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 | 05/06/2026 | 18.90 M | $514.72 M | 23.01% | 11.55% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 7.82 M | $212.85 M | 24.16% | 4.78% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 7.36 M | $200.54 M | 36.26% | 4.50% |
| MORGAN STANLEY | 05/15/2026 | 7.18 M | $195.54 M | 7.19% | 4.39% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 7.00 M | $190.58 M | 34.53% | 4.28% |
| UBS GROUP AG | 05/05/2026 | 5.62 M | $153.00 M | 27.32% | 3.43% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 4.30 M | $116.98 M | 17.72% | 2.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 3.46 M | $94.09 M | 10.60% | 2.11% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 2.74 M | $74.55 M | -9.47% | 1.67% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.69 M | $73.19 M | 9.87% | 1.64% |
| CAPITAL ADVANTAGE, INC. | 04/13/2026 | 2.50 M | $68.04 M | 8.26% | 1.53% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 1.90 M | $51.86 M | 36.86% | 1.16% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.83 M | $49.36 M | 38.80% | 1.12% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.79 M | $48.66 M | 19.46% | 1.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 1.73 M | $47.14 M | 19.63% | 1.06% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 1.56 M | $42.51 M | 1.15% | 0.95% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 1.53 M | $41.55 M | 135.93% | 0.93% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 1.36 M | $37.12 M | 9.42% | 0.83% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 1.27 M | $34.77 M | -26.45% | 0.78% |
| CWM, LLC | 05/14/2026 | 1.13 M | $30.79 M | 18.42% | 0.69% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 1.05 M | $28.65 M | 18.24% | 0.64% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 987.03 K | $26.88 M | 18.23% | 0.60% |
| TRUWEALTH ADVISORS, LLC | 04/09/2026 | 870.24 K | $23.70 M | 12.16% | 0.53% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 854.69 K | $23.27 M | 10.46% | 0.52% |
| REGATTA CAPITAL GROUP, LLC | 04/15/2026 | 837.23 K | $22.80 M | 7.44% | 0.51% |
| TRUEWEALTH ADVISORS, LLC | 04/09/2026 | 788.80 K | $21.48 M | 22.25% | 0.48% |
| WINCH ADVISORY SERVICES, LLC | 04/30/2026 | 779.95 K | $21.24 M | 1.02% | 0.48% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 770.45 K | $20.98 M | 10.60% | 0.47% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 724.30 K | $19.72 M | 22.96% | 0.44% |
| REDHAWK WEALTH ADVISORS, INC. | 04/15/2026 | 707.79 K | $19.27 M | 16.47% | 0.43% |
| 05/21/2026 | 703.69 K | $19.20 M | 14.11% | 0.43% | |
| STEPHENS INC /AR/ | 04/28/2026 | 703.10 K | $19.15 M | 3.01% | 0.43% |
| BLUESTEM WEALTH PARTNERS, LLC | 05/07/2026 | 693.96 K | $18.90 M | 3.55% | 0.42% |
| EQ WEALTH ADVISORS, LLC | 05/01/2026 | 638.39 K | $17.38 M | 7.40% | 0.39% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 621.06 K | $16.91 M | 102.40% | 0.38% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 609.33 K | $16.59 M | 14.56% | 0.37% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 566.12 K | $15.42 M | 17.97% | 0.35% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 535.28 K | $14.58 M | 21.80% | 0.33% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 516.09 K | $14.05 M | 19.76% | 0.32% |
| PER STIRLING CAPITAL MANAGEMENT, LLC. | 05/12/2026 | 510.73 K | $13.91 M | 4,233.76% | 0.31% |
| VICUS CAPITAL | 04/22/2026 | 497.50 K | $13.55 M | 42.35% | 0.30% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 455.54 K | $12.31 M | 5.55% | 0.28% |
| CENTENNIAL WEALTH ADVISORY LLC | 04/20/2026 | 453.76 K | $12.36 M | 99.50% | 0.28% |
| 05/13/2026 | 451.61 K | $12.30 M | 165.33% | 0.28% | |
| ONYX BRIDGE WEALTH GROUP LLC | 04/22/2026 | 428.99 K | $11.68 M | 5.62% | 0.26% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 417.80 K | $11.38 M | -2.28% | 0.26% |
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 05/13/2026 | 414.30 K | $11.28 M | 0.03% | 0.25% |
| SOUDERS FINANCIAL ADVISORS | 05/04/2026 | 413.63 K | $11.26 M | 8.64% | 0.25% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 404.25 K | $11.01 M | 19.48% | 0.25% |
| KMG FIDUCIARY PARTNERS, LLC | 04/13/2026 | 398.12 K | $10.84 M | 5.00% | 0.24% |
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Capital Group U.S. Multi-Sector Income institutional Ownership - FAQ's
During the previous two years, 337 institutional investors and hedge funds held shares of Capital Group U.S. Multi-Sector Income. The most heavily invested institutionals were:
LPL Financial LLC: 18.9 M
ENVESTNET ASSET MANAGEMENT INC: 7.82 M
WELLS FARGO & COMPANY/MN: 7.36 M
MORGAN STANLEY: 7.18 M
RAYMOND JAMES FINANCIAL INC: 7 M
UBS Group AG: 5.62 M
75.47% of Capital Group U.S. Multi-Sector Income stock is owned by institutional investors.
Institutional investors have bought a total of 121.94 M shares in the last 24 months. This purchase volume represents approximately $3.36 B in transactions.