Public ownership evidence

Capital Group U.S. Multi-Sector Income ETF (CGMS) Ownership Disclosures

Read CGMS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Capital Group U.S. Multi-Sector Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
January Capital Advisors LLC
Report period
2026-06-30
Available
2026-08-26
Reported shares
11,539
Value (USD)
$315,361
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001855967-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CGMS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CGMS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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January Capital Advisors LLC2026-06-302026-08-2611,539$315,361None
CARLSON FINANCIAL, INC.2026-06-302026-08-2515,092$412,567None
CARLSON FINANCIAL, INC.2026-03-312026-08-2514,930$406,537None
CARLSON FINANCIAL, INC.2025-12-312026-08-2515,828$437,155None
Kingsview Wealth Management, LLC2026-06-302026-08-20323,447$8,839,805None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,550,326$42,370,412None
Equitable Holdings, Inc.2026-06-302026-08-18285,554$7,804,191None
Steelhead Wealth Management LLC2026-06-302026-08-15147,429$4,029,000None
Hopwood Nicholas Hunter2026-06-302026-08-1554,043$1,476,987None
Hopwood Nicholas Hunter2026-03-312026-08-1551,532$1,403,223None
Hopwood Nicholas Hunter2025-12-312026-08-1551,086$1,411,006None
Michael Brady & Co., LLC2026-06-302026-08-1555,951$1,529,141None
AMERIFLEX GROUP, INC.2026-06-302026-08-152,135$58,352None
Blueprint Financial Advisors LLC2026-06-302026-08-1541,673$1,138,923None
Synergy Investment Management, LLC2026-06-302026-08-15113,724$3,108,082None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15700$19,124None
Modern Wealth Management, LLC2026-06-302026-08-1527,194$743,225None
Mutual Advisors, LLC2026-06-302026-08-15163,201$4,460,280None
Advyzon Investment Management, LLC2026-06-302026-08-15296$8,090None
Advyzon Investment Management, LLC2026-06-302026-08-1513,994$382,456None
Kera Capital Partners, Inc.2026-06-302026-08-159,742$266,249None
9823 Capital, L.P.2026-06-302026-08-1553,210$1,454,228None
Milestone Investment Advisors LLC2026-06-302026-08-1518,780$513,262None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-159,973$272,562None
Perennial Investment Advisors, LLC2026-06-302026-08-15117,750$3,218,093None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-1573,348$2,004,610None
KINTRA WEALTH, LLC2026-06-302026-08-1570,537$1,920,016None
Ameritas Advisory Services, LLC2026-06-302026-08-1547,618$1,301,388None
Western Wealth Management, LLC2026-06-302026-08-1520,400$557,524None
Qube Research & Technologies Ltd2026-06-302026-08-15101,369$2,770,415None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-15203,720$5,567,668None
IFG Advisory, LLC2026-06-302026-08-1535,046$957,798None
Per Stirling Capital Management, LLC.2026-06-302026-08-15599,845$16,393,753None
OSAIC HOLDINGS, INC.2026-06-302026-08-15545,545$14,909,732None
OSAIC HOLDINGS, INC.2026-06-302026-08-1559,223$1,618,566None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,680,412$73,258,552None
Betterment LLC2026-06-302026-08-15208,266$5,692,000None
JANE STREET GROUP, LLC2026-06-302026-08-15156,412$4,274,740None
Orion Porfolio Solutions, LLC2026-06-302026-08-1579,511$2,173,034None
OLD MISSION CAPITAL LLC2026-06-302026-08-1595,973$2,622,942None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15108,077$2,953,744None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15214$5,849None
Gotham Asset Management, LLC2026-06-302026-08-1545,238$1,236,355None
Waverly Advisors, LLC2026-06-302026-08-15951,076$25,992,895None
Element Wealth, LLC2026-06-302026-08-1558,326$1,594,046None
Merited Wealth, LLC2026-06-302026-08-1529,288$800,441None
&PARTNERS2026-06-302026-08-15784,662$21,568,380None
Thrivent Financial for Lutherans2026-06-302026-08-15145,450$3,975,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,326,317$63,950,451None
Ausdal Financial Partners, Inc.2026-06-302026-08-1549,370$1,349,273None

90-day public filing window, up to 50 source positions.

January Capital Advisors LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗Equitable Holdings, Inc. ↗Steelhead Wealth Management LLC ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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