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 | 8.2M | $223M | 50% | Mar 2025 |
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| Morgan Stanley | 4.8M | $130M | 100% | Dec 2024 |
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| Raymond James Financial | 4.0M | $109M | 168% | Mar 2025 |
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| Envestnet Asset Management | 3.6M | $99M | 21% | Mar 2025 |
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| Wells Fargo & Company | 2.5M | $67M | 28% | Mar 2025 |
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| UBS Group | 2.1M | $58M | 29% | Mar 2025 |
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| Great Valley Advisor Group | 2.1M | $56M | 0% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 1.8M | $50M | 14% | Mar 2025 |
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| Cetera Investment Advisers | 1.8M | $49M | 37% | Dec 2024 |
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| Commonwealth Equity Services | 1.7M | $47M | 12% | Dec 2024 |
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| Advisor Group Holdings | 1.4M | $37M | 32% | Mar 2025 |
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| Cambridge Investment Research Advisors | 1.2M | $32M | 10% | Mar 2025 |
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| Royal Bank of Canada | 765k | $21M | 49% | Mar 2025 |
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| TrueWealth Advisors | 733k | $20M | 18% | Mar 2025 |
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| Mariner Wealth Advisors | 723k | $20M | 5% | Mar 2025 |
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| Winch Advisory Services | 719k | $20M | 25% | Dec 2024 |
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| Jones Financial Companies, L.L | 709k | $19M | 65% | Mar 2025 |
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| BlueStem Wealth Partners | 705k | $19M | 100% | Mar 2025 |
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| Mml Investors Services | 632k | $17M | 52% | Dec 2024 |
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| TruWealth Advisors | 611k | $17M | 19% | Mar 2025 |
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| Stephens | 593k | $16M | -2% | Mar 2025 |
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| Jane Street | 592k | $16M | 126% | Mar 2025 |
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| Redhawk Wealth Advisors | 582k | $16M | 3% | Mar 2025 |
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| Atria Wealth Solutions | 535k | $15M | 3% | Mar 2025 |
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| Private Advisor | 519k | $14M | 33% | Mar 2025 |
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| Baird Financial | 519k | $14M | 146% | Dec 2024 |
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| Prospera Financial Services | 501k | $14M | 41% | Dec 2024 |
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| Stifel Financial | 497k | $14M | 0% | Dec 2024 |
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| Skyline Advisors | 473k | $13M | 2% | Mar 2025 |
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| ValMark Advisers | 452k | $12M | 28% | Mar 2025 |
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| DeDora Capital | 442k | $12M | 4% | Dec 2024 |
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| Atria Investments | 435k | $12M | 990% | Dec 2024 |
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| Eq Wealth Advisors | 425k | $12M | 11% | Mar 2025 |
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| Smartleaf Asset Management | 393k | $11M | 112% | Mar 2025 |
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| Benjamin Edwards | 381k | $10M | 15% | Mar 2025 |
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| D. J. St. Germain | 344k | $9.4M | 6% | Mar 2025 |
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| Creative Financial Designs | 335k | $9.2M | 3% | Mar 2025 |
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| Kmg Fiduciary Partners | 318k | $8.7M | 24% | Mar 2025 |
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| Souders Financial Advisors | 311k | $8.5M | 11% | Mar 2025 |
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| Main Line Retirement Advisors | 299k | $8.2M | 6% | Mar 2025 |
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| PFG Financial Advisors | 298k | $8.1M | 4% | Mar 2025 |
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| Betterment | 298k | $8.1M | 275% | Dec 2024 |
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| Sunbelt Securities | 263k | $7.2M | 12% | Mar 2025 |
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| Harbour Investments | 260k | $7.1M | 13% | Mar 2025 |
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| Citadel Advisors | 244k | $6.7M | 218% | Mar 2025 |
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| Bond & Devick Financial Network | 230k | $6.3M | 157% | Mar 2025 |
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| Swisher Financial Concepts | 227k | $6.2M | 132% | Mar 2025 |
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| Integrated Wealth Concepts | 219k | $6.0M | 17% | Dec 2024 |
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| Confluence Wealth Services | 216k | $5.8M | 68% | Mar 2025 |
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| Bouvel Investment Partners | 216k | $6.0M | 1% | Mar 2025 |
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| Kingsview Wealth Management | 210k | $5.7M | 36% | Mar 2025 |
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| Onyx Bridge Wealth Group | 208k | $5.7M | 100% | Mar 2025 |
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| Kestra Advisory Services | 201k | $5.5M | 57% | Dec 2024 |
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| Carmel Capital Partners | 198k | $5.4M | 100% | Mar 2025 |
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| Crumly & Associates | 186k | $5.1M | 3% | Mar 2025 |
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| D.A. Davidson & Co. | 177k | $4.8M | 20% | Mar 2025 |
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| CWM | 172k | $4.7M | 323% | Mar 2025 |
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| KWB Wealth | 169k | $4.6M | 74% | Mar 2025 |
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| Old Mission Capital | 169k | $4.6M | 100% | Dec 2024 |
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| Silver Oak Securities | 169k | $4.6M | -1% | Mar 2025 |
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| Entruity Wealth | 166k | $4.5M | 100% | Mar 2025 |
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| Strategic Family Wealth Counselors | 156k | $4.3M | -2% | Mar 2025 |
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| Concurrent Investment Advisors | 155k | $4.2M | -1% | Mar 2025 |
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| Envestnet Portfolio Solutions | 154k | $4.2M | 22% | Mar 2025 |
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| Blue Investment Partners | 147k | $4.0M | 54% | Mar 2025 |
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| LifeGoal Wealth Advisors | 142k | $3.9M | 100% | Mar 2025 |
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| OneAscent Financial Services | 135k | $3.7M | 263% | Mar 2025 |
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| Turning Point Benefit Group | 133k | $3.5M | 120% | Mar 2025 |
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| Dynamic Advisors Solutions | 126k | $3.4M | 5% | Mar 2025 |
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| Fullcircle Wealth | 126k | $3.4M | 25% | Mar 2025 |
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| Janney Montgomery Scott | 122k | $3.3M | 5% | Mar 2025 |
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| Capital Planning | 121k | $3.3M | 7% | Mar 2025 |
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| Forthright Family Wealth Advisory | 116k | $3.2M | 1% | Mar 2025 |
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| Renaissance Technologies | 113k | $3.1M | 193% | Mar 2025 |
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| Novem Group | 112k | $3.0M | 17% | Mar 2025 |
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| Level Four Advisory Services | 111k | $3.0M | 17% | Dec 2024 |
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| Keystone Financial Services | 109k | $3.0M | 2% | Mar 2025 |
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| Wayfinding Financial | 107k | $2.9M | -12% | Mar 2025 |
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| Davenport & Co | 106k | $2.9M | 8% | Mar 2025 |
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| Patriot Financial Group Insurance Agency | 105k | $2.9M | 14% | Mar 2025 |
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| Trilogy Capital | 105k | $2.9M | 12% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 102k | $2.8M | 105% | Dec 2024 |
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| Total Clarity Wealth Management | 96k | $2.6M | -1% | Mar 2025 |
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| Synergy Investment Management | 96k | $2.6M | 84% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 96k | $2.7M | 30% | Dec 2024 |
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| Advisor Resource Council | 96k | $2.6M | 100% | Mar 2025 |
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| Cullen Frost Bankers | 95k | $2.6M | 17% | Mar 2025 |
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| Capital Research and Management Company - Division 3 | 92k | $2.5M | -57% | Mar 2025 |
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| Jpmorgan Chase & Co | 90k | $2.5M | -5% | Mar 2025 |
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| Rothschild Investment | 87k | $2.4M | 34% | Mar 2025 |
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| Integrity Alliance | 84k | $2.3M | 100% | Mar 2025 |
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| Capital Group Private Client Services | 83k | $2.3M | 5% | Mar 2025 |
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| Equitable Holdings | 82k | $2.2M | 73% | Dec 2024 |
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| Sanctuary Advisors | 82k | $2.2M | 117% | Dec 2024 |
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| Sharkey, Howes & Javer | 81k | $2.2M | -7% | Mar 2025 |
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| Jacobi Capital Management | 78k | $2.1M | 341% | Mar 2025 |
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| 5T Wealth | 76k | $2.1M | -6% | Mar 2025 |
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| Lodestone Wealth Management | 75k | $2.1M | 3% | Mar 2025 |
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| Transcendent Capital Group | 68k | $1.8M | 14% | Mar 2025 |
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| LongView Wealth Management | 67k | $1.8M | 22% | Mar 2025 |
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| Goss Wealth Management | 63k | $1.7M | 11% | Dec 2024 |
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| Centennial Wealth Advisory | 59k | $1.6M | 61% | Mar 2025 |
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| Apollon Wealth Management | 59k | $1.6M | -5% | Mar 2025 |
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| Inspire Advisors | 56k | $1.5M | 12% | Mar 2025 |
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| Seamount Financial Group | 56k | $1.5M | 25% | Mar 2025 |
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| Mission Wealth Management | 55k | $1.5M | 100% | Mar 2025 |
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| CoreCap Advisors | 53k | $1.5M | -19% | Mar 2025 |
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| Captrust Financial Advisors | 52k | $1.4M | 19% | Mar 2025 |
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| H D Vest Advisory Services | 52k | $1.4M | 90% | Dec 2024 |
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| Sovran Advisors | 51k | $1.4M | 100% | Mar 2025 |
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| Merit Financial Group | 50k | $1.4M | 100% | Mar 2025 |
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| Financial Advisory Corp | 50k | $1.4M | 100% | Mar 2025 |
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| Branch Banking & Trust Company | 49k | $1.3M | 15% | Mar 2025 |
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| Kestra Investment Management | 49k | $1.3M | 111% | Mar 2025 |
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| Mercer Global Advisors | 48k | $1.3M | 100% | Mar 2025 |
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| Sowell Financial Services | 47k | $1.3M | -2% | Mar 2025 |
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| Ausdal Financial Partners | 46k | $1.3M | 12% | Dec 2024 |
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| Ameritas Advisory Services | 46k | $1.2M | 9% | Mar 2025 |
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| Mascagni Wealth Management | 44k | $1.2M | -32% | Mar 2025 |
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| CLG | 44k | $1.2M | -2% | Mar 2025 |
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| Von Berge Wealth Management Group | 44k | $1.2M | 32% | Mar 2025 |
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| Endeavor Private Wealth | 43k | $1.2M | 25% | Mar 2025 |
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| Private Trust Co Na | 43k | $1.2M | 306% | Mar 2025 |
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| Cottage Street Advisors | 42k | $1.2M | 1% | Mar 2025 |
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| Element Wealth | 42k | $1.2M | 35% | Mar 2025 |
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| AlphaCore Capital | 41k | $1.1M | 100% | Mar 2025 |
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| SK Wealth Management | 39k | $1.0M | 22% | Mar 2025 |
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| Colony | 38k | $1.0M | -3% | Mar 2025 |
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| Koshinski Asset Management | 38k | $1.0M | 3% | Mar 2025 |
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| Proequities | 38k | $1.0B | 14% | Dec 2024 |
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| Cannon Wealth Management Services | 36k | $981k | 10% | Mar 2025 |
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| Prime Capital Investment Advisors | 35k | $960k | 45% | Dec 2024 |
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| Burford Brothers | 35k | $959k | 13% | Mar 2025 |
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| RFG Advisory | 35k | $954k | 156% | Mar 2025 |
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| Owen LaRue | 34k | $935k | -19% | Mar 2025 |
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| J.w. Cole Advisors | 34k | $913k | 100% | Mar 2025 |
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| Richards, Merrill & Peterson | 33k | $889k | 100% | Mar 2025 |
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| Good Life Advisors | 30k | $821k | 4% | Mar 2025 |
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| Moloney Securities Asset Management | 30k | $816k | 116% | Mar 2025 |
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| P.J. Schmidt Investment Management | 29k | $800k | 7% | Mar 2025 |
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| Wedbush Morgan Securities | 29k | $789k | -6% | Mar 2025 |
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| Daymark Wealth Partners | 29k | $788k | 7% | Mar 2025 |
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| WESPAC Advisors | 28k | $762k | 29% | Mar 2025 |
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| Investment Planning Advisors | 27k | $748k | -8% | Mar 2025 |
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| Waterfront Wealth | 27k | $728k | 22% | Mar 2025 |
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| Peterson Wealth Advisors | 26k | $691k | -71% | Mar 2025 |
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| Milestone Investment Advisors | 26k | $706k | -5% | Mar 2025 |
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| Mutual Advisors | 26k | $701k | 39% | Mar 2025 |
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| Nations Financial Group | 25k | $690k | -7% | Dec 2024 |
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| Tempus Wealth Planning | 24k | $667k | 28% | Mar 2025 |
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| Pines Wealth Management | 24k | $632k | -5% | Mar 2025 |
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| WR Wealth Planners | 13k | $365k | -48% | Dec 2024 |
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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 |
|---|---|---|---|
| American Trust | Dec 2024 | 253k | $6.9M |
| Streettalk Advisors | Dec 2024 | 143k | $3.9M |
| Independent Advisor Alliance | Dec 2024 | 117k | $3.2M |
| Lido Advisors | Sep 2024 | 87k | $2.4M |