Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US MULTI-SECTOR
-
Total 13F shares
-
9,190,213
-
Share change
-
+3,838,837
-
Total reported value
-
$248,083,149
-
Price per share
-
$26.99
-
Number of holders
-
81
-
Value change
-
+$103,703,791
-
Number of buys
-
68
-
Number of sells
-
8
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR (CGMS) as of Q4 2023
As of 31 Dec 2023,
CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR (CGMS) was held by
81 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,190,213 shares.
The largest 10 holders included
LPL Financial LLC, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, JANE STREET GROUP, LLC, TrueWealth Advisors, LLC, LINCOLN NATIONAL CORP, ENVESTNET ASSET MANAGEMENT INC, Winch Advisory Services, LLC, ST GERMAIN D J CO INC, and ROYAL BANK OF CANADA.
This page lists
81
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.