Who owns CAPITAL GROUP U S MULTI SEC ETF?
- Ticker: CGMS
- CUSIP Number: 14020y300
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Analyze quarterly positions in Capital Group U S Multi Sec Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group U S Multi Sec Etf stock
Who bought or sold CAPITAL GROUP U S MULTI SEC ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 12M | $326M | 18% | Sep 2025 |
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| Morgan Stanley | 5.6M | $155M | 100% | Jun 2025 |
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| Envestnet Asset Management | 5.4M | $150M | 27% | Sep 2025 |
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| Raymond James Financial | 4.3M | $120M | 9% | Sep 2025 |
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| Wells Fargo & Company | 3.7M | $104M | 35% | Sep 2025 |
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| UBS Group | 3.5M | $98M | 49% | Sep 2025 |
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| Cetera Investment Advisers | 3.1M | $86M | 14% | Sep 2025 |
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| Commonwealth Equity Services | 2.8M | $77M | 15% | Sep 2025 |
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| Great Valley Advisor Group | 2.7M | $74M | 23% | Sep 2025 |
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| Capital Advantage | 2.2M | $60M | 3% | Sep 2025 |
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| Advisor Group Holdings | 2.1M | $59M | 19% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 1.7M | $46M | -9% | Sep 2025 |
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| Beacon Pointe Advisors | 1.5M | $42M | 252% | Sep 2025 |
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| Cambridge Investment Research Advisors | 1.4M | $38M | 3% | Sep 2025 |
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| Royal Bank of Canada | 1.2M | $34M | 40% | Sep 2025 |
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| Stifel Financial | 1.2M | $33M | -4% | Sep 2025 |
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| Jones Financial Companies, L.L | 1.1M | $30M | 28% | Sep 2025 |
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| Mml Investors Services | 1.1M | $30M | 20% | Sep 2025 |
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| CWM | 927k | $26M | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 911k | $25M | 39% | Sep 2025 |
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| BlueStem Wealth Partners | 837k | $23M | 12% | Sep 2025 |
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| TrueWealth Advisors | 799k | $22M | 2% | Sep 2025 |
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| Baird Financial | 776k | $22M | 13% | Sep 2025 |
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| Winch Advisory Services | 751k | $21M | 1% | Sep 2025 |
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| TruWealth Advisors | 732k | $20M | 5% | Sep 2025 |
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| Mariner Wealth Advisors | 664k | $18M | -11% | Sep 2025 |
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| Private Advisor | 629k | $17M | 29% | Sep 2025 |
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| Stephens | 606k | $17M | -6% | Sep 2025 |
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| Prospera Financial Services | 543k | $15M | 3% | Sep 2025 |
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| Redhawk Wealth Advisors | 539k | $15M | -6% | Sep 2025 |
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| ValMark Advisers | 539k | $15M | 5% | Sep 2025 |
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| Eq Wealth Advisors | 523k | $15M | 8% | Sep 2025 |
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| Skyline Advisors | 500k | $14M | 4% | Sep 2025 |
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| Benjamin Edwards | 457k | $13M | 15% | Sep 2025 |
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| Onyx Bridge Wealth Group | 452k | $13M | 16% | Sep 2025 |
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| Smartleaf Asset Management | 444k | $12M | 5% | Sep 2025 |
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| Capital Group Private Client Services | 428k | $12M | 5% | Sep 2025 |
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| Atria Investments | 425k | $12M | 2% | Sep 2025 |
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| Jane Street | 418k | $12M | 254% | Sep 2025 |
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| Kestra Advisory Services | 400k | $11M | 11% | Sep 2025 |
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| Kmg Fiduciary Partners | 366k | $10M | 3% | Sep 2025 |
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| Souders Financial Advisors | 364k | $10M | 10% | Sep 2025 |
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| D. J. St. Germain | 364k | $10M | 5% | Sep 2025 |
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| Atria Wealth Solutions | 355k | $9.8M | -34% | Jun 2025 |
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| Main Line Retirement Advisors | 350k | $9.7M | 12% | Sep 2025 |
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| Sunbelt Securities | 308k | $8.6M | 30% | Sep 2025 |
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| Betterment | 306k | $8.5M | -4% | Sep 2025 |
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| Kingsview Wealth Management | 302k | $8.4M | 20% | Sep 2025 |
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| Rockefeller Capital Management | 298k | $8.3M | 3% | Sep 2025 |
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| PFG Financial Advisors | 295k | $8.2M | 14% | Sep 2025 |
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| VestGen Advisors | 295k | $8.2M | -2% | Sep 2025 |
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| Assetmark | 290k | $8.0M | 13% | Sep 2025 |
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| Summit Financial | 277k | $7.7M | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 269k | $7.5M | 35% | Sep 2025 |
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| Bond & Devick Financial Network | 264k | $7.3M | 11% | Sep 2025 |
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| Integrated Wealth Concepts | 263k | $7.3M | 29% | Sep 2025 |
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| Creekmur Asset Management | 253k | $7.0M | -5% | Sep 2025 |
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| Creative Financial Designs | 251k | $7.0M | 5% | Sep 2025 |
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| Harbour Investments | 248k | $6.9M | -9% | Sep 2025 |
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| Concurrent Investment Advisors | 237k | $6.6M | 26% | Sep 2025 |
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| Swisher Financial Concepts | 235k | $6.5M | 6% | Sep 2025 |
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| Centennial Wealth Advisory | 224k | $6.2M | 54% | Sep 2025 |
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| Confluence Wealth Services | 221k | $6.1M | 2% | Sep 2025 |
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| Crumly & Associates | 217k | $6.0M | 7% | Sep 2025 |
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| Merit Financial Group | 216k | $6.0M | 46% | Sep 2025 |
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| Susquehanna International | 213k | $5.9M | 280% | Sep 2025 |
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| Bouvel Investment Partners | 212k | $5.9M | -3% | Sep 2025 |
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| D.A. Davidson & Co. | 207k | $5.7M | 7% | Sep 2025 |
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| Janney Montgomery Scott | 202k | $5.6M | 38% | Sep 2025 |
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| Entruity Wealth | 198k | $5.5M | 7% | Sep 2025 |
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| NWF Advisory Services | 197k | $5.5M | 10% | Sep 2025 |
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| Turning Point Benefit Group | 194k | $5.4M | 80% | Sep 2025 |
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| Strategic Family Wealth Counselors | 189k | $5.2M | 3% | Sep 2025 |
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| Renaissance Technologies | 189k | $5.2M | 7% | Sep 2025 |
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| Goss Wealth Management | 174k | $4.8M | 17% | Sep 2025 |
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| Silver Oak Securities | 173k | $4.8M | -2% | Sep 2025 |
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| Citadel Advisors | 173k | $4.8M | 158% | Sep 2025 |
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| Carmel Capital Partners | 171k | $4.8M | -20% | Sep 2025 |
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| KWB Wealth | 168k | $4.6M | 67% | Sep 2025 |
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| Drive Wealth Management | 160k | $4.4M | 100% | Sep 2025 |
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| Equitable Holdings | 159k | $4.4M | 40% | Sep 2025 |
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| Cullen Frost Bankers | 156k | $4.3M | 28% | Sep 2025 |
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| Level Four Advisory Services | 154k | $4.3M | 4% | Sep 2025 |
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| Jpmorgan Chase & Co | 149k | $4.1M | 65% | Sep 2025 |
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| Dynamic Advisors Solutions | 143k | $4.0M | 1% | Sep 2025 |
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| RPg Family Wealth Advisory | 141k | $3.9M | 0% | Sep 2025 |
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| Fullcircle Wealth | 135k | $3.7M | 4% | Sep 2025 |
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| Novem Group | 130k | $3.6M | 13% | Sep 2025 |
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| Stratos Wealth Partners | 123k | $3.4M | 187% | Sep 2025 |
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| Keystone Financial Services | 120k | $3.3M | 5% | Sep 2025 |
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| Davenport & Co | 119k | $3.3M | 4% | Sep 2025 |
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| Sowell Financial Services | 119k | $3.3M | 6% | Sep 2025 |
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| Thrivent Financial for Lutherans | 119k | $3.3M | 100% | Sep 2025 |
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| Fiduciary Alliance | 118k | $3.3M | 0% | Sep 2025 |
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| Rothschild Investment | 114k | $3.2M | 18% | Sep 2025 |
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| CLS Investments | 113k | $3.1M | 228% | Sep 2025 |
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| Forthright Family Wealth Advisory | 109k | $3.0M | -4% | Sep 2025 |
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| Total Clarity Wealth Management | 108k | $3.0M | 3% | Sep 2025 |
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| LongView Wealth Management | 108k | $3.0M | 27% | Sep 2025 |
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| Hartmann Taylor Wealth Management | 107k | $3.0M | 20% | Sep 2025 |
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| von Borstel & Associates | 106k | $2.9M | 100% | Sep 2025 |
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| Wayfinding Financial | 106k | $2.9M | 0% | Sep 2025 |
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| OneAscent Financial Services | 106k | $2.9M | 1% | Sep 2025 |
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| Oak Hill Wealth Advisors | 105k | $2.9M | 106% | Sep 2025 |
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| Global Retirement Partners | 103k | $2.9M | 21% | Sep 2025 |
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| Synergy Investment Management | 101k | $2.8M | 100% | Sep 2025 |
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| Envestnet Portfolio Solutions | 97k | $2.7M | 97% | Sep 2025 |
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| Perennial Investment Advisors | 92k | $2.6M | 12% | Sep 2025 |
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| 5T Wealth | 91k | $2.5M | 21% | Sep 2025 |
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| Lodestone Wealth Management | 82k | $2.3M | 8% | Sep 2025 |
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| Transcendent Capital Group | 82k | $2.3M | 18% | Sep 2025 |
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| WESPAC Advisors | 80k | $2.2M | 148% | Sep 2025 |
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| Jacobi Capital Management | 80k | $2.2M | 1% | Sep 2025 |
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| H D Vest Advisory Services | 79k | $2.2M | 42% | Jun 2025 |
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| Mascagni Wealth Management | 79k | $2.2M | 6% | Sep 2025 |
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| Saiph Capital | 76k | $2.1M | 100% | Sep 2025 |
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| Branch Banking & Trust Company | 74k | $2.1M | 10% | Sep 2025 |
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| Wellington Capital Management | 74k | $587k | 100% | Jun 2025 |
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| Mission Wealth Management | 74k | $2.0M | 5% | Sep 2025 |
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| Kestra Investment Management | 68k | $1.9M | 40% | Sep 2025 |
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| Seamount Financial Group | 65k | $1.8M | 12% | Sep 2025 |
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| Inspire Advisors | 64k | $1.8M | 11% | Sep 2025 |
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| Endeavor Private Wealth | 64k | $1.8M | 12% | Sep 2025 |
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| Capital Research and Management Company - Division 3 | 63k | $1.7M | -49% | Sep 2025 |
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| We Are One Seven | 62k | $1.7M | 100% | Sep 2025 |
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| Captrust Financial Advisors | 60k | $1.7M | 15% | Sep 2025 |
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| Trilogy Capital | 60k | $1.7M | 2% | Sep 2025 |
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| Element Wealth | 55k | $1.5M | 9% | Sep 2025 |
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| Apollon Wealth Management | 54k | $1.5M | -3% | Sep 2025 |
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| Prime Capital Investment Advisors | 54k | $1.5M | 22% | Sep 2025 |
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| Financial Advisory Corp | 53k | $1.5M | 0% | Sep 2025 |
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| CLG | 52k | $1.4M | 10% | Sep 2025 |
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| Ausdal Financial Partners | 52k | $1.4M | 5% | Sep 2025 |
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| SK Wealth Management | 50k | $1.4M | 12% | Sep 2025 |
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| Cottage Street Advisors | 50k | $1.4M | 15% | Sep 2025 |
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| Goldman Sachs Group | 49k | $1.4M | 100% | Sep 2025 |
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| Thoroughbred Financial Services | 48k | $1.3M | 23% | Sep 2025 |
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| Richards, Merrill & Peterson | 46k | $1.3M | -2% | Sep 2025 |
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| Eaton Financial Holdings Company | 45k | $1.3M | 100% | Sep 2025 |
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| Wedbush Morgan Securities | 45k | $1.3M | 37% | Sep 2025 |
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| Private Trust Co Na | 45k | $1.2M | 5% | Sep 2025 |
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| Koshinski Asset Management | 44k | $1.2M | 9% | Sep 2025 |
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| Sovran Advisors | 42k | $1.2M | 18% | Sep 2025 |
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| AlphaCore Capital | 42k | $1.2M | 4% | Sep 2025 |
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| Impact Partnership Wealth | 40k | $1.1M | 117% | Sep 2025 |
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| J.w. Cole Advisors | 40k | $1.1M | 11% | Sep 2025 |
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| Gateway Wealth Partners | 39k | $1.1M | 72% | Sep 2025 |
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| PFG Advisors | 39k | $1.1M | 27% | Sep 2025 |
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| LifeGoal Wealth Advisors | 36k | $985k | -2% | Sep 2025 |
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| Colony | 35k | $977k | -2% | Sep 2025 |
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| Old Mission Capital | 23k | $649k | -37% | Sep 2025 |
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| Sharkey, Howes & Javer | 22k | $623k | -63% | Sep 2025 |
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| Ameritas Advisory Services | 3.5k | $97k | -92% | Sep 2025 |
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Who sold out of Capital Group U S Multi Sec Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Blue Investment Partners | Mar 2025 | 147k | $4.0M |
| Patriot Financial Group Insurance Agency | Jun 2025 | 108k | $3.0M |
| Von Berge Wealth Management Group | Jun 2025 | 64k | $1.8M |
| DeDora Capital | Jun 2025 | 43k | $1.2M |