CGMS

Cap Group US Multi-sect Bond

+$422.9M

Net Activity

Institutions Holding

325

Popularity Rank

#1833

Avg Weight

0.65%

Total Value

$3.3B

Ownership Trend

325 institutions currently hold CGMS, with 241 net buyers and 80 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

80

Net Buying Institutions

241

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$514.7M
EA
Envestnet Asset Management INC
$212.9M
WF
Wells Fargo & Company/mn
$200.5M
MS
Morgan Stanley
$195.5M
RJ
Raymond James Financial INC
$190.6M

Top 5 by Conviction

RG
Rhl Group, LLC
10.50%
EW
Eq Wealth Advisors, LLC
10.16%
CA
Capital Advantage, Inc.
8.89%
TA
TrueWealth Advisors, LLC
5.40%
WA
Winch Advisory Services, LLC
4.85%
View all 325 holding institutions

Quarterly Activity

Recent Activity

+$3.3B

Total Buy Value

$386.5M

Total Sell Value

New buy35
Trim61
Add206
Sold out19

241

Net Buyers

80

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP US MULTI-SECT BOND (CGMS)?
Major stakeholders currently include LPL Financial LLC ($514.7M), Envestnet Asset Management INC ($212.9M), Wells Fargo & Company/mn ($200.5M). Based on the latest 13F filings, there are a total of 325 tracked investment funds and institutions maintaining positions in CGMS.
What is the overall institutional sentiment toward CGMS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $422.9M, driven by 241 managers accumulating shares while 80 reduced their exposure.
Which institutions have been selling or reducing their CGMS positions?
In the latest period, 61 funds trimmed their holdings, and 19 managers completely exited their positions. The aggregate reported sell value was $386.5M.
Are there any notable investors adding CGMS to their portfolios?
Yes, buying activity remains notable. 35 institutions opened new positions in {ticker}, and 206 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.3B.

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