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 | 19M | $515M | 23% | Mar 2026 |
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| Envestnet Asset Management | 7.8M | $213M | 24% | Mar 2026 |
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| Wells Fargo & Company | 7.4M | $201M | 36% | Mar 2026 |
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| Morgan Stanley | 7.2M | $196M | 100% | Mar 2026 |
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| UBS Group | 5.6M | $153M | 27% | Mar 2026 |
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| Raymond James Financial | 5.2M | $144M | 20% | Dec 2025 |
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| Cetera Investment Advisers | 4.3M | $117M | 18% | Mar 2026 |
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| Commonwealth Equity Services | 3.5M | $94M | 11% | Mar 2026 |
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| Great Valley Advisor Group | 2.7M | $75M | -9% | Mar 2026 |
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| Capital Advantage | 2.5M | $68M | 8% | Mar 2026 |
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| Advisor Group Holdings | 2.4M | $68M | 16% | Dec 2025 |
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| Stifel Financial | 1.9M | $52M | 37% | Mar 2026 |
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| Royal Bank of Canada | 1.8M | $48M | 47% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.7M | $47M | 20% | Mar 2026 |
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| Beacon Pointe Advisors | 1.5M | $43M | 2% | Dec 2025 |
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| ValMark Advisers | 1.5M | $42M | 136% | Mar 2026 |
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| Mml Investors Services | 1.4M | $37M | 9% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.3M | $36M | 22% | Dec 2025 |
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| Kestra Advisory Services | 987k | $27M | 18% | Mar 2026 |
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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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| TruWealth Advisors | 870k | $24M | 12% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 855k | $23M | 10% | Mar 2026 |
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| Regatta Capital Group | 837k | $23M | 7% | Mar 2026 |
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| TrueWealth Advisors | 789k | $22M | 22% | Mar 2026 |
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| Winch Advisory Services | 780k | $21M | 1% | Mar 2026 |
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| Private Advisor | 771k | $21M | 11% | Mar 2026 |
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| Benjamin Edwards | 724k | $20M | 23% | Mar 2026 |
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| Redhawk Wealth Advisors | 708k | $19M | 16% | Mar 2026 |
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| Stephens | 703k | $19M | 3% | Mar 2026 |
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| BlueStem Wealth Partners | 694k | $19M | 4% | Mar 2026 |
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| Eq Wealth Advisors | 638k | $17M | 7% | Mar 2026 |
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| Janney Montgomery Scott | 621k | $17M | 102% | Mar 2026 |
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| J. Derek Lewis & Associates | 617k | $17M | 0% | Mar 2026 |
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| Prospera Financial Services | 609k | $17M | 15% | Mar 2026 |
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| Per Stirling Capital Management | 511k | $14M | 4234% | Mar 2026 |
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| PFG Financial Advisors | 498k | $14M | 42% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 480k | $13M | 78% | Dec 2025 |
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| Smartleaf Asset Management | 456k | $12M | 6% | Mar 2026 |
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| Centennial Wealth Advisory | 454k | $12M | 100% | Mar 2026 |
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| Rhl Group | 452k | $12M | 100% | Mar 2026 |
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| Goss Wealth Management | 440k | $12M | 153% | Dec 2025 |
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| Sunbelt Securities | 431k | $12M | 40% | Dec 2025 |
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| Onyx Bridge Wealth Group | 429k | $12M | 6% | Mar 2026 |
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| Rockefeller Capital Management | 418k | $11M | -2% | Mar 2026 |
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| Capital Group Private Client Services | 414k | $11M | 0% | Mar 2026 |
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| Souders Financial Advisors | 414k | $11M | 9% | Mar 2026 |
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| Kingsview Wealth Management | 404k | $11M | 19% | Mar 2026 |
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| Kmg Fiduciary Partners | 398k | $11M | 5% | Mar 2026 |
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| Integrated Wealth Concepts | 396k | $11M | 7% | Mar 2026 |
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| Entruity Wealth | 395k | $11M | 17% | Mar 2026 |
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| Sanctuary Advisors | 377k | $10M | 24% | Mar 2026 |
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| Carmel Capital Partners | 373k | $10M | 8% | Mar 2026 |
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| D. J. St. Germain | 369k | $10M | 0% | Mar 2026 |
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| KWB Wealth | 358k | $9.9M | 0% | Mar 2026 |
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| Clear Trail Advisors | 357k | $9.7M | 100% | Mar 2026 |
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| Harbour Investments | 344k | $9.4M | 17% | Mar 2026 |
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| Summit Financial | 344k | $9.4M | 10% | Mar 2026 |
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| Skyline Advisors | 343k | $9.3M | -35% | Mar 2026 |
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| BNB Wealth Management | 339k | $9.2M | 100% | Mar 2026 |
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| Gateway Wealth Partners | 332k | $9.0M | 485% | Mar 2026 |
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| Main Line Retirement Advisors | 317k | $8.6M | 0% | Mar 2026 |
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| Betterment | 316k | $8.7M | 3% | Dec 2025 |
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| Clarity Asset Management | 297k | $8.1M | 100% | Mar 2026 |
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| Bond & Devick Financial Network | 296k | $8.1M | 2% | Mar 2026 |
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| Mariner Wealth Advisors | 285k | $7.8M | -59% | Mar 2026 |
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| HPM Partners | 280k | $7.7M | 126% | Mar 2026 |
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| Swisher Financial Concepts | 278k | $7.6M | 12% | Mar 2026 |
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| Compton Financial Group | 277k | $7.5M | 1649% | Mar 2026 |
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| Creative Financial Designs | 272k | $7.4M | 2% | Mar 2026 |
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| Concurrent Investment Advisors | 270k | $7.4M | -41% | Mar 2026 |
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| Troutman Wealth Management | 262k | $7.1M | 100% | Mar 2026 |
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| Thayer Financial | 249k | $6.8M | -6% | Mar 2026 |
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| Merit Financial Group | 242k | $6.6M | 5% | Mar 2026 |
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| Rothschild Investment | 226k | $6.2M | 18% | Mar 2026 |
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| Bouvel Investment Partners | 226k | $6.2M | -3% | Mar 2026 |
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| Confluence Wealth Services | 223k | $6.1M | -3% | Mar 2026 |
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| Equitable Holdings | 216k | $6.0M | 14% | Mar 2026 |
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| Vigil Wealth Management | 211k | $5.7M | 100% | Mar 2026 |
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| Cullen Frost Bankers | 208k | $5.7M | 5% | Mar 2026 |
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| Citadel Advisors | 205k | $5.6M | 60% | Mar 2026 |
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| Strategic Family Wealth Counselors | 202k | $5.5M | 2% | Mar 2026 |
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| NWF Advisory Services | 200k | $5.5M | 1% | Mar 2026 |
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| Drive Wealth Management | 195k | $5.3M | -16% | Mar 2026 |
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| LCW Services | 189k | $5.2M | 100% | Mar 2026 |
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| Stratos Wealth Partners | 188k | $5.1M | 6% | Mar 2026 |
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| Silver Oak Securities | 185k | $5.0M | 5% | Mar 2026 |
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| Stewardship Concepts Financial Services | 177k | $4.8M | 100% | Mar 2026 |
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| OakTrust Wealth Advisors | 176k | $4.8M | 5% | Mar 2026 |
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| Level Four Advisory Services | 175k | $4.8M | 14% | Dec 2025 |
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| Novem Group | 166k | $4.5M | 13% | Mar 2026 |
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| Turning Point Benefit Group | 159k | $4.3M | -42% | Mar 2026 |
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| LifeGoal Wealth Advisors | 158k | $4.3M | 17% | Mar 2026 |
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| Davenport & Co | 146k | $4.0M | 20% | Mar 2026 |
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| Thrivent Financial for Lutherans | 144k | $3.9M | 25% | Mar 2026 |
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| PFG Advisors | 143k | $3.9M | -2% | Mar 2026 |
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| Sowell Financial Services | 141k | $3.8M | 7% | Mar 2026 |
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| RPg Family Wealth Advisory | 141k | $3.9M | 0% | Dec 2025 |
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| D.A. Davidson & Co. | 140k | $3.8M | -38% | Mar 2026 |
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| NewCorp Financial Services | 139k | $3.8M | 100% | Mar 2026 |
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| Mission Wealth Management | 139k | $3.8M | 5% | Mar 2026 |
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| LongView Wealth Management | 133k | $3.7M | 5% | Mar 2026 |
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| Perennial Investment Advisors | 133k | $3.6M | 3% | Mar 2026 |
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| CLS Investments | 131k | $3.6M | 4% | Mar 2026 |
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| Boyer Financial Services | 131k | $3.6M | -2% | Mar 2026 |
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| Fiduciary Alliance | 130k | $3.6M | 5% | Mar 2026 |
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| Keystone Financial Services | 125k | $3.4M | 2% | Mar 2026 |
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| Global Retirement Partners | 124k | $3.4M | 20% | Dec 2025 |
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| OneAscent Financial Services | 123k | $3.4M | 14% | Mar 2026 |
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| Mutual Advisors | 122k | $3.3M | 852% | Mar 2026 |
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| Branch Banking & Trust Company | 116k | $3.2M | 34% | Mar 2026 |
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| Hartmann Taylor Wealth Management | 116k | $3.2M | 4% | Mar 2026 |
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| Rubicon Advisors, GP | 114k | $3.1M | 100% | Dec 2025 |
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| Total Clarity Wealth Management | 111k | $3.0M | 0% | Mar 2026 |
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| Lodestone Wealth Management | 110k | $3.0M | 10% | Mar 2026 |
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| Dynamic Advisors Solutions | 109k | $3.0M | 61% | Mar 2026 |
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| Seamount Financial Group | 105k | $2.8M | 51% | Mar 2026 |
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| Synergy Investment Management | 104k | $2.9M | 3% | Dec 2025 |
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| Mosaic Family Wealth Partners | 97k | $2.6M | 38% | Mar 2026 |
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| 5T Wealth | 96k | $2.6M | 1% | Mar 2026 |
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| Natixis Asset Management Advisors | 96k | $2.6M | 104% | Mar 2026 |
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| Assetmark | 94k | $2.6M | -1% | Mar 2026 |
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| Envestnet Portfolio Solutions | 92k | $2.5M | -29% | Mar 2026 |
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| Transcendent Capital Group | 91k | $2.5M | 1% | Mar 2026 |
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| SK Wealth Management | 89k | $2.4M | -1% | Mar 2026 |
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| Jacobi Capital Management | 86k | $2.3M | 1% | Mar 2026 |
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| Saiph Capital | 83k | $2.3M | -2% | Mar 2026 |
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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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| MFA Wealth Services | 77k | $2.1B | 2% | Mar 2026 |
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| CLG | 75k | $2.1M | 45% | Dec 2025 |
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| Venture Visionary Partners | 75k | $2.0M | 8% | Mar 2026 |
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| AA Financial Advisors | 75k | $2.0M | 314% | Mar 2026 |
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| Merited Wealth | 74k | $2.0M | 7% | Mar 2026 |
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| ProCore Advisors | 71k | $1.9M | -23% | Mar 2026 |
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| Endeavor Private Wealth | 70k | $1.9M | 2% | Mar 2026 |
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| Inspire Advisors | 70k | $1.9M | 6% | Mar 2026 |
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| Prime Capital Investment Advisors | 70k | $1.9M | 20% | Mar 2026 |
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| International Assets Investment Management | 68k | $1.9M | 44% | Mar 2026 |
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| Greenline Wealth Management | 68k | $1.9M | 100% | Mar 2026 |
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| Pensionmark Financial Group | 66k | $1.8M | 82% | Mar 2026 |
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| Eaton Financial Holdings Company | 65k | $1.8M | 19% | Mar 2026 |
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| Wedbush Morgan Securities | 62k | $1.7M | 18% | Mar 2026 |
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| 9823 Capital | 61k | $1.6M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 60k | $1.6M | 36% | Mar 2026 |
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| Thoroughbred Financial Services | 60k | $1.6M | 8% | Mar 2026 |
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| Richards, Merrill & Peterson | 60k | $1.6M | -3% | Mar 2026 |
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| Spire Wealth Management | 60k | $1.6M | 286% | Mar 2026 |
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| Scott Capital Advisors | 59k | $1.6M | 6% | Mar 2026 |
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| Element Wealth | 57k | $1.6M | 2% | Mar 2026 |
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| VestGen Advisors | 42k | $1.1M | -52% | Mar 2026 |
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| Kestra Investment Management | 32k | $861k | -88% | Mar 2026 |
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| Atria Investments | 24k | $664k | -94% | Mar 2026 |
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| RFG Advisory | 23k | $618k | -84% | Mar 2026 |
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| Crumly & Associates | 11k | $294k | -95% | Mar 2026 |
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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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.7M | $48M |
| Goldman Sachs Group | Dec 2025 | 376k | $10M |
| Creekmur Asset Management | Sep 2025 | 253k | $7.0M |
| Susquehanna International | Sep 2025 | 213k | $5.9M |
| Jpmorgan Chase & Co | Sep 2025 | 149k | $4.1M |
| Forthright Family Wealth Advisory | Dec 2025 | 114k | $3.1M |
| Flow Traders US | Dec 2025 | 63k | $1.7M |