Cap Group Muni High-IncomeCGHMETF
13F holders, Q4 2025 (December 31)149holders +36
33new positions
8sold out
1famous investor
$25.48avg. 13F price*
At the end of Q4 2025, 149 institutions reported holding Cap Group Muni High-Income (CGHM) in their 13F filings, up 36 from Q3 2025. 33 opened new positions and 8 sold out. The largest holders were Capital International Investors ($1.5B), Envestnet Asset Management Inc. ($270.1M) and LPL Financial LLC ($75.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Muni High-Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q4 2025)
- CUSIP
- 14020Y805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $32.9M |
| Exits | 8 | $5.8M |
All 13F filers, Q3 2025 → Q4 2025: 8,281,994 shares bought and 322,647 shares sold, net +7,959,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Capital International Investors | 0.24% | Add +1.5% | 59,363,041 | $1.5B |
| Envestnet Asset Management Inc. | 0.08% | Add +10.2% | 10,600,380 | $270.1M |
| LPL Financial LLC | 0.02% | Add +52.8% | 2,976,899 | $75.9M |
| Cetera Investment Advisers | 0.06% | Add +11.9% | 2,129,067 | $54.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +835.6% | 1,643,882 | $41.9M |
| Vestmark Advisory Solutions, Inc. | 0.48% | Add +6.5% | 1,386,911 | $35.3M |
| MML Investors Services, LLC | 0.08% | Add +12.3% | 1,241,523 | $31.6M |
| Assetmark, Inc. | 0.06% | Add +5.0% | 1,128,678 | $28.8M |
| Royal Bank of Canada | 0.00% | Add +9.2% | 809,856 | $20.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +26.7% | 758,527 | $19.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +4.1% | 724,130 | $18.5M |
| Confluence Wealth Services, Inc. | 0.74% | Add +10.7% | 698,946 | $17.8M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +5.9% | 695,772 | $17.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.1% | 652,379 | $16.6M |
| Aprio Wealth Management, LLC | 0.94% | New | 644,513 | $16.4M |
| Truist Financial Corp. | 0.02% | Add +11.8% | 587,828 | $15.0M |
| J. Derek Lewis & Associates Inc. | 3.15% | — | 527,322 | $13.4M |
| Raymond James Financial Inc. | 0.00% | Add +58.7% | 519,933 | $13.2M |
| Principal Securities, Inc. | 0.15% | Add +42.8% | 378,269 | $9.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +9.6% | 358,697 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +10.2% | 331,008 | $8.4M |
| Strata Wealth Advisors, LLC | 1.96% | Add +0.9% | 277,066 | $7.1M |
| Benjamin Edwards Inc. | 0.08% | Reduce -0.6% | 274,055 | $7.0M |
| Capital Group Private Client Services, Inc. | 0.10% | Reduce -0.4% | 245,620 | $6.3M |
| Koshinski Asset Management, Inc. | 0.40% | Add +37.1% | 244,047 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +368.4% | 239,778 | $6.1M |
| Jones Financial Companies LLLP | 0.00% | Add +77.6% | 231,814 | $5.9M |
| Gutierrez Wealth Advisory, LLC | 3.52% | Add +10.3% | 219,915 | $5.6M |
| Keudell/Morrison Wealth Management | 1.18% | — | 219,909 | $5.6M |
| Jane Street Group, LLC | 0.01% | Add +723.7% | 202,258 | $5.2M |
| Valmark Advisers, Inc. | 0.06% | Reduce -13.5% | 187,282 | $4.8M |
| Citadel Advisors | 0.00% | Add +134.8% | 174,435 | $4.4M |
| Platt Wealth Management LLC | 4.40% | — | 174,255 | $4.4M |
| Prentice Wealth Management LLC | 1.00% | Add +123.4% | 171,470 | $4.4M |
| First Interstate Bank | 0.22% | New | 160,990 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +29.3% | 142,960 | $3.6M |
| Sei Investments Co. | 0.00% | Add +50.6% | 125,681 | $3.2M |
| Boulder Wealth Advisors, LLC | 1.31% | New | 121,969 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -15.0% | 112,521 | $2.9M |
| Capital Analysts, LLC | 0.08% | Add +50.7% | 108,589 | $2.8M |
| Capital Investment Management, Inc. | 0.88% | — | 98,784 | $2.5M |
| &partners | 0.01% | Add +36.7% | 97,040 | $2.5M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +4.6% | 94,316 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Add +128.8% | 87,162 | $2.2M |
| RFP Financial Group LLC | 1.02% | Add +21.2% | 83,621 | $2.1M |
| Simplicity Wealth,LLC | 0.12% | Reduce -3.2% | 77,425 | $2.0M |
| BlueStem Wealth Partners, LLC | 0.21% | Add +589.0% | 75,965 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +140.0% | 71,581 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Reduce -0.2% | 68,435 | $1.7M |
| Harbour Investments, Inc. | 0.03% | Add +27.7% | 62,155 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +73.7% | 60,351 | $1.5M |
| Vicus Capital | 0.11% | Add +19.7% | 56,311 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Add +18.0% | 53,977 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +61.8% | 53,646 | $1.4M |
| Advyzon Investment Management, LLC | 0.16% | Add +133.6% | 52,618 | $1.3M |
| Financial Connections Group, Inc. | 0.45% | Reduce -0.1% | 50,948 | $1.3M |
| LongView Wealth Management | 0.30% | Add +0.0% | 49,264 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.10% | Add +31.3% | 47,867 | $1.2M |
| NewCorp Financial Services, Inc. | 1.04% | — | 46,013 | $1.2M |
| GWN Securities Inc. | 0.23% | Add +40.3% | 44,627 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.12% | New | 42,379 | $1.1M |
| Continental Investors Services, Inc. | 1.35% | Reduce -4.4% | 41,428 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +10.7% | 37,469 | $955K |
| Thrive Wealth Management, LLC | 0.14% | Add +10.3% | 37,292 | $950K |
| Gateway Wealth Partners, LLC | 0.10% | Add +34.2% | 35,021 | $892K |
| Earned Wealth Advisors, LLC | 0.06% | Add +5.9% | 33,042 | $842K |
| Heritage Wealth Management, Inc. | 0.23% | Add +114.3% | 32,421 | $826K |
| Stifel Financial Corp. | 0.00% | New | 32,381 | $825K |
| VestGen Investment Management | 0.45% | Add +1.0% | 32,190 | $820K |
| Arkadios Wealth Advisors | 0.02% | Reduce -2.5% | 32,065 | $817K |
| Founders Financial Alliance, LLC | 0.14% | No change | 30,000 | $764K |
| Birchwood Financial Partners, Inc. | 0.75% | — | 29,679 | $756K |
| HighTower Advisors, LLC | 0.00% | New | 29,490 | $751K |
| Prospera Financial Services Inc | 0.01% | Add +0.5% | 29,324 | $747K |
| Midwest Heritage Bank, FSB | 0.24% | Add +83.0% | 27,074 | $690K |
| St Germain D J Co. Inc. | 0.03% | Add +292.4% | 26,288 | $670K |
| Ascent Group, LLC | 0.02% | Add +0.6% | 25,973 | $662K |
| Uhlmann Price Securities, LLC | 0.39% | Add +29.3% | 25,782 | $657K |
| Cerity Partners LLC | 0.00% | New | 25,555 | $651K |
| Smartleaf Asset Management LLC | 0.02% | New | 25,129 | $640K |
| Goldman Sachs Group Inc. | 0.00% | Add +26.6% | 24,464 | $623K |
| World Investment Advisors | 0.01% | Add +72.6% | 23,331 | $594K |
| D.A. Davidson & Co. | 0.00% | New | 22,814 | $581K |
| Jacobi Capital Management LLC | 0.03% | Add +8.8% | 22,792 | $581K |
| Integrated Wealth Concepts LLC | 0.01% | Add +72.8% | 22,000 | $561K |
| Global Retirement Partners, LLC | 0.01% | Add +2.5% | 21,560 | $549K |
| Venture Visionary Partners LLC | 0.02% | Add +1.2% | 21,088 | $537K |
| Capital Planning LLC | 0.14% | No change | 20,122 | $513K |
| Barnes Pettey Financial Advisors, LLC | 0.24% | New | 19,413 | $495K |
| Vise Technologies, Inc. | 0.01% | New | 18,455 | $470K |
| Betterment LLC | 0.00% | Reduce -1.1% | 18,376 | $468K |
| Mgo One Seven LLC | 0.01% | New | 18,302 | $466K |
| Atria Investments, Inc | 0.00% | Reduce -7.1% | 16,041 | $409K |
| Eq Wealth Advisors, LLC | 0.23% | Add +2.4% | 15,483 | $395K |
| Financial Management Network Inc. | 0.06% | Add +1.0% | 15,357 | $391K |
| Summit Financial, LLC | 0.01% | Add +1.5% | 15,200 | $387K |
| Hilltop Holdings Inc. | 0.02% | New | 15,059 | $384K |
| First Heartland Consultants, Inc. | 0.03% | Add +2.6% | 14,989 | $382K |
| Equitable Holdings, Inc. | 0.00% | Add +70.8% | 14,612 | $372K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +5.0% | 14,524 | $370K |
"% of holder's portfolio" is CGHM's weight in each manager's 13F, not the share of Cap Group Muni High-Income the manager owns.