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 |
|---|---|---|---|---|---|
| Advisor Group Holdings | 814k | $22M | 64% | Dec 2023 |
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| Commonwealth Equity Services | 777k | $21M | 96% | Dec 2023 |
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| Jane Street | 683k | $18M | 75% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 594k | $16M | 422% | Mar 2024 |
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| TrueWealth Advisors | 437k | $12M | -8% | Mar 2024 |
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| Lincoln National | 423k | $11M | 28% | Dec 2023 |
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| Raymond James Financial Services Advisors | 364k | $9.8M | 791% | Mar 2024 |
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| Winch Advisory Services | 285k | $7.7M | 8057% | Dec 2023 |
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| D. J. St. Germain | 258k | $7.0M | -8% | Dec 2023 |
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| Royal Bank of Canada | 251k | $6.8M | 8% | Dec 2023 |
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| Raymond James & Associates | 219k | $5.9M | 26% | Mar 2024 |
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| ValMark Advisers | 218k | $5.9M | 100% | Dec 2023 |
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| Bouvel Investment Partners | 214k | $5.8M | -3% | Mar 2024 |
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| Souders Financial Advisors | 192k | $5.2M | 10% | Dec 2023 |
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| Atria Wealth Solutions | 180k | $4.9M | 2067% | Dec 2023 |
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| PFG Financial Advisors | 177k | $4.8M | 6% | Mar 2024 |
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| Benjamin F. Edwards & Company | 161k | $4.4M | 3% | Dec 2023 |
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| Cambridge Investment Research Advisors | 156k | $4.2M | 22% | Mar 2024 |
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| Harbour Investments | 149k | $4.0M | 249% | Dec 2023 |
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| UBS Group | 147k | $4.0M | 116% | Dec 2023 |
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| Prospera Financial Services | 145k | $3.9M | 100% | Dec 2023 |
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| Swisher Financial Concepts | 132k | $3.5M | 100% | Mar 2024 |
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| Crumly & Associates | 109k | $2.9M | 11% | Dec 2023 |
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| Total Clarity Wealth Management | 90k | $2.4M | 77% | Mar 2024 |
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| Confluence Wealth Services | 83k | $2.2M | 2% | Mar 2024 |
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| Atria Investments | 80k | $2.2M | -24% | Dec 2023 |
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| Trilogy Capital | 76k | $2.1M | 54% | Mar 2024 |
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| Davenport & Co | 66k | $1.8M | 44% | Dec 2023 |
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| HoyleCohen | 64k | $1.7M | 100% | Dec 2023 |
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| Pillar Wealth Advisors | 51k | $1.4M | 1% | Dec 2023 |
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| Stifel Financial | 50k | $1.4M | 20% | Dec 2023 |
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| Sharkey, Howes & Javer | 45k | $1.2M | 100% | Mar 2024 |
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| Inspire Advisors | 37k | $985k | 7% | Dec 2023 |
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| Private Advisor | 31k | $841k | 221% | Dec 2023 |
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| Ausdal Financial Partners | 29k | $778k | 0% | Mar 2024 |
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| Von Berge Wealth Management Group | 28k | $749k | 0% | Mar 2024 |
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| Silver Oak Securities | 27k | $718k | 109% | Dec 2023 |
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| Sigma Planning | 27k | $717k | -47% | Dec 2023 |
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| Nations Financial Group | 26k | $715k | 88% | Mar 2024 |
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| Proequities | 26k | $698M | 99% | Dec 2023 |
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| Mariner Wealth Advisors | 26k | $689k | 23% | Dec 2023 |
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| Capital Planning | 25k | $680k | 8% | Mar 2024 |
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| Captrust Financial Advisors | 24k | $659k | 100% | Dec 2023 |
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| Kestra Advisory Services | 24k | $636k | 172% | Dec 2023 |
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| SageView Advisory Group | 23k | $632k | 33% | Dec 2023 |
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| Brown Brothers Harriman & Co. | 23k | $608k | -5% | Dec 2023 |
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| Janney Montgomery Scott | 22k | $602k | 82% | Dec 2023 |
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| WealthCare Investment Partners | 22k | $592k | 1% | Mar 2024 |
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| WESPAC Advisors | 21k | $555k | 156% | Mar 2024 |
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| Wealthcare Advisory Partners | 20k | $552k | 0% | Mar 2024 |
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| CAP Partners | 16k | $431k | 100% | Mar 2024 |
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| Mutual Advisors | 14k | $387k | 100% | Dec 2023 |
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| Tradition Wealth Management | 14k | $378k | 8% | Dec 2023 |
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| Western Wealth Management | 14k | $367k | 100% | Dec 2023 |
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| HighTower Advisors | 12k | $329k | 16% | Dec 2023 |
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| Moloney Securities Asset Management | 12k | $324k | 100% | Dec 2023 |
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| Seamount Financial Group | 12k | $314k | 100% | Mar 2024 |
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| Lodestone Wealth Management | 11k | $299k | 6% | Dec 2023 |
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| Kingsview Wealth Management | 10k | $281k | 27% | Dec 2023 |
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| Founders Financial Securities | 9.9k | $267k | 100% | Mar 2024 |
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| Wetherby Asset Management | 9.7k | $262k | 100% | Dec 2023 |
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| Principal Securities | 9.5k | $255k | 100% | Dec 2023 |
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| Creative Financial Designs | 9.4k | $253k | 24% | Dec 2023 |
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| LongView Wealth Management | 8.6k | $232k | 100% | Mar 2024 |
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| McGlone Suttner Wealth Management | 8.4k | $228k | 0% | Mar 2024 |
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| Cedar Brook Financial Partners | 8.3k | $225k | 100% | Mar 2024 |
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| Bond & Devick Financial Network | 7.8k | $212k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 4.3k | $115k | 100% | Dec 2023 |
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| ICA Group Wealth Management | 3.1k | $84k | 100% | Dec 2023 |
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| Larson Financial Group | 2.1k | $56k | 0% | Dec 2023 |
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| Northwest Financial Advisors | 1.2k | $31k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.1k | $30k | 100% | Dec 2023 |
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| Private Trust Co Na | 926.00 | $25k | 100% | Dec 2023 |
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| Wells Fargo & Company | 1.00 | $15.000000 | 100% | Dec 2023 |
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