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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,259,374 | +16.1% | 9,076,177 | $248.05M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +22,043 | +24.0% | 113,707 | $3.11M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +17,316 | +4.4% | 412,825 | $11.28M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +91,815 | +44.7% | 297,020 | $8.12M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Sell | -80,804 | -20.0% | 323,447 | $8.84M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -10,962 | -0.7% | 1,550,326 | $42.37M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +69,407 | +32.1% | 285,554 | $7.80M | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +2,590,478 | +35.2% | 9,954,981 | $272.07M | Q2 2026 | Aug 14, 2026 |
| Schusterman Interests, Llc | Buy | +1,818,185 | — | 1,818,185 | $49.69M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +951,076 | — | 951,076 | $25.99M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +928,499 | +13.3% | 7,927,229 | $216.65M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +597,504 | +22.2% | 3,285,180 | $89.79M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +500,847 | +27.4% | 2,326,317 | $63.95M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +256,593 | — | 256,593 | $7.01M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +218,539 | +38.6% | 784,662 | $21.57M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +156,412 | — | 156,412 | $4.27M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +102,656 | +263220.5% | 102,695 | $2.81M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +101,926 | +36.3% | 382,360 | $10.46M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +95,973 | — | 95,973 | $2.62M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +94,215 | — | 94,215 | $2.57M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +91,387 | +915.5% | 101,369 | $2.77M | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Buy | +89,111 | +17.4% | 599,845 | $16.39M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +77,443 | +81.1% | 172,912 | $4.72M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +59,027 | +3.3% | 1,845,865 | $50.45M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +51,926 | +33.2% | 208,266 | $5.69M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -51,524 | -39.3% | 79,511 | $2.17M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +47,618 | — | 47,618 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Merited Wealth, Llc | Sell | -44,682 | -60.4% | 29,288 | $800.44K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +41,315 | +33.9% | 163,201 | $4.46M | Q2 2026 | Aug 14, 2026 |
| Michael Brady & Co., Llc | Buy | +39,313 | +236.3% | 55,951 | $1.53M | Q2 2026 | Aug 14, 2026 |
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.