CGMS Institutional Ownership & Shareholders
CAP GROUP US MULTI-SECT BOND (CGMS) is currently held by 346 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.85B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGMS tracked by InsiderSet, reporting ownership valued at approximately $592.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $575.73M, representing an estimated loss of -2.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed CGMS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wells Fargo & Company/Mn, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in CAP GROUP US MULTI-SECT BOND (CGMS).
This page ranks the largest institutional CGMS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
346
Total Reported Value
$3.85B
Largest Holder
Lpl Financial Llc
Largest Position
$592.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.13% | 21,684,661 | $592,641,728 | $575,727,750 | -$16,913,978 | -2.85% | |
| Wells Fargo & Company/Mn | 0.05% | 9,954,981 | $272,069,627 | $264,304,746 | -$7,764,881 | -2.85% | |
| Envestnet Asset Management Inc | 0.06% | 9,076,177 | $248,051,909 | $240,972,499 | -$7,079,410 | -2.85% | |
| Morgan Stanley | 0.01% | 7,932,936 | $216,807,187 | $210,619,451 | -$6,187,736 | -2.85% | |
| Raymond James Financial Inc | 0.06% | 7,927,229 | $216,651,148 | $210,467,930 | -$6,183,218 | -2.85% | |
| Ubs Group Ag | 0.03% | 6,240,391 | $170,549,886 | $165,682,381 | -$4,867,505 | -2.85% | |
| Cetera Investment Advisers | 0.13% | 5,061,712 | $138,336,596 | $134,388,454 | -$3,948,142 | -2.85% | |
| Signature Estate & Investment Advisors Llc | 1.71% | 3,697,625 | $96,988,697 | $98,171,944 | +$1,183,247 | +1.22% | |
| Commonwealth Equity Services, Llc | 0.11% | 3,334,411 | $91,129,464 | $88,528,612 | -$2,600,852 | -2.85% | |
| Osaic Holdings, Inc. | 0.11% | 3,285,180 | $89,786,850 | $87,221,529 | -$2,565,321 | -2.86% | |
| Great Valley Advisor Group, Inc. | 1.23% | 2,845,539 | $77,768,609 | $75,549,060 | -$2,219,549 | -2.85% | |
| Jones Financial Companies Lllp | 0.03% | 2,326,317 | $63,950,451 | $61,763,716 | -$2,186,735 | -3.42% | |
| Stifel Financial Corp | 0.05% | 2,195,645 | $60,007,012 | $58,294,375 | -$1,712,637 | -2.85% | |
| Royal Bank Of Canada | 0.01% | 1,845,865 | $50,448,000 | $49,007,716 | -$1,440,284 | -2.85% | |
| Schusterman Interests, Llc | 12.96% | 1,818,185 | $49,690,996 | $48,272,812 | -$1,418,184 | -2.85% | |
| Mml Investors Services, Llc | 0.10% | 1,792,846 | $48,998,474 | $47,600,061 | -$1,398,413 | -2.85% | |
| Valmark Advisers, Inc. | 0.51% | 1,774,486 | $48,496,712 | $47,112,603 | -$1,384,109 | -2.85% | |
| Beacon Pointe Advisors, Llc | 0.20% | 1,550,326 | $42,370,412 | $41,161,155 | -$1,209,257 | -2.85% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 1,431,506 | $37,720,189 | $38,006,484 | +$286,295 | +0.76% | |
| Kestra Advisory Services, Llc | 0.11% | 1,271,974 | $34,763,052 | $33,770,910 | -$992,142 | -2.85% | |
| Baird Financial Group, Inc. | 0.04% | 1,136,768 | $31,067,869 | $30,181,190 | -$886,679 | -2.85% | |
| Cwm, Llc | 0.08% | 1,130,597 | $30,786,149 | $30,017,350 | -$768,799 | -2.50% | |
| Benjamin Edwards Inc | 0.24% | 960,524 | $26,250,976 | $25,501,912 | -$749,064 | -2.85% | |
| Waverly Advisors, Llc | 0.15% | 951,076 | $25,992,895 | $25,251,068 | -$741,827 | -2.85% | |
| Regatta Capital Group, Llc | 3.22% | 971,313 | $25,477,552 | $25,788,360 | +$310,808 | +1.22% | |
| Truwealth Advisors, Llc | 1.14% | 870,241 | $23,696,664 | $23,104,899 | -$591,765 | -2.50% | |
| Bluestem Wealth Partners, Llc | 2.25% | 828,507 | $22,643,102 | $21,996,861 | -$646,241 | -2.85% | |
| Truewealth Advisors, Llc | 4.90% | 831,862 | $21,819,741 | $22,085,936 | +$266,195 | +1.22% | |
| Winch Advisory Services, Llc | 4.49% | 791,200 | $21,623,472 | $21,006,360 | -$617,112 | -2.85% | |
| &Partners | 0.09% | 784,662 | $21,568,380 | $20,832,776 | -$735,604 | -3.41% | |
| Janney Montgomery Scott Llc | 0.04% | 775,013 | $21,181,000 | $20,576,595 | -$604,405 | -2.85% | |
| J. Derek Lewis & Associates Inc. | 3.97% | 768,767 | $21,010,439 | $20,410,764 | -$599,675 | -2.85% | |
| Compton Financial Group, Llc | 3.89% | 738,465 | $20,182,253 | $19,606,246 | -$576,007 | -2.85% | |
| Stephens Inc | 0.22% | 729,186 | $19,928,664 | $19,359,888 | -$568,776 | -2.85% | |
| Redhawk Wealth Advisors, Inc. | 2.00% | 752,732 | $19,744,170 | $19,985,035 | +$240,865 | +1.22% | |
| Eq Wealth Advisors, Llc | 10.20% | 679,303 | $18,565,354 | $18,035,495 | -$529,859 | -2.85% | |
| Entruity Wealth, Llc | 11.28% | 637,736 | $17,429,314 | $16,931,891 | -$497,423 | -2.85% | |
| Prospera Financial Services Inc | 0.25% | 627,005 | $17,136,378 | $16,646,983 | -$489,395 | -2.86% | |
| Newedge Advisors, Llc | 0.05% | 613,158 | $16,757,582 | $16,279,345 | -$478,237 | -2.85% | |
| Per Stirling Capital Management, Llc. | 1.56% | 599,845 | $16,393,753 | $15,925,885 | -$467,868 | -2.85% | |
| Vicus Capital | 0.99% | 561,637 | $15,349,528 | $14,911,462 | -$438,066 | -2.85% | |
| Private Advisor Group, Llc | 0.07% | 556,556 | $15,210,710 | $14,776,562 | -$434,148 | -2.85% | |
| Sunbelt Securities, Inc. | 0.89% | 516,085 | $14,053,006 | $13,702,057 | -$350,949 | -2.50% | |
| Kwb Wealth | 1.12% | 500,525 | $13,128,776 | $13,288,939 | +$160,163 | +1.22% | |
| Smartleaf Asset Management Llc | 0.41% | 455,538 | $12,477,195 | $12,094,534 | -$382,661 | -3.07% | |
| Concurrent Investment Advisors, Llc | 0.09% | 470,420 | $12,339,105 | $12,489,651 | +$150,546 | +1.22% | |
| Souders Financial Advisors | 1.22% | 442,298 | $12,087,999 | $11,743,012 | -$344,987 | -2.85% | |
| Centennial Wealth Advisory Llc | 2.44% | 451,485 | $11,846,176 | $11,986,927 | +$140,751 | +1.19% | |
| Rockefeller Capital Management L.P. | 0.02% | 422,630 | $11,550,484 | $11,220,827 | -$329,658 | -2.85% | |
| Turning Point Benefit Group, Inc. | 4.72% | 440,128 | $11,548,959 | $11,685,398 | +$136,439 | +1.18% |
Frequently asked questions about CGMS
Who are the largest institutional holders of CGMS?
The largest institutional holders of CGMS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wells Fargo & Company/Mn, Envestnet Asset Management Inc, Morgan Stanley, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported CGMS position.
What is CGMS institutional ownership?
This page tracks CGMS positions reported by institutional investment managers through SEC Form 13F. CAP GROUP US MULTI-SECT BOND (CGMS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGMS?
InsiderSet currently tracks 346 institutional managers reporting CGMS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGMS shareholders.
How much CGMS stock do institutions own?
Institutional investment managers disclosed approximately $3.85B in CGMS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGMS institutional ownership last updated?
The latest CGMS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGMS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGMS position after the reporting date.
Are institutions buying or selling CGMS?
Institutional buying and selling can be analyzed by comparing CGMS positions across consecutive 13F reporting periods. InsiderSet's CGMS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGMS ownership changes.
How has CGMS institutional ownership changed over time?
InsiderSet tracks CGMS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.