Who Owns CAPITAL GROUP FIXED INCOME ETF TR U S MULTI-SECTOR INCOME ETF (CGMS)? -- Institutional Holders (2026-06-30)

199 institutions reported holding $1.18B of CAPITAL GROUP FIXED INCOME ETF TR U S MULTI-SECTOR INCOME ETF (CGMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($248.1M), Cambridge Investment Research Advisors, Inc. ($110.9M), Capital Advantage, Inc. ($103.6M), COMMONWEALTH EQUITY SERVICES, LLC ($91.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($35.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$248.1M9.1MAdded
2Cambridge Investment Research Advisors, Inc.$110.9M4.1MAdded
3Capital Advantage, Inc.$103.6M3.8MAdded
4COMMONWEALTH EQUITY SERVICES, LLC$91.1M3.3MTrimmed
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$35.5M1.3MAdded
6Kestra Advisory Services, LLC$34.8M1.3MAdded
7BENJAMIN EDWARDS INC$26.3M960,524Added
8TrueWealth Advisors, LLC$21.8M796,067Added
9J. Derek Lewis & Associates Inc.$21.0M768,767Added
10STEPHENS INC /AR/$19.9M729,186Added
11Redhawk Wealth Advisors, Inc.$19.0M693,381Trimmed
12EQ WEALTH ADVISORS, LLC$18.6M679,303Added
13Prospera Financial Services Inc$17.1M627,005Added
14Private Advisor Group, LLC$15.2M556,556Trimmed
15KWB Wealth$14.4M527,423Added
16Centennial Wealth Advisory LLC$13.1M478,468Added
17Onyx Bridge Wealth Group LLC$11.5M422,551Trimmed
18Bouvel Investment Partners, LLC$11.3M415,149Added
19Clear Trail Advisors, LLC$10.8M393,663Added
20Turning Point Benefit Group, Inc.$10.7M391,822Added
21Carmel Capital Partners, LLC$10.1M369,264Trimmed
22ST GERMAIN D J CO INC$10.1M368,318Trimmed
23Main Line Retirement Advisors, LLC$8.8M323,673Added
24Clarity Asset Management, Inc.$8.7M316,786Added
25Skyline Advisors, Inc.$8.6M313,360Trimmed

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