Cap Group Municipal IncomeCGMUETF
13F holders, Q4 2024 (December 31)188holders +35
29new positions
7sold out
1famous investor
$26.92avg. 13F price*
At the end of Q4 2024, 188 institutions reported holding Cap Group Municipal Income (CGMU) in their 13F filings, up 35 from Q3 2024. 29 opened new positions and 7 sold out. The largest holders were Capital International Investors ($1.1B), Envestnet Asset Management Inc. ($183.6M) and Northwestern Mutual Wealth Management Co. ($70.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Municipal Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q4 2024)
- CUSIP
- 14020Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $21.8M |
| Exits | 7 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 8,570,258 shares bought and 1,064,417 shares sold, net +7,505,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Capital International Investors | 0.20% | Add +3.0% | 39,111,005 | $1.1B |
| Envestnet Asset Management Inc. | 0.06% | Add +11.6% | 6,820,215 | $183.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +67.7% | 2,609,933 | $70.3M |
| LPL Financial LLC | 0.03% | Add +33.1% | 2,466,898 | $66.4M |
| Cetera Investment Advisers | 0.13% | Add +6.8% | 2,316,401 | $62.4M |
| UBS Group AG | 0.01% | Add +1.2% | 2,292,347 | $61.7M |
| Wells Fargo & Company | 0.01% | Add +35.8% | 2,018,323 | $54.3M |
| Commonwealth Equity Services, LLC | 0.08% | Add +9.5% | 1,964,602 | $52.9M |
| Morgan Stanley | 0.00% | Add +40.4% | 1,828,361 | $49.2M |
| MML Investors Services, LLC | 0.13% | Add +19.9% | 1,443,344 | $38.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +12.6% | 1,282,547 | $34.5M |
| Osaic Holdings, Inc. | 0.06% | Add +4.4% | 1,057,917 | $28.5M |
| Great Valley Advisor Group, Inc. | 0.59% | Add +8.6% | 983,249 | $26.5M |
| Stifel Financial Corp. | 0.03% | Reduce -0.8% | 963,413 | $25.9M |
| Vestmark Advisory Solutions, Inc. | 0.81% | Add +18.4% | 872,685 | $23.5M |
| Venturi Wealth Management, LLC | 1.02% | Add +3.8% | 767,890 | $20.7M |
| Assetmark, Inc. | 0.06% | Add +6.0% | 765,126 | $20.6M |
| Capital Group Private Client Services, Inc. | 0.17% | Add +1.6% | 688,744 | $18.5M |
| Confluence Wealth Services, Inc. | 1.09% | Add +1240.3% | 624,857 | $16.8M |
| Royal Bank of Canada | 0.00% | Add +12.9% | 560,411 | $15.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.3% | 464,177 | $12.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +9.0% | 458,271 | $12.3M |
| Jones Financial Companies LLLP | 0.01% | Add +216.9% | 455,567 | $12.3M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +5.6% | 436,825 | $11.8M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +5.6% | 436,825 | $11.8M |
| Raymond James Financial Inc. | 0.00% | — | 417,261 | $11.2M |
| Private Advisor Group, LLC | 0.06% | Add +9.2% | 411,672 | $11.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.9% | 300,740 | $8.1M |
| Jacobi Capital Management LLC | 0.60% | Reduce -3.1% | 299,973 | $8.1M |
| Truist Financial Corp. | 0.01% | Add +5.9% | 298,553 | $8.0M |
| Gutierrez Wealth Advisory, LLC | 6.62% | — | 297,999 | $8.0M |
| Royal Harbor Partners, LLC | 2.90% | Reduce -0.1% | 285,753 | $7.7M |
| Per Stirling Capital Management, LLC. | 1.06% | Add +3.0% | 277,250 | $7.5M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +17.3% | 223,625 | $6.0M |
| Capital Planning LLC | 1.44% | Add +4.2% | 203,277 | $5.5M |
| Robinson Smith Wealth Advisors LLC | 4.54% | Add +24.2% | 199,048 | $5.4M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +5.7% | 195,426 | $5.3M |
| WNY Asset Management, LLC | 0.65% | Add +19.8% | 194,612 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +24.9% | 191,446 | $5.2M |
| Koshinski Asset Management, Inc. | 0.44% | Add +32.2% | 191,146 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +1558.8% | 184,556 | $5.0M |
| Benjamin Edwards Inc. | 0.06% | Add +5.5% | 166,864 | $4.5M |
| Principal Securities, Inc. | 0.10% | Add +16.0% | 165,656 | $4.5M |
| World Investment Advisors | 0.11% | Add +7.7% | 145,057 | $3.9M |
| New England Capital Financial Advisors LLC | 1.82% | Add +6.4% | 138,388 | $3.7M |
| Skyline Advisors, Inc. | 1.44% | Add +397.1% | 137,473 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.4% | 131,999 | $3.6M |
| Mutual Advisors, LLC | 0.10% | Add +1.6% | 130,354 | $3.5M |
| Old Mission Capital LLC | 0.08% | New | 127,616 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +5.6% | 123,711 | $3.3M |
| Betterment LLC | 0.01% | New | 112,265 | $3.0M |
| Atria Investments, Inc | 0.04% | Add +0.6% | 111,863 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Add +36.4% | 109,402 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.43% | New | 107,358 | $2.9M |
| Landmark Wealth Management, LLC | 1.22% | Add +10.6% | 101,922 | $2.7M |
| Signet Financial Management, LLC | 0.34% | Add +1.2% | 99,895 | $2.7M |
| Eq Wealth Advisors, LLC | 2.45% | — | 94,762 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +57.8% | 93,738 | $2.5M |
| Inspire Advisors, LLC | 0.26% | Add +4.6% | 78,859 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +23.8% | 77,851 | $2.1M |
| Independent Advisor Alliance | 0.03% | New | 76,102 | $2.0M |
| Main Line Retirement Advisors, LLC | 1.31% | New | 73,755 | $2.0M |
| Comerica Bank | 0.01% | Add +5.9% | 70,471 | $1.9M |
| NavPoint Financial, Inc. | 1.42% | Add +0.3% | 66,758 | $1.8M |
| AdvisorNet Financial, Inc | 0.15% | Add +66.1% | 65,694 | $1.8M |
| Tempus Wealth Planning, LLC | 0.54% | Add +19.0% | 65,072 | $1.8M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Add +4.4% | 63,061 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +349.1% | 62,874 | $1.7M |
| Cwm, LLC | 0.01% | Add +1609.9% | 60,429 | $1.6M |
| AA Financial Advisors, LLC | 0.43% | Add +6.3% | 59,670 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +1.1% | 59,355 | $1.6M |
| Freedom Financial Partners LLC | 0.77% | — | 59,083 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +58.0% | 58,667 | $1.6M |
| Novem Group | 0.22% | — | 54,895 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +2.9% | 50,869 | $1.4M |
| Capital Analysts, LLC | 0.05% | New | 49,333 | $1.3M |
| Smith Thornton Advisors LLC | 0.84% | No change | 49,210 | $1.3M |
| Entruity Wealth, LLC | 1.29% | — | 48,446 | $1.3M |
| Stephens Inc. | 0.02% | Add +13.2% | 46,840 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +41.9% | 46,137 | $1.2M |
| Souders Financial Advisors | 0.17% | Reduce -3.8% | 45,861 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +331.2% | 45,802 | $1.2M |
| LongView Wealth Management | 0.37% | Add +14.1% | 45,491 | $1.2M |
| Belpointe Asset Management LLC | 0.07% | No change | 39,782 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | New | 39,526 | $1.1M |
| GWN Securities Inc. | 0.28% | — | 39,080 | $1.0M |
| Oak Hill Wealth Advisors, LLC | 0.25% | — | 38,639 | $1.0M |
| Envision Financial Planning, LLC | 0.53% | New | 38,356 | $1.0M |
| Intergy Private Wealth, LLC | 0.38% | Add +2.0% | 37,994 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +1.0% | 37,730 | $1.0M |
| LifeGoal Investments, LLC | 1.09% | — | 37,278 | $1.0M |
| &partners | 0.01% | Add +22.0% | 36,855 | $994K |
| Thrive Wealth Management, LLC | 0.18% | Reduce -22.8% | 36,550 | $984K |
| Continental Investors Services, Inc. | 1.94% | Reduce -8.0% | 36,351 | $979K |
| Madison Wealth Partners, Inc | 0.25% | Reduce -3.4% | 33,526 | $903K |
| IFG Advisory, LLC | 0.05% | Add +33.4% | 32,784 | $883K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.40% | Add +58.7% | 31,852 | $857K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +19.2% | 31,359 | $844K |
| TrueWealth Advisors, LLC | 0.25% | Add +17.2% | 28,111 | $757K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +19.2% | 28,033 | $755K |
| Sovran Advisors, LLC | 0.11% | — | 28,053 | $751K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -10.0% | 27,632 | $744K |
| SK Wealth Management, LLC | 0.34% | Add +0.9% | 25,036 | $674K |
| Insigneo Advisory Services, LLC | 0.07% | Add +28.2% | 24,946 | $672K |
| Allworth Financial LP | 0.00% | New | 24,875 | $669K |
| Burton Enright Welch | 0.12% | Add +13.5% | 21,630 | $582K |
| Citadel Advisors | 0.00% | New | 21,121 | $569K |
| Ascent Group, LLC | 0.04% | Reduce -1.7% | 20,236 | $545K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +33.5% | 20,156 | $543K |
| Armstrong, Fleming & Moore, Inc | 0.33% | No change | 19,985 | $538K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 19,445 | $523K |
| VestGen Investment Management | 0.14% | Add +46.8% | 19,033 | $512K |
| Glenview Trust Co | 0.01% | New | 18,984 | $511K |
| Frazier Financial Advisors, LLC | 0.40% | Reduce -8.9% | 18,845 | $507K |
| M Wealth Management, LLC | 0.45% | — | 18,343 | $494K |
| American Financial Advisors, LLC | 0.07% | Add +10.8% | 17,818 | $480K |
| Wood Tarver Financial Group, LLC | 0.16% | — | 17,301 | $465K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 17,100 | $460K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +21.9% | 16,700 | $450K |
| Financial Advocates Investment Management | 0.03% | Add +77.7% | 16,621 | $447K |
| RFP Financial Group LLC | 0.17% | Reduce -55.6% | 16,261 | $438K |
| Midwest Heritage Bank, FSB | 0.20% | Add +8.7% | 16,075 | $433K |
| HighTower Advisors, LLC | 0.00% | Add +86.7% | 15,720 | $423K |
| Maia Wealth LLC | 0.09% | New | 15,277 | $414K |
| New Century Financial Group, LLC | 0.17% | Add +1.6% | 15,164 | $409K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +231.6% | 15,103 | $407K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +6.3% | 14,593 | $393K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +16.7% | 14,568 | $392K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.3% | 14,496 | $390K |
| Saxony Capital Management, LLC | 0.33% | No change | 13,986 | $377K |
| Nwam LLC | 0.02% | New | 13,912 | $375K |
| Western Wealth Management, LLC | 0.02% | Add +25.5% | 13,835 | $372K |
| Bill Few Associates, Inc. | 0.13% | No change | 13,674 | $368K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -15.6% | 13,304 | $358K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -0.8% | 13,133 | $354K |
| Northwest Financial Advisors | 0.29% | Add +7.6% | 12,835 | $346K |
| Sigma Planning Corp | 0.01% | Add +5.5% | 12,676 | $341K |
| DAVENPORT & Co LLC | 0.00% | Add +40.0% | 12,239 | $329K |
| St Germain D J Co. Inc. | 0.01% | No change | 12,177 | $328K |
| Ameritas Advisory Services, LLC | 0.01% | Add +25.7% | 11,916 | $321K |
| Lodestone Wealth Management LLC | 0.16% | Reduce -2.6% | 11,837 | $319K |
| Global Retirement Partners, LLC | 0.01% | Add +48.9% | 11,785 | $317K |
| Gateway Wealth Partners, LLC | 0.08% | Add +31.3% | 11,499 | $310K |
| Prospera Financial Services Inc | 0.01% | Add +21.1% | 11,395 | $307K |
| Seamount Financial Group Inc. | 0.21% | New | 11,267 | $303K |
| International Assets Investment Management, LLC | 0.03% | New | 11,103 | $299K |
| IFP Advisors, Inc | 0.01% | Add +0.4% | 10,776 | $290K |
| Freedom Investment Management, Inc. | 0.02% | Add +3.7% | 10,727 | $289K |
| Keystone Financial Group | 0.03% | Add +30.0% | 10,403 | $280K |
| Level Four Advisory Services, LLC | 0.01% | No change | 10,039 | $270K |
| Ballew Advisors, Inc | 0.16% | No change | 9,540 | $256K |
| Modern Wealth Management, LLC | 0.01% | New | 9,394 | $253K |
| CGN Advisors LLC | 0.02% | Add +5.0% | 9,135 | $246K |
| Riggs Capital Management LLC | 0.23% | — | 8,794 | $237K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,631 | $234K |
| HBW Advisory Services LLC | 0.02% | New | 8,573 | $231K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 8,500 | $229K |
| Rothschild Investment LLC | 0.01% | No change | 7,220 | $194K |
| Hexagon Capital Partners LLC | 0.04% | No change | 7,219 | $194K |
| Sunbelt Securities, Inc. | 0.02% | No change | 6,731 | $181K |
| Private Trust Co. NA | 0.02% | Reduce -64.7% | 6,542 | $176K |
| Richards, Merrill & Peterson, Inc. | 0.09% | — | 6,075 | $164K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +240.8% | 4,679 | $126K |
| First Horizon Advisors, Inc. | 0.00% | No change | 4,433 | $119K |
| Bare Financial Services, Inc | 0.04% | Reduce -93.0% | 3,762 | $101K |
| Elequin Capital, LP | 0.02% | Reduce -90.6% | 3,748 | $101K |
| WR Wealth Planners, LLC | 0.03% | Reduce -51.5% | 3,637 | $98K |
| Milestone Investment Advisors LLC | 0.03% | No change | 3,625 | $98K |
| Wintrust Investments LLC | 0.08% | Add +13.6% | 3,559 | $95K |
| Endeavor Private Wealth, Inc. | 0.08% | — | 3,099 | $83K |
| Golden State Wealth Management, LLC | 0.01% | — | 2,466 | $66K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.6% | 2,416 | $65K |
| Creative Financial Designs Inc. | 0.01% | Add +56.4% | 2,394 | $64K |
| Rosenberg Matthew Hamilton | 0.01% | New | 2,082 | $56K |
| Bank of America Corp. | 0.00% | No change | 2,020 | $54K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 1,316 | $35K |
| Continuum Advisory, LLC | 0.00% | No change | 1,295 | $35K |
| Transcendent Capital Group LLC | 0.02% | Add +1.3% | 1,182 | $32K |
| Spire Wealth Management | 0.00% | New | 928 | $25K |
| ORG Partners LLC | 0.00% | New | 917 | $25K |
| Oakworth Capital, Inc. | 0.00% | New | 726 | $20K |
| CoreCap Advisors, LLC | 0.00% | New | 329 | $9K |
| Barrett & Company, Inc. | 0.00% | New | 300 | $8K |
| JNBA Financial Advisors | 0.00% | Add +19.6% | 220 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 200 | $5K |
| Kestra Investment Management, LLC | 0.00% | New | 148 | $4K |
| New Millennium Group LLC | 0.00% | New | 44 | $1K |
| Lanark Financial, Inc. | 0.01% | — | 3 | $85 |
"% of holder's portfolio" is CGMU's weight in each manager's 13F, not the share of Cap Group Municipal Income the manager owns.