407 | $3.7M |
| Novem Group | 0.43% | Add +13.4% | 130,184 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +186.6% | 122,956 | $3.4M |
| Keystone Financial Services, LLC | 2.32% | Add +5.4% | 119,631 | $3.3M |
| DAVENPORT & Co LLC | 0.02% | Add +4.5% | 119,360 | $3.3M |
| Sowell Financial Services LLC | 0.13% | Add +5.7% | 118,661 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | New | 118,561 | $3.3M |
| Fiduciary Alliance LLC | 0.22% | Add +0.2% | 117,980 | $3.3M |
| Rothschild Investment LLC | 0.18% | Add +18.3% | 113,975 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +228.1% | 112,978 | $3.1M |
| Forthright Family Wealth Advisory LLC | 1.87% | Reduce -4.2% | 109,421 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.80% | Add +2.7% | 108,260 | $3.0M |
| LongView Wealth Management | 0.81% | Add +27.4% | 107,473 | $3.0M |
| Hartmann Taylor Wealth Management, LLC | 2.14% | Add +20.3% | 107,371 | $3.0M |
| von Borstel & Associates, Inc. | 0.45% | New | 106,285 | $2.9M |
| Wayfinding Financial, LLC | 1.26% | Add +0.4% | 105,633 | $2.9M |
| OneAscent Financial Services LLC | 0.20% | Add +0.9% | 105,582 | $2.9M |
| Oak Hill Wealth Advisors, LLC | 0.55% | Add +106.0% | 105,338 | $2.9M |
| Global Retirement Partners, LLC | 0.06% | Add +21.2% | 103,366 | $2.9M |
| Synergy Investment Management, LLC | 1.07% | New | 100,949 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +97.5% | 97,206 | $2.7M |
| Perennial Investment Advisors, LLC | 0.21% | Add +12.0% | 92,002 | $2.6M |
| 5T Wealth, LLC | 1.11% | Add +20.9% | 91,380 | $2.5M |
| Lodestone Wealth Management LLC | 1.03% | Add +8.3% | 82,259 | $2.3M |
| Transcendent Capital Group LLC | 1.02% | Add +17.8% | 82,223 | $2.3M |
| WESPAC Advisors, LLC | 1.30% | Add +148.5% | 80,113 | $2.2M |
| Jacobi Capital Management LLC | 0.13% | Add +1.5% | 79,816 | $2.2M |
| Mascagni Wealth Management, Inc. | 1.68% | Add +5.9% | 78,523 | $2.2M |
| Saiph Capital, LLC | 0.76% | New | 75,872 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +10.2% | 74,106 | $2.1M |
| Mission Wealth Management, LP | 0.04% | Add +4.7% | 73,481 | $2.0M |
| MFA Wealth Services | 1.40% | Add +5.1% | 73,326 | $2.0M |
| Kestra Investment Management, LLC | 0.05% | Add +15.6% | 68,360 | $1.9M |
| Seamount Financial Group Inc. | 0.86% | Add +12.1% | 65,442 | $1.8M |
| Inspire Advisors, LLC | 0.17% | Add +11.4% | 63,874 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.54% | Add +12.1% | 63,508 | $1.8M |
| Capital International Investors | 0.00% | Reduce -48.8% | 62,904 | $1.7M |
| Mgo One Seven LLC | 0.04% | New | 61,557 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +15.0% | 60,218 | $1.7M |
| Trilogy Capital Inc. | 0.08% | Add +1.6% | 59,647 | $1.7M |
| Element Wealth, LLC | 0.66% | Add +9.3% | 54,658 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.7% | 53,905 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +22.5% | 53,642 | $1.5M |
| Rovin Capital /Ut/ | 0.41% | Add +0.1% | 52,749 | $1.5M |
| CLG LLC | 0.39% | Add +10.0% | 52,155 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +5.5% | 51,797 | $1.4M |
| SK Wealth Management, LLC | 0.52% | Add +12.2% | 50,425 | $1.4M |
| Cottage Street Advisors LLC | 0.58% | Add +15.5% | 49,581 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -85.1% | 49,284 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +22.7% | 47,548 | $1.3M |
| Richards, Merrill & Peterson, Inc. | 0.55% | Reduce -2.3% | 45,720 | $1.3M |
| Eaton Financial Holdings Company, LLC | 0.35% | New | 45,319 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +37.1% | 45,173 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +4.9% | 44,639 | $1.2M |
| Koshinski Asset Management, Inc. | 0.09% | Add +8.9% | 43,584 | $1.2M |
| Sovran Advisors, LLC | 0.10% | Add +18.5% | 41,887 | $1.2M |
| AlphaCore Capital LLC | 0.04% | Add +3.7% | 41,869 | $1.2M |
| Impact Partnership Wealth, LLC | 0.17% | Add +116.6% | 40,448 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +10.7% | 40,002 | $1.1M |
| Gateway Wealth Partners, LLC | 0.14% | Add +72.1% | 38,684 | $1.1M |
| PFG Advisors | 0.04% | Add +27.1% | 38,647 | $1.1M |
| LifeGoal Investments, LLC | 0.82% | Reduce -1.8% | 35,510 | $985K |
| Owen LaRue, LLC | 0.39% | Add +5.0% | 35,480 | $985K |
| Focus Partners Wealth | 0.00% | Reduce -2.2% | 35,219 | $977K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +3.6% | 34,663 | $962K |
| Argyle Capital Partners, LLC | 0.69% | Add +22.6% | 34,618 | $961K |
| Schmidt P J Investment Management Inc. | 0.16% | Add +17.9% | 34,457 | $956K |
| Fearless Solutions, LLC dba Best Invest | 0.60% | Add +0.1% | 33,451 | $928K |
| Burford Brothers, Inc. | 0.40% | Reduce -1.8% | 33,336 | $925K |
| Daymark Wealth Partners, LLC | 0.03% | Add +9.0% | 30,801 | $855K |
| Gotham Asset Management | 0.00% | No change | 29,430 | $817K |
| Pines Wealth Management, LLC | 0.28% | Add +1.6% | 29,398 | $816K |
| Cannon Wealth Management Services, LLC | 0.62% | Reduce -16.9% | 29,287 | $813K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.6% | 29,223 | $811K |
| Flow Traders U.S. LLC | 0.03% | New | 29,139 | $809K |
| M.E. Allison & Co., Inc. | 0.53% | Add +5.9% | 27,400 | $760K |
| Waterfront Wealth Inc. | 0.15% | Add +1.3% | 26,990 | $751K |
| Mach-1 Financial Group, LLC | 0.12% | New | 26,534 | $736K |
| Integrity Advisory Solutions, LLC | 0.12% | — | 26,534 | $736K |
| Blueprint Financial Advisors LLC | 0.15% | New | 25,481 | $707K |
| Blueprint Investment Partners LLC | 0.10% | New | 25,481 | $707K |
| Peterson Wealth Advisors, LLC | 0.10% | Reduce -1.9% | 25,024 | $696K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.4% | 25,030 | $695K |
| Uhlmann Price Securities, LLC | 0.40% | Add +5.2% | 23,804 | $661K |
| Principal Securities, Inc. | 0.01% | Reduce -0.3% | 23,563 | $654K |
| Old Mission Capital LLC | 0.02% | Reduce -37.4% | 23,400 | $649K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.9% | 23,316 | $647K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +27.5% | 23,169 | $643K |
| MSH Capital Advisors LLC | 0.17% | Add +28.1% | 22,795 | $633K |
| Milestone Investment Advisors LLC | 0.16% | Reduce -1.5% | 22,622 | $628K |
| Sharkey, Howes & Javer | 0.08% | Reduce -63.0% | 22,446 | $623K |
| Barnes Pettey Financial Advisors, LLC | 0.32% | Add +29.3% | 21,015 | $583K |
| IFG Advisory, LLC | 0.03% | Add +38.0% | 20,986 | $582K |
| Venture Visionary Partners LLC | 0.02% | Add +65.6% | 20,891 | $580K |
| Snowden Capital Advisors LLC | 0.02% | Add +9.7% | 20,789 | $577K |
| RFG Advisory, LLC | 0.01% | Add +103.0% | 20,520 | $569K |
| WealthCare Investment Partners, LLC | 0.18% | Add +0.7% | 20,437 | $568K |
| CAP Partners, LLC | 0.32% | Reduce -7.3% | 20,478 | $568K |
| Continuum Advisory, LLC | 0.06% | Add +24.1% | 20,290 | $563K |
| Cooper Financial Group | 0.06% | Add +56.4% | 20,170 | $560K |
| Bank of America Corp. | 0.00% | New | 18,920 | $525K |
| Scott Capital Advisors, LLC | 0.11% | New | 18,207 | $506K |
| World Investment Advisors | 0.01% | Reduce -0.2% | 18,157 | $504K |
| Aurdan Capital Management, LLC | 0.16% | Add +1.5% | 17,841 | $495K |
| Natixis Advisors, LLC | 0.00% | New | 17,654 | $490K |
| Comerica Bank | 0.00% | Add +13.8% | 17,471 | $485K |
| Tempus Wealth Planning, LLC | 0.11% | Reduce -30.5% | 17,277 | $479K |
| Sigma Planning Corp | 0.01% | Reduce -10.8% | 16,951 | $470K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | No change | 16,579 | $460K |
| Lantern Wealth Advisors, LLC | 0.24% | Add +63.3% | 16,430 | $456K |
| Bridgewealth Advisory Group, LLC | 0.10% | Reduce -5.7% | 16,041 | $445K |
| LexAurum Advisors, LLC | 0.06% | Add +41.4% | 16,037 | $445K |
| Modern Wealth Management, LLC | 0.01% | Add +19.5% | 15,832 | $439K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +4.3% | 15,640 | $434K |
| Global Financial Private Client, LLC | 0.15% | No change | 15,607 | $433K |
| Investment Planning Advisors, Inc. | 0.13% | Reduce -13.5% | 15,429 | $428K |
| Brookstone Capital Management | 0.01% | Reduce -7.1% | 15,366 | $426K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.8% | 14,727 | $409K |
| Spire Wealth Management | 0.01% | Add +5.4% | 14,614 | $406K |
| Midwest Heritage Bank, FSB | 0.14% | Add +34.3% | 14,601 | $405K |
| Brookwood Investment Group LLC | 0.05% | No change | 14,070 | $390K |
| Arkadios Wealth Advisors | 0.01% | Add +1.9% | 13,304 | $369K |
| Mutual Advisors, LLC | 0.01% | Add +10.0% | 12,750 | $355K |
| Parsonex Advisory Services, Inc. | 0.24% | New | 12,785 | $355K |
| Kera Capital Partners, Inc. | 0.05% | No change | 12,674 | $352K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +10.7% | 12,546 | $348K |
| HighTower Advisors, LLC | 0.00% | Reduce -26.4% | 12,504 | $347K |
| Klingman & Associates, LLC | 0.02% | No change | 12,381 | $344K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -5.9% | 12,348 | $343K |
| Freestate Advisors LLC | 0.28% | Add +19.3% | 12,009 | $333K |
| Strategic Investment Solutions, Inc. | 0.09% | Add +85.0% | 11,972 | $332K |
| Tradition Wealth Management, LLC | 0.02% | Add +4.4% | 11,900 | $330K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +56.6% | 11,592 | $322K |
| Regatta Capital Group, LLC | 0.05% | Add +12.6% | 11,535 | $320K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.1% | 11,520 | $320K |
| Security Financial Services, INC. | 0.05% | Add +53.4% | 11,462 | $318K |
| Bank of Montreal | 0.00% | Add +21.5% | 11,300 | $314K |
| Beacon Financial Advisory LLC | 0.07% | Add +0.1% | 11,167 | $310K |
| Western Wealth Management, LLC | 0.02% | Add +46.4% | 11,166 | $310K |
| ORG Partners LLC | 0.06% | Add +29.4% | 9,846 | $310K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +0.6% | 11,030 | $306K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 10,723 | $298K |
| Gutierrez Wealth Advisory, LLC | 0.19% | New | 10,428 | $289K |
| Bleakley Financial Group, LLC | 0.01% | No change | 10,325 | $287K |
| AA Financial Advisors, LLC | 0.05% | Add +1.0% | 10,001 | $278K |
| Richmond Investment Services, LLC | 0.05% | New | 9,939 | $276K |
| CoreCap Advisors, LLC | 0.01% | Add +40.9% | 9,551 | $265K |
| Larson Financial Group LLC | 0.01% | Add +66.3% | 9,521 | $264K |
| Summit Global Investments | 0.02% | New | 9,503 | $264K |
| Trademark Financial Management, LLC | 0.14% | Add +2.8% | 8,656 | $240K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.6% | 8,544 | $237K |
| IHT Wealth Management, LLC | 0.01% | Add +1.6% | 8,469 | $235K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -63.3% | 8,105 | $225K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +12.2% | 7,940 | $220K |
| Consolidated Portfolio Review Corp | 0.03% | New | 7,353 | $211K |
| RFP Financial Group LLC | 0.09% | New | 7,711 | $210K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -27.9% | 7,570 | $210K |
| NorthRock Partners, LLC | 0.00% | New | 7,501 | $208K |
| Smith, Moore & Co. | 0.02% | New | 7,443 | $207K |
| Opal Wealth Advisors, LLC | 0.06% | Add +1.0% | 7,407 | $206K |
| Oppenheimer & Co. Inc. | 0.00% | New | 7,380 | $205K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,551 | $126K |
| Financial Perspectives, Inc | 0.03% | Add +142.7% | 4,498 | $125K |
| Capital Analysts, LLC | 0.00% | Add +139.0% | 4,386 | $122K |
| IFP Advisors, Inc | 0.00% | Reduce -8.3% | 3,751 | $104K |
| Advisory Services Network, LLC | 0.00% | New | 3,671 | $102K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -91.7% | 3,509 | $97K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 3,329 | $92K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.6% | 3,276 | $91K |
| Cape Investment Advisory, Inc. | 0.07% | Add +422.7% | 2,629 | $73K |
| HHM Wealth Advisors, LLC | 0.01% | New | 2,125 | $59K |
| Ashton Thomas Securities, LLC | 0.01% | New | 1,900 | $53K |
| Lanark Financial, Inc. | 0.00% | No change | 1,230 | $34K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Add +81.7% | 1,061 | $29K |
| Center for Financial Planning, Inc. | 0.00% | New | 813 | $23K |
| US Bancorp \de | 0.00% | Reduce -85.7% | 750 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 700 | $19K |
| Abich Financial Wealth Management LLC | 0.00% | — | 429 | $12K |
| Rossby Financial, LCC | 0.00% | Reduce -39.8% | 288 | $8K |
| Ameriflex Group, Inc. | 0.00% | New | 206 | $6K |
| 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.