Cap Group Municipal IncomeCGMUETF
13F holders, Q3 2025 (September 30)246holders +21
35new positions
10sold out
2famous investors
$27.29avg. 13F price*
At the end of Q3 2025, 246 institutions reported holding Cap Group Municipal Income (CGMU) in their 13F filings, up 21 from Q2 2025. 35 opened new positions and 10 sold out. The largest holders were Capital International Investors ($1.2B), Envestnet Asset Management Inc. ($272.9M) and Northwestern Mutual Wealth Management Co. ($180.1M). 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 (Q3 2025)
- CUSIP
- 14020Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $40.0M |
| Exits | 10 | $1.9M |
All 13F filers, Q2 2025 → Q3 2025: 23,304,580 shares bought and 2,079,082 shares sold, net +21,225,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 246 holders
| Capital International Investors | 0.20% | Add +14.8% | 45,584,635 | $1.2B |
| Envestnet Asset Management Inc. | 0.08% | Add +18.7% | 9,998,302 | $272.9M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +32.5% | 6,597,766 | $180.1M |
| Morgan Stanley | 0.01% | Add +37.9% | 6,507,384 | $177.6M |
| LPL Financial LLC | 0.04% | Add +43.7% | 5,277,094 | $144.0M |
| Wells Fargo & Company | 0.02% | Add +42.0% | 4,062,885 | $110.9M |
| UBS Group AG | 0.02% | Add +12.3% | 3,582,696 | $97.8M |
| Cetera Investment Advisers | 0.11% | Add +20.2% | 3,550,459 | $96.9M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.0% | 2,361,585 | $64.4M |
| Osaic Holdings, Inc. | 0.08% | Add +10.0% | 2,236,326 | $60.6M |
| MML Investors Services, LLC | 0.15% | Add +15.7% | 2,111,606 | $57.6M |
| Stifel Financial Corp. | 0.04% | Add +77.8% | 1,797,923 | $49.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +8.2% | 1,584,368 | $43.2M |
| Blue Chip Partners, LLC | 3.19% | Add +3.1% | 1,565,047 | $42.7M |
| Capital Group Private Client Services, Inc. | 0.69% | Add +15.1% | 1,504,354 | $41.1M |
| Raymond James Financial Inc. | 0.01% | Add +30.3% | 1,501,319 | $41.0M |
| Jones Financial Companies LLLP | 0.03% | Add +47.9% | 1,464,113 | $39.8M |
| Great Valley Advisor Group, Inc. | 0.67% | Add +30.1% | 1,231,999 | $33.6M |
| Assetmark, Inc. | 0.06% | Add +20.4% | 1,082,258 | $29.5M |
| Vestmark Advisory Solutions, Inc. | 0.55% | Reduce -45.7% | 1,058,945 | $28.9M |
| Venturi Wealth Management, LLC | 1.31% | Add +36.6% | 1,033,760 | $28.2M |
| Royal Bank of Canada | 0.00% | Add +35.9% | 923,178 | $25.2M |
| Confluence Wealth Services, Inc. | 1.00% | Add +5.3% | 746,403 | $20.4M |
| Private Advisor Group, LLC | 0.10% | Add +11.4% | 714,227 | $19.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +16.5% | 653,923 | $17.8M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +16.4% | 622,200 | $17.0M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +260.3% | 565,220 | $15.4M |
| Larson Financial Group LLC | 0.54% | Add +47.8% | 557,932 | $15.2M |
| Bank of America Corp. | 0.00% | Add +142.8% | 550,308 | $15.0M |
| Sei Investments Co. | 0.01% | Add +121.2% | 509,941 | $13.9M |
| Capital Insight Partners, LLC | 2.29% | New | 505,762 | $13.8M |
| Truist Financial Corp. | 0.02% | Add +11.7% | 433,728 | $11.8M |
| Royal Harbor Partners, LLC | 3.93% | Add +50.2% | 424,706 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +9.7% | 393,017 | $10.7M |
| EnRich Financial Partners LLC | 2.98% | Add +3.3% | 384,260 | $10.5M |
| Capital Analysts, LLC | 0.29% | Add +14.3% | 362,196 | $9.9M |
| Hunter Associates Investment Management LLC | 1.34% | Add +11.4% | 352,962 | $9.6M |
| Stonebridge Financial Group, LLC | 0.78% | Reduce -3.0% | 322,736 | $8.8M |
| Jacobi Capital Management LLC | 0.53% | Reduce -0.2% | 320,825 | $8.8M |
| Principal Securities, Inc. | 0.14% | Add +24.6% | 302,078 | $8.2M |
| Robinson Smith Wealth Advisors LLC | 5.83% | Add +26.5% | 297,610 | $8.1M |
| Benjamin Edwards Inc. | 0.09% | Add +30.9% | 296,795 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.1% | 284,429 | $7.8M |
| Mb, Levis & Associates, LLC | 3.28% | New | 278,037 | $7.6M |
| Baird Financial Group, Inc. | 0.01% | Add +16.6% | 272,143 | $7.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -12.8% | 270,755 | $7.4M |
| &partners | 0.05% | Add +8.7% | 269,398 | $7.4M |
| Gutierrez Wealth Advisory, LLC | 4.61% | Add +8.3% | 263,892 | $7.2M |
| WNY Asset Management, LLC | 0.69% | Add +4.6% | 262,906 | $7.2M |
| Koshinski Asset Management, Inc. | 0.50% | Add +21.0% | 258,043 | $7.0M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +8.4% | 234,546 | $6.4M |
| Envision Financial Planning, LLC | 2.49% | Add +81.2% | 215,557 | $5.9M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +20.5% | 209,348 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.3% | 195,826 | $5.3M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +18.3% | 179,485 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Add +44.9% | 178,959 | $4.9M |
| Hartmann Taylor Wealth Management, LLC | 3.50% | Reduce -3.6% | 178,856 | $4.9M |
| Capital Planning LLC | 1.42% | Reduce -19.3% | 178,039 | $4.9M |
| Renaissance Technologies | 0.01% | Add +78.7% | 173,200 | $4.7M |
| World Investment Advisors | 0.09% | Add +6.8% | 166,213 | $4.5M |
| Skyline Advisors, Inc. | 1.56% | Add +37.7% | 165,999 | $4.5M |
| Mutual Advisors, LLC | 0.10% | Add +18.5% | 163,808 | $4.5M |
| Cornerstone Advisors Asset Management, LLC | 0.71% | Add +6.7% | 148,276 | $4.0M |
| New England Capital Financial Advisors LLC | 1.64% | Add +4.6% | 141,143 | $3.9M |
| Petredis Investment Advisors LLC | 0.31% | Add +67.2% | 139,280 | $3.8M |
| Park Avenue Securities LLC | 0.03% | Add +39.4% | 139,181 | $3.8M |
| Trinity Wealth Management, LLC | 1.39% | Add +6.4% | 136,306 | $3.7M |
| Modern Wealth Management, LLC | 0.07% | Add +54.0% | 131,063 | $3.6M |
| Prospera Financial Services Inc | 0.06% | Add +0.2% | 129,774 | $3.5M |
| Eq Wealth Advisors, LLC | 2.25% | Add +17.2% | 125,566 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -69.7% | 124,365 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -63.6% | 122,402 | $3.3M |
| Beacon Capital Management, Inc. | 0.16% | No change | 120,000 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +264.4% | 117,366 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | New | 116,739 | $3.2M |
| Advyzon Investment Management, LLC | 0.53% | Add +0.9% | 114,046 | $3.1M |
| Landmark Wealth Management, LLC | 1.23% | Add +15.0% | 113,513 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +47.4% | 111,812 | $3.1M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +86.7% | 104,418 | $2.8M |
| Visionary Wealth Advisors | 0.13% | New | 101,058 | $2.8M |
| AdvisorNet Financial, Inc | 0.16% | Add +12.9% | 100,549 | $2.7M |
| Comerica Bank | 0.01% | Add +22.4% | 99,963 | $2.7M |
| Creative Financial Designs Inc. | 0.18% | Add +7.2% | 98,333 | $2.7M |
| NavPoint Financial, Inc. | 1.40% | Add +6.8% | 98,086 | $2.7M |
| Tempus Wealth Planning, LLC | 0.61% | Reduce -0.2% | 97,782 | $2.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.31% | Reduce -6.7% | 94,948 | $2.6M |
| Oak Hill Wealth Advisors, LLC | 0.48% | Add +33.5% | 94,489 | $2.6M |
| Global Retirement Partners, LLC | 0.06% | Add +35.9% | 94,195 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +16.9% | 91,706 | $2.5M |
| Thrive Wealth Management, LLC | 0.36% | Add +32.0% | 87,574 | $2.4M |
| Main Line Retirement Advisors, LLC | 1.15% | Reduce -0.7% | 82,222 | $2.2M |
| Freedom Financial Partners LLC | 0.85% | Add +11.1% | 81,278 | $2.2M |
| Inspire Advisors, LLC | 0.21% | Add +6.2% | 80,067 | $2.2M |
| Citadel Advisors | 0.00% | Add +40.2% | 77,964 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | No change | 74,774 | $2.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.74% | Reduce -1.9% | 73,646 | $2.0M |
| Novem Group | 0.23% | Reduce -6.6% | 72,254 | $2.0M |
| Aurdan Capital Management, LLC | 0.61% | Add +380.5% | 70,748 | $1.9M |
| Arkadios Wealth Advisors | 0.05% | Add +762.4% | 70,353 | $1.9M |
| Vicus Capital | 0.15% | Add +154.9% | 70,260 | $1.9M |
| Simplicity Wealth,LLC | 0.11% | Reduce -47.5% | 69,830 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.26% | Add +4.0% | 69,224 | $1.9M |
| Cwm, LLC | 0.01% | Add +5.4% | 65,230 | $1.8M |
| AA Financial Advisors, LLC | 0.35% | Add +6.1% | 64,918 | $1.8M |
| Tribridge Partners Financial LLC | 0.80% | Add +52.2% | 63,816 | $1.7M |
| Harbour Investments, Inc. | 0.04% | Add +123.9% | 62,436 | $1.7M |
| LongView Wealth Management | 0.46% | Add +42.7% | 61,727 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +0.7% | 60,642 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +9.2% | 60,308 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +18.9% | 59,694 | $1.6M |
| Sovran Advisors, LLC | 0.14% | Add +31.6% | 59,214 | $1.6M |
| Smith Thornton Advisors LLC | 0.85% | Add +20.3% | 59,210 | $1.6M |
| Penney Financial, LLC | 0.72% | New | 58,766 | $1.6M |
| Stephens Inc. | 0.02% | Add +5.6% | 52,910 | $1.4M |
| Armstrong, Fleming & Moore, Inc | 0.67% | Add +6.1% | 51,175 | $1.4M |
| American Financial Advisors, LLC | 0.18% | Add +4.7% | 50,116 | $1.4M |
| Leverty Financial Group, LLC | 0.35% | Add +129.1% | 49,567 | $1.4M |
| Spinnaker Investment Group, LLC | 0.25% | Add +2.5% | 49,491 | $1.4M |
| Souders Financial Advisors | 0.16% | Add +14.8% | 49,282 | $1.3M |
| SK Wealth Management, LLC | 0.50% | Add +98.5% | 49,194 | $1.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.45% | Add +296.5% | 48,971 | $1.3M |
| GWN Securities Inc. | 0.31% | Add +11.8% | 48,883 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | New | 48,082 | $1.3M |
| Old Mission Capital LLC | 0.05% | Reduce -37.0% | 47,252 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Add +3.6% | 46,402 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.10% | New | 45,078 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +3.1% | 43,738 | $1.2M |
| Entruity Wealth, LLC | 0.89% | Add +0.8% | 42,158 | $1.2M |
| Madison Wealth Partners, Inc | 0.22% | Add +5.5% | 40,902 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +5.7% | 40,695 | $1.1M |
| Northwest Financial Advisors | 1.41% | Add +17.9% | 40,337 | $1.1M |
| Mariner, LLC | 0.00% | Add +29.1% | 40,154 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.13% | Add +10.2% | 40,074 | $1.1M |
| Intrua Financial, LLC | 0.13% | Add +20.8% | 39,896 | $1.1M |
| Ameritas Advisory Services, LLC | 0.07% | Add +246.9% | 37,731 | $1.0M |
| LifeGoal Investments, LLC | 0.85% | Reduce -2.6% | 37,289 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -52.3% | 37,131 | $1.0M |
| Summit Financial, LLC | 0.02% | New | 37,002 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +120.4% | 36,632 | $1000K |
| Continental Investors Services, Inc. | 1.44% | Add +7.2% | 35,458 | $973K |
| Intergy Private Wealth, LLC | 0.30% | Add +5.3% | 34,906 | $953K |
| Atlas Private Wealth Advisors | 0.23% | Reduce -34.5% | 34,614 | $945K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -54.9% | 33,813 | $923K |
| IFG Advisory, LLC | 0.04% | Reduce -2.1% | 33,013 | $901K |
| TrueWealth Advisors, LLC | 0.24% | Add +19.6% | 32,533 | $888K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 31,486 | $859K |
| Wood Tarver Financial Group, LLC | 0.25% | Add +8.7% | 31,201 | $851K |
| VestGen Investment Management | 0.51% | Add +14.3% | 31,132 | $850K |
| St Germain D J Co. Inc. | 0.03% | Add +139.6% | 29,177 | $796K |
| Meridian Wealth Management, LLC | 0.03% | Add +7.8% | 27,661 | $755K |
| Betterment LLC | 0.00% | Reduce -48.6% | 27,602 | $753K |
| Duncan Williams Asset Management, LLC | 0.21% | New | 26,955 | $736K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +7.9% | 25,455 | $695K |
| Gateway Wealth Partners, LLC | 0.09% | Add +1.8% | 24,956 | $681K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 24,946 | $681K |
| Ascent Group, LLC | 0.02% | Add +15.9% | 24,761 | $676K |
| Berger Financial Group, Inc | 0.04% | Reduce -1.7% | 24,242 | $662K |
| Maia Wealth LLC | 0.11% | Add +64.0% | 24,032 | $658K |
| Atria Investments, Inc | 0.01% | Reduce -14.4% | 23,803 | $650K |
| Burton Enright Welch | 0.10% | Reduce -16.7% | 23,326 | $637K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +168.7% | 22,843 | $623K |
| Capital Planning Advisors, LLC | 0.08% | New | 22,251 | $607K |
| Bank of Marin | 0.43% | New | 22,251 | $607K |
| Peterson Wealth Advisors, LLC | 0.09% | Add +101.5% | 22,157 | $603K |
| Signet Financial Management, LLC | 0.07% | Reduce -11.9% | 21,438 | $585K |
| Integrated Wealth Concepts LLC | 0.01% | New | 21,253 | $580K |
| Allworth Financial LP | 0.00% | Reduce -10.7% | 20,405 | $557K |
| IFP Advisors, Inc | 0.01% | Add +31.2% | 20,270 | $553K |
| Western Wealth Management, LLC | 0.03% | Add +24.9% | 20,029 | $547K |
| Capital Management Associates, Inc | 0.15% | New | 20,014 | $546K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 20,000 | $546K |
| Transcendent Capital Group LLC | 0.24% | Add +4.5% | 19,938 | $544K |
| Sigma Planning Corp | 0.02% | Add +4.2% | 19,760 | $539K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +1.1% | 19,359 | $528K |
| HBW Advisory Services LLC | 0.06% | Add +46.6% | 19,343 | $528K |
| Glenview Trust Co | 0.01% | No change | 18,984 | $518K |
| Nwam LLC | 0.03% | No change | 18,147 | $498K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -38.1% | 17,848 | $487K |
| Merit Financial Group, LLC | 0.00% | Reduce -9.1% | 17,829 | $487K |
| First Heartland Consultants, Inc. | 0.04% | Add +7.5% | 17,697 | $483K |
| Private Trust Co. NA | 0.04% | Add +21.4% | 17,595 | $480K |
| Melone Private Wealth, LLC | 0.20% | New | 16,199 | $442K |
| Midwest Heritage Bank, FSB | 0.16% | Add +0.1% | 16,134 | $440K |
| Kintra Wealth, LLC | 0.24% | Add +7.9% | 15,780 | $431K |
| Frazier Financial Advisors, LLC | 0.26% | Reduce -8.5% | 15,596 | $426K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 15,484 | $423K |
| Barnes Pettey Financial Advisors, LLC | 0.23% | New | 15,376 | $420K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | New | 15,091 | $412K |
| Synergy Investment Management, LLC | 0.15% | New | 14,700 | $401K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +39.7% | 14,500 | $396K |
| Northern Trust Corp. | 0.00% | New | 14,450 | $394K |
| Bill Few Associates, Inc. | 0.10% | No change | 13,674 | $373K |
| DAVENPORT & Co LLC | 0.00% | Add +3.4% | 13,306 | $363K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 13,304 | $363K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.8% | 13,164 | $359K |
| Seamount Financial Group Inc. | 0.17% | Add +3.6% | 13,163 | $359K |
| Bleakley Financial Group, LLC | 0.01% | New | 13,053 | $356K |
| Carson Advisory Inc. | 0.19% | Add +67.7% | 12,944 | $353K |
| Saxony Capital Management, LLC | 0.23% | Reduce -7.8% | 12,901 | $352K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Add +18.0% | 12,745 | $348K |
| Lanark Financial, Inc. | 0.03% | Add +51.8% | 12,562 | $343K |
| Lodestone Wealth Management LLC | 0.15% | Add +10.1% | 12,536 | $342K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.4% | 12,450 | $340K |
| MSH Capital Advisors LLC | 0.09% | Add +32.9% | 12,395 | $338K |
| Florida Financial Advisors, LLC | 0.10% | New | 12,155 | $332K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.0% | 11,947 | $326K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -0.9% | 11,357 | $310K |
| D.A. Davidson & Co. | 0.00% | Add +22.3% | 11,042 | $301K |
| CGN Advisors LLC | 0.02% | Add +14.1% | 10,696 | $292K |
| Level Four Advisory Services, LLC | 0.01% | No change | 10,039 | $274K |
| Ballew Advisors, Inc | 0.15% | No change | 9,540 | $261K |
| M Wealth Management, LLC | 0.22% | Reduce -12.8% | 9,109 | $249K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 9,001 | $246K |
| United Advisor Group, LLC | 0.03% | Add +19.2% | 8,954 | $244K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.8% | 8,900 | $243K |
| Charter Capital Management, LLC\DE | 0.13% | No change | 8,888 | $243K |
| GeoWealth Management, LLC | 0.01% | New | 8,885 | $242K |
| Independent Financial Group, LLC | 0.01% | New | 8,590 | $234K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.2% | 8,409 | $229K |
| Richards, Merrill & Peterson, Inc. | 0.09% | No change | 7,925 | $216K |
| Silver Grove Financial Group, Inc. | 0.20% | — | 7,733 | $211K |
| Strategic Blueprint, LLC | 0.01% | Reduce -7.4% | 7,597 | $207K |
| Next Level Wealth Planning, LLC | 0.11% | New | 7,393 | $202K |
| Rothschild Investment LLC | 0.01% | No change | 7,220 | $197K |
| Elequin Capital, LP | 0.02% | Reduce -85.9% | 6,908 | $189K |
| US Bancorp \de | 0.00% | New | 6,180 | $169K |
| Financial Perspectives, Inc | 0.04% | Add +12.2% | 5,621 | $153K |
| Advisory Services Network, LLC | 0.00% | New | 4,732 | $129K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,585 | $125K |
| Bare Financial Services, Inc | 0.03% | Add +0.8% | 3,857 | $105K |
| Root Financial Partners, LLC | 0.01% | New | 3,750 | $102K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.9% | 3,400 | $93K |
| Ameriflex Group, Inc. | 0.03% | New | 2,450 | $67K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -64.7% | 2,375 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,120 | $58K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,962 | $54K |
| Clark Wealth Partners | 0.03% | New | 1,768 | $48K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -8.5% | 1,628 | $44K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,559 | $42K |
| Spire Wealth Management | 0.00% | No change | 928 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 386 | $11K |
| CX Institutional | 0.00% | New | 357 | $10K |
| JNBA Financial Advisors | 0.00% | Add +0.6% | 317 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $8K |
| MAI Capital Management | 0.00% | New | 237 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 60 | $2K |
"% of holder's portfolio" is CGMU's weight in each manager's 13F, not the share of Cap Group Municipal Income the manager owns.