Cap Group Municipal IncomeCGMUETF
13F holders, Q2 2025 (June 30)225holders +23
32new positions
11sold out
2famous investors
$26.69avg. 13F price*
At the end of Q2 2025, 225 institutions reported holding Cap Group Municipal Income (CGMU) in their 13F filings, up 23 from Q1 2025. 32 opened new positions and 11 sold out. The largest holders were Capital International Investors ($1.1B), Envestnet Asset Management Inc. ($224.8M) and Northwestern Mutual Wealth Management Co. ($132.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Municipal Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2025)
- CUSIP
- 14020Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $61.9M |
| Exits | 11 | $2.4M |
All 13F filers, Q1 2025 → Q2 2025: 15,574,546 shares bought and 1,579,773 shares sold, net +13,994,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| Capital International Investors | 0.18% | Reduce -0.4% | 39,694,561 | $1.1B |
| Envestnet Asset Management Inc. | 0.07% | Add +13.7% | 8,424,405 | $224.8M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +35.9% | 4,977,547 | $132.9M |
| Morgan Stanley | 0.01% | Add +21.0% | 4,720,170 | $126.0M |
| LPL Financial LLC | 0.03% | Add +23.1% | 3,673,308 | $98.0M |
| UBS Group AG | 0.02% | Add +2.0% | 3,189,654 | $85.1M |
| Cetera Investment Advisers | 0.13% | Add +14.7% | 2,954,080 | $78.8M |
| Wells Fargo & Company | 0.02% | Add +20.0% | 2,860,585 | $76.3M |
| Commonwealth Equity Services, LLC | 0.08% | Add +10.5% | 2,291,900 | $61.2M |
| Osaic Holdings, Inc. | 0.10% | Add +36.5% | 2,033,631 | $54.3M |
| Vestmark Advisory Solutions, Inc. | 0.75% | Add +111.4% | 1,948,750 | $52.0M |
| MML Investors Services, LLC | 0.14% | Add +18.1% | 1,825,400 | $48.7M |
| Blue Chip Partners, LLC | 3.30% | Add +2093.0% | 1,517,911 | $40.5M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +8.3% | 1,463,949 | $39.1M |
| Capital Group Private Client Services, Inc. | 0.30% | Add +85.3% | 1,306,833 | $34.9M |
| Raymond James Financial Inc. | 0.01% | Add +45.6% | 1,152,361 | $30.8M |
| Stifel Financial Corp. | 0.03% | Add +6.0% | 1,010,975 | $27.0M |
| Jones Financial Companies LLLP | 0.02% | Add +51.3% | 989,763 | $26.4M |
| Great Valley Advisor Group, Inc. | 0.56% | Reduce -11.0% | 947,101 | $25.3M |
| Assetmark, Inc. | 0.06% | Add +8.0% | 898,643 | $24.0M |
| Venturi Wealth Management, LLC | 1.00% | Reduce -7.5% | 756,569 | $20.2M |
| Confluence Wealth Services, Inc. | 1.03% | Add +0.8% | 709,009 | $18.9M |
| Royal Bank of Canada | 0.00% | Add +9.4% | 679,170 | $18.1M |
| Private Advisor Group, LLC | 0.09% | Add +38.0% | 640,916 | $17.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +12.0% | 561,401 | $15.0M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +1.6% | 534,359 | $14.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.7% | 482,725 | $12.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +290.3% | 410,386 | $11.0M |
| Truist Financial Corp. | 0.02% | Add +17.1% | 388,310 | $10.4M |
| Larson Financial Group LLC | 0.40% | Add +1759.6% | 377,603 | $10.1M |
| EnRich Financial Partners LLC | 3.05% | New | 371,837 | $9.9M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +1242.2% | 358,150 | $9.6M |
| Jane Street Group, LLC | 0.01% | Add +47.5% | 336,372 | $9.0M |
| Stonebridge Financial Group, LLC | 0.86% | New | 332,639 | $8.9M |
| Jacobi Capital Management LLC | 0.57% | Reduce -3.7% | 321,568 | $8.6M |
| Hunter Associates Investment Management LLC | 1.25% | New | 316,966 | $8.5M |
| Capital Analysts, LLC | 0.28% | Add +171.0% | 316,828 | $8.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -19.3% | 310,387 | $8.3M |
| Royal Harbor Partners, LLC | 2.76% | Reduce -0.6% | 282,735 | $7.5M |
| WNY Asset Management, LLC | 0.74% | Add +18.8% | 251,311 | $6.7M |
| &partners | 0.05% | Add +371.9% | 247,852 | $6.6M |
| Gutierrez Wealth Advisory, LLC | 4.36% | Reduce -27.6% | 243,694 | $6.5M |
| Principal Securities, Inc. | 0.12% | Add +46.4% | 242,475 | $6.5M |
| Robinson Smith Wealth Advisors LLC | 5.02% | Add +7.0% | 235,332 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +23.2% | 233,356 | $6.2M |
| Sei Investments Co. | 0.01% | New | 230,579 | $6.2M |
| Bank of America Corp. | 0.00% | Add +774.4% | 226,673 | $6.0M |
| Benjamin Edwards Inc. | 0.08% | Add +30.1% | 226,671 | $6.0M |
| Capital Planning LLC | 1.85% | Reduce -3.5% | 220,722 | $5.9M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +8.0% | 216,377 | $5.8M |
| Koshinski Asset Management, Inc. | 0.43% | Add +12.1% | 213,256 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.2% | 198,359 | $5.3M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -25.2% | 192,286 | $5.1M |
| Hartmann Taylor Wealth Management, LLC | 4.12% | Reduce -11.6% | 185,540 | $5.0M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +30.3% | 173,679 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.04% | New | 156,859 | $4.2M |
| World Investment Advisors | 0.09% | Add +4.8% | 155,689 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +31.0% | 151,672 | $4.0M |
| Cornerstone Advisors Asset Management, LLC | 0.71% | Add +18.1% | 138,985 | $3.7M |
| Mutual Advisors, LLC | 0.09% | Add +1.1% | 138,278 | $3.7M |
| New England Capital Financial Advisors LLC | 1.65% | Add +9.7% | 134,903 | $3.6M |
| Simplicity Wealth,LLC | 0.15% | Add +78.8% | 133,136 | $3.6M |
| Prospera Financial Services Inc | 0.06% | Add +6.5% | 129,485 | $3.5M |
| Trinity Wealth Management, LLC | 1.36% | New | 128,097 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +105.7% | 123,537 | $3.3M |
| Skyline Advisors, Inc. | 1.19% | Reduce -16.2% | 120,565 | $3.2M |
| Beacon Capital Management, Inc. | 0.17% | No change | 120,000 | $3.2M |
| Envision Financial Planning, LLC | 1.48% | Add +196.7% | 118,946 | $3.2M |
| Advyzon Investment Management, LLC | 0.67% | New | 113,057 | $3.0M |
| Eq Wealth Advisors, LLC | 1.95% | Reduce -1.3% | 107,120 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.38% | Add +0.1% | 101,807 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +16.2% | 99,881 | $2.7M |
| Landmark Wealth Management, LLC | 1.12% | Reduce -13.3% | 98,745 | $2.6M |
| Tempus Wealth Planning, LLC | 0.65% | Add +9.6% | 97,981 | $2.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +46.5% | 97,501 | $2.6M |
| Renaissance Technologies | 0.00% | New | 96,919 | $2.6M |
| NavPoint Financial, Inc. | 1.48% | Add +9.8% | 91,818 | $2.5M |
| Creative Financial Designs Inc. | 0.18% | Add +3722.5% | 91,740 | $2.4M |
| AdvisorNet Financial, Inc | 0.15% | Add +4.1% | 89,092 | $2.4M |
| Modern Wealth Management, LLC | 0.06% | Add +224.4% | 85,094 | $2.3M |
| Petredis Investment Advisors LLC | 0.19% | New | 83,300 | $2.2M |
| Main Line Retirement Advisors, LLC | 1.26% | Add +10.6% | 82,758 | $2.2M |
| Comerica Bank | 0.01% | Add +14.6% | 81,667 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +268.6% | 78,434 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +10.5% | 77,895 | $2.1M |
| Novem Group | 0.26% | Reduce -4.6% | 77,339 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +151.1% | 75,834 | $2.0M |
| Inspire Advisors, LLC | 0.21% | Reduce -3.7% | 75,367 | $2.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.80% | Add +100.8% | 75,108 | $2.0M |
| Old Mission Capital LLC | 0.05% | Add +151.2% | 75,027 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Add +119.1% | 74,936 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | New | 74,774 | $2.0M |
| Freedom Financial Partners LLC | 0.82% | Add +4.1% | 73,166 | $2.0M |
| Oak Hill Wealth Advisors, LLC | 0.39% | Reduce -13.3% | 70,784 | $1.9M |
| Global Retirement Partners, LLC | 0.05% | — | 69,320 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | Add +7.3% | 66,596 | $1.8M |
| Thrive Wealth Management, LLC | 0.29% | Add +75.2% | 66,336 | $1.8M |
| Cwm, LLC | 0.01% | Add +0.7% | 61,874 | $1.7M |
| AA Financial Advisors, LLC | 0.35% | Add +2.5% | 61,175 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +0.7% | 60,202 | $1.6M |
"% of holder's portfolio" is CGMU's weight in each manager's 13F, not the share of Cap Group Municipal Income the manager owns.