Who owns Capital Group U.S. Multi-Sector Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGMS from SEC Form 13F filings across 360 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 360 institutions disclosed 142.7M shares of Capital Group U.S. Multi-Sector Income ETF worth $3.90B — about 74.5% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
360
13F holders
$3.90B
value, 2026 filers
74.5%
of shares outstanding (142.7M sh)
52
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CGMS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 21.7M | $592.6M | 0.1% | 11.3% | +14.7% |
| 2 | WELLS FARGO & COMPANY/MN | 10.0M | $272.1M | 0.0% | 5.2% | +35.2% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 9.1M | $248.1M | 0.1% | 4.7% | +16.1% |
| 4 | MORGAN STANLEY | 7.9M | $216.8M | 0.0% | 4.1% | +10.5% |
| 5 | RAYMOND JAMES FINANCIAL INC | 7.9M | $216.7M | 0.1% | 4.1% | +13.3% |
| 6 | UBS Group AG | 6.2M | $170.5M | 0.0% | 3.3% | +11.1% |
| 7 | Cetera Investment Advisers | 5.1M | $138.3M | 0.1% | 2.6% | +17.8% |
| 8 | Capital Advantage, Inc. | 3.8M | $103.6M | 12.6% | 2% | +51.7% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 3.3M | $91.1M | 0.1% | 1.7% | -3.5% |
| 10 | OSAIC HOLDINGS, INC. | 3.3M | $89.8M | 0.1% | 1.7% | +22.2% |
| 11 | GREAT VALLEY ADVISOR GROUP, INC. | 2.8M | $77.8M | 1.2% | 1.5% | +3.9% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 2.3M | $64.0M | 0.0% | 1.2% | +27.4% |
| 13 | STIFEL FINANCIAL CORP | 2.2M | $60.0M | 0.0% | 1.1% | +15.3% |
| 14 | Cambridge Investment Research Advisors, Inc. | 2.0M | $55.4M | 0.1% | 1.1% | +17.2% |
| 15 | ROYAL BANK OF CANADA | 1.8M | $50.4M | 0.0% | 1% | +3.3% |
| 16 | Schusterman Interests, LLCNEW | 1.8M | $49.7M | 13.0% | 0.9% | new |
| 17 | MML INVESTORS SERVICES, LLC | 1.8M | $49.0M | 0.1% | 0.9% | +31.5% |
| 18 | Valmark Advisers, Inc. | 1.8M | $48.5M | 0.5% | 0.9% | +16.3% |
| 19 | Beacon Pointe Advisors, LLC | 1.6M | $42.4M | 0.2% | 0.8% | -0.7% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.3M | $35.5M | 0.1% | 0.7% | +2.4% |
| 21 | Kestra Advisory Services, LLC | 1.3M | $34.8M | 0.1% | 0.7% | +28.9% |
| 22 | Baird Financial Group, Inc. | 1.1M | $31.1M | 0.0% | 0.6% | +8.0% |
| 23 | BENJAMIN EDWARDS INC | 960,524 | $26.3M | 0.2% | 0.5% | +32.6% |
| 24 | Waverly Advisors, LLCNEW | 951,076 | $26.0M | 0.2% | 0.5% | new |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 940,884 | $25.7M | 0.0% | 0.5% | +10.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.