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 | 22M | $593M | 15% | Jun 2026 |
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| Wells Fargo & Company | 10M | $272M | 35% | Jun 2026 |
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| Envestnet Asset Management | 9.1M | $248M | 16% | Jun 2026 |
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| Raymond James Financial | 7.9M | $217M | 13% | Jun 2026 |
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| Morgan Stanley | 7.2M | $196M | 7% | Mar 2026 |
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| UBS Group | 6.2M | $171M | 11% | Jun 2026 |
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| Cetera Investment Advisers | 5.1M | $138M | 18% | Jun 2026 |
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| Capital Advantage | 3.8M | $104M | 52% | Jun 2026 |
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| Commonwealth Equity Services | 3.3M | $91M | -4% | Jun 2026 |
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| Advisor Group Holdings | 3.3M | $90M | 22% | Jun 2026 |
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| Great Valley Advisor Group | 2.8M | $78M | 4% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.3M | $64M | 27% | Jun 2026 |
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| Stifel Financial | 2.2M | $60M | 15% | Jun 2026 |
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| Cambridge Investment Research Advisors | 2.0M | $56M | 17% | Jun 2026 |
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| Royal Bank of Canada | 1.8M | $46M | 3% | Jun 2026 |
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| Schusterman Interests | 1.8M | $50M | 100% | Jun 2026 |
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| Mml Investors Services | 1.8M | $49M | 32% | Jun 2026 |
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| ValMark Advisers | 1.8M | $49M | 16% | Jun 2026 |
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| Beacon Pointe Advisors | 1.6M | $42M | -1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 1.3M | $36M | 100% | Jun 2026 |
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| Kestra Advisory Services | 1.3M | $35M | 29% | Jun 2026 |
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| Baird Financial | 1.1M | $31M | 8% | Jun 2026 |
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| CWM | 1.1M | $31M | 18% | Mar 2026 |
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| Benjamin Edwards | 961k | $26M | 33% | Jun 2026 |
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| Warren Averett Asset Management | 951k | $26M | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 941k | $26M | 10% | Jun 2026 |
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| Regatta Capital Group | 908k | $25M | 8% | Jun 2026 |
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| TruWealth Advisors | 870k | $24M | 12% | Mar 2026 |
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| BlueStem Wealth Partners | 829k | $23M | 19% | Jun 2026 |
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| TrueWealth Advisors | 796k | $22M | 1% | Jun 2026 |
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| Winch Advisory Services | 791k | $22M | 1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 785k | $22M | 39% | Jun 2026 |
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| Janney Montgomery Scott | 775k | $21M | 25% | Jun 2026 |
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| J. Derek Lewis & Associates | 769k | $21M | 9% | Jun 2026 |
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| Compton Financial Group | 739k | $20M | 167% | Jun 2026 |
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| Stephens | 729k | $20M | 4% | Jun 2026 |
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| Redhawk Wealth Advisors | 693k | $19M | -2% | Jun 2026 |
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| Eq Wealth Advisors | 679k | $19M | 6% | Jun 2026 |
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| Entruity Wealth | 638k | $17M | 61% | Jun 2026 |
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| Prospera Financial Services | 627k | $17M | 3% | Jun 2026 |
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| Goss Wealth Management | 613k | $17M | 15% | Jun 2026 |
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| Per Stirling Capital Management | 600k | $16M | 17% | Jun 2026 |
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| Integrated Wealth Concepts | 568k | $16M | 43% | Jun 2026 |
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| PFG Financial Advisors | 562k | $15M | 13% | Jun 2026 |
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| Private Advisor | 557k | $15M | -28% | Jun 2026 |
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| KWB Wealth | 527k | $14M | 47% | Jun 2026 |
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| Sunbelt Securities | 516k | $14M | 20% | Mar 2026 |
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| Centennial Wealth Advisory | 479k | $13M | 5% | Jun 2026 |
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| Smartleaf Asset Management | 456k | $13M | 0% | Jun 2026 |
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| Souders Financial Advisors | 442k | $12M | 7% | Jun 2026 |
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| Rockefeller Capital Management | 423k | $12M | 1% | Jun 2026 |
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| Onyx Bridge Wealth Group | 423k | $12M | -1% | Jun 2026 |
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| Bouvel Investment Partners | 415k | $11M | 84% | Jun 2026 |
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| Capital Group Private Client Services | 415k | $11M | 0% | Jun 2026 |
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| Kingsview Wealth Management | 404k | $11M | 19% | Mar 2026 |
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| Sanctuary Advisors | 397k | $11M | 5% | Jun 2026 |
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| Clear Trail Advisors | 394k | $11M | 10% | Jun 2026 |
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| Turning Point Benefit Group | 392k | $11M | 147% | Jun 2026 |
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| HPM Partners | 382k | $11M | 36% | Jun 2026 |
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| Carmel Capital Partners | 369k | $10M | -1% | Jun 2026 |
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| D. J. St. Germain | 368k | $10M | 0% | Jun 2026 |
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| Harbour Investments | 338k | $9.2M | -2% | Jun 2026 |
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| Main Line Retirement Advisors | 324k | $8.8M | 2% | Jun 2026 |
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| Clarity Asset Management | 317k | $8.7M | 7% | Jun 2026 |
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| Skyline Advisors | 313k | $8.6M | -9% | Jun 2026 |
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| Bond & Devick Financial Network | 310k | $8.5M | 5% | Jun 2026 |
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| Concurrent Investment Advisors | 307k | $8.4M | 14% | Jun 2026 |
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| Citadel Advisors | 297k | $8.1M | 45% | Jun 2026 |
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| BNB Wealth Management | 296k | $8.1M | -13% | Jun 2026 |
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| Equitable Holdings | 286k | $7.8M | 32% | Jun 2026 |
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| RPg Family Wealth Advisory | 281k | $7.7M | 1% | Jun 2026 |
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| Merit Financial Group | 278k | $7.6M | 15% | Jun 2026 |
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| Troutman Wealth Management | 269k | $7.4M | 3% | Jun 2026 |
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| Swisher Financial Concepts | 269k | $7.3M | -3% | Jun 2026 |
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| Summit Financial | 266k | $7.3M | -23% | Jun 2026 |
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| Thayer Financial | 259k | $7.1M | 4% | Jun 2026 |
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| Goldman Sachs Group | 257k | $7.0M | 100% | Jun 2026 |
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| Level Four Advisory Services | 257k | $7.0M | 21% | Jun 2026 |
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| Rothschild Investment | 245k | $6.7M | 8% | Jun 2026 |
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| Cullen Frost Bankers | 233k | $6.4M | 12% | Jun 2026 |
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| Rhl Group | 231k | $6.2M | -49% | Jun 2026 |
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| Confluence Wealth Services | 228k | $6.2M | 2% | Jun 2026 |
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| Drive Wealth Management | 219k | $6.0M | 12% | Jun 2026 |
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| Global Retirement Partners | 216k | $5.9M | 73% | Jun 2026 |
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| Stratos Wealth Partners | 209k | $5.7M | 11% | Jun 2026 |
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| Betterment | 208k | $5.7M | 33% | Jun 2026 |
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| Gateway Wealth Partners | 206k | $5.6M | -38% | Jun 2026 |
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| Strategic Family Wealth Counselors | 204k | $5.6M | 1% | Jun 2026 |
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| NWF Advisory Services | 203k | $5.5M | 1% | Jun 2026 |
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| Vigil Wealth Management | 201k | $5.5M | -4% | Jun 2026 |
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| LCW Services | 200k | $5.5M | 6% | Jun 2026 |
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| Silver Oak Securities | 191k | $5.2M | 3% | Jun 2026 |
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| Stewardship Concepts Financial Services | 185k | $5.1M | 4% | Jun 2026 |
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| OakTrust Wealth Advisors | 185k | $5.0M | 5% | Jun 2026 |
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| Davenport & Co | 175k | $4.8M | 20% | Jun 2026 |
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| Natixis Asset Management Advisors | 173k | $4.7M | 81% | Jun 2026 |
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| Mosaic Family Wealth Partners | 173k | $4.7M | 78% | Jun 2026 |
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| Total Clarity Wealth Management | 173k | $4.7M | 56% | Jun 2026 |
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| Assetmark | 167k | $4.5M | 77% | Jun 2026 |
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| Mutual Advisors | 163k | $4.5M | 34% | Jun 2026 |
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| LongView Wealth Management | 160k | $4.4M | 20% | Jun 2026 |
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| LifeGoal Wealth Advisors | 158k | $4.3M | 0% | Jun 2026 |
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| Jane Street | 156k | $4.3M | 100% | Jun 2026 |
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| Branch Banking & Trust Company | 152k | $4.2M | 31% | Jun 2026 |
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| OneAscent Financial Services | 151k | $4.1M | 23% | Jun 2026 |
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| Steelhead Wealth Management | 147k | $4.0M | 14% | Jun 2026 |
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| Mission Wealth Management | 146k | $4.0M | 5% | Jun 2026 |
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| Thrivent Financial for Lutherans | 146k | $4.0M | 1% | Jun 2026 |
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| NewCorp Financial Services | 145k | $4.0M | 4% | Jun 2026 |
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| Novem Group | 145k | $4.0M | -13% | Jun 2026 |
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| Jpmorgan Chase & Co | 144k | $4.0M | 100% | Jun 2026 |
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| Eaton Financial Holdings Company | 143k | $3.9M | 120% | Jun 2026 |
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| Lodestone Wealth Management | 139k | $3.8M | 27% | Jun 2026 |
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| D.A. Davidson & Co. | 137k | $3.7M | -2% | Jun 2026 |
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| Sowell Financial Services | 134k | $3.7M | -5% | Jun 2026 |
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| Dynamic Advisors Solutions | 130k | $3.5M | 19% | Jun 2026 |
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| Fiduciary Alliance | 129k | $3.5M | 0% | Jun 2026 |
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| PFG Advisors | 129k | $3.5M | -10% | Jun 2026 |
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| Keystone Financial Services | 128k | $3.5M | 3% | Jun 2026 |
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| Midwest Financial Network | 122k | $3.3M | -19% | Jun 2026 |
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| Perennial Investment Advisors | 118k | $3.2M | -11% | Jun 2026 |
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| Hartmann Taylor Wealth Management | 116k | $3.2M | 0% | Jun 2026 |
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| Compass Financial Management | 116k | $3.2M | 100% | Jun 2026 |
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| Forthright Family Wealth Advisory | 116k | $3.2M | 100% | Jun 2026 |
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| Synergy Investment Management | 114k | $3.1M | 6% | Jun 2026 |
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| Envestnet Portfolio Solutions | 114k | $3.1M | 24% | Jun 2026 |
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| We Are One Seven | 112k | $3.1M | 23% | Jun 2026 |
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| Mascagni Wealth Management | 109k | $3.0M | 6% | Jun 2026 |
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| Susquehanna International | 108k | $3.0M | -26% | Jun 2026 |
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| Boyer Financial Services | 107k | $2.9M | -18% | Jun 2026 |
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| Rubicon Advisors, GP | 106k | $2.9M | -5% | Jun 2026 |
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| CLG | 105k | $2.9M | 14% | Jun 2026 |
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| Venture Visionary Partners | 103k | $2.8M | 37% | Jun 2026 |
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| MAI Wealth Advisors | 103k | $2.8M | 263221% | Jun 2026 |
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| Qube Research & Technologies | 101k | $2.8M | 916% | Jun 2026 |
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| Blom & Howell Financial Planning | 99k | $2.7M | 28% | Jun 2026 |
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| 5T Wealth | 99k | $2.7M | 3% | Jun 2026 |
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| Cassady Wealth & Retirement Planning | 98k | $2.7M | 19% | Jun 2026 |
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| Seamount Financial Group | 98k | $2.7M | -7% | Jun 2026 |
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| Old Mission Capital | 96k | $2.6M | 100% | Jun 2026 |
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| Bank of America Corporation | 94k | $2.6M | 100% | Jun 2026 |
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| Transcendent Capital Group | 93k | $2.5M | 2% | Jun 2026 |
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| Saiph Capital | 91k | $2.5M | 10% | Jun 2026 |
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| Jacobi Capital Management | 87k | $2.4M | 2% | Jun 2026 |
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| Steward Partners Investment Advisory | 85k | $2.3M | 41% | Jun 2026 |
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| Thoroughbred Financial Services | 84k | $2.3M | 41% | Jun 2026 |
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| Atria Investments | 84k | $2.3M | 244% | Jun 2026 |
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| International Assets Investment Management | 82k | $2.2M | 20% | Jun 2026 |
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| Captrust Financial Advisors | 81k | $2.2M | -4% | Jun 2026 |
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| CLS Investments | 80k | $2.2M | -39% | Jun 2026 |
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| SK Wealth Management | 76k | $2.1M | -14% | Jun 2026 |
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| Kmg Fiduciary Partners | 29k | $785k | -93% | Jun 2026 |
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| Mariner Wealth Advisors | 22k | $609k | -92% | Jun 2026 |
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| Creative Financial Designs | 20k | $547k | -93% | Jun 2026 |
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