Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US MULTI-SECTOR
-
Total 13F shares
-
65,203,934
-
Share change
-
+15,696,419
-
Total reported value
-
$1,779,853,782
-
Price per share
-
$27.30
-
Number of holders
-
239
-
Value change
-
+$428,383,300
-
Number of buys
-
188
-
Number of sells
-
45
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR (CGMS) as of Q1 2025
As of 31 Mar 2025,
CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR (CGMS) was held by
239 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
65,203,934 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, WELLS FARGO & COMPANY/MN, Cetera Investment Advisers, COMMONWEALTH EQUITY SERVICES, LLC, UBS Group AG, GREAT VALLEY ADVISOR GROUP, INC., and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
241
institutional shareholders reporting positions in this security
for the Q1 2025 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.