CAP GROUP US MULTI-SECT BOND (CGMS) Institutional Shareholders
CAP GROUP US MULTI-SECT BOND (CGMS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.85B in CGMS holdings during the latest filing period.
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 $580.72M, representing an estimated loss of -2.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
343
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
29
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 | $580,715,222 | -$11,926,506 | -2.01% | |
| Wells Fargo & Company/Mn | 0.05% | 9,954,981 | $272,069,627 | $266,594,391 | -$5,475,236 | -2.01% | |
| Envestnet Asset Management Inc | 0.06% | 9,076,177 | $248,051,909 | $243,060,020 | -$4,991,889 | -2.01% | |
| Morgan Stanley | 0.01% | 7,932,936 | $216,807,187 | $212,444,026 | -$4,363,161 | -2.01% | |
| Raymond James Financial Inc | 0.06% | 7,927,229 | $216,651,148 | $212,291,193 | -$4,359,955 | -2.01% | |
| Ubs Group Ag | 0.03% | 6,240,391 | $170,549,886 | $167,117,671 | -$3,432,215 | -2.01% | |
| Cetera Investment Advisers | 0.13% | 5,061,712 | $138,336,596 | $135,552,647 | -$2,783,949 | -2.01% | |
| Capital Advantage, Inc. | 12.64% | 3,791,682 | $103,626,677 | $101,541,244 | -$2,085,433 | -2.01% | |
| Commonwealth Equity Services, Llc | 0.11% | 3,334,411 | $91,129,464 | $89,295,527 | -$1,833,937 | -2.01% | |
| Osaic Holdings, Inc. | 0.11% | 3,285,180 | $89,786,850 | $87,977,120 | -$1,809,730 | -2.02% | |
| Great Valley Advisor Group, Inc. | 1.23% | 2,845,539 | $77,768,609 | $76,203,534 | -$1,565,075 | -2.01% | |
| Jones Financial Companies Lllp | 0.03% | 2,326,317 | $63,950,451 | $62,298,769 | -$1,651,682 | -2.58% | |
| Stifel Financial Corp | 0.05% | 2,195,645 | $60,007,012 | $58,799,373 | -$1,207,639 | -2.01% | |
| Royal Bank Of Canada | 0.01% | 1,845,865 | $50,448,000 | $49,432,265 | -$1,015,735 | -2.01% | |
| Schusterman Interests, Llc | 12.96% | 1,818,185 | $49,690,996 | $48,690,994 | -$1,000,002 | -2.01% | |
| Mml Investors Services, Llc | 0.10% | 1,792,846 | $48,998,474 | $48,012,416 | -$986,058 | -2.01% | |
| Valmark Advisers, Inc. | 0.51% | 1,774,486 | $48,496,712 | $47,520,735 | -$975,977 | -2.01% | |
| Beacon Pointe Advisors, Llc | 0.20% | 1,550,326 | $42,370,412 | $41,517,730 | -$852,682 | -2.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 1,301,349 | $35,500,808 | $34,850,126 | -$650,682 | -1.83% | |
| Kestra Advisory Services, Llc | 0.11% | 1,271,974 | $34,763,052 | $34,063,464 | -$699,588 | -2.01% | |
| Baird Financial Group, Inc. | 0.04% | 1,136,768 | $31,067,869 | $30,442,647 | -$625,222 | -2.01% | |
| Cwm, Llc | 0.08% | 1,130,597 | $30,786,149 | $30,277,388 | -$508,761 | -1.65% | |
| Benjamin Edwards Inc | 0.24% | 960,524 | $26,250,976 | $25,722,833 | -$528,143 | -2.01% | |
| Waverly Advisors, Llc | 0.15% | 951,076 | $25,992,895 | $25,469,815 | -$523,080 | -2.01% | |
| Regatta Capital Group, Llc | 3.34% | 907,530 | $24,802,784 | $24,303,653 | -$499,131 | -2.01% | |
| Truwealth Advisors, Llc | 1.14% | 870,241 | $23,696,664 | $23,305,054 | -$391,610 | -1.65% | |
| Bluestem Wealth Partners, Llc | 2.25% | 828,507 | $22,643,102 | $22,187,417 | -$455,685 | -2.01% | |
| Truewealth Advisors, Llc | 4.91% | 796,067 | $21,756,523 | $21,318,674 | -$437,849 | -2.01% | |
| Winch Advisory Services, Llc | 4.49% | 791,200 | $21,623,472 | $21,188,336 | -$435,136 | -2.01% | |
| &Partners | 0.09% | 784,662 | $21,568,380 | $21,013,248 | -$555,132 | -2.57% | |
| Janney Montgomery Scott Llc | 0.04% | 775,013 | $21,181,000 | $20,754,848 | -$426,152 | -2.01% | |
| J. Derek Lewis & Associates Inc. | 3.97% | 768,767 | $21,010,439 | $20,587,580 | -$422,859 | -2.01% | |
| Compton Financial Group, Llc | 3.89% | 738,465 | $20,182,253 | $19,776,093 | -$406,160 | -2.01% | |
| Stephens Inc | 0.22% | 729,186 | $19,928,664 | $19,527,601 | -$401,063 | -2.01% | |
| Redhawk Wealth Advisors, Inc. | 1.87% | 693,381 | $18,950,096 | $18,568,743 | -$381,353 | -2.01% | |
| Eq Wealth Advisors, Llc | 10.20% | 679,303 | $18,565,354 | $18,191,734 | -$373,620 | -2.01% | |
| Entruity Wealth, Llc | 11.28% | 637,736 | $17,429,314 | $17,078,570 | -$350,744 | -2.01% | |
| Prospera Financial Services Inc | 0.25% | 627,005 | $17,136,378 | $16,791,194 | -$345,184 | -2.01% | |
| Newedge Advisors, Llc | 0.05% | 613,158 | $16,757,582 | $16,420,371 | -$337,211 | -2.01% | |
| Per Stirling Capital Management, Llc. | 1.56% | 599,845 | $16,393,753 | $16,063,849 | -$329,904 | -2.01% | |
| Vicus Capital | 0.99% | 561,637 | $15,349,528 | $15,040,639 | -$308,889 | -2.01% | |
| Private Advisor Group, Llc | 0.07% | 556,556 | $15,210,710 | $14,904,570 | -$306,140 | -2.01% | |
| Kwb Wealth | 1.23% | 527,423 | $14,414,475 | $14,124,388 | -$290,087 | -2.01% | |
| Sunbelt Securities, Inc. | 0.89% | 516,085 | $14,053,006 | $13,820,756 | -$232,250 | -1.65% | |
| Centennial Wealth Advisory Llc | 2.82% | 478,468 | $13,076,494 | $12,813,373 | -$263,121 | -2.01% | |
| Smartleaf Asset Management Llc | 0.41% | 455,538 | $12,477,195 | $12,199,308 | -$277,887 | -2.23% | |
| Souders Financial Advisors | 1.22% | 442,298 | $12,087,999 | $11,844,740 | -$243,259 | -2.01% | |
| Rockefeller Capital Management L.P. | 0.02% | 422,630 | $11,550,484 | $11,318,031 | -$232,453 | -2.01% | |
| Onyx Bridge Wealth Group Llc | 1.04% | 422,551 | $11,548,315 | $11,315,916 | -$232,399 | -2.01% | |
| Bouvel Investment Partners, Llc | 2.57% | 415,149 | $11,346,022 | $11,117,690 | -$228,332 | -2.01% |
Frequently asked questions about CGMS
Who owns the most CGMS stock?
The largest holders of CGMS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP US MULTI-SECT BOND (CGMS).
Is CGMS widely held by superinvestors?
Many widely followed stocks like CGMS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGMS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.