Cap Group US Multi-Sect BondCGMSETF
13F holders, Q1 2026 (March 31)332holders +16
34new positions
17sold out
2famous investors
$27.23avg. 13F price*
At the end of Q1 2026, 332 institutions reported holding Cap Group US Multi-Sect Bond (CGMS) in their 13F filings, up 16 from Q4 2025. 34 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($514.7M), Envestnet Asset Management Inc. ($212.9M) and Wells Fargo & Company ($200.5M). 2 famous investors held it, including 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 (Q1 2026)
- CUSIP
- 14020Y300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $34.7M |
| Exits | 17 | $20.9M |
All 13F filers, Q4 2025 → Q1 2026: 21,781,599 shares bought and 3,982,298 shares sold, net +17,799,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 332 holders
| LPL Financial LLC | 0.14% | Add +23.0% | 18,902,820 | $514.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +24.2% | 7,816,803 | $212.9M |
| Wells Fargo & Company | 0.04% | Add +36.3% | 7,364,503 | $200.5M |
| Morgan Stanley | 0.01% | Add +7.2% | 7,181,175 | $195.5M |
| Raymond James Financial Inc. | 0.06% | Add +34.5% | 6,998,730 | $190.6M |
| UBS Group AG | 0.03% | Add +27.3% | 5,618,936 | $153.0M |
| Cetera Investment Advisers | 0.12% | Add +17.7% | 4,296,149 | $117.0M |
| Commonwealth Equity Services, LLC | 0.13% | Add +10.6% | 3,455,372 | $94.1M |
| Great Valley Advisor Group, Inc. | 1.35% | Reduce -9.5% | 2,737,834 | $74.6M |
| Osaic Holdings, Inc. | 0.11% | Add +9.9% | 2,687,676 | $73.2M |
| Capital Advantage, Inc. | 8.89% | Add +8.3% | 2,498,780 | $68.0M |
| Stifel Financial Corp. | 0.05% | Add +36.9% | 1,904,613 | $51.9M |
| Jones Financial Companies LLLP | 0.02% | Add +38.8% | 1,825,470 | $49.4M |
| Royal Bank of Canada | 0.01% | Add +19.5% | 1,786,838 | $48.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +19.6% | 1,731,263 | $47.1M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +1.1% | 1,561,288 | $42.5M |
| Valmark Advisers, Inc. | 0.49% | Add +135.9% | 1,525,745 | $41.5M |
| MML Investors Services, LLC | 0.10% | Add +9.4% | 1,363,172 | $37.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -26.4% | 1,270,920 | $34.8M |
| Cwm, LLC | 0.08% | Add +18.4% | 1,130,597 | $30.8M |
| Baird Financial Group, Inc. | 0.04% | Add +18.2% | 1,052,298 | $28.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +18.2% | 987,033 | $26.9M |
| TruWealth Advisors, LLC | 1.14% | Add +12.2% | 870,241 | $23.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.5% | 854,690 | $23.3M |
| Regatta Capital Group, LLC | 3.45% | Add +7.4% | 837,226 | $22.8M |
| TrueWealth Advisors, LLC | 5.40% | Add +22.3% | 788,795 | $21.5M |
| Winch Advisory Services, LLC | 4.85% | Add +1.0% | 779,954 | $21.2M |
| Private Advisor Group, LLC | 0.10% | Add +10.6% | 770,450 | $21.0M |
| Benjamin Edwards Inc. | 0.20% | Add +23.0% | 724,301 | $19.7M |
| Redhawk Wealth Advisors, Inc. | 2.13% | Add +16.5% | 707,785 | $19.3M |
| J. Derek Lewis & Associates Inc. | 4.32% | Add +14.1% | 703,687 | $19.2M |
| Stephens Inc. | 0.24% | Add +3.0% | 703,100 | $19.1M |
| BlueStem Wealth Partners, LLC | 2.10% | Add +3.5% | 693,961 | $18.9M |
| Eq Wealth Advisors, LLC | 10.16% | Add +7.4% | 638,390 | $17.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +102.4% | 621,055 | $16.9M |
| Prospera Financial Services Inc | 0.27% | Add +14.6% | 609,326 | $16.6M |
| &partners | 0.08% | Add +18.0% | 566,123 | $15.4M |
| NewEdge Advisors, LLC | 0.05% | Add +21.8% | 535,281 | $14.6M |
| Sunbelt Securities, Inc. | 0.89% | Add +19.8% | 516,085 | $14.1M |
| Per Stirling Capital Management, LLC. | 1.54% | Add +4233.8% | 510,734 | $13.9M |
| Vicus Capital | 1.00% | Add +42.4% | 497,504 | $13.5M |
| Centennial Wealth Advisory LLC | 2.99% | Add +99.5% | 453,756 | $12.4M |
| Smartleaf Asset Management LLC | 0.44% | Add +5.5% | 455,538 | $12.3M |
| RHL Group, LLC | 10.50% | Add +165.3% | 451,606 | $12.3M |
| Onyx Bridge Wealth Group LLC | 1.26% | Add +5.6% | 428,985 | $11.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.3% | 417,804 | $11.4M |
| Capital Group Private Client Services, Inc. | 0.19% | Add +0.0% | 414,296 | $11.3M |
| Souders Financial Advisors | 1.29% | Add +8.6% | 413,626 | $11.3M |
| Kingsview Wealth Management, LLC | 0.15% | Add +19.5% | 404,251 | $11.0M |
| KMG Fiduciary Partners, LLC | 0.80% | Add +5.0% | 398,120 | $10.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +6.7% | 395,509 | $10.8M |
| Entruity Wealth, LLC | 7.31% | Add +16.5% | 395,401 | $10.8M |
| Sanctuary Advisors, LLC | 0.06% | Add +23.8% | 377,176 | $10.3M |
| Carmel Capital Partners, LLC | 3.67% | Add +8.2% | 372,971 | $10.2M |
| St Germain D J Co. Inc. | 0.40% | Reduce -0.2% | 368,570 | $10.0M |
| KWB Wealth | 0.98% | Reduce -0.1% | 358,277 | $9.9M |
| Clear Trail Advisors, LLC | 1.62% | New | 357,224 | $9.7M |
| Harbour Investments, Inc. | 0.14% | Add +17.2% | 344,287 | $9.4M |
| Summit Financial, LLC | 0.12% | Add +9.8% | 343,822 | $9.4M |
| Skyline Advisors, Inc. | 3.26% | Reduce -34.8% | 343,313 | $9.3M |
| BNB Wealth Management, LLC | 5.92% | Add +6.9% | 338,717 | $9.2M |
| Gateway Wealth Partners, LLC | 0.35% | Add +484.9% | 331,940 | $9.0M |
| Main Line Retirement Advisors, LLC | 4.31% | Add +0.1% | 316,978 | $8.6M |
| Clarity Asset Management, Inc. | 4.09% | New | 296,946 | $8.1M |
| Bond & Devick Financial Network, Inc. | 2.25% | Add +1.6% | 296,215 | $8.1M |
| Mariner, LLC | 0.01% | Reduce -58.6% | 284,746 | $7.8M |
| Cerity Partners LLC | 0.01% | Add +126.2% | 280,434 | $7.7M |
| RPg Family Wealth Advisory, LLC | 1.58% | Add +98.0% | 278,148 | $7.6M |
| Swisher Financial Concepts, Inc. | 4.23% | Add +12.0% | 277,457 | $7.6M |
| Compton Financial Group, LLC | 1.67% | Add +1649.3% | 276,997 | $7.5M |
| Creative Financial Designs Inc. | 0.45% | Add +2.4% | 271,950 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -40.9% | 270,327 | $7.4M |
| Troutman Wealth Management, LLC | 5.95% | Add +1.8% | 262,108 | $7.1M |
| Thayer Financial, L.L.C. | 6.93% | Reduce -6.2% | 249,324 | $6.8M |
| Merit Financial Group, LLC | 0.05% | Add +4.8% | 242,354 | $6.6M |
| Rothschild Investment LLC | 0.32% | Add +18.2% | 226,350 | $6.2M |
| Bouvel Investment Partners, LLC | 1.79% | Reduce -2.6% | 225,998 | $6.2M |
| Confluence Wealth Services, Inc. | 0.23% | Reduce -3.1% | 222,628 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +13.7% | 216,147 | $6.0M |
| Level Four Advisory Services, LLC | 0.19% | Add +20.8% | 211,730 | $5.8M |
| Vigil Wealth Management, LLC | 4.63% | Add +7.5% | 210,458 | $5.7M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +5.1% | 207,948 | $5.7M |
| Citadel Advisors | 0.00% | Add +60.4% | 205,205 | $5.6M |
| Strategic Family Wealth Counselors, L.L.C. | 1.44% | Add +2.2% | 201,513 | $5.5M |
| NWF Advisory Services Inc. | 0.62% | Add +0.6% | 200,348 | $5.5M |
| Drive Wealth Management, LLC | 1.12% | Reduce -16.3% | 194,938 | $5.3M |
| LCW Services, LLC | 2.56% | Add +17.5% | 189,137 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +6.3% | 188,059 | $5.1M |
| Silver Oak Securities, Incorporated | 0.37% | Add +5.1% | 184,881 | $5.0M |
| Stewardship Concepts Financial Services LLC | 3.78% | Reduce -22.1% | 177,410 | $4.8M |
| OakTrust Wealth Advisors, LLC | 4.37% | Add +5.4% | 176,317 | $4.8M |
| Novem Group | 0.52% | Add +12.6% | 165,832 | $4.5M |
| Turning Point Benefit Group, Inc. | 2.76% | Reduce -41.9% | 158,686 | $4.3M |
| LifeGoal Investments, LLC | 2.47% | Add +16.6% | 158,364 | $4.3M |
| Betterment LLC | 0.01% | Reduce -50.5% | 156,340 | $4.3M |
| Midwest Financial Network, LLC | 3.25% | Reduce -6.3% | 150,400 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | New | 146,513 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Add +20.4% | 145,964 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +25.2% | 144,255 | $3.9M |
| PFG Advisors | 0.19% | Reduce -1.9% | 143,429 | $3.9M |
"% 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.