Who Owns CAP GROUP US MULTI-SECT BOND (CGMS)? -- Institutional Holders (2026-06-30)

374 institutions reported holding $3.91B of CAP GROUP US MULTI-SECT BOND (CGMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($592.6M), WELLS FARGO & COMPANY/MN ($272.1M), ENVESTNET ASSET MANAGEMENT INC ($248.1M), MORGAN STANLEY ($216.8M), RAYMOND JAMES FINANCIAL INC ($216.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$592.6M	21.7M	Added
2	WELLS FARGO & COMPANY/MN	$272.1M	10.0M	Added
3	ENVESTNET ASSET MANAGEMENT INC	$248.1M	9.1M	Added
4	MORGAN STANLEY	$216.8M	7.9M	Added
5	RAYMOND JAMES FINANCIAL INC	$216.7M	7.9M	Added
6	UBS Group AG	$170.5M	6.2M	Added
7	Cetera Investment Advisers	$138.3M	5.1M	Added
8	Capital Advantage, Inc.	$103.6M	3.8M	Added
9	COMMONWEALTH EQUITY SERVICES, LLC	$91.1M	3.3M	Trimmed
10	OSAIC HOLDINGS, INC.	$89.8M	3.3M	Added
11	GREAT VALLEY ADVISOR GROUP, INC.	$77.8M	2.8M	Added
12	JONES FINANCIAL COMPANIES LLLP	$64.0M	2.3M	Added
13	STIFEL FINANCIAL CORP	$60.0M	2.2M	Added
14	Cambridge Investment Research Advisors, Inc.	$55.4M	2.0M	Added
15	Royal Bank of Canada	$50.4M	1.8M	Added
16	Schusterman Interests, LLC	$49.7M	1.8M	New
17	MML INVESTORS SERVICES, LLC	$49.0M	1.8M	Added
18	Valmark Advisers, Inc.	$48.5M	1.8M	Added
19	Beacon Pointe Advisors, LLC	$42.4M	1.6M	Trimmed
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$35.5M	1.3M	Added
21	Kestra Advisory Services, LLC	$34.8M	1.3M	Added
22	Baird Financial Group, Inc.	$31.1M	1.1M	Added
23	BENJAMIN EDWARDS INC	$26.3M	960,524	Added
24	Waverly Advisors, LLC	$26.0M	951,076	New
25	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$25.7M	940,884	Added

Source: SEC Form 13F filings · as of 2026-06-30