Who owns CGMS?
Capital Group U.S. Multi-Sector Income ETF · Capital Group
359 institutions reported holding CGMS, worth $4.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGMS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $592.6M | 21,684,661 | +2,781,841 shares |
| Wells Fargo & Company | San Francisco, CA | $272.1M | 9,954,981 | +2,590,478 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $248.1M | 9,076,177 | +1,259,374 shares |
| Morgan Stanley | New York, NY | $216.8M | 7,932,936 | +751,761 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $216.7M | 7,927,229 | +928,499 shares |
| UBS Group AG | Zurich, Switzerland | $170.5M | 6,240,391 | +621,455 shares |
| Cetera Investment Advisers | Schaumburg, IL | $138.3M | 5,061,712 | +765,563 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $110.9M | 4,057,619 | +2,326,356 shares |
| Capital Advantage, Inc. | Walnut Creek, CA | $103.6M | 3,791,682 | +1,292,902 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $91.1M | 3,334,411 | −120,961 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CGMS?
359 institutional managers reported holding CGMS in Form 13F filings for June 30, 2026, worth $4.0B in total. The largest reported position was held by LPL Financial LLC, at $592.6M.
Did institutions buy or sell CGMS last quarter?
Reported 13F value rose 21.2% from March 31, 2026, which includes price moves as well as buying and selling. 51 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CGMS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.