Capital Group U.S. Multi-Sector Income Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 15.37 M | $424.43 M | 30.78% | 10.15% |
| MORGAN STANLEY | 02/13/2026 | 6.70 M | $185.03 M | 2.82% | 4.43% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 6.30 M | $173.88 M | 16.57% | 4.17% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 5.40 M | $149.28 M | 44.27% | 3.58% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 5.20 M | $143.69 M | 19.90% | 3.43% |
| UBS GROUP AG | 01/29/2026 | 4.41 M | $121.89 M | 25.20% | 2.92% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 3.65 M | $100.80 M | 18.51% | 2.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 3.12 M | $86.29 M | 13.25% | 2.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 3.02 M | $83.53 M | 13.86% | 2.00% |
| CAPITAL ADVANTAGE, INC. | 01/07/2026 | 2.31 M | $63.75 M | 6.41% | 1.62% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.45 M | $67.56 M | 15.88% | 1.62% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 1.73 M | $47.88 M | 3.56% | 1.22% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 1.54 M | $42.63 M | 2.44% | 1.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 1.45 M | $39.97 M | 5.81% | 1.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.50 M | $41.31 M | 22.66% | 0.99% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 1.39 M | $38.44 M | 17.34% | 0.92% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.32 M | $36.33 M | 22.43% | 0.87% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 1.25 M | $34.41 M | 16.57% | 0.82% |
| CWM, LLC | 01/26/2026 | 954.76 K | $26.37 M | 3.03% | 0.63% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 890.00 K | $24.58 M | 14.66% | 0.59% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 834.83 K | $23.06 M | 108.59% | 0.55% |
| REGATTA CAPITAL GROUP, LLC | 01/13/2026 | 779.27 K | $21.52 M | 6,655.70% | 0.55% |
| TRUWEALTH ADVISORS, LLC | 01/07/2026 | 775.87 K | $21.43 M | 6.04% | 0.55% |
| WINCH ADVISORY SERVICES, LLC | 02/03/2026 | 772.08 K | $21.32 M | 2.79% | 0.51% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 773.74 K | $21.37 M | -15.08% | 0.51% |
| STEPHENS INC /AR/ | 02/05/2026 | 682.53 K | $18.85 M | 12.69% | 0.48% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 696.58 K | $19.24 M | 10.79% | 0.46% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 646.69 K | $17.86 M | 20.10% | 0.46% |
| TRUEWEALTH ADVISORS, LLC | 01/07/2026 | 645.21 K | $17.82 M | -19.25% | 0.45% |
| MARINER, LLC | 02/13/2026 | 687.30 K | $18.98 M | 3.59% | 0.45% |
| BLUESTEM WEALTH PARTNERS, LLC | 02/06/2026 | 670.16 K | $18.51 M | -19.97% | 0.44% |
| 03/23/2026 | 616.66 K | $17.03 M | 100.00% | 0.43% | |
| REDHAWK WEALTH ADVISORS, INC. | 01/14/2026 | 607.71 K | $16.79 M | 12.72% | 0.43% |
| EQ WEALTH ADVISORS, LLC | 02/02/2026 | 594.42 K | $16.42 M | 13.66% | 0.42% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 589.08 K | $16.27 M | 28.95% | 0.41% |
| SKYLINE ADVISORS, INC. | 01/12/2026 | 526.89 K | $14.55 M | 5.40% | 0.37% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 531.88 K | $14.69 M | -2.00% | 0.35% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 457.24 K | $12.63 M | 92.95% | 0.32% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 479.90 K | $13.27 M | 78.21% | 0.32% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 430.92 K | $11.90 M | 39.77% | 0.30% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 427.55 K | $11.81 M | 43.55% | 0.30% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 427.46 K | $11.81 M | 0.48% | 0.30% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 439.46 K | $12.14 M | 153.08% | 0.29% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 431.58 K | $11.94 M | -2.71% | 0.28% |
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 02/11/2026 | 414.15 K | $11.44 M | -3.26% | 0.27% |
| ONYX BRIDGE WEALTH GROUP LLC | 02/18/2026 | 406.15 K | $11.22 M | -10.05% | 0.27% |
| SOUDERS FINANCIAL ADVISORS | 02/02/2026 | 380.75 K | $10.52 M | 4.55% | 0.27% |
| KMG FIDUCIARY PARTNERS, LLC | 01/14/2026 | 379.16 K | $10.47 M | 3.67% | 0.27% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 376.39 K | $10.40 M | 663.71% | 0.26% |
| ST GERMAIN D J CO INC | 01/29/2026 | 369.27 K | $10.20 M | 1.46% | 0.26% |
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Capital Group U.S. Multi-Sector Income institutional Ownership - FAQ's
During the previous two years, 340 institutional investors and hedge funds held shares of Capital Group U.S. Multi-Sector Income. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 7.82 M
UBS Group AG: 5.62 M
COMMONWEALTH EQUITY SERVICES, LLC: 3.46 M
Capital Advantage, Inc.: 2.5 M
Cambridge Investment Research Advisors, Inc.: 1.73 M
Valmark Advisers, Inc.: 1.53 M
74.32% of Capital Group U.S. Multi-Sector Income stock is owned by institutional investors.
Institutional investors have bought a total of 112.44 M shares in the last 24 months. This purchase volume represents approximately $3.10 B in transactions.