CAP GROUP US MULTI-SECT BOND (CGMS) Institutional Ownership Changes & 13F Activity

CAP GROUP US MULTI-SECT BOND (CGMS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Schusterman Interests, Llc, Envestnet Asset Management Inc, Waverly Advisors, Llc, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,259,374+16.1%9,076,177$248.05MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+22,043+24.0%113,707$3.11MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+17,316+4.4%412,825$11.28MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+91,815+44.7%297,020$8.12MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-80,804-20.0%323,447$8.84MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-10,962-0.7%1,550,326$42.37MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+69,407+32.1%285,554$7.80MQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+2,590,478+35.2%9,954,981$272.07MQ2 2026Aug 14, 2026
Schusterman Interests, LlcBuy+1,818,185—1,818,185$49.69MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+951,076—951,076$25.99MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+928,499+13.3%7,927,229$216.65MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+597,504+22.2%3,285,180$89.79MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+500,847+27.4%2,326,317$63.95MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+256,593—256,593$7.01MQ2 2026Aug 14, 2026
&PartnersBuy+218,539+38.6%784,662$21.57MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+156,412—156,412$4.27MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+102,656+263220.5%102,695$2.81MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+101,926+36.3%382,360$10.46MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+95,973—95,973$2.62MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+94,215—94,215$2.57MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+91,387+915.5%101,369$2.77MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+89,111+17.4%599,845$16.39MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+77,443+81.1%172,912$4.72MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+59,027+3.3%1,845,865$50.45MQ2 2026Aug 14, 2026
Betterment LlcBuy+51,926+33.2%208,266$5.69MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-51,524-39.3%79,511$2.17MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+47,618—47,618$1.30MQ2 2026Aug 14, 2026
Merited Wealth, LlcSell-44,682-60.4%29,288$800.44KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+41,315+33.9%163,201$4.46MQ2 2026Aug 14, 2026
Michael Brady & Co., LlcBuy+39,313+236.3%55,951$1.53MQ2 2026Aug 14, 2026
Showing 30 of 337

Frequently asked questions about CGMS activity

  • Which institutional owners are buying CGMS?

    Institutional owners buying CGMS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGMS activity?

    "Buy" means an investor increased their reported position in CGMS compared to the prior reporting period. This reflects growing exposure to CAP GROUP US MULTI-SECT BOND (CGMS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGMS increasing?

    Institutional interest in CGMS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.