Cap Group US Multi-Sect BondCGMSETF
13F holders, Q4 2025 (December 31)316holders +48
37new positions
18sold out
3famous investors
$27.62avg. 13F price*
At the end of Q4 2025, 316 institutions reported holding Cap Group US Multi-Sect Bond (CGMS) in their 13F filings, up 48 from Q3 2025. 37 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($424.4M), Morgan Stanley ($185.0M) and Envestnet Asset Management Inc. ($173.9M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), 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 (Q4 2025)
- CUSIP
- 14020Y300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $15.2M |
| Exits | 18 | $30.9M |
All 13F filers, Q3 2025 → Q4 2025: 17,699,024 shares bought and 2,486,695 shares sold, net +15,212,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 316 holders
| LPL Financial LLC | 0.12% | Add +30.8% | 15,366,839 | $424.4M |
| Morgan Stanley | 0.01% | Add +2.8% | 6,699,298 | $185.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +16.6% | 6,295,507 | $173.9M |
| Wells Fargo & Company | 0.03% | Add +44.3% | 5,404,827 | $149.3M |
| Raymond James Financial Inc. | 0.04% | Add +19.9% | 5,202,259 | $143.7M |
| UBS Group AG | 0.02% | Add +25.2% | 4,413,157 | $121.9M |
| Cetera Investment Advisers | 0.11% | Add +18.5% | 3,649,598 | $100.8M |
| Commonwealth Equity Services, LLC | 0.12% | Add +13.3% | 3,124,086 | $86.3M |
| Great Valley Advisor Group, Inc. | 1.60% | Add +13.9% | 3,024,203 | $83.5M |
| Osaic Holdings, Inc. | 0.10% | Add +15.9% | 2,446,135 | $67.6M |
| Capital Advantage, Inc. | 8.60% | Add +6.4% | 2,308,168 | $63.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +3.6% | 1,728,042 | $47.9M |
| Beacon Pointe Advisors, LLC | 0.30% | Add +2.4% | 1,543,496 | $42.6M |
| Royal Bank of Canada | 0.01% | Add +22.7% | 1,495,772 | $41.3M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +5.8% | 1,447,206 | $40.0M |
| Stifel Financial Corp. | 0.03% | Add +17.3% | 1,391,658 | $38.4M |
| Jones Financial Companies LLLP | 0.02% | Add +22.4% | 1,315,190 | $36.3M |
| MML Investors Services, LLC | 0.08% | Add +16.6% | 1,245,814 | $34.4M |
| Cwm, LLC | 0.07% | Add +3.0% | 954,760 | $26.4M |
| Baird Financial Group, Inc. | 0.04% | Add +14.7% | 890,002 | $24.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +108.6% | 834,831 | $23.1M |
| Regatta Capital Group, LLC | 3.25% | Add +6655.7% | 779,270 | $21.5M |
| TruWealth Advisors, LLC | 1.05% | Add +6.0% | 775,869 | $21.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -15.1% | 773,736 | $21.4M |
| Winch Advisory Services, LLC | 4.72% | Add +2.8% | 772,082 | $21.3M |
| Private Advisor Group, LLC | 0.09% | Add +10.8% | 696,584 | $19.2M |
| Mariner, LLC | 0.02% | Add +3.6% | 687,299 | $19.0M |
| Stephens Inc. | 0.23% | Add +12.7% | 682,526 | $18.9M |
| BlueStem Wealth Partners, LLC | 2.04% | Reduce -20.0% | 670,156 | $18.5M |
| Valmark Advisers, Inc. | 0.22% | Add +20.1% | 646,690 | $17.9M |
| TrueWealth Advisors, LLC | 4.61% | Reduce -19.3% | 645,210 | $17.8M |
| J. Derek Lewis & Associates Inc. | 3.99% | — | 616,657 | $17.0M |
| Redhawk Wealth Advisors, Inc. | 1.88% | Add +12.7% | 607,714 | $16.8M |
| Eq Wealth Advisors, LLC | 9.69% | Add +13.7% | 594,418 | $16.4M |
| Benjamin Edwards Inc. | 0.18% | Add +28.9% | 589,077 | $16.3M |
| Prospera Financial Services Inc | 0.24% | Reduce -2.0% | 531,876 | $14.7M |
| Skyline Advisors, Inc. | 4.86% | Add +5.4% | 526,892 | $14.6M |
| &partners | 0.07% | Add +78.2% | 479,902 | $13.3M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +93.0% | 457,239 | $12.6M |
| NewEdge Advisors, LLC | 0.04% | Add +153.1% | 439,459 | $12.1M |
| Smartleaf Asset Management LLC | 0.45% | Reduce -2.7% | 431,583 | $11.9M |
| Sunbelt Securities, Inc. | 0.79% | Add +39.8% | 430,923 | $11.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +43.5% | 427,545 | $11.8M |
| Atria Investments, Inc | 0.13% | Add +0.5% | 427,457 | $11.8M |
| Capital Group Private Client Services, Inc. | 0.18% | Reduce -3.3% | 414,152 | $11.4M |
| Onyx Bridge Wealth Group LLC | 1.19% | Reduce -10.1% | 406,146 | $11.2M |
| Souders Financial Advisors | 1.20% | Add +4.5% | 380,745 | $10.5M |
| KMG Fiduciary Partners, LLC | 0.74% | Add +3.7% | 379,162 | $10.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +663.7% | 376,386 | $10.4M |
| Integrated Wealth Concepts LLC | 0.12% | Add +40.9% | 370,746 | $10.2M |
| St Germain D J Co. Inc. | 0.40% | Add +1.5% | 369,269 | $10.2M |
| KWB Wealth | 0.94% | Add +114.0% | 358,475 | $9.9M |
| Vicus Capital | 0.72% | Add +18.4% | 349,497 | $9.7M |
| Carmel Capital Partners, LLC | 3.34% | Add +101.1% | 344,573 | $9.5M |
| Entruity Wealth, LLC | 6.68% | Add +71.6% | 339,368 | $9.4M |
| Kingsview Wealth Management, LLC | 0.13% | Add +12.2% | 338,353 | $9.3M |
| BNB Wealth Management, LLC | 5.64% | — | 316,960 | $8.8M |
| Main Line Retirement Advisors, LLC | 4.43% | Reduce -9.6% | 316,602 | $8.7M |
| Betterment LLC | 0.02% | Add +3.1% | 315,747 | $8.7M |
| Summit Financial, LLC | 0.13% | Add +13.0% | 313,039 | $8.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +52.1% | 306,850 | $8.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +33.0% | 304,745 | $8.4M |
| Harbour Investments, Inc. | 0.16% | Add +18.7% | 293,796 | $8.1M |
| Bond & Devick Financial Network, Inc. | 2.27% | Add +10.4% | 291,412 | $8.0M |
| Turning Point Benefit Group, Inc. | 3.94% | Add +41.0% | 273,329 | $7.5M |
| Kestra Investment Management, LLC | 0.18% | Add +294.4% | 269,641 | $7.4M |
| Thayer Financial, L.L.C. | 7.76% | — | 265,864 | $7.3M |
| Creative Financial Designs Inc. | 0.46% | Add +5.8% | 265,606 | $7.3M |
| Troutman Wealth Management, LLC | 5.88% | — | 257,522 | $7.1M |
| Swisher Financial Concepts, Inc. | 3.88% | Add +5.5% | 247,742 | $6.8M |
| Drive Wealth Management, LLC | 1.26% | Add +45.8% | 232,954 | $6.4M |
| Bouvel Investment Partners, LLC | 1.85% | Add +9.5% | 231,976 | $6.4M |
| Crumly & Associates Inc. | 1.34% | Add +6.5% | 231,354 | $6.4M |
| Merit Financial Group, LLC | 0.05% | Add +6.8% | 231,149 | $6.4M |
| Confluence Wealth Services, Inc. | 0.26% | Add +3.9% | 229,701 | $6.3M |
| Stewardship Concepts Financial Services LLC | 5.31% | — | 227,728 | $6.3M |
| Centennial Wealth Advisory LLC | 1.66% | Add +1.4% | 227,444 | $6.3M |
| D.A. Davidson & Co. | 0.04% | Add +9.1% | 225,710 | $6.2M |
| NWF Advisory Services Inc. | 0.61% | Add +1.0% | 199,185 | $5.5M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +26.8% | 197,784 | $5.5M |
| Strategic Family Wealth Counselors, L.L.C. | 1.22% | Add +4.4% | 197,201 | $5.5M |
| Vigil Wealth Management, LLC | 4.49% | — | 195,694 | $5.4M |
| Rothschild Investment LLC | 0.29% | Add +68.0% | 191,523 | $5.3M |
| Equitable Holdings, Inc. | 0.04% | Add +19.6% | 190,061 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +43.9% | 176,954 | $4.9M |
| Silver Oak Securities, Incorporated | 0.33% | Add +1.7% | 175,871 | $4.9M |
| Level Four Advisory Services, LLC | 0.16% | Add +13.7% | 175,333 | $4.8M |
| RHL Group, LLC | 3.78% | — | 170,208 | $4.7M |
| OakTrust Wealth Advisors, LLC | 4.26% | — | 167,216 | $4.6M |
| LCW Services, LLC | 2.37% | — | 161,019 | $4.4M |
| Midwest Financial Network, LLC | 3.42% | Add +6.0% | 160,445 | $4.4M |
| Novem Group | 0.47% | Add +13.2% | 147,313 | $4.1M |
| PFG Advisors | 0.20% | Add +278.5% | 146,269 | $4.0M |
| RFG Advisory, LLC | 0.08% | Add +603.6% | 144,372 | $4.0M |
| RPg Family Wealth Advisory, LLC | 0.85% | Reduce -0.3% | 140,484 | $3.9M |
| LifeGoal Investments, LLC | 2.52% | Add +282.6% | 135,872 | $3.8M |
| Boyer Financial Services, Inc. | 3.90% | — | 133,049 | $3.7M |
| Mission Wealth Management, LP | 0.07% | Add +80.1% | 132,313 | $3.7M |
| Sowell Financial Services LLC | 0.13% | Add +11.1% | 131,812 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +32.4% | 128,697 | $3.6M |
| Perennial Investment Advisors, LLC | 0.28% | Add +39.7% | 128,563 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -25.9% | 127,901 | $3.5M |
| LongView Wealth Management | 0.85% | Add +18.6% | 127,474 | $3.5M |
| NewCorp Financial Services, Inc. | 3.10% | — | 126,569 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +11.8% | 126,326 | $3.5M |
| Global Retirement Partners, LLC | 0.06% | Add +20.4% | 124,447 | $3.4M |
| Cerity Partners LLC | 0.01% | New | 123,983 | $3.4M |
| Fiduciary Alliance LLC | 0.22% | Add +5.0% | 123,885 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.1% | 123,486 | $3.4M |
| Keystone Financial Services, LLC | 2.31% | Add +2.6% | 122,741 | $3.4M |
| DAVENPORT & Co LLC | 0.02% | Add +1.6% | 121,236 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.8% | 115,189 | $3.2M |
| Forthright Family Wealth Advisory LLC | 1.97% | Add +3.8% | 113,568 | $3.1M |
| Rubicon Advisors, GP | 2.97% | — | 113,505 | $3.1M |
| Hartmann Taylor Wealth Management, LLC | 2.09% | Add +4.6% | 112,265 | $3.1M |
| Total Clarity Wealth Management, Inc. | 0.74% | Add +2.1% | 110,508 | $3.1M |
| OneAscent Financial Services LLC | 0.27% | Add +2.0% | 107,725 | $3.0M |
| Synergy Investment Management, LLC | 1.01% | Add +2.7% | 103,699 | $2.9M |
| Lodestone Wealth Management LLC | 1.12% | Add +21.4% | 99,878 | $2.8M |
| 5T Wealth, LLC | 1.05% | Add +4.4% | 95,437 | $2.6M |
| Assetmark, Inc. | 0.01% | Reduce -67.1% | 95,419 | $2.6M |
| ProCore Advisors, LLC | 2.61% | — | 92,101 | $2.5M |
| SK Wealth Management, LLC | 0.69% | Add +78.0% | 89,766 | $2.5M |
| Transcendent Capital Group LLC | 1.12% | Add +9.4% | 89,937 | $2.5M |
| VestGen Advisors, LLC | 0.10% | Reduce -70.4% | 87,369 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +16.9% | 86,610 | $2.4M |
| Jacobi Capital Management LLC | 0.14% | Add +6.5% | 84,998 | $2.3M |
| Saiph Capital, LLC | 0.84% | Add +11.2% | 84,358 | $2.3M |
| Mascagni Wealth Management, Inc. | 1.63% | Add +1.0% | 79,301 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +30.9% | 78,808 | $2.2M |
| Mgo One Seven LLC | 0.04% | Add +27.5% | 78,459 | $2.2M |
| CLG LLC | 0.52% | Add +44.6% | 75,441 | $2.1M |
| MFA Wealth Services | 1.41% | Add +2.9% | 75,440 | $2.1M |
| Greenline Wealth Management LLC | 2.15% | — | 75,040 | $2.1M |
| Mosaic Family Wealth Partners, LLC | 0.21% | New | 70,409 | $1.9M |
| Venture Visionary Partners LLC | 0.06% | Add +234.0% | 69,784 | $1.9M |
| Seamount Financial Group Inc. | 0.87% | Add +6.1% | 69,414 | $1.9M |
| Merited Wealth, LLC | 1.77% | — | 68,973 | $1.9M |
| Endeavor Private Wealth, Inc. | 0.54% | Add +7.6% | 68,321 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -53.0% | 67,229 | $1.9M |
| Inspire Advisors, LLC | 0.17% | Add +2.8% | 65,675 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | Add +114.5% | 62,500 | $1.7M |
| Richards, Merrill & Peterson, Inc. | 0.65% | Add +34.1% | 61,327 | $1.7M |
| Blom & Howell Financial Planning, Inc. | 1.67% | — | 60,716 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +7.8% | 57,833 | $1.6M |
| Gateway Wealth Partners, LLC | 0.17% | Add +46.7% | 56,748 | $1.6M |
| Rovin Capital /Ut/ | 0.41% | Add +6.5% | 56,156 | $1.6M |
| Element Wealth, LLC | 0.64% | Add +2.7% | 56,151 | $1.6M |
| Scott Capital Advisors, LLC | 0.34% | Add +207.4% | 55,977 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +16.1% | 55,193 | $1.5M |
| Eaton Financial Holdings Company, LLC | 0.40% | Add +19.9% | 54,349 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.8% | 54,344 | $1.5M |
| Cottage Street Advisors LLC | 0.62% | Add +6.6% | 52,847 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +16.2% | 52,489 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +1.1% | 52,386 | $1.4M |
| Hopwood Nicholas Hunter | 0.46% | — | 51,086 | $1.4M |
| 9823 Capital, L.P. | 0.97% | — | 50,869 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +25.7% | 50,271 | $1.4M |
| Cassady Wealth & Retirement Planning, LLC | 0.90% | — | 49,718 | $1.4M |
| Koshinski Asset Management, Inc. | 0.09% | Add +10.1% | 47,999 | $1.3M |
| International Assets Investment Management, LLC | 0.09% | New | 47,325 | $1.3M |
| Sovran Advisors, LLC | 0.11% | Add +12.2% | 47,001 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +165.6% | 46,889 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +4.9% | 46,830 | $1.3M |
| Trilogy Capital Inc. | 0.06% | Reduce -25.2% | 44,619 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +77.9% | 44,523 | $1.2M |
| Impact Partnership Wealth, LLC | 0.16% | Add +9.2% | 44,148 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Add +0.6% | 42,099 | $1.2M |
| Argyle Capital Partners, LLC | 0.78% | Add +10.9% | 38,408 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.17% | Add +7.3% | 36,955 | $1.0M |
| World Investment Advisors | 0.02% | Add +99.7% | 36,266 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +1.1% | 35,036 | $968K |
| Focus Partners Wealth | 0.00% | Reduce -2.5% | 34,328 | $948K |
| Blueprint Financial Advisors LLC | 0.14% | Add +31.4% | 33,484 | $925K |
| Blueprint Investment Partners LLC | 0.10% | Add +31.4% | 33,484 | $925K |
| Advisortrust Partners, LLC | 0.40% | — | 33,371 | $922K |
| Asset One Wealth Management LLC | 0.13% | — | 33,188 | $918K |
| Calton & Associates, Inc. | 0.13% | New | 32,308 | $892K |
| Cannon Wealth Management Services, LLC | 0.61% | Add +7.6% | 31,513 | $870K |
| Daymark Wealth Partners, LLC | 0.03% | Add +1.6% | 31,280 | $864K |
| M.E. Allison & Co., Inc. | 0.58% | Add +13.7% | 31,157 | $861K |
| Pines Wealth Management, LLC | 0.27% | Add +4.3% | 30,675 | $847K |
| Burford Brothers, Inc. | 0.35% | Reduce -8.4% | 30,542 | $844K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.7% | 29,711 | $821K |
| Gotham Asset Management | 0.00% | No change | 29,430 | $813K |
| Fearless Solutions, LLC dba Best Invest | 0.48% | Reduce -13.7% | 28,880 | $798K |
| Waterfront Wealth Inc. | 0.15% | Add +4.0% | 28,077 | $780K |
| Owen LaRue, LLC | 0.29% | Reduce -23.0% | 27,310 | $754K |
| TrueWealth Financial Partners | 0.62% | New | 27,135 | $749K |
| True Blue Financial, LLC | 0.62% | — | 27,135 | $749K |
| Uhlmann Price Securities, LLC | 0.44% | Add +12.4% | 26,767 | $739K |
| Alchemi Wealth, LLC | 0.40% | — | 26,563 | $734K |
| Barnes Pettey Financial Advisors, LLC | 0.36% | Add +26.3% | 26,531 | $733K |
| Integrity Advisory Solutions, LLC | 0.10% | Reduce -1.6% | 26,108 | $721K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +9.0% | 25,244 | $697K |
| Principal Securities, Inc. | 0.01% | Add +6.0% | 24,985 | $690K |
| Comerica Bank | 0.00% | Add +40.7% | 24,575 | $679K |
| MSH Capital Advisors LLC | 0.14% | Add +6.9% | 24,369 | $673K |
| Clearwave Capital, LLC | 0.50% | — | 24,291 | $671K |
| Peterson Wealth Advisors, LLC | 0.09% | Reduce -5.2% | 23,721 | $655K |
| IFG Advisory, LLC | 0.03% | Add +2.4% | 21,493 | $594K |
| CAP Partners, LLC | 0.34% | Add +4.5% | 21,406 | $591K |
| Lantern Wealth Advisors, LLC | 0.31% | Add +27.5% | 20,953 | $579K |
| Diversify Advisory Services, LLC | 0.02% | New | 20,843 | $578K |
| WealthCare Investment Partners, LLC | 0.17% | Add +1.5% | 20,749 | $573K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.3% | 20,735 | $573K |
| Cooper Financial Group | 0.06% | Add +1.7% | 20,507 | $566K |
| Arkadios Wealth Advisors | 0.01% | Add +51.3% | 20,129 | $556K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Add +21.1% | 20,079 | $555K |
| Gutierrez Wealth Advisory, LLC | 0.33% | Add +82.7% | 19,052 | $526K |
| Milestone Investment Advisors LLC | 0.13% | Reduce -16.4% | 18,901 | $522K |
| Tempus Wealth Planning, LLC | 0.12% | Add +7.4% | 18,553 | $512K |
| Northern Trust Corp. | 0.00% | New | 18,416 | $509K |
| Investment Planning Advisors, Inc. | 0.15% | Add +17.9% | 18,191 | $502K |
| AA Financial Advisors, LLC | 0.09% | Add +81.3% | 18,130 | $501K |
| Aurdan Capital Management, LLC | 0.15% | Add +0.3% | 17,898 | $494K |
| Continuum Advisory, LLC | 0.05% | Reduce -12.5% | 17,755 | $490K |
| Richmond Investment Services, LLC | 0.08% | Add +77.7% | 17,663 | $488K |
| Modern Wealth Management, LLC | 0.01% | Add +11.3% | 17,629 | $487K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +39.5% | 17,508 | $484K |
| Midwest Heritage Bank, FSB | 0.16% | Add +17.1% | 17,097 | $472K |
| Sigma Planning Corp | 0.01% | Reduce -0.7% | 16,839 | $465K |
| Bridgewealth Advisory Group, LLC | 0.10% | Add +2.8% | 16,486 | $455K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -31.1% | 16,065 | $444K |
| Compton Financial Group, LLC | 0.10% | New | 15,835 | $437K |
| Carlson Financial, Inc. | 0.25% | — | 15,828 | $437K |
| Freestate Advisors LLC | 0.35% | Add +31.0% | 15,731 | $434K |
| Global Financial Private Client, LLC | 0.15% | No change | 15,607 | $431K |
| Spire Wealth Management | 0.01% | Add +5.7% | 15,452 | $427K |
| Strategic Investment Solutions, Inc. | 0.10% | Add +26.0% | 15,087 | $417K |
| ORG Partners LLC | 0.07% | Add +52.3% | 14,992 | $414K |
| Integrity Alliance, Llc. | 0.01% | New | 14,632 | $404K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.9% | 14,455 | $399K |
| Brookwood Investment Group LLC | 0.05% | No change | 14,070 | $389K |
| Sharkey, Howes & Javer | 0.05% | Reduce -38.0% | 13,915 | $384K |
| Northland Securities, Inc. | 0.36% | — | 13,715 | $379K |
| Brookstone Capital Management | 0.00% | Reduce -11.2% | 13,645 | $377K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +72.3% | 13,041 | $360K |
| Titleist Asset Management, LLC | 0.03% | New | 12,854 | $355K |
| Mutual Advisors, LLC | 0.01% | Add +0.4% | 12,798 | $353K |
| Parsonex Advisory Services, Inc. | 0.23% | No change | 12,785 | $353K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +10.3% | 12,782 | $353K |
| Kera Capital Partners, Inc. | 0.04% | No change | 12,674 | $350K |
| Redwood Family Wealth LLC | 0.35% | — | 12,660 | $350K |
| Oppenheimer & Co. Inc. | 0.01% | Add +71.1% | 12,624 | $349K |
| Security Financial Services, INC. | 0.05% | Add +9.6% | 12,566 | $347K |
| Klingman & Associates, LLC | 0.02% | No change | 12,381 | $342K |
| Western Wealth Management, LLC | 0.02% | Add +7.7% | 12,027 | $332K |
| Beacon Financial Advisory LLC | 0.08% | Add +7.2% | 11,972 | $331K |
| Per Stirling Capital Management, LLC. | 0.04% | New | 11,785 | $326K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.8% | 11,615 | $321K |
| Ascension Capital Advisors, Inc. | 0.11% | New | 11,605 | $321K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -6.0% | 11,603 | $320K |
| Bank of Montreal | 0.00% | No change | 11,300 | $312K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -5.7% | 11,222 | $310K |
| Stonebridge Financial Group, LLC / MO | 0.27% | — | 11,218 | $310K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.3% | 11,212 | $310K |
| IHT Wealth Management, LLC | 0.01% | Add +30.3% | 11,038 | $305K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 10,723 | $296K |
| Trademark Financial Management, LLC | 0.16% | Add +23.7% | 10,705 | $296K |
| Geneos Wealth Management Inc. | 0.01% | Add +29.1% | 10,463 | $289K |
| Summit Global Investments | 0.02% | Add +9.0% | 10,356 | $286K |
| Renaissance Technologies | 0.00% | Reduce -94.6% | 10,206 | $282K |
| Fourth Dimension Wealth, LLC | 0.10% | New | 10,171 | $281K |
| Opal Wealth Advisors, LLC | 0.07% | Add +35.7% | 10,049 | $278K |
| Vantus Wealth LLC | 0.20% | — | 9,683 | $267K |
| Advyzon Investment Management, LLC | 0.03% | New | 9,683 | $267K |
| Capital Planning LLC | 0.07% | New | 9,674 | $267K |
| CoreCap Advisors, LLC | 0.01% | Add +0.9% | 9,639 | $266K |
| Keystone Financial Group | 0.02% | New | 9,350 | $258K |
| Michael Brady & Co., LLC | 0.26% | — | 9,309 | $257K |
| Carson Advisory Inc. | 0.13% | New | 9,257 | $256K |
| Capital Analysts, LLC | 0.01% | Add +105.3% | 9,004 | $248K |
| Smith Thornton Advisors LLC | 0.13% | New | 8,975 | $248K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,859 | $245K |
| Wealth Management Associates, Inc. | 0.08% | New | 8,765 | $242K |
| Larson Financial Group LLC | 0.01% | Reduce -8.6% | 8,707 | $240K |
| Tribridge Partners Financial LLC | 0.10% | New | 8,517 | $235K |
| Nikulski Financial, Inc. | 0.06% | New | 8,482 | $234K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 8,255 | $228K |
| Live Oak Investment Partners | 0.14% | New | 8,020 | $222K |
| CVFG LLC | 0.15% | New | 7,841 | $217K |
| Smith, Moore & Co. | 0.02% | Add +1.3% | 7,542 | $208K |
| Choreo, LLC | 0.00% | New | 7,414 | $205K |
| HighPoint Advisor Group LLC | 0.00% | New | 7,380 | $204K |
| Godfrey Financial Associates, Inc. | 0.16% | — | 6,718 | $186K |
| Financial Perspectives, Inc | 0.05% | Add +43.7% | 6,462 | $178K |
| AdvisorNet Financial, Inc | 0.01% | Add +24.1% | 5,650 | $156K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -36.9% | 5,393 | $149K |
| Citigroup Inc. | 0.00% | New | 4,486 | $124K |
| IFP Advisors, Inc | 0.00% | Add +14.8% | 4,306 | $119K |
| Cape Investment Advisory, Inc. | 0.03% | Add +52.5% | 4,009 | $111K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.9% | 3,601 | $99K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Add +0.8% | 3,357 | $93K |
| Pittenger & Anderson Inc. | 0.00% | New | 2,750 | $76K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -66.3% | 2,680 | $74K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,125 | $59K |
| Olistico Wealth, LLC | 0.03% | New | 1,960 | $54K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | — | 1,921 | $53K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 1,900 | $52K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1,239 | $34K |
| Lanark Financial, Inc. | 0.00% | No change | 1,230 | $34K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,136 | $31K |
| Bogart Wealth, LLC | 0.00% | New | 987 | $27K |
| Arax Advisory Partners | 0.00% | New | 967 | $27K |
| US Bancorp \de | 0.00% | No change | 750 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 700 | $19K |
| Signature Equity Partners, LLC | 0.01% | — | 517 | $14K |
| Rossby Financial, LCC | 0.00% | Reduce -8.0% | 265 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 240 | $7K |
| Key Financial Inc | 0.00% | New | 160 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -49.0% | 105 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 70 | $2K |
| Networth Advisors, LLC | 0.00% | — | 48 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 39 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 16 | $442 |
"% 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.