Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US MULTI-SECTOR
-
Number of holders
-
220
-
Total 13F shares, excl. options
-
49,202,037
-
Shares change
-
+13,993,482
-
Total reported value, excl. options
-
$1,342,470,411
-
Value change
-
+$381,760,170
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Number of buys
-
159
-
Number of sells
-
-38
-
Price
-
$27.28
Significant Holders of CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR (CGMS) as of Q4 2024
226 filings reported holding CGMS - CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR as of Q4 2024.
CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR (CGMS) has 220 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 49,202,037 shares
.
Largest 10 shareholders include LPL Financial LLC (5,445,346 shares), MORGAN STANLEY (4,751,695 shares), ENVESTNET ASSET MANAGEMENT INC (2,993,651 shares), GREAT VALLEY ADVISOR GROUP, INC. (2,045,489 shares), WELLS FARGO & COMPANY/MN (1,913,313 shares), Cetera Investment Advisers (1,801,857 shares), COMMONWEALTH EQUITY SERVICES, LLC (1,714,154 shares), UBS Group AG (1,646,093 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1,598,305 shares), and RAYMOND JAMES FINANCIAL INC (1,495,230 shares).
This table shows the top 220 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.