Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US MULTI-SECTOR
-
Total 13F shares
-
74,651,502
-
Share change
-
+9,416,534
-
Total reported value
-
$2,061,569,819
-
Price per share
-
$27.62
-
Number of holders
-
253
-
Value change
-
+$260,346,063
-
Number of buys
-
178
-
Number of sells
-
79
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR (CGMS) as of Q2 2025
As of 30 Jun 2025,
CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR (CGMS) was held by
253 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
74,651,502 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN, Cetera Investment Advisers, COMMONWEALTH EQUITY SERVICES, LLC, UBS Group AG, GREAT VALLEY ADVISOR GROUP, INC., and Capital Advantage, Inc..
This page lists
254
institutional shareholders reporting positions in this security
for the Q2 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.