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CGMS · Capital Group U.S. Multi-Sector Income ETF ETF

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$27.00 +0.01 (+0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $8,845,380
Total Shares: 323,651

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 3 13F filers · Δ vs Dec 31, 2025
Top Holder
91.8%
Dec 2022 → Jun 2026 · range 64.0% – 100.0%
−8.2 pts
Top 5
100.0%
Dec 2022 → Jun 2026 · range 86.2% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 96.3% – 100.0%
0.0 pts
HHI
8,457
Dec 2022 → Jun 2026 · range 4,273 – 10,000
Highly concentrated−1,543

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +2
Institutional value: +1923.3%
Shares held: +1944.8%

Top Buyers

vs Dec 31, 2025
No qualifying movers this quarter.

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
CARLSON FINANCIAL, INC. −736 15,092

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 297,020 $8,117,556
January Capital Advisors LLC 11,539 $315,360

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 2 Increased 0 Reduced 1 Sold out 0 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC CGMS $8,117,556 91.77% 297,020
CARLSON FINANCIAL, INC. CGMS $412,464 4.66% 15,092
January Capital Advisors LLC CGMS $315,360 3.57% 11,539