Cap Group Municipal IncomeCGMUETF
13F holders, Q1 2024 (March 31)105holders
$27.01avg. 13F price*
At the end of Q1 2024, 105 institutions reported holding Cap Group Municipal Income (CGMU) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($45.8M), UBS Group AG ($36.7M) and Stifel Financial Corp. ($24.9M).
- Company
- Cap Group Municipal Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q1 2024)
- CUSIP
- 14020Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.2M |
| Exits | 2 | $1.8M |
Ownership 105 holders
| Commonwealth Equity Services, LLC | 0.08% | Add +9.5% | 1,697,218 | $45.8M |
| UBS Group AG | 0.01% | Add +11.9% | 1,358,225 | $36.7M |
| Stifel Financial Corp. | 0.03% | Add +2.4% | 922,993 | $24.9M |
| LPL Financial LLC | 0.01% | Add +45.1% | 903,750 | $24.4M |
| Cetera Investment Advisers | 0.05% | Add +199.4% | 718,847 | $19.4M |
| Great Valley Advisor Group, Inc. | 0.57% | Add +10.3% | 695,277 | $18.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +21.6% | 693,536 | $18.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.3% | 689,187 | $18.6M |
| Capital Group Private Client Services, Inc. | 0.16% | Add +22.9% | 575,613 | $15.5M |
| MML Investors Services, LLC | 0.06% | Add +10.3% | 574,108 | $15.5M |
| Venturi Wealth Management, LLC | 0.95% | Add +1.2% | 549,659 | $14.8M |
| Osaic Holdings, Inc. | 0.03% | Add +20.0% | 460,805 | $12.4M |
| Pillar Wealth Advisors, LLC | 7.60% | Reduce -2.3% | 372,520 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +13.1% | 347,042 | $9.4M |
| Lincoln National Corp. | 0.10% | Add +48.5% | 236,252 | $6.4M |
| Private Advisor Group, LLC | 0.04% | Add +55.6% | 224,201 | $6.1M |
| Capital Planning LLC | 1.78% | Reduce -0.6% | 201,242 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.9% | 182,353 | $4.9M |
| WNY Asset Management, LLC | 0.63% | Add +8.9% | 153,985 | $4.2M |
| Koshinski Asset Management, Inc. | 0.37% | Add +844.8% | 134,080 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +29.0% | 133,162 | $3.6M |
| Crumly & Associates Inc. | 0.86% | Add +55.2% | 120,541 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +45.9% | 120,262 | $3.2M |
| Capital International Investors | 0.00% | Reduce -30.9% | 114,000 | $3.1M |
| New England Capital Financial Advisors LLC | 1.69% | Add +0.3% | 110,796 | $3.0M |
| World Investment Advisors | 0.41% | Add +1.9% | 105,028 | $2.9M |
| Raymond James & Associates | 0.00% | Add +44.3% | 100,007 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +46.3% | 98,797 | $2.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +63.5% | 92,210 | $2.5M |
| Signet Financial Management, LLC | 0.34% | Add +16.9% | 91,061 | $2.5M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +7.5% | 89,189 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Add +67.7% | 81,335 | $2.2M |
| Landmark Wealth Management, LLC | 1.00% | Add +16.5% | 80,153 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 74,716 | $2.0M |
| Morgan Stanley | 0.00% | New | 73,247 | $2.0M |
| Inspire Advisors, LLC | 0.26% | Add +4.7% | 69,381 | $1.9M |
| NavPoint Financial, Inc. | 1.44% | Add +1.8% | 61,413 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +2.6% | 59,604 | $1.6M |
| McGlone Suttner Wealth Management, Inc. | 0.30% | Add +575.4% | 58,425 | $1.6M |
| Royal Harbor Partners, LLC | 0.67% | Add +60.6% | 57,178 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +6.0% | 56,331 | $1.5M |
| Bare Financial Services, Inc | 1.36% | Add +6.1% | 53,293 | $1.4M |
| Wintrust Investments LLC | 0.11% | Add +68.3% | 47,176 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +66.4% | 45,006 | $1.2M |
| Stephens Inc. | 0.02% | New | 40,955 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.19% | Add +2.1% | 40,207 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 39,490 | $1.1M |
| Souders Financial Advisors | 0.16% | Add +2.7% | 38,189 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.06% | No change | 37,461 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Add +31.5% | 34,447 | $930K |
| Madison Wealth Partners, Inc | 0.33% | Reduce -0.5% | 33,747 | $912K |
| Avidian Wealth Enterprises, LLC | 0.05% | New | 32,856 | $887K |
| Comerica Bank | 0.00% | Add +28.9% | 31,006 | $837K |
| Belpointe Asset Management LLC | 0.06% | Add +4.1% | 30,600 | $827K |
| Frazier Financial Advisors, LLC | 0.65% | New | 29,470 | $796K |
| LongView Wealth Management | 0.30% | Add +15.5% | 27,600 | $745K |
| Tempus Wealth Planning, LLC | 0.31% | Add +61.5% | 25,888 | $699K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 23,300 | $629K |
| Janney Montgomery Scott LLC | 0.00% | Add +21.5% | 20,557 | $555K |
| Harbour Investments, Inc. | 0.02% | Add +1.9% | 20,176 | $545K |
| Armstrong, Fleming & Moore, Inc | 0.37% | Add +0.4% | 19,985 | $540K |
| WMS Partners, LLC | 0.04% | New | 19,515 | $527K |
| Private Trust Co. NA | 0.05% | No change | 18,507 | $500K |
| IFG Advisory, LLC | 0.03% | No change | 17,305 | $467K |
| Aspire Wealth Management Corp | 0.27% | No change | 16,293 | $440K |
| First Heartland Consultants, Inc. | 0.04% | Add +49.1% | 14,913 | $403K |
| Midwest Heritage Bank, FSB | 0.21% | New | 14,612 | $395K |
| Intergy Private Wealth, LLC | 0.16% | New | 14,339 | $387K |
| Avantax Advisory Services, Inc. | 0.00% | New | 13,900 | $375K |
| Burton Enright Welch | 0.09% | Add +73.1% | 13,740 | $371K |
| Bill Few Associates, Inc. | 0.15% | No change | 13,674 | $369K |
| Principal Securities, Inc. | 0.01% | Add +34.5% | 13,650 | $369K |
| Ascent Group, LLC | 0.03% | No change | 13,189 | $356K |
| TrueWealth Advisors, LLC | 0.14% | New | 12,958 | $350K |
| Burford Brothers, Inc. | 0.23% | New | 12,865 | $347K |
| Sigma Planning Corp | 0.01% | New | 12,618 | $341K |
| Lodestone Wealth Management LLC | 0.17% | New | 12,259 | $331K |
| Northwest Financial Advisors | 0.35% | No change | 11,925 | $322K |
| AdvisorNet Financial, Inc | 0.03% | Add +15.3% | 11,796 | $319K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | New | 10,870 | $294K |
| American Financial Advisors, LLC | 0.04% | Add +1.3% | 10,516 | $284K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +4.1% | 9,520 | $258K |
| Ballew Advisors, Inc | 0.18% | No change | 9,540 | $255K |
| Skyline Advisors, Inc. | 0.11% | New | 9,000 | $243K |
| Ausdal Financial Partners, Inc. | 0.03% | No change | 8,500 | $230K |
| Milestone Investment Advisors LLC | 0.06% | Add +78.6% | 8,468 | $229K |
| &partners | 0.03% | New | 8,237 | $222K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 8,181 | $221K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 8,050 | $217K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 8,030 | $217K |
| IFP Advisors, Inc | 0.01% | Add +19.8% | 7,867 | $212K |
| CGN Advisors LLC | 0.03% | New | 7,566 | $204K |
| Quadcap Wealth Management, LLC | 0.05% | New | 7,444 | $201K |
| Rothschild Investment LLC | 0.01% | No change | 7,220 | $195K |
| WR Wealth Planners, LLC | 0.06% | New | 7,094 | $192K |
| Sunbelt Securities, Inc. | 0.02% | No change | 6,358 | $172K |
| Jones Financial Companies LLLP | 0.00% | New | 6,340 | $171K |
| St Germain D J Co. Inc. | 0.01% | No change | 6,200 | $167K |
| Global Retirement Partners, LLC | 0.00% | Add +687.5% | 3,780 | $102K |
| NewEdge Advisors, LLC | 0.00% | New | 3,120 | $84K |
"% of holder's portfolio" is CGMU's weight in each manager's 13F, not the share of Cap Group Municipal Income the manager owns.