Who owns CAPITAL GROUP U S MULTI SEC ETF?
- Ticker: CGMS
- CUSIP Number: 14020y300
Tip: Access positions for across all investors
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 | 15M | $424M | 31% | Dec 2025 |
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| Envestnet Asset Management | 6.3M | $174M | 17% | Dec 2025 |
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| Wells Fargo & Company | 5.4M | $149M | 44% | Dec 2025 |
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| Raymond James Financial | 5.2M | $144M | 20% | Dec 2025 |
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| UBS Group | 4.4M | $122M | 25% | Dec 2025 |
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| Cetera Investment Advisers | 3.6M | $101M | 19% | Dec 2025 |
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| Commonwealth Equity Services | 3.1M | $86M | 13% | Dec 2025 |
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| Great Valley Advisor Group | 3.0M | $84M | 14% | Dec 2025 |
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| Advisor Group Holdings | 2.4M | $68M | 16% | Dec 2025 |
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| Capital Advantage | 2.3M | $64M | 6% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 1.7M | $48M | 4% | Dec 2025 |
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| Beacon Pointe Advisors | 1.5M | $43M | 2% | Dec 2025 |
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| Cambridge Investment Research Advisors | 1.4M | $40M | 6% | Dec 2025 |
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| Stifel Financial | 1.4M | $38M | 17% | Dec 2025 |
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| Jones Financial Companies, L.L | 1.3M | $36M | 22% | Dec 2025 |
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| Mml Investors Services | 1.2M | $34M | 17% | Dec 2025 |
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| Royal Bank of Canada | 1.2M | $34M | 40% | Sep 2025 |
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| CWM | 955k | $26M | 3% | Dec 2025 |
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| Baird Financial | 890k | $25M | 15% | Dec 2025 |
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| Kestra Advisory Services | 835k | $23M | 109% | Dec 2025 |
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| Regatta Capital Group | 779k | $22M | 6656% | Dec 2025 |
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| TruWealth Advisors | 776k | $21M | 6% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 774k | $21M | -15% | Dec 2025 |
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| Winch Advisory Services | 772k | $21M | 3% | Dec 2025 |
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| Private Advisor | 697k | $19M | 11% | Dec 2025 |
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| Mariner Wealth Advisors | 687k | $19M | 4% | Dec 2025 |
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| Stephens | 683k | $19M | 13% | Dec 2025 |
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| BlueStem Wealth Partners | 670k | $19M | -20% | Dec 2025 |
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| ValMark Advisers | 647k | $18M | 20% | Dec 2025 |
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| TrueWealth Advisors | 645k | $18M | -19% | Dec 2025 |
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| Redhawk Wealth Advisors | 608k | $17M | 13% | Dec 2025 |
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| Eq Wealth Advisors | 594k | $16M | 14% | Dec 2025 |
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| Benjamin Edwards | 589k | $16M | 29% | Dec 2025 |
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| Prospera Financial Services | 532k | $15M | -2% | Dec 2025 |
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| Skyline Advisors | 527k | $15M | 5% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 480k | $13M | 78% | Dec 2025 |
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| Concurrent Investment Advisors | 457k | $13M | 93% | Dec 2025 |
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| Goss Wealth Management | 440k | $12M | 153% | Dec 2025 |
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| Smartleaf Asset Management | 432k | $12M | -3% | Dec 2025 |
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| Sunbelt Securities | 431k | $12M | 40% | Dec 2025 |
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| Rockefeller Capital Management | 428k | $12M | 44% | Dec 2025 |
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| Atria Investments | 428k | $12M | 0% | Dec 2025 |
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| Capital Group Private Client Services | 414k | $11M | -3% | Dec 2025 |
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| Onyx Bridge Wealth Group | 406k | $11M | -10% | Dec 2025 |
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| Souders Financial Advisors | 381k | $11M | 5% | Dec 2025 |
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| Kmg Fiduciary Partners | 379k | $11M | 4% | Dec 2025 |
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| Goldman Sachs Group | 376k | $10M | 664% | Dec 2025 |
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| Integrated Wealth Concepts | 371k | $10M | 41% | Dec 2025 |
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| D. J. St. Germain | 369k | $10M | 1% | Dec 2025 |
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| KWB Wealth | 359k | $9.9M | 114% | Dec 2025 |
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| PFG Financial Advisors | 350k | $9.7M | 18% | Dec 2025 |
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| Carmel Capital Partners | 345k | $9.5M | 101% | Dec 2025 |
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| Entruity Wealth | 339k | $9.4M | 72% | Dec 2025 |
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| Kingsview Wealth Management | 338k | $9.3M | 12% | Dec 2025 |
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| Main Line Retirement Advisors | 317k | $8.7M | -10% | Dec 2025 |
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| Betterment | 316k | $8.7M | 3% | Dec 2025 |
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| Summit Financial | 313k | $8.6M | 13% | Dec 2025 |
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| Janney Montgomery Scott | 307k | $8.5M | 52% | Dec 2025 |
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| Sanctuary Advisors | 305k | $8.4M | 210% | Dec 2025 |
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| Harbour Investments | 294k | $8.1M | 19% | Dec 2025 |
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| Bond & Devick Financial Network | 291k | $8.0M | 10% | Dec 2025 |
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| Turning Point Benefit Group | 273k | $7.5M | 41% | Dec 2025 |
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| Kestra Investment Management | 270k | $7.4M | 294% | Dec 2025 |
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| Thayer Financial | 266k | $7.3M | 100% | Dec 2025 |
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| Creative Financial Designs | 266k | $7.3M | 6% | Dec 2025 |
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| Creekmur Asset Management | 253k | $7.0M | -5% | Sep 2025 |
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| Swisher Financial Concepts | 248k | $6.8M | 6% | Dec 2025 |
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| Drive Wealth Management | 233k | $6.4M | 46% | Dec 2025 |
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| Bouvel Investment Partners | 232k | $6.4M | 9% | Dec 2025 |
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| Crumly & Associates | 231k | $6.4M | 6% | Dec 2025 |
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| Merit Financial Group | 231k | $6.4M | 7% | Dec 2025 |
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| Confluence Wealth Services | 230k | $6.3M | 4% | Dec 2025 |
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| Centennial Wealth Advisory | 227k | $6.3M | 1% | Dec 2025 |
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| D.A. Davidson & Co. | 226k | $6.2M | 9% | Dec 2025 |
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| NWF Advisory Services | 199k | $5.5M | 1% | Dec 2025 |
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| Cullen Frost Bankers | 198k | $5.5M | 27% | Dec 2025 |
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| Strategic Family Wealth Counselors | 197k | $5.5M | 4% | Dec 2025 |
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| Rothschild Investment | 192k | $5.3M | 68% | Dec 2025 |
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| Equitable Holdings | 190k | $5.2M | 20% | Dec 2025 |
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| Stratos Wealth Partners | 177k | $4.9M | 44% | Dec 2025 |
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| Silver Oak Securities | 176k | $4.9M | 2% | Dec 2025 |
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| Level Four Advisory Services | 175k | $4.8M | 14% | Dec 2025 |
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| Citadel Advisors | 173k | $4.8M | 158% | Sep 2025 |
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| OakTrust Wealth Advisors | 167k | $4.6M | 100% | Dec 2025 |
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| Jpmorgan Chase & Co | 149k | $4.1M | 100% | Sep 2025 |
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| Novem Group | 147k | $4.1M | 13% | Dec 2025 |
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| PFG Advisors | 146k | $4.0M | 278% | Dec 2025 |
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| RFG Advisory | 144k | $4.0M | 604% | Dec 2025 |
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| RPg Family Wealth Advisory | 141k | $3.9M | 0% | Dec 2025 |
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| LifeGoal Wealth Advisors | 136k | $3.8M | 283% | Dec 2025 |
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| Fullcircle Wealth | 135k | $3.7M | 4% | Sep 2025 |
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| Boyer Financial Services | 133k | $3.7M | 100% | Dec 2025 |
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| Mission Wealth Management | 132k | $3.7M | 80% | Dec 2025 |
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| Sowell Financial Services | 132k | $3.6M | 11% | Dec 2025 |
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| Envestnet Portfolio Solutions | 129k | $3.6M | 32% | Dec 2025 |
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| Perennial Investment Advisors | 129k | $3.6M | 40% | Dec 2025 |
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| LongView Wealth Management | 128k | $3.5M | 19% | Dec 2025 |
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| CLS Investments | 126k | $3.5M | 12% | Dec 2025 |
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| Global Retirement Partners | 124k | $3.4M | 20% | Dec 2025 |
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| HPM Partners | 124k | $3.4M | 100% | Dec 2025 |
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| Fiduciary Alliance | 124k | $3.4M | 5% | Dec 2025 |
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| Keystone Financial Services | 123k | $3.4M | 3% | Dec 2025 |
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| Davenport & Co | 121k | $3.3M | 2% | Dec 2025 |
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| Thrivent Financial for Lutherans | 115k | $3.2M | -3% | Dec 2025 |
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| Forthright Family Wealth Advisory | 114k | $3.1M | 4% | Dec 2025 |
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| Hartmann Taylor Wealth Management | 112k | $3.1M | 5% | Dec 2025 |
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| Total Clarity Wealth Management | 111k | $3.1M | 2% | Dec 2025 |
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| OneAscent Financial Services | 108k | $3.0M | 2% | Dec 2025 |
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| Oak Hill Wealth Advisors | 105k | $2.9M | 106% | Sep 2025 |
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| Synergy Investment Management | 104k | $2.9M | 3% | Dec 2025 |
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| Lodestone Wealth Management | 100k | $2.8M | 21% | Dec 2025 |
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| 5T Wealth | 95k | $2.6M | 4% | Dec 2025 |
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| Assetmark | 95k | $2.6M | -67% | Dec 2025 |
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| ProCore Advisors | 92k | $2.5M | 100% | Dec 2025 |
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| Transcendent Capital Group | 90k | $2.5M | 9% | Dec 2025 |
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| SK Wealth Management | 90k | $2.5M | 78% | Dec 2025 |
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| VestGen Advisors | 87k | $2.4M | -70% | Dec 2025 |
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| Branch Banking & Trust Company | 87k | $2.4M | 17% | Dec 2025 |
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| Jacobi Capital Management | 85k | $2.3M | 6% | Dec 2025 |
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| Saiph Capital | 84k | $2.3M | 11% | Dec 2025 |
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| Mascagni Wealth Management | 79k | $2.2M | 1% | Dec 2025 |
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| Captrust Financial Advisors | 79k | $2.2M | 31% | Dec 2025 |
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| We Are One Seven | 79k | $2.2M | 27% | Dec 2025 |
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| CLG | 75k | $2.1M | 45% | Dec 2025 |
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| MFA Wealth Services | 75k | $2.1B | 100% | Dec 2025 |
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| Mosaic Family Wealth Partners | 70k | $1.9M | 100% | Dec 2025 |
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| Venture Visionary Partners | 70k | $1.9M | 234% | Dec 2025 |
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| Seamount Financial Group | 69k | $1.9M | 6% | Dec 2025 |
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| Endeavor Private Wealth | 68k | $1.9M | 8% | Dec 2025 |
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| Dynamic Advisors Solutions | 67k | $1.9M | -53% | Dec 2025 |
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| Inspire Advisors | 66k | $1.8M | 3% | Dec 2025 |
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| Flow Traders US | 63k | $1.7M | 114% | Dec 2025 |
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| Richards, Merrill & Peterson | 61k | $1.7M | 34% | Dec 2025 |
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| Prime Capital Investment Advisors | 58k | $1.6M | 8% | Dec 2025 |
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| Gateway Wealth Partners | 57k | $1.6M | 47% | Dec 2025 |
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| Financial Advisory Corp | 56k | $1.6M | 7% | Dec 2025 |
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| Element Wealth | 56k | $1.6M | 3% | Dec 2025 |
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| Scott Capital Advisors | 56k | $1.5M | 207% | Dec 2025 |
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| Thoroughbred Financial Services | 55k | $1.5M | 16% | Dec 2025 |
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| Eaton Financial Holdings Company | 54k | $1.5M | 20% | Dec 2025 |
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| Apollon Wealth Management | 54k | $1.5M | 1% | Dec 2025 |
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| Cottage Street Advisors | 53k | $1.5M | 7% | Dec 2025 |
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| Wedbush Morgan Securities | 53k | $1.4M | 16% | Dec 2025 |
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| Ausdal Financial Partners | 52k | $1.4M | 1% | Dec 2025 |
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| J.w. Cole Advisors | 50k | $1.4M | 26% | Dec 2025 |
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| Koshinski Asset Management | 48k | $1.3M | 10% | Dec 2025 |
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| International Assets Investment Management | 47k | $1.3M | 100% | Dec 2025 |
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| Sovran Advisors | 47k | $1.3M | 12% | Dec 2025 |
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| Natixis Asset Management Advisors | 47k | $1.3M | 166% | Dec 2025 |
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| Private Trust Co Na | 47k | $1.3M | 5% | Dec 2025 |
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| Trilogy Capital | 45k | $1.2M | -25% | Dec 2025 |
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| Renaissance Technologies | 10k | $282k | -95% | Dec 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 |
|---|---|---|---|
| Jane Street | Sep 2025 | 418k | $12M |
| Susquehanna International | Sep 2025 | 213k | $5.9M |
| von Borstel & Associates | Sep 2025 | 106k | $2.9M |
| Wayfinding Financial | Sep 2025 | 106k | $2.9M |
| WESPAC Advisors | Sep 2025 | 80k | $2.2M |
| Von Berge Wealth Management Group | Jun 2025 | 64k | $1.8M |
| Capital Research and Management Company - Division 3 | Sep 2025 | 63k | $1.7M |