CAP GROUP US MULTI-SECT BOND (CGMS) Top 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 $3.26B 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 $514.72M in its March 31, 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 $515.67M, representing an estimated gain of +0.18% 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, Envestnet Asset Management Inc, Wells Fargo & Company/Mn, 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
329
Total Reported Value
$3.26B
Largest Holder
Lpl Financial Llc
Largest Position
$514.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.14% | 18,902,820 | $514,723,759 | $515,668,930 | +$945,171 | +0.18% | |
| Envestnet Asset Management Inc | 0.06% | 7,816,803 | $212,851,555 | $213,242,386 | +$390,831 | +0.18% | |
| Wells Fargo & Company/Mn | 0.04% | 7,364,503 | $200,535,411 | $200,903,642 | +$368,231 | +0.18% | |
| Morgan Stanley | 0.01% | 7,181,175 | $195,543,429 | $195,902,454 | +$359,025 | +0.18% | |
| Raymond James Financial Inc | 0.06% | 6,998,730 | $190,575,421 | $190,925,354 | +$349,933 | +0.18% | |
| Ubs Group Ag | 0.03% | 5,618,936 | $153,003,627 | $153,284,574 | +$280,947 | +0.18% | |
| Cetera Investment Advisers | 0.12% | 4,296,149 | $116,984,126 | $117,198,945 | +$214,819 | +0.18% | |
| Commonwealth Equity Services, Llc | 0.13% | 3,455,372 | $94,089,770 | $94,262,548 | +$172,778 | +0.18% | |
| Great Valley Advisor Group, Inc. | 1.35% | 2,737,834 | $74,551,664 | $74,688,112 | +$136,448 | +0.18% | |
| Osaic Holdings, Inc. | 0.11% | 2,687,676 | $73,187,456 | $73,319,801 | +$132,345 | +0.18% | |
| Capital Advantage, Inc. | 8.89% | 2,498,780 | $68,041,791 | $68,166,718 | +$124,927 | +0.18% | |
| Stifel Financial Corp | 0.05% | 1,904,613 | $51,863,035 | $51,957,843 | +$94,808 | +0.18% | |
| Jones Financial Companies Lllp | 0.02% | 1,825,470 | $49,360,711 | $49,798,822 | +$438,111 | +0.89% | |
| Royal Bank Of Canada | 0.01% | 1,786,838 | $48,656,000 | $48,744,941 | +$88,941 | +0.18% | |
| Beacon Pointe Advisors, Llc | 0.23% | 1,561,288 | $42,513,861 | $42,591,937 | +$78,076 | +0.18% | |
| Valmark Advisers, Inc. | 0.49% | 1,525,745 | $41,546,027 | $41,622,324 | +$76,297 | +0.18% | |
| Mml Investors Services, Llc | 0.10% | 1,363,172 | $37,119,167 | $37,187,332 | +$68,165 | +0.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.08% | 1,270,920 | $34,772,358 | $34,670,698 | -$101,660 | -0.29% | |
| Cwm, Llc | 0.08% | 1,130,597 | $30,786,149 | $30,842,686 | +$56,537 | +0.18% | |
| Baird Financial Group, Inc. | 0.04% | 1,052,298 | $28,654,075 | $28,706,689 | +$52,614 | +0.18% | |
| Kestra Advisory Services, Llc | 0.10% | 987,033 | $26,876,900 | $26,926,260 | +$49,360 | +0.18% | |
| Truwealth Advisors, Llc | 1.14% | 870,241 | $23,696,664 | $23,740,174 | +$43,510 | +0.18% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 854,690 | $23,273,199 | $23,315,943 | +$42,744 | +0.18% | |
| Regatta Capital Group, Llc | 3.45% | 837,226 | $22,797,678 | $22,839,525 | +$41,847 | +0.18% | |
| Truewealth Advisors, Llc | 4.91% | 796,067 | $21,756,523 | $21,716,708 | -$39,815 | -0.18% | |
| Winch Advisory Services, Llc | 4.85% | 779,954 | $21,238,132 | $21,277,145 | +$39,013 | +0.18% | |
| Private Advisor Group, Llc | 0.10% | 770,450 | $20,979,342 | $21,017,876 | +$38,534 | +0.18% | |
| Benjamin Edwards Inc | 0.20% | 724,301 | $19,722,941 | $19,758,931 | +$35,990 | +0.18% | |
| Stephens Inc | 0.24% | 703,100 | $19,145,420 | $19,180,568 | +$35,148 | +0.18% | |
| Redhawk Wealth Advisors, Inc. | 1.87% | 693,381 | $18,950,096 | $18,915,434 | -$34,662 | -0.18% | |
| Bluestem Wealth Partners, Llc | 2.10% | 693,961 | $18,896,549 | $18,931,256 | +$34,707 | +0.18% | |
| Eq Wealth Advisors, Llc | 10.16% | 638,390 | $17,383,365 | $17,415,279 | +$31,914 | +0.18% | |
| J. Derek Lewis & Associates Inc. | 3.99% | 616,657 | $17,032,060 | $16,822,403 | -$209,657 | -1.23% | |
| Prospera Financial Services Inc | 0.27% | 609,326 | $16,592,232 | $16,622,413 | +$30,181 | +0.18% | |
| &Partners | 0.08% | 566,123 | $15,419,260 | $15,443,835 | +$24,575 | +0.16% | |
| Kwb Wealth | 1.23% | 527,423 | $14,414,475 | $14,388,099 | -$26,376 | -0.18% | |
| Sunbelt Securities, Inc. | 0.89% | 516,085 | $14,053,006 | $14,078,799 | +$25,793 | +0.18% | |
| Per Stirling Capital Management, Llc. | 1.54% | 510,734 | $13,907,298 | $13,932,824 | +$25,526 | +0.18% | |
| Vicus Capital | 1.00% | 497,504 | $13,547,029 | $13,571,909 | +$24,880 | +0.18% | |
| Centennial Wealth Advisory Llc | 2.99% | 453,756 | $12,355,767 | $12,378,464 | +$22,697 | +0.18% | |
| Smartleaf Asset Management Llc | 0.44% | 455,538 | $12,308,646 | $12,427,077 | +$118,431 | +0.96% | |
| Rhl Group, Llc | 10.50% | 451,606 | $12,297,235 | $12,319,812 | +$22,577 | +0.18% | |
| Onyx Bridge Wealth Group Llc | 1.26% | 428,985 | $11,681,254 | $11,702,711 | +$21,457 | +0.18% | |
| Rockefeller Capital Management L.P. | 0.02% | 417,804 | $11,376,810 | $11,397,693 | +$20,883 | +0.18% | |
| Capital Group Private Client Services, Inc. | 0.19% | 414,296 | $11,281,292 | $11,301,995 | +$20,703 | +0.18% | |
| Souders Financial Advisors | 1.29% | 413,626 | $11,263,032 | $11,283,717 | +$20,685 | +0.18% | |
| Kingsview Wealth Management, Llc | 0.15% | 404,251 | $11,007,747 | $11,027,967 | +$20,220 | +0.18% | |
| Integrated Wealth Concepts Llc | 0.09% | 395,509 | $10,769,697 | $10,789,486 | +$19,789 | +0.18% | |
| Entruity Wealth, Llc | 7.31% | 395,401 | $10,766,775 | $10,786,539 | +$19,764 | +0.18% | |
| Sanctuary Advisors, Llc | 0.06% | 377,176 | $10,270,495 | $10,289,361 | +$18,866 | +0.18% |
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.