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 | 11/12/2025 | 11.75 M | $326.08 M | 18.18% | 9.70% |
| MORGAN STANLEY | 11/14/2025 | 6.52 M | $180.81 M | 16.26% | 5.38% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 5.40 M | $149.87 M | 27.23% | 4.46% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 4.34 M | $120.40 M | 9.05% | 3.58% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.75 M | $103.96 M | 34.79% | 3.09% |
| UBS GROUP AG | 11/13/2025 | 3.52 M | $97.82 M | 49.20% | 2.91% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 3.08 M | $85.46 M | 14.46% | 2.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 2.76 M | $76.55 M | 14.90% | 2.28% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/14/2025 | 2.66 M | $73.71 M | 23.49% | 2.19% |
| CAPITAL ADVANTAGE, INC. | 10/22/2025 | 2.17 M | $60.20 M | 2.89% | 1.79% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 2.11 M | $58.50 M | 19.35% | 1.74% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 1.67 M | $46.42 M | -8.60% | 1.38% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 1.51 M | $41.81 M | 251.92% | 1.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 1.37 M | $37.95 M | 2.68% | 1.13% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.22 M | $33.84 M | 39.99% | 1.01% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 1.19 M | $32.91 M | -4.42% | 0.98% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 1.07 M | $29.91 M | 27.74% | 0.89% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 1.07 M | $29.66 M | 19.58% | 0.88% |
| CWM, LLC | 10/15/2025 | 926.69 K | $25.72 M | -0.28% | 0.76% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 911.19 K | $25.29 M | 39.27% | 0.75% |
| BLUESTEM WEALTH PARTNERS, LLC | 11/12/2025 | 837.43 K | $23.24 M | 11.98% | 0.69% |
| TRUEWEALTH ADVISORS, LLC | 10/15/2025 | 798.99 K | $22.17 M | 2.47% | 0.66% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 776.21 K | $21.54 M | 12.65% | 0.64% |
| WINCH ADVISORY SERVICES, LLC | 11/12/2025 | 751.11 K | $20.84 M | 1.30% | 0.62% |
| TRUWEALTH ADVISORS, LLC | 10/06/2025 | 731.67 K | $20.30 M | 4.83% | 0.60% |
| MARINER, LLC | 11/14/2025 | 663.48 K | $18.41 M | -10.57% | 0.55% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 628.76 K | $17.45 M | 29.16% | 0.52% |
| STEPHENS INC /AR/ | 10/27/2025 | 605.69 K | $16.81 M | -5.93% | 0.50% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 542.73 K | $15.06 M | 3.25% | 0.45% |
| REDHAWK WEALTH ADVISORS, INC. | 10/09/2025 | 539.14 K | $14.96 M | -6.49% | 0.45% |
| VALMARK ADVISERS, INC. | 10/24/2025 | 538.46 K | $14.94 M | 4.71% | 0.44% |
| EQ WEALTH ADVISORS, LLC | 10/28/2025 | 523.00 K | $14.51 M | 8.13% | 0.43% |
| SKYLINE ADVISORS, INC. | 11/13/2025 | 499.90 K | $13.87 M | 3.84% | 0.41% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 456.84 K | $12.68 M | 14.64% | 0.38% |
| ONYX BRIDGE WEALTH GROUP LLC | 11/06/2025 | 451.51 K | $12.53 M | 15.86% | 0.37% |
| SMARTLEAF ASSET MANAGEMENT LLC | 11/05/2025 | 443.59 K | $12.31 M | 4.59% | 0.37% |
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 11/13/2025 | 428.13 K | $11.88 M | 5.03% | 0.35% |
| ATRIA INVESTMENTS, INC | 11/06/2025 | 425.43 K | $11.81 M | 1.75% | 0.35% |
| JANE STREET GROUP, LLC | 11/14/2025 | 418.05 K | $11.60 M | 253.70% | 0.35% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 400.24 K | $11.11 M | 10.97% | 0.33% |
| KMG FIDUCIARY PARTNERS, LLC | 10/10/2025 | 365.73 K | $10.15 M | 2.83% | 0.30% |
| SOUDERS FINANCIAL ADVISORS | 11/04/2025 | 364.18 K | $10.11 M | 9.51% | 0.30% |
| ST GERMAIN D J CO INC | 10/07/2025 | 363.95 K | $10.10 M | 4.88% | 0.30% |
| MAIN LINE RETIREMENT ADVISORS, LLC | 10/20/2025 | 350.10 K | $9.72 M | 12.07% | 0.29% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 308.31 K | $8.56 M | 30.06% | 0.25% |
| BETTERMENT LLC | 11/13/2025 | 306.34 K | $8.50 M | -4.39% | 0.25% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2025 | 301.64 K | $8.37 M | 19.84% | 0.25% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 297.84 K | $8.27 M | 3.16% | 0.25% |
| VICUS CAPITAL | 10/24/2025 | 295.14 K | $8.19 M | 13.55% | 0.24% |
| VESTGEN ADVISORS, LLC | 11/14/2025 | 295.00 K | $8.19 M | -2.34% | 0.24% |
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Capital Group U.S. Multi-Sector Income institutional Ownership - FAQ's
During the previous two years, 219 institutional investors and hedge funds held shares of Capital Group U.S. Multi-Sector Income. The most heavily invested institutionals were:
TruWealth Advisors, LLC: 775,869
Winch Advisory Services, LLC: 772,082
TrueWealth Advisors, LLC: 645,210
Redhawk Wealth Advisors, Inc.: 607,714
BENJAMIN EDWARDS INC: 589,077
Souders Financial Advisors: 380,745
72.34% of Capital Group U.S. Multi-Sector Income stock is owned by institutional investors.
Institutional investors have bought a total of 71.62 M shares in the last 24 months. This purchase volume represents approximately $1.98 B in transactions.