Capital Group U.S. Multi-Sector Income ETF (CGMS)

ETF ยท NYSE Arca

Capital Group U.S. Multi-Sector Income ETF (CGMS) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 25, 2022.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
October 25, 2022

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 357 institutions reported holding CGMS, with 142.8 million shares worth $3.9 billion in aggregate. The largest reported holder was Lpl Financial, with 21.7 million shares worth $592.6 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Lpl Financial21,684,661$593MAdded 14.72%
Wells Fargo & Company/MN9,954,981$272MAdded 35.18%
Envestnet Asset Management9,076,177$248MAdded 16.11%
Morgan Stanley7,932,936$217MAdded 10.47%
Raymond James Financial7,927,229$217MAdded 13.27%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is CGMS?

Capital Group U.S. Multi-Sector Income ETF (CGMS) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 25, 2022.

Who are the largest institutional holders of CGMS?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CGMS were Lpl Financial, Wells Fargo & Company/MN and Envestnet Asset Management.

How many institutions own CGMS?

357 institutions reported a position in CGMS for the quarter ended June 30, 2026, worth $3.9 billion in total.

Did institutions buy or sell CGMS last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for CGMS.

Every reported institutional holder, plus insider and congressional trades in CGMS, on SentiSense.