Who Owns Capital Group U.S. Multi-Sector Income ETF (CGMS)?Hedge Fund & Institutional Holders

$27.20-0.07 (-0.27%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$26.37$26.77$27.18$27.59$27.99Sep 24Jun 25Mar 26

CGMS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+3.1M+$86.0B
WELLS FARGO & COMPANY/MNIncreased+1.7M+$44.0B
JONES FINANCIAL COMPANIES LLLPNew Position+1.3M+$36.0B
UBS Group AGIncreased+888K+$24.1B
RAYMOND JAMES FINANCIAL INCIncreased+863K+$21.6B
REGATTA CAPITAL GROUP, LLCNew Position+779K+$21.5B
STEPHENS INC /AR/New Position+683K+$18.9B
Valmark Advisers, Inc.New Position+647K+$17.9B
EQ WEALTH ADVISORS, LLCNew Position+594K+$16.4B
Onyx Bridge Wealth Group LLCNew Position+406K+$11.2B
Smartleaf Asset Management LLCNew Position+432K+$11.0B
Souders Financial AdvisorsNew Position+381K+$10.5B
VICUS CAPITALNew Position+349K+$9.7B
Carmel Capital Partners, LLCNew Position+345K+$9.5B
GOLDMAN SACHS GROUP INCIncreased+327K+$8.6B

CGMS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-897K-$25.3B
Prospera Financial Services IncDecreased-11K-$15.0B
JANE STREET GROUP, LLCClosed Position-418K-$11.6B
Creekmur Asset Management LLCClosed Position-253K-$7.0B
VestGen Advisors, LLCDecreased-208K-$6.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-213K-$5.9B
ASSETMARK, INCDecreased-194K-$5.4B
RENAISSANCE TECHNOLOGIES LLCDecreased-178K-$5.2B
BlueStem Wealth Partners, LLCDecreased-167K-$4.7B
TrueWealth Advisors, LLCDecreased-154K-$4.4B
Dynamic Advisor Solutions LLCDecreased-76K-$4.0B
CITADEL ADVISORS LLCDecreased-45K-$1.8B
Capital International InvestorsClosed Position-63K-$1.7B
JPMORGAN CHASE & CODecreased-26K-$1.1B
Focus Partners WealthDecreased-891-$977.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG4,413,157$121.9B19.77%Share
2WELLS FARGO & COMPANY/MN3,963,522$109.0B19.85%Share
3RAYMOND JAMES FINANCIAL INC3,429,237$94.0B29.25%Share
4COMMONWEALTH EQUITY SERVICES, LLC3,124,086$86.0B114.65%Share
5OSAIC HOLDINGS, INC.2,049,242$56.0B81.83%Share
6RAYMOND JAMES FINANCIAL INC1,746,298$48.0B14.93%Share
7WELLS FARGO & COMPANY/MN1,441,305$39.0B7.10%Share
8ROYAL BANK OF CANADA1,443,777$39.0B6.34%Share
9STIFEL FINANCIAL CORP1,381,751$38.0B34.18%Share
10JONES FINANCIAL COMPANIES LLLP1,315,190$36.0B21.95%Share
11Baird Financial Group, Inc.890,002$24.0B37.41%Share
12REGATTA CAPITAL GROUP, LLC779,270$21.5B3.25%Share
13TruWealth Advisors, LLC775,869$21.4B1.05%Share
14Winch Advisory Services, LLC772,082$21.3B4.72%Share
15Private Advisor Group, LLC696,584$19.0B89.39%Share
16STEPHENS INC /AR/682,526$18.9B234.52%Share
17BlueStem Wealth Partners, LLC670,156$18.5B2.04%Share
18Valmark Advisers, Inc.646,690$17.9B220.11%Share
19TrueWealth Advisors, LLC645,210$17.8B4.61%Share
20EQ WEALTH ADVISORS, LLC594,418$16.4B9.69%Share
21Skyline Advisors, Inc.526,892$14.6B4.86%Share
22Sunbelt Securities, Inc.430,923$11.9B0.79%Share
23Capital Group Private Client Services, Inc.414,152$11.4B182.05%Share
24Onyx Bridge Wealth Group LLC406,146$11.2B1.19%Share
25Rockefeller Capital Management L.P.414,165$11.0B19.80%Share
26Smartleaf Asset Management LLC431,583$11.0B0.42%Share
27Atria Investments, Inc427,457$11.0B125.03%Share
28Souders Financial Advisors380,745$10.5B1.20%Share
29KMG FIDUCIARY PARTNERS, LLC379,162$10.5B0.74%Share
30ST GERMAIN D J CO INC369,269$10.2B0.40%Share
31OSAIC HOLDINGS, INC.396,893$10.0B14.61%Share
32GOLDMAN SACHS GROUP INC376,386$10.0B1.23%Share
33KWB Wealth358,475$9.9B0.94%Share
34VICUS CAPITAL349,497$9.7B0.72%Share
35Carmel Capital Partners, LLC344,573$9.5B3.34%Share
36Entruity Wealth, LLC339,368$9.4B6.68%Share
37Bond & Devick Financial Network, Inc.291,412$8.0B2.27%Share
38CREATIVE FINANCIAL DESIGNS INC /ADV265,606$7.3B0.46%Share
39Swisher Financial Concepts, Inc.247,742$6.8B3.88%Share
40Bouvel Investment Partners, LLC231,976$6.4B1.85%Share
41Crumly & Associates Inc.231,354$6.4B1.34%Share
42Confluence Wealth Services, Inc.229,701$6.3B0.26%Share
43Centennial Wealth Advisory LLC227,444$6.3B1.66%Share
44D.A. DAVIDSON & CO.225,710$6.2B38.19%Share
45DRIVE WEALTH MANAGEMENT, LLC225,407$6.2B1.21%Share
46NWF Advisory Services Inc.199,185$5.5B0.61%Share
47Strategic Family Wealth Counselors, L.L.C.197,201$5.5B1.22%Share
48Equitable Holdings, Inc.190,061$5.0B34.18%Share
49CULLEN/FROST BANKERS, INC.197,784$5.0B55.01%Share
50Stratos Wealth Partners, LTD.176,954$4.9B55.25%Share

CGMS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025298$1.3T+144
Q3 2025154$1.5T-75
Q2 2025229$1.5T-5
Q1 2025234$1.6T+59
Q4 2024175$37.1T+62
Q3 2024113$207.7T+16
Q2 202497$81.1T+27
Q1 202470$39.4T—

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As of Q4 2025, 50 institutional investors hold CGMS (Capital Group U.S. Multi-Sector Income ETF). The largest holder is UBS Group AG with $121.9B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own CGMS?

As of Q4 2025, 50 institutional investors report holding CGMS (Capital Group U.S. Multi-Sector Income ETF) in their 13F filings.

Who is the largest institutional holder of CGMS?

The largest institutional holder of CGMS is UBS Group AG with $121.9B in shares.

Is institutional ownership of CGMS increasing or decreasing?

This quarter, 11 institutions opened new positions in CGMS and 4 closed their positions.