§ EQUITY
USDCGMS
CAP GROUP US MULTI-SECT BOND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 18.9M | 0.1% | +23% |
| ENVESTNET ASSET MANAGEMENT INC | 7.8M | 0.1% | +24% |
| Morgan Stanley IM | 7.2M | 0.0% | −46% |
| UBS Group AG | 5.6M | 0.0% | +27% |
| Cetera Investment Advisers | 4.3M | 0.1% | +18% |
| RAYMOND JAMES FINANCIAL INC | 4.0M | 0.0% | +35% |
◇ AC INTELLIGENCE
Top institutional owners for CGMS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER80.7% · 306 holders
DEALER / BANK18.2% · 15 holders
INCOME / DEFENSIVE0.9% · 2 holders
TACTICAL / MACRO0.2% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CGMS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CGMS yet.