Cap Group Municipal IncomeCGMUETF
13F holders, Q1 2025 (March 31)202holders +14
31new positions
13sold out
$26.81avg. 13F price*
At the end of Q1 2025, 202 institutions reported holding Cap Group Municipal Income (CGMU) in their 13F filings, up 14 from Q4 2024. 31 opened new positions and 13 sold out. The largest holders were Capital International Investors ($1.1B), Envestnet Asset Management Inc. ($198.7M) and Morgan Stanley ($104.6M).
- Company
- Cap Group Municipal Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q1 2025)
- CUSIP
- 14020Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $24.3M |
| Exits | 13 | $5.2M |
All 13F filers, Q4 2024 → Q1 2025: 10,680,133 shares bought and 501,717 shares sold, net +10,178,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| Capital International Investors | 0.21% | Add +1.9% | 39,868,327 | $1.1B |
| Envestnet Asset Management Inc. | 0.06% | Add +8.6% | 7,406,932 | $198.7M |
| Morgan Stanley | 0.01% | Add +113.3% | 3,900,590 | $104.6M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +40.4% | 3,663,217 | $98.2M |
| UBS Group AG | 0.02% | Add +36.4% | 3,127,011 | $83.9M |
| LPL Financial LLC | 0.03% | Add +21.0% | 2,984,823 | $80.1M |
| Cetera Investment Advisers | 0.13% | Add +11.2% | 2,575,859 | $69.1M |
| Wells Fargo & Company | 0.02% | Add +18.1% | 2,384,005 | $63.9M |
| Commonwealth Equity Services, LLC | 0.08% | Add +5.6% | 2,074,151 | $55.6M |
| MML Investors Services, LLC | 0.14% | Add +7.1% | 1,545,854 | $41.5M |
| Osaic Holdings, Inc. | 0.09% | Add +40.9% | 1,490,293 | $40.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +5.5% | 1,352,426 | $36.3M |
| Great Valley Advisor Group, Inc. | 0.61% | Add +8.2% | 1,063,973 | $28.5M |
| Stifel Financial Corp. | 0.03% | Reduce -1.0% | 953,349 | $25.6M |
| Vestmark Advisory Solutions, Inc. | 0.64% | Add +5.6% | 921,729 | $24.7M |
| Assetmark, Inc. | 0.06% | Add +8.7% | 831,795 | $22.3M |
| Venturi Wealth Management, LLC | 1.14% | Add +6.5% | 818,109 | $21.9M |
| Raymond James Financial Inc. | 0.01% | Add +89.7% | 791,591 | $21.2M |
| Capital Group Private Client Services, Inc. | 0.18% | Add +2.4% | 705,214 | $18.9M |
| Confluence Wealth Services, Inc. | 1.17% | Add +12.5% | 703,135 | $18.5M |
| Jones Financial Companies LLLP | 0.02% | Add +43.6% | 654,073 | $17.5M |
| Royal Bank of Canada | 0.00% | Add +10.8% | 620,848 | $16.7M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +20.4% | 525,933 | $14.1M |
| Orion Portfolio Solutions, LLC | 0.14% | Add +20.4% | 525,933 | $14.1M |
| JPMorgan Chase & Co. | 0.00% | Add +73.9% | 523,025 | $14.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +8.0% | 501,199 | $13.4M |
| Private Advisor Group, LLC | 0.08% | Add +12.8% | 464,408 | $12.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -16.1% | 384,588 | $10.3M |
| Gutierrez Wealth Advisory, LLC | 7.32% | Add +12.9% | 336,418 | $9.0M |
| Jacobi Capital Management LLC | 0.66% | Add +11.3% | 333,944 | $9.0M |
| Truist Financial Corp. | 0.01% | Add +11.0% | 331,516 | $8.9M |
| Per Stirling Capital Management, LLC. | 1.23% | Add +15.1% | 319,036 | $8.6M |
| Royal Harbor Partners, LLC | 2.96% | Reduce -0.4% | 284,521 | $7.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +15.0% | 257,096 | $6.9M |
| Capital Planning LLC | 1.72% | Add +12.5% | 228,727 | $6.1M |
| Jane Street Group, LLC | 0.01% | Add +23.6% | 228,094 | $6.1M |
| Robinson Smith Wealth Advisors LLC | 4.94% | Add +10.5% | 219,978 | $5.9M |
| WNY Asset Management, LLC | 0.67% | Add +8.7% | 211,598 | $5.7M |
| Hartmann Taylor Wealth Management, LLC | 5.04% | — | 209,814 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.0% | 202,901 | $5.4M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +2.5% | 200,336 | $5.4M |
| Koshinski Asset Management, Inc. | 0.43% | Reduce -0.5% | 190,196 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +73.2% | 189,474 | $5.1M |
| Benjamin Edwards Inc. | 0.07% | Add +4.5% | 174,299 | $4.7M |
| Principal Securities, Inc. | 0.10% | No change | 165,656 | $4.5M |
| Leverty Financial Group, LLC | 1.79% | New | 163,260 | $4.4M |
| Atria Investments, Inc | 0.05% | Add +34.8% | 150,800 | $4.0M |
| World Investment Advisors | 0.10% | Add +2.4% | 148,518 | $4.0M |
| Skyline Advisors, Inc. | 1.52% | Add +4.7% | 143,918 | $3.9M |
| Mutual Advisors, LLC | 0.10% | Add +5.0% | 136,806 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +7.7% | 133,281 | $3.6M |
| New England Capital Financial Advisors LLC | 1.68% | Reduce -11.1% | 123,033 | $3.3M |
| Prospera Financial Services Inc | 0.07% | Add +966.7% | 121,547 | $3.3M |
| Beacon Capital Management, Inc. | 0.16% | New | 120,000 | $3.2M |
| Cornerstone Advisors Asset Management, LLC | 0.65% | New | 117,686 | $3.2M |
| Capital Analysts, LLC | 0.12% | Add +137.0% | 116,898 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +23.5% | 115,766 | $3.1M |
| Betterment LLC | 0.01% | Add +2.0% | 114,470 | $3.1M |
| Landmark Wealth Management, LLC | 1.35% | Add +11.8% | 113,942 | $3.1M |
| Eq Wealth Advisors, LLC | 2.32% | Add +14.5% | 108,531 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -20.4% | 105,139 | $2.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.41% | Reduce -5.3% | 101,656 | $2.7M |
| Signet Financial Management, LLC | 0.35% | Reduce -3.5% | 96,381 | $2.6M |
| Tempus Wealth Planning, LLC | 0.72% | Add +37.4% | 89,378 | $2.4M |
| Park Avenue Securities LLC | 0.03% | Add +10.4% | 85,972 | $2.3M |
| AdvisorNet Financial, Inc | 0.17% | Add +30.2% | 85,555 | $2.3M |
| NavPoint Financial, Inc. | 1.58% | Add +25.3% | 83,661 | $2.2M |
| Oak Hill Wealth Advisors, LLC | 0.51% | Add +111.3% | 81,664 | $2.2M |
| Novem Group | 0.31% | Add +47.7% | 81,084 | $2.2M |
| Inspire Advisors, LLC | 0.24% | Reduce -0.7% | 78,283 | $2.1M |
| Main Line Retirement Advisors, LLC | 1.30% | Add +1.4% | 74,808 | $2.0M |
| Simplicity Wealth,LLC | 0.16% | New | 74,481 | $2.0M |
| Comerica Bank | 0.01% | Add +1.1% | 71,263 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +12.1% | 70,508 | $1.9M |
| Freedom Financial Partners LLC | 0.88% | Add +18.9% | 70,261 | $1.9M |
| Blue Chip Partners, LLC | 0.16% | New | 69,215 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +13.4% | 66,556 | $1.8M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | Reduce -1.6% | 62,070 | $1.7M |
| Cwm, LLC | 0.01% | Add +1.6% | 61,417 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +31.1% | 60,064 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +0.7% | 59,769 | $1.6M |
| AA Financial Advisors, LLC | 0.39% | No change | 59,670 | $1.6M |
| Stephens Inc. | 0.02% | Add +17.6% | 55,085 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +1.3% | 51,529 | $1.4M |
| &partners | 0.01% | Add +42.5% | 52,517 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +79.8% | 50,388 | $1.4M |
| Spinnaker Investment Group, LLC | 0.30% | New | 49,555 | $1.3M |
| Smith Thornton Advisors LLC | 0.82% | No change | 49,210 | $1.3M |
| Elequin Capital, LP | 0.35% | Add +1205.3% | 48,924 | $1.3M |
| LifeGoal Investments, LLC | 1.39% | Add +28.8% | 48,003 | $1.3M |
| Entruity Wealth, LLC | 1.21% | Reduce -1.6% | 47,697 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +16.0% | 45,844 | $1.2M |
| Souders Financial Advisors | 0.16% | Reduce -4.3% | 43,880 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -6.2% | 43,277 | $1.2M |
| LongView Wealth Management | 0.34% | Reduce -7.8% | 41,932 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | Add +3.1% | 41,002 | $1.1M |
| Envision Financial Planning, LLC | 0.55% | Add +4.5% | 40,084 | $1.1M |
| Thrive Wealth Management, LLC | 0.19% | Add +3.6% | 37,854 | $1.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.45% | Add +17.4% | 37,396 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 34,617 | $928K |
| Intergy Private Wealth, LLC | 0.35% | Reduce -9.6% | 34,332 | $921K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +9.5% | 34,324 | $921K |
| Geneos Wealth Management Inc. | 0.03% | New | 34,202 | $917K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +624.3% | 33,890 | $909K |
| Sovran Advisors, LLC | 0.12% | Add +22.4% | 34,327 | $906K |
| IFG Advisory, LLC | 0.05% | Add +2.0% | 33,445 | $897K |
| Continental Investors Services, Inc. | 1.73% | Reduce -10.9% | 32,389 | $869K |
| Mariner, LLC | 0.00% | New | 31,434 | $843K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +100.0% | 30,199 | $810K |
| Old Mission Capital LLC | 0.02% | Reduce -76.6% | 29,869 | $801K |
| Madison Wealth Partners, Inc | 0.20% | Reduce -11.0% | 29,829 | $800K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +52.9% | 29,732 | $797K |
| TrueWealth Advisors, LLC | 0.26% | Add +3.3% | 29,051 | $779K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +32.4% | 26,683 | $716K |
| Modern Wealth Management, LLC | 0.02% | Add +179.2% | 26,230 | $703K |
| Burton Enright Welch | 0.14% | Add +20.4% | 26,046 | $699K |
| Bank of America Corp. | 0.00% | Add +1183.4% | 25,924 | $695K |
| SK Wealth Management, LLC | 0.36% | Add +1.9% | 25,511 | $671K |
| Insigneo Advisory Services, LLC | 0.07% | No change | 24,946 | $669K |
| Allworth Financial LP | 0.00% | Add +1.8% | 25,327 | $669K |
| Wood Tarver Financial Group, LLC | 0.21% | Add +38.8% | 24,009 | $644K |
| American Financial Advisors, LLC | 0.08% | Add +21.5% | 21,649 | $581K |
| Meridian Wealth Management, LLC | 0.03% | New | 21,520 | $577K |
| Ascent Group, LLC | 0.02% | Add +6.0% | 21,454 | $575K |
| Equitable Holdings, Inc. | 0.01% | New | 21,279 | $571K |
| CW Advisors, LLC | 0.01% | New | 21,095 | $566K |
| PNC Financial Services Group, Inc. | 0.00% | New | 20,468 | $549K |
| Larson Financial Group LLC | 0.03% | New | 20,306 | $545K |
| VestGen Investment Management | 0.40% | Add +3.0% | 19,610 | $526K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +17.4% | 19,600 | $526K |
| Glenview Trust Co | 0.01% | No change | 18,984 | $509K |
| Nwam LLC | 0.04% | Add +27.3% | 17,708 | $475K |
| Frazier Financial Advisors, LLC | 0.37% | Reduce -6.0% | 17,707 | $475K |
| Financial Advocates Investment Management | 0.03% | Reduce -0.8% | 16,484 | $442K |
| Midwest Heritage Bank, FSB | 0.18% | Add +0.1% | 16,094 | $432K |
| Keystone Financial Group | 0.04% | Add +52.9% | 15,905 | $427K |
| Western Wealth Management, LLC | 0.03% | Add +14.9% | 15,904 | $427K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +8.4% | 15,798 | $424K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 15,648 | $420K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -10.0% | 15,393 | $413K |
| Peterson Wealth Advisors, LLC | 0.08% | Add +2.5% | 14,956 | $397K |
| Synergy Investment Management, LLC | 0.16% | New | 14,700 | $394K |
| Sigma Planning Corp | 0.01% | Add +15.2% | 14,603 | $392K |
| Private Trust Co. NA | 0.04% | Add +121.6% | 14,496 | $389K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.9% | 14,485 | $389K |
| Gateway Wealth Partners, LLC | 0.09% | Add +24.6% | 14,333 | $384K |
| Saxony Capital Management, LLC | 0.33% | No change | 13,986 | $375K |
| Bill Few Associates, Inc. | 0.13% | No change | 13,674 | $367K |
| Northwest Financial Advisors | 0.30% | Add +5.6% | 13,555 | $364K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 13,304 | $357K |
| First Heartland Consultants, Inc. | 0.04% | Add +0.9% | 13,258 | $356K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 12,946 | $347K |
| DAVENPORT & Co LLC | 0.00% | Add +2.0% | 12,487 | $335K |
| St Germain D J Co. Inc. | 0.02% | No change | 12,177 | $327K |
| Seamount Financial Group Inc. | 0.22% | Add +7.6% | 12,123 | $325K |
| Kintra Wealth, LLC | 0.21% | New | 11,680 | $313K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -4.1% | 11,427 | $307K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -21.1% | 11,430 | $307K |
| Lodestone Wealth Management LLC | 0.16% | Reduce -3.4% | 11,430 | $307K |
| IFP Advisors, Inc | 0.01% | Add +5.2% | 11,337 | $304K |
| Adamsbrown Wealth Consultants LLC | 0.09% | New | 10,709 | $287K |
| M Wealth Management, LLC | 0.26% | Reduce -43.1% | 10,444 | $280K |
| GWN Securities Inc. | 0.02% | Reduce -74.1% | 10,115 | $271K |
| Level Four Advisory Services, LLC | 0.01% | No change | 10,039 | $269K |
| Centaurus Financial, Inc. | 0.02% | New | 9,965 | $267K |
| Maia Wealth LLC | 0.06% | Reduce -34.3% | 10,042 | $264K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -9.3% | 9,726 | $261K |
| Ballew Advisors, Inc | 0.17% | No change | 9,540 | $250K |
| Intrua Financial, LLC | 0.04% | New | 9,177 | $246K |
| CGN Advisors LLC | 0.02% | Reduce -1.3% | 9,018 | $242K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 8,636 | $232K |
| HBW Advisory Services LLC | 0.03% | Reduce -0.8% | 8,502 | $228K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 8,500 | $228K |
| Latitude Advisors, LLC | 0.12% | New | 7,815 | $210K |
| Carson Advisory Inc. | 0.14% | New | 7,564 | $203K |
| 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% | Reduce -2.2% | 6,583 | $177K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 6,075 | $163K |
| First Horizon Advisors, Inc. | 0.00% | No change | 4,433 | $119K |
| Bare Financial Services, Inc | 0.04% | Add +0.8% | 3,793 | $102K |
| Milestone Investment Advisors LLC | 0.03% | No change | 3,625 | $97K |
| Golden State Wealth Management, LLC | 0.01% | Add +37.5% | 3,391 | $91K |
| Lanark Financial, Inc. | 0.01% | — | 3,165 | $84K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.1% | 2,418 | $65K |
| Creative Financial Designs Inc. | 0.01% | Add +0.3% | 2,400 | $64K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 2,082 | $56K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,715 | $46K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 1,466 | $39K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,316 | $35K |
| Continuum Advisory, LLC | 0.00% | No change | 1,295 | $35K |
| Financial Perspectives, Inc | 0.01% | New | 1,247 | $33K |
| Arax Advisory Partners | 0.00% | New | 1,122 | $30K |
| Spire Wealth Management | 0.00% | No change | 928 | $25K |
| Oakworth Capital, Inc. | 0.00% | No change | 726 | $19K |
| CoreCap Advisors, LLC | 0.00% | Add +54.1% | 507 | $14K |
| Hantz Financial Services, Inc. | 0.00% | New | 364 | $10K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 220 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 107 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 60 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | New | 28 | $751 |
"% of holder's portfolio" is CGMU's weight in each manager's 13F, not the share of Cap Group Municipal Income the manager owns.