(Mac) Google Fonts moved to "installed by you" and missing most styles?

This started happening recently, and I am getting alerts for lots of font styles missing, such as all but “SemiBold” for Open Sans for example.

Only happens on my mac, both on Mac desktop and web clients, but not on Windows. Popular google fonts don’t show up in font picker, and lots of Google Fonts I used are suddenly marked as “Installed by you” instead with only few styles like SemiBold available. However, it’s not in Mac’s font book so I don’t see any possible local conflicts. Open Sans works in Adobe Illustrator as intended.

Anyone knows what’s going on? Where are those “installed by you” coming from?