CGMS

Cap Group Us Multi-sect Bond

Latest period2026 - Q1Total superinvestors328

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 328 superinvestors own shares of Cap Group Us Multi-sect Bond (CGMS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Us Multi-sect Bond (CGMS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Us Multi-sect Bond (CGMS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Us Multi-sect Bond (CGMS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 23.02%
0.14%
$514.724M
18.903M shares@ 27.23 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 24.17%
0.06%
$212.852M
7.817M shares@ 27.24 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 36.26%
0.04%
$200.535M
7.365M shares@ 27.23 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 7.2%
0.02%
$195.543M
7.181M shares@ 27.24 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 34.54%
0.06%
$190.575M
6.999M shares@ 27.24 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 27.33%
0.03%
$153.004M
5.619M shares@ 27.23 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 17.72%
0.13%
$116.984M
4.296M shares@ 27.23 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 10.61%
0.14%
$94.09M
3.455M shares@ 27.23 avg price
James Spinelli@Great Valley Advisor Group, Inc.
Recent Activity
Decreased -9.46%
1.36%
$74.552M
2.738M shares@ 27.24 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 9.88%
0.11%
$73.187M
2.688M shares@ 27.24 avg price

1-10 of 328