Who Owns Capital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Capital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF.
Who crossed 5% of CGMS →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| TrueWealth Advisors, LLCUS MULTI-SECTOR831.9K shadded | $21.8M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCUS MULTI-SECTOR190.7K shadded | $5M |
| LifeGoal Investments, LLCUS MULTI-SECTOR173.7K shadded | $4.6M |
| Venture Visionary Partners LLCUS MULTI-SECTOR114.2K shadded | $3M |
| Cadent Capital Advisors, LLCUS MULTI-SECTOR107.1K sh— | $2.8M |
| Farther Finance Advisors, LLCETF58.5K shadded | $1.5M |
| M.E. ALLISON & CO., INC.US MULTI-SECTOR39.3K shadded | $1M |
| TITLEIST ASSET MANAGEMENT, LLCUS MULTI-SECTOR26.1K shtrimmed | $684.5K |
| Capital Planning LLCExchange Traded Fund21.8K shadded | $570.8K |
| Cooper Financial GroupUS MULTI-SECTOR21.4K shadded | $561.9K |
| Freestate Advisors LLCUS MULTI-SECTOR17.4K shadded | $455.4K |
| Avidian Wealth Enterprises, LLCUS MULTI-SECTOR15K shadded | $393.6K |
| ACT WEALTH MANAGEMENT, LLCUS MULTI-SECTOR15K shadded | $392.9K |
| First Heartland Consultants, Inc.US MULTI-SECTOR13.7K shadded | $358.3K |
| Meadowbrook Wealth Management, LLCStrategic Income13.7K shadded | $358K |
| CoreCap Advisors, LLCETF12.3K shadded | $322.5K |
| Peterson Wealth Advisors, LLCUS MULTI-SECTOR12.2K shtrimmed | $320.8K |
| Olistico Wealth, LLCETF3.2K shadded | $84.7K |
| GK Wealth Management LLCUS MULTI-SECTOR2K sh— | $52.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on CGMS
Follow Capital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF (CGMS) by email
New trades in Capital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF (CGMS) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.