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CGMS
Capital Group U.S. Multi-Sector Income ETF · Financial Services · Asset Management
35Détenteurs suivis
0Δ détenteurs
64.65MActions détenues
$1.79BValeur déclarée
+0Nouvelles positions
−0Sorties
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +0.2% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +3 | 88.80M | $2.43B | +5 | −2 |
| Q1 2026 | 37 | +2 | 77.47M | $2.11B | +6 | −4 |
| Q4 2025 | 35 | 0 | 64.65M | $1.79B | — | — |
| Q3 2025 | 6 | 0 | 7.25M | $201.29M | — | — |
| Q2 2025 | 3 | +1 | 273.46K | $7.55M | +1 | — |
| Q1 2025 | 2 | 0 | 357.12K | $9.75M | — | — |
| Q4 2024 | 2 | 0 | 115.35K | $3.15M | — | — |
| Q3 2024 | 2 | +2 | 247.18K | $6.88M | +2 | — |
Qui le détient · Q4 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 15.37M | — | $424.43M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.70M | +2.8% | $185.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 6.30M | — | $173.88M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 5.40M | — | $149.28M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 5.40M | — | $149.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 5.20M | — | $143.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 5.20M | — | $143.69M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.20M | — | $143.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 4.41M | — | $121.89M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 3.65M | — | $100.80M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 3.12M | — | $86.29M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 2.45M | — | $67.56M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.45M | — | $67.56M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 1.73M | — | $47.88M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.50M | — | $41.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.50M | — | $41.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.50M | — | $41.31M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 1.39M | — | $38.44M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 1.39M | — | $38.44M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 1.32M | — | $36.33M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 1.25M | — | $34.41M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 954.76K | — | $26.37M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 890.00K | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 773.74K | — | $21.37M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 687.30K | — | $18.98M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 687.30K | — | $18.98M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 427.55K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 427.55K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 427.55K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 376.39K | +663.7% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 127.90K | -25.9% | $3.53M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 32 | Cerity Partners LLC | 123.98K | — | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 123.49K | -58.6% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 123.49K | -58.6% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 123.49K | -58.6% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 95.42K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 86.61K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Captrust Financial Advisors | 78.81K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Focus Partners Wealth | 34.33K | — | $948,140 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 29.43K | 0.0% | $812,857 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Northern Trust Corp | 18.42K | — | $508,650 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 11.30K | — | $312,106 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 11.21K | — | $309,665 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Renaissance Technologies ✦ | 10.21K | -94.6% | $281,890 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 8.86K | — | $244,688 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Citigroup Inc | 4.49K | — | $123,903 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 750 | — | $20,715 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 324 détenteurs, 122.52M actions, $3.26B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q4 2025 ·
Méthodologie ·
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