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 |
| Sowell Financial Services LLC | 0.14% | Add +6.9% | 140,916 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -38.0% | 139,988 | $3.8M |
| NewCorp Financial Services, Inc. | 3.29% | Add +10.1% | 139,358 | $3.8M |
| Mission Wealth Management, LP | 0.08% | Add +5.1% | 139,058 | $3.8M |
| LongView Wealth Management | 0.93% | Add +4.7% | 133,435 | $3.7M |
| Perennial Investment Advisors, LLC | 0.29% | Add +3.4% | 132,952 | $3.6M |
| Fiduciary Alliance LLC | 0.22% | Add +4.9% | 129,941 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +3.7% | 131,035 | $3.6M |
| Boyer Financial Services, Inc. | 3.78% | Reduce -1.5% | 131,025 | $3.6M |
| Steelhead Wealth Management LLC | 1.79% | — | 129,687 | $3.5M |
| Keystone Financial Services, LLC | 2.29% | Add +1.7% | 124,865 | $3.4M |
| OneAscent Financial Services LLC | 0.18% | Add +14.2% | 123,067 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Add +852.4% | 121,886 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +34.3% | 116,324 | $3.2M |
| Hartmann Taylor Wealth Management, LLC | 2.09% | Add +3.6% | 116,265 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 117,101 | $3.2M |
| Rubicon Advisors, GP | 2.72% | Reduce -1.6% | 111,631 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.71% | Add +0.4% | 110,996 | $3.0M |
| Lodestone Wealth Management LLC | 1.18% | Add +9.7% | 109,576 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +61.5% | 108,545 | $3.0M |
| Synergy Investment Management, LLC | 0.95% | Add +3.4% | 107,169 | $2.9M |
| Seamount Financial Group Inc. | 1.28% | Add +50.6% | 104,556 | $2.8M |
| Mascagni Wealth Management, Inc. | 1.99% | Add +29.3% | 102,520 | $2.8M |
| Mosaic Family Wealth Partners, LLC | 0.27% | Add +37.7% | 96,924 | $2.6M |
| 5T Wealth, LLC | 1.04% | Add +0.8% | 96,200 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Add +103.6% | 95,469 | $2.6M |
| Assetmark, Inc. | 0.01% | Reduce -1.2% | 94,265 | $2.6M |
| CLG LLC | 0.62% | Add +21.9% | 91,958 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -28.8% | 91,664 | $2.5M |
| Transcendent Capital Group LLC | 1.13% | Add +1.0% | 90,868 | $2.5M |
| Mgo One Seven LLC | 0.05% | Add +15.8% | 90,829 | $2.5M |
| SK Wealth Management, LLC | 0.67% | Reduce -1.4% | 88,468 | $2.4M |
| Jacobi Capital Management LLC | 0.13% | Add +1.1% | 85,923 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +7.2% | 84,439 | $2.3M |
| Cassady Wealth & Retirement Planning, LLC | 1.17% | Add +65.8% | 82,451 | $2.3M |
| Saiph Capital, LLC | 0.85% | Reduce -2.0% | 82,667 | $2.3M |
| Blom & Howell Financial Planning, Inc. | 2.07% | Add +27.7% | 77,557 | $2.1M |
| MFA Wealth Services | 1.38% | Add +1.7% | 76,722 | $2.1M |
| Venture Visionary Partners LLC | 0.07% | Add +7.8% | 75,211 | $2.0M |
| AA Financial Advisors, LLC | 0.29% | Add +314.2% | 75,087 | $2.0M |
| Merited Wealth, LLC | 1.67% | Add +7.2% | 73,970 | $2.0M |
| ProCore Advisors, LLC | 2.97% | Reduce -22.8% | 71,090 | $1.9M |
| Endeavor Private Wealth, Inc. | 0.55% | Add +2.4% | 69,964 | $1.9M |
| Inspire Advisors, LLC | 0.15% | Add +5.9% | 69,565 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +20.2% | 69,538 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Add +44.2% | 68,245 | $1.9M |
| Greenline Wealth Management LLC | 2.14% | Reduce -9.3% | 68,021 | $1.9M |
| World Investment Advisors | 0.03% | Add +82.3% | 66,116 | $1.8M |
| Eaton Financial Holdings Company, LLC | 0.58% | Add +19.2% | 64,761 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Add +18.4% | 62,146 | $1.7M |
| 9823 Capital, L.P. | 1.24% | Add +19.0% | 60,536 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +35.7% | 60,423 | $1.6M |
| Richards, Merrill & Peterson, Inc. | 0.60% | Reduce -2.5% | 59,775 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +8.3% | 59,783 | $1.6M |
| Scott Capital Advisors, LLC | 0.33% | Add +5.8% | 59,201 | $1.6M |
| Spire Wealth Management | 0.06% | Add +285.7% | 59,592 | $1.6M |
| Element Wealth, LLC | 0.64% | Add +1.6% | 57,078 | $1.6M |
| Cottage Street Advisors LLC | 0.66% | Add +5.5% | 55,769 | $1.5M |
| Impact Partnership Wealth, LLC | 0.19% | Add +25.2% | 55,267 | $1.5M |
| Advisortrust Partners, LLC | 0.62% | Add +63.4% | 54,537 | $1.5M |
| Kintra Wealth, LLC | 0.10% | New | 53,038 | $1.4M |
| Schmidt P J Investment Management Inc. | 0.24% | Add +42.6% | 52,689 | $1.4M |
| Hopwood Nicholas Hunter | 0.45% | Add +0.9% | 51,532 | $1.4M |
| Citigroup Inc. | 0.00% | Add +1012.5% | 49,908 | $1.4M |
| Koshinski Asset Management, Inc. | 0.08% | Add +3.4% | 49,610 | $1.4M |
| Argyle Capital Partners, LLC | 0.96% | Add +27.8% | 49,098 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +4.8% | 49,081 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -10.0% | 48,915 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -9.1% | 47,618 | $1.3M |
| Sovran Advisors, LLC | 0.10% | Reduce -0.5% | 46,787 | $1.3M |
| Cannon Wealth Management Services, LLC | 0.85% | Add +47.1% | 46,357 | $1.3M |
| Fifth Third Bancorp | 0.00% | New | 46,076 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.07% | New | 42,277 | $1.1M |
| VestGen Advisors, LLC | 0.03% | Reduce -52.4% | 41,582 | $1.1M |
| Blueprint Investment Partners LLC | 0.11% | Add +23.1% | 41,208 | $1.1M |
| Blueprint Financial Advisors LLC | 0.17% | Add +22.4% | 40,989 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +103.5% | 40,963 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 39,932 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Reduce -11.5% | 39,486 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +31.9% | 39,177 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 38,241 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +116.6% | 36,471 | $993K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +2.8% | 36,006 | $980K |
| M.E. Allison & Co., Inc. | 0.64% | Add +12.9% | 35,178 | $958K |
| Pines Wealth Management, LLC | 0.31% | Add +14.1% | 35,004 | $953K |
| Lantern Wealth Advisors, LLC | 0.49% | Add +66.3% | 34,842 | $949K |
| Alchemi Wealth, LLC | 0.52% | Add +29.5% | 34,406 | $937K |
| Focus Partners Wealth | 0.00% | Reduce -4.2% | 32,874 | $895K |
| Uhlmann Price Securities, LLC | 0.06% | Add +20.1% | 32,147 | $875K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +27.2% | 32,112 | $874K |
| Diversify Wealth Management, LLC | 0.02% | New | 31,641 | $872K |
| Daymark Wealth Partners, LLC | 0.03% | Add +1.1% | 31,629 | $861K |
| Kestra Investment Management, LLC | 0.01% | Reduce -88.3% | 31,623 | $861K |
| Burford Brothers, Inc. | 0.35% | Add +1.4% | 30,956 | $843K |
| Waterfront Wealth Inc. | 0.15% | Add +9.4% | 30,721 | $837K |
| Advisory Services Network, LLC | 0.01% | New | 30,586 | $833K |
| Barnes Pettey Financial Advisors, LLC | 0.36% | Add +14.8% | 30,463 | $830K |
| True Blue Financial, LLC | 0.65% | Add +11.4% | 30,224 | $823K |
| Gotham Asset Management | 0.00% | No change | 29,430 | $801K |
| Balboa Wealth Partners | 0.13% | New | 29,291 | $798K |
| Principal Securities, Inc. | 0.01% | Add +8.2% | 27,029 | $736K |
| Fearless Solutions, LLC dba Best Invest | 0.44% | Reduce -6.9% | 26,885 | $732K |
| Asset One Wealth Management LLC | 0.08% | Reduce -20.5% | 26,387 | $730K |
| AlphaCore Capital LLC | 0.02% | Reduce -37.7% | 26,243 | $715K |
| Integrity Advisory Solutions, LLC | 0.09% | Reduce -0.4% | 26,008 | $708K |
| MSH Capital Advisors LLC | 0.14% | Add +1.1% | 24,649 | $671K |
| Clearwave Capital, LLC | 0.46% | Add +0.8% | 24,490 | $667K |
| Atria Investments, Inc | 0.01% | Reduce -94.3% | 24,389 | $664K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +38.0% | 24,163 | $658K |
| Barnes Wealth Management Group, Inc | 0.33% | New | 23,922 | $651K |
| Nikulski Financial, Inc. | 0.16% | Add +172.4% | 23,107 | $629K |
| RFG Advisory, LLC | 0.01% | Reduce -84.3% | 22,688 | $618K |
| CAP Partners, LLC | 0.34% | Add +2.9% | 22,029 | $600K |
| Fig Financial Advisory Services Inc. | 0.37% | New | 21,957 | $598K |
| Gutierrez Wealth Advisory, LLC | 0.37% | Add +14.1% | 21,739 | $592K |
| Richmond Investment Services, LLC | 0.09% | Add +20.1% | 21,209 | $578K |
| WealthCare Investment Partners, LLC | 0.16% | Add +0.8% | 20,907 | $571K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.1% | 20,755 | $565K |
| Cooper Financial Group | 0.06% | Add +1.2% | 20,751 | $565K |
| Bridgewealth Advisory Group, LLC | 0.12% | Add +24.5% | 20,519 | $559K |
| Aurdan Capital Management, LLC | 0.17% | Add +12.9% | 20,216 | $550K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | No change | 20,079 | $547K |
| Calton & Associates, Inc. | 0.08% | Reduce -38.0% | 20,024 | $545K |
| Brookwood Investment Group LLC | 0.07% | Add +41.1% | 19,855 | $541K |
| Modern Wealth Management, LLC | 0.01% | Add +12.3% | 19,799 | $540K |
| Owen LaRue, LLC | 0.21% | Reduce -27.4% | 19,833 | $540K |
| Titleist Asset Management, LLC | 0.04% | Add +52.7% | 19,626 | $534K |
| Tempus Wealth Planning, LLC | 0.12% | Add +3.3% | 19,162 | $522K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -4.4% | 18,069 | $492K |
| Bank of New York Mellon Corp | 0.00% | New | 17,966 | $489K |
| LexAurum Advisors, LLC | 0.06% | — | 17,952 | $489K |
| Capital Analysts, LLC | 0.01% | Add +93.4% | 17,411 | $474K |
| HighPoint Advisor Group LLC | 0.02% | Add +132.8% | 17,180 | $468K |
| Western Wealth Management, LLC | 0.02% | Add +42.6% | 17,150 | $467K |
| Freestate Advisors LLC | 0.37% | Add +8.0% | 16,981 | $462K |
| Michael Brady & Co., LLC | 0.46% | Add +78.7% | 16,638 | $453K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +27.1% | 16,568 | $451K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.8% | 16,347 | $445K |
| Midwest Heritage Bank, FSB | 0.14% | Reduce -4.7% | 16,290 | $444K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +25.2% | 16,006 | $436K |
| CVFG LLC | 0.05% | Add +99.8% | 15,667 | $427K |
| Global Financial Private Client, LLC | 0.14% | No change | 15,607 | $425K |
| Continuum Advisory, LLC | 0.04% | Reduce -12.3% | 15,573 | $424K |
| Capital Planning LLC | 0.14% | Add +60.4% | 15,514 | $422K |
| Security Financial Services, INC. | 0.07% | Add +22.3% | 15,370 | $419K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -35.5% | 15,290 | $416K |
| Strategic Investment Solutions, Inc. | 0.10% | No change | 15,087 | $411K |
| Carlson Financial, Inc. | 0.24% | Reduce -5.7% | 14,930 | $407K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1172.1% | 14,451 | $393K |
| IHT Wealth Management, LLC | 0.01% | Add +30.9% | 14,450 | $393K |
| Investment Planning Advisors, Inc. | 0.10% | Reduce -26.7% | 13,329 | $363K |
| Geneos Wealth Management Inc. | 0.01% | Add +25.6% | 13,142 | $358K |
| Independent Financial Group, LLC | 0.01% | Reduce -11.1% | 12,845 | $350K |
| Redwood Family Wealth LLC | 0.34% | Add +0.5% | 12,726 | $347K |
| Clear Creek Financial Management, LLC | 0.03% | Add +8.8% | 12,621 | $344K |
| Advyzon Investment Management, LLC | 0.03% | Add +29.6% | 12,548 | $342K |
| Brookstone Capital Management | 0.00% | Reduce -8.8% | 12,437 | $339K |
| Klingman & Associates, LLC | 0.02% | No change | 12,381 | $337K |
| Larson Financial Group LLC | 0.01% | Add +41.4% | 12,307 | $335K |
| Northland Securities, Inc. | 0.31% | Reduce -13.8% | 11,827 | $322K |
| Trademark Financial Management, LLC | 0.16% | Add +9.3% | 11,700 | $319K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 11,615 | $316K |
| Ascension Capital Advisors, Inc. | 0.10% | No change | 11,605 | $316K |
| January Capital Advisors LLC | 0.42% | — | 11,539 | $314K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -4.1% | 11,480 | $313K |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 11,350 | $309K |
| Bank of Montreal | 0.00% | No change | 11,300 | $308K |
| Stonebridge Financial Group, LLC / MO | 0.26% | No change | 11,218 | $305K |
| Carson Advisory Inc. | 0.16% | Add +19.5% | 11,062 | $301K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -1.4% | 11,061 | $301K |
| Centaurus Financial, Inc. | 0.01% | New | 11,003 | $300K |
| Wealth Management Associates, Inc. | 0.10% | Add +25.3% | 10,978 | $299K |
| Crumly & Associates Inc. | 0.06% | Reduce -95.3% | 10,780 | $294K |
| Summit Global Investments | 0.02% | Add +2.4% | 10,603 | $289K |
| CoreCap Advisors, LLC | 0.01% | Add +8.6% | 10,468 | $285K |
| Moors & Cabot, Inc. | 0.01% | New | 10,346 | $282K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -0.6% | 10,110 | $275K |
| Opal Wealth Advisors, LLC | 0.06% | Add +0.5% | 10,102 | $275K |
| IFS Group,LLC | 0.24% | — | 10,098 | $275K |
| Keystone Financial Group | 0.02% | Add +7.0% | 10,007 | $272K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,982 | $272K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -7.0% | 9,973 | $272K |
| Choreo, LLC | 0.00% | Add +32.4% | 9,814 | $267K |
| Kera Capital Partners, Inc. | 0.03% | Reduce -23.1% | 9,742 | $265K |
| Visionary Wealth Advisors | 0.01% | New | 9,689 | $264K |
| Financial Strategies Group, Inc. | 0.04% | New | 9,187 | $254K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 9,126 | $249K |
| Sharkey, Howes & Javer | 0.03% | Reduce -34.7% | 9,092 | $248K |
| Simplicity Wealth,LLC | 0.01% | New | 8,983 | $245K |
| Smith Thornton Advisors LLC | 0.12% | No change | 8,975 | $244K |
| Financial Perspectives, Inc | 0.07% | Add +37.6% | 8,889 | $242K |
| Live Oak Investment Partners | 0.14% | Add +6.8% | 8,561 | $233K |
| Tribridge Partners Financial LLC | 0.10% | No change | 8,517 | $233K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -33.2% | 8,436 | $230K |
| First Heartland Consultants, Inc. | 0.02% | New | 8,424 | $229K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 8,222 | $224K |
| Smith, Moore & Co. | 0.02% | Add +0.9% | 7,614 | $207K |
| Godfrey Financial Associates, Inc. | 0.16% | Add +0.7% | 6,768 | $184K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.3% | 5,840 | $159K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 5,849 | $159K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -12.1% | 4,967 | $135K |
| IFP Advisors, Inc | 0.00% | Add +1.7% | 4,378 | $119K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +52.5% | 4,088 | $111K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.2% | 3,644 | $99K |
| Westside Investment Management, Inc. | 0.01% | New | 3,375 | $92K |
| AE Wealth Management LLC | 0.00% | New | 3,352 | $91K |
| Olistico Wealth, LLC | 0.03% | Add +13.6% | 2,226 | $61K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,125 | $58K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | Add +3.8% | 1,994 | $54K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 1,900 | $52K |
| Bogart Wealth, LLC | 0.00% | Add +32.8% | 1,311 | $36K |
| Lanark Financial, Inc. | 0.00% | No change | 1,230 | $33K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -13.9% | 1,067 | $29K |
| US Bancorp \de | 0.00% | No change | 750 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 700 | $19K |
| FMR LLC | 0.00% | New | 643 | $18K |
| Ameriflex Group, Inc. | 0.01% | Add +484.8% | 614 | $17K |
| Arax Advisory Partners | 0.00% | Reduce -38.0% | 600 | $16K |
| Allworth Financial LP | 0.00% | New | 543 | $15K |
| Signature Equity Partners, LLC | 0.01% | No change | 517 | $14K |
| Rossby Financial, LCC | 0.00% | No change | 265 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 240 | $7K |
| Key Financial Inc | 0.00% | No change | 160 | $4K |
| Financial Life Planners | 0.00% | New | 134 | $4K |
| Tidemark, LLC | 0.00% | New | 91 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 70 | $2K |
| Abound Wealth Management | 0.00% | New | 64 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 39 | $1K |
| MAI Capital Management | 0.00% | New | 39 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 29 | $790 |
| Financial Consulate, Inc. | 0.00% | No change | 16 | $436 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 2 | $54 |
"% 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.