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 |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +65.0% | 55,926 | $1.5M |
| Citadel Advisors | 0.00% | New | 55,614 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +7.2% | 55,249 | $1.5M |
| Betterment LLC | 0.00% | Reduce -53.1% | 53,683 | $1.4M |
| Atlas Private Wealth Advisors | 0.18% | New | 52,847 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +9.5% | 50,217 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -9.0% | 50,125 | $1.3M |
| Smith Thornton Advisors LLC | 0.76% | No change | 49,210 | $1.3M |
| Elequin Capital, LP | 0.42% | Add +0.2% | 49,034 | $1.3M |
| Spinnaker Investment Group, LLC | 0.30% | Reduce -2.6% | 48,284 | $1.3M |
| Armstrong, Fleming & Moore, Inc | 0.70% | New | 48,249 | $1.3M |
| American Financial Advisors, LLC | 0.18% | Add +121.2% | 47,876 | $1.3M |
| Sovran Advisors, LLC | 0.13% | Add +31.1% | 44,990 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Add +9.3% | 44,802 | $1.2M |
| GWN Securities Inc. | 0.22% | Add +332.4% | 43,734 | $1.2M |
| LongView Wealth Management | 0.35% | Add +3.2% | 43,262 | $1.2M |
| Souders Financial Advisors | 0.15% | Reduce -2.1% | 42,940 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +22.6% | 42,429 | $1.1M |
| Tribridge Partners Financial LLC | 0.66% | — | 41,940 | $1.1M |
| Entruity Wealth, LLC | 0.95% | Reduce -12.3% | 41,826 | $1.1M |
| Madison Wealth Partners, Inc | 0.23% | Add +30.0% | 38,776 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +29.5% | 38,490 | $1.0M |
| LifeGoal Investments, LLC | 0.97% | Reduce -20.2% | 38,288 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.13% | Reduce -88.6% | 36,356 | $970K |
| Northwest Financial Advisors | 1.27% | Add +152.5% | 34,222 | $913K |
| IFG Advisory, LLC | 0.05% | Add +0.8% | 33,711 | $900K |
| Intergy Private Wealth, LLC | 0.30% | Reduce -3.4% | 33,154 | $885K |
| Continental Investors Services, Inc. | 1.59% | Add +2.1% | 33,078 | $883K |
| Intrua Financial, LLC | 0.13% | Add +259.9% | 33,023 | $881K |
| Natixis Advisors, LLC | 0.00% | New | 32,207 | $860K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -37.3% | 31,620 | $844K |
| Mariner, LLC | 0.00% | Reduce -1.1% | 31,099 | $830K |
| Milestone Investment Advisors LLC | 0.20% | Add +695.8% | 28,848 | $770K |
| Wood Tarver Financial Group, LLC | 0.23% | Add +19.6% | 28,704 | $766K |
| Burton Enright Welch | 0.13% | Add +7.5% | 28,011 | $748K |
| Harbour Investments, Inc. | 0.02% | Reduce -35.6% | 27,886 | $744K |
| Atria Investments, Inc | 0.01% | Reduce -81.6% | 27,811 | $742K |
| Vicus Capital | 0.06% | New | 27,568 | $736K |
| VestGen Investment Management | 0.52% | Add +38.9% | 27,231 | $727K |
| TrueWealth Advisors, LLC | 0.21% | Reduce -6.4% | 27,192 | $726K |
| Meridian Wealth Management, LLC | 0.03% | Add +19.2% | 25,661 | $685K |
| Insigneo Advisory Services, LLC | 0.06% | No change | 24,946 | $666K |
| SK Wealth Management, LLC | 0.29% | Reduce -2.9% | 24,780 | $663K |
| Berger Financial Group, Inc | 0.04% | New | 24,655 | $658K |
| Gateway Wealth Partners, LLC | 0.12% | Add +71.1% | 24,520 | $654K |
| Signet Financial Management, LLC | 0.08% | Reduce -74.8% | 24,338 | $650K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +20.4% | 23,600 | $630K |
| Allworth Financial LP | 0.00% | Reduce -9.8% | 22,852 | $610K |
| Leverty Financial Group, LLC | 0.17% | Reduce -86.8% | 21,635 | $577K |
| Ascent Group, LLC | 0.02% | Reduce -0.4% | 21,369 | $570K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 20,000 | $534K |
| Merit Financial Group, LLC | 0.01% | New | 19,607 | $523K |
| Sand Hill Global Advisors, LLC | 0.02% | New | 19,141 | $511K |
| Transcendent Capital Group LLC | 0.26% | New | 19,080 | $509K |
| Glenview Trust Co | 0.01% | No change | 18,984 | $507K |
| Sigma Planning Corp | 0.02% | Add +29.9% | 18,963 | $506K |
| Keystone Financial Group | 0.04% | Add +14.3% | 18,182 | $485K |
| Nwam LLC | 0.03% | Add +2.5% | 18,147 | $483K |
| CW Advisors, LLC | 0.00% | Reduce -18.5% | 17,193 | $459K |
| Frazier Financial Advisors, LLC | 0.32% | Reduce -3.8% | 17,039 | $455K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +6.2% | 16,619 | $444K |
| First Heartland Consultants, Inc. | 0.04% | Add +24.1% | 16,457 | $439K |
| Midwest Heritage Bank, FSB | 0.16% | Add +0.1% | 16,114 | $430K |
| Western Wealth Management, LLC | 0.03% | Add +0.8% | 16,031 | $428K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +1.2% | 15,993 | $427K |
| IFP Advisors, Inc | 0.01% | Add +36.3% | 15,448 | $412K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.3% | 15,438 | $412K |
| HighTower Advisors, LLC | 0.00% | Add +3.1% | 14,938 | $399K |
| Aurdan Capital Management, LLC | 0.13% | New | 14,724 | $393K |
| Maia Wealth LLC | 0.07% | Add +45.9% | 14,649 | $391K |
| Kintra Wealth, LLC | 0.24% | Add +25.3% | 14,630 | $390K |
| Private Trust Co. NA | 0.04% | No change | 14,496 | $387K |
| Saxony Capital Management, LLC | 0.29% | No change | 13,986 | $373K |
| Bill Few Associates, Inc. | 0.10% | No change | 13,674 | $365K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 13,304 | $355K |
| Financial Advocates Investment Management | 0.03% | Reduce -19.9% | 13,201 | $352K |
| HBW Advisory Services LLC | 0.04% | Add +55.2% | 13,192 | $352K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.8% | 13,054 | $348K |
| DAVENPORT & Co LLC | 0.00% | Add +3.1% | 12,873 | $344K |
| Seamount Financial Group Inc. | 0.17% | Add +4.8% | 12,699 | $339K |
| Centaurus Financial, Inc. | 0.02% | Add +25.4% | 12,500 | $334K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.12% | New | 12,350 | $330K |
| St Germain D J Co. Inc. | 0.01% | No change | 12,177 | $325K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.3% | 11,465 | $306K |
| Lodestone Wealth Management LLC | 0.15% | Reduce -0.4% | 11,389 | $304K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -26.5% | 10,995 | $293K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.8% | 10,878 | $290K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Add +0.8% | 10,799 | $288K |
| Sanctuary Advisors, LLC | 0.00% | Add +21.0% | 10,446 | $279K |
| M Wealth Management, LLC | 0.26% | No change | 10,444 | $279K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 10,379 | $277K |
| Level Four Advisory Services, LLC | 0.01% | No change | 10,039 | $268K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -0.2% | 9,706 | $259K |
| Ballew Advisors, Inc | 0.15% | No change | 9,540 | $255K |
| CGN Advisors LLC | 0.02% | Add +4.0% | 9,378 | $250K |
| MSH Capital Advisors LLC | 0.07% | New | 9,327 | $249K |
| D.A. Davidson & Co. | 0.00% | New | 9,031 | $241K |
| Charter Capital Management, LLC\DE | 0.14% | — | 8,888 | $237K |
| Kingsview Wealth Management, LLC | 0.00% | New | 8,599 | $230K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 8,500 | $227K |
| Lanark Financial, Inc. | 0.02% | Add +161.6% | 8,278 | $220K |
| Strategic Blueprint, LLC | 0.01% | New | 8,207 | $219K |
| Arkadios Wealth Advisors | 0.01% | New | 8,158 | $218K |
| Richards, Merrill & Peterson, Inc. | 0.10% | Add +30.4% | 7,925 | $212K |
| Avaii Wealth Management, LLC | 0.09% | New | 7,863 | $210K |
| Carson Advisory Inc. | 0.13% | Add +2.0% | 7,719 | $206K |
| United Advisor Group, LLC | 0.03% | New | 7,513 | $201K |
| Rothschild Investment LLC | 0.01% | No change | 7,220 | $193K |
| Sunbelt Securities, Inc. | 0.02% | Add +2.3% | 6,731 | $181K |
| Financial Perspectives, Inc | 0.04% | Add +301.6% | 5,008 | $134K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +81.8% | 4,395 | $117K |
| Bare Financial Services, Inc | 0.03% | Add +0.8% | 3,825 | $102K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -16.3% | 3,709 | $99K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -0.6% | 3,371 | $90K |
| Arax Advisory Partners | 0.00% | Add +92.3% | 2,158 | $58K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +49.1% | 1,962 | $52K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -14.6% | 1,779 | $47K |
| Spire Wealth Management | 0.00% | No change | 928 | $25K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -53.1% | 805 | $21K |
| JNBA Financial Advisors | 0.00% | Add +43.2% | 315 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 142 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 60 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 28 | $751 |
| Russell Investments Group, Ltd. | 0.00% | New | 5 | $133 |
"% of holder's portfolio" is CGMU's weight in each manager's 13F, not the share of Cap Group Municipal Income the manager owns.