Ficha del valor · trimestre archivado
CGMS
Capital Group U.S. Multi-Sector Income ETF · Financial Services · Asset Management
37Tenedores rastreados
+2Δ titulares
77.47MAcciones mantenidas
$2.11BValor declarado
+6Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +5.7% ·
flujo de acciones +19.8% ·
nuevas posiciones netas +5.4%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 18.90M | +23.0% | $514.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.82M | +24.2% | $212.85M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 7.36M | +36.3% | $200.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 7.36M | +36.3% | $200.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 7.18M | +7.2% | $195.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 7.18M | +7.2% | $195.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 7.00M | +34.5% | $190.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 7.00M | +34.5% | $190.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 7.00M | +34.5% | $190.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 5.62M | +27.3% | $153.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 4.30M | +17.7% | $116.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 3.46M | +10.6% | $94.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.69M | +9.9% | $73.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 2.69M | +9.9% | $73.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 2.69M | +9.9% | $73.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 1.90M | +36.9% | $51.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 1.90M | +36.9% | $51.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 1.83M | +38.8% | $49.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.79M | +19.5% | $48.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.79M | +19.5% | $48.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.79M | +19.5% | $48.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.79M | +19.5% | $48.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 1.36M | +9.4% | $37.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 1.27M | -26.4% | $34.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 1.13M | +18.4% | $30.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 1.05M | +18.2% | $28.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 854.69K | +10.5% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 417.80K | -2.3% | $11.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 417.80K | -2.3% | $11.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 284.75K | -58.6% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 284.75K | -58.6% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 280.43K | +126.2% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 205.21K | +60.4% | $5.59M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 146.51K | Nuevo | $3.99M | 0.0% | New | 1 | SEC ↗ |
| 35 | Truist Financial Corp | 116.32K | +34.3% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 117.10K | -5.2% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 117.10K | -5.2% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 94.27K | -1.2% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Captrust Financial Advisors | 84.44K | +7.2% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Citigroup Inc | 49.91K | +1012.5% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 46.08K | Nuevo | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 42 | Focus Partners Wealth | 32.87K | -4.2% | $895,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 29.43K | 0.0% | $801,379 | 0.0% | Held | 4 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 17.97K | Nuevo | $489,215 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 17.97K | Nuevo | $489,215 | 0.0% | New | 1 | SEC ↗ |
| 46 | HighTower Advisors, LLC | 11.35K | +1.2% | $309,058 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 11.30K | 0.0% | $307,699 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 9.98K | Nuevo | $271,810 | 0.0% | New | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 750 | 0.0% | $20,423 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 643 | Nuevo | $17,509 | 0.0% | New | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 29 | Nuevo | $790 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Susquehanna International… | $3.99M | 0.0% |
| Fifth Third Bancorp | $1.25M | 0.0% |
| Bank of New York Mellon Corp | $489,215 | 0.0% |
| Bank of New York Mellon Corp | $489,215 | 0.0% |
| Qube Research & Technologies… | $271,810 | 0.0% |
| Fidelity (FMR) | $17,509 | 0.0% |
| Pnc Financial Services Group… | $790 | 0.0% |
Posición cerrada
| Goldman Sachs Group | $10.40M | era 0.0% |
| Northern Trust Corp | $508,650 | era 0.0% |
| Renaissance Technologies | $281,890 | era 0.0% |
| Mercer Global Advisors Inc… | $244,688 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 324 tenedores, 122.52M acciones, $3.26B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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