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 | 08/07/2026 | 21.68 M | $592.64 M | 14.72% | 11.32% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 9.95 M | $272.07 M | 35.18% | 5.19% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 9.08 M | $248.05 M | 16.11% | 5.05% |
| MORGAN STANLEY | 08/13/2026 | 7.93 M | $216.81 M | 10.47% | 4.14% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 7.93 M | $216.65 M | 13.27% | 4.14% |
| UBS GROUP AG | 08/13/2026 | 6.24 M | $170.55 M | 11.06% | 3.26% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 5.06 M | $138.34 M | 17.82% | 2.64% |
| CAPITAL ADVANTAGE, INC. | 07/13/2026 | 3.79 M | $103.63 M | 51.74% | 1.98% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 3.33 M | $91.13 M | -3.50% | 1.74% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 3.29 M | $89.79 M | 22.23% | 1.71% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 2.85 M | $77.77 M | 3.93% | 1.48% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.33 M | $63.95 M | 27.44% | 1.21% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 2.20 M | $60.01 M | 15.28% | 1.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 2.03 M | $55.45 M | 17.20% | 1.06% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.85 M | $50.45 M | 3.30% | 0.96% |
| SCHUSTERMAN INTERESTS, LLC | 08/14/2026 | 1.82 M | $49.69 M | 100.00% | 0.95% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 1.79 M | $49.00 M | 31.52% | 0.94% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 1.77 M | $48.50 M | 16.30% | 0.93% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 1.55 M | $42.37 M | -0.70% | 0.81% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 1.30 M | $35.50 M | 2.39% | 0.68% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 1.27 M | $34.76 M | 28.87% | 0.66% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 1.14 M | $31.07 M | 8.03% | 0.59% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 960.52 K | $26.25 M | 32.61% | 0.50% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 951.08 K | $25.99 M | 100.00% | 0.50% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 940.88 K | $25.71 M | 10.08% | 0.49% |
| REGATTA CAPITAL GROUP, LLC | 08/12/2026 | 907.53 K | $24.80 M | 8.40% | 0.47% |
| BLUESTEM WEALTH PARTNERS, LLC | 08/11/2026 | 828.51 K | $22.64 M | 19.39% | 0.43% |
| TRUEWEALTH ADVISORS, LLC | 07/08/2026 | 796.07 K | $21.76 M | 0.92% | 0.42% |
| WINCH ADVISORY SERVICES, LLC | 08/06/2026 | 791.20 K | $21.62 M | 1.44% | 0.41% |
| &PARTNERS | 08/14/2026 | 784.66 K | $21.57 M | 38.60% | 0.41% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 775.01 K | $21.18 M | 24.79% | 0.40% |
| J. DEREK LEWIS & ASSOCIATES INC. | 07/31/2026 | 768.77 K | $21.01 M | 9.25% | 0.40% |
| COMPTON FINANCIAL GROUP, LLC | 08/12/2026 | 738.47 K | $20.18 M | 166.60% | 0.39% |
| STEPHENS INC /AR/ | 07/29/2026 | 729.19 K | $19.93 M | 3.71% | 0.38% |
| REDHAWK WEALTH ADVISORS, INC. | 07/09/2026 | 693.38 K | $18.95 M | -2.04% | 0.36% |
| EQ WEALTH ADVISORS, LLC | 07/24/2026 | 679.30 K | $18.57 M | 6.41% | 0.35% |
| ENTRUITY WEALTH, LLC | 08/13/2026 | 637.74 K | $17.43 M | 61.29% | 0.33% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 627.01 K | $17.14 M | 2.90% | 0.33% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 613.16 K | $16.76 M | 14.55% | 0.32% |
| PER STIRLING CAPITAL MANAGEMENT, LLC. | 08/14/2026 | 599.85 K | $16.39 M | 17.45% | 0.31% |
| VICUS CAPITAL | 08/05/2026 | 561.64 K | $15.35 M | 12.89% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 556.56 K | $15.21 M | -27.76% | 0.29% |
| KWB WEALTH | 07/10/2026 | 527.42 K | $14.41 M | 47.21% | 0.28% |
| CENTENNIAL WEALTH ADVISORY LLC | 07/13/2026 | 478.47 K | $13.08 M | 5.45% | 0.25% |
| MARKOWSKI INVESTMENTS | 08/13/2026 | 471.32 K | $12.88 M | 100.00% | 0.25% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 455.54 K | $12.48 M | 0.00% | 0.24% |
| SOUDERS FINANCIAL ADVISORS | 08/05/2026 | 442.30 K | $12.09 M | 6.93% | 0.23% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 412.83 K | $11.28 M | 4.38% | 0.23% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 422.63 K | $11.55 M | 1.16% | 0.22% |
| ONYX BRIDGE WEALTH GROUP LLC | 07/23/2026 | 422.55 K | $11.55 M | -1.50% | 0.22% |
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Capital Group U.S. Multi-Sector Income institutional Ownership - FAQ's
During the previous two years, 425 institutional investors and hedge funds held shares of Capital Group U.S. Multi-Sector Income. The most heavily invested institutionals were:
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: 3.7 M
COMMONWEALTH EQUITY SERVICES, LLC: 3.15 M
Cambridge Investment Research Advisors, Inc.: 2.29 M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 1.43 M
REGATTA CAPITAL GROUP, LLC: 971,313
Kestra Advisory Services, LLC: 868,945
74.49% of Capital Group U.S. Multi-Sector Income stock is owned by institutional investors.
Institutional investors have bought a total of 151.45 M shares in the last 24 months. This purchase volume represents approximately $4.18 B in transactions.