Cap Group Municipal IncomeCGMUETF
13F holders, Q4 2025 (December 31)301holders +55
40new positions
6sold out
1famous investor
$27.38avg. 13F price*
At the end of Q4 2025, 301 institutions reported holding Cap Group Municipal Income (CGMU) in their 13F filings, up 55 from Q3 2025. 40 opened new positions and 6 sold out. The largest holders were Capital International Investors ($1.3B), Envestnet Asset Management Inc. ($303.1M) and Morgan Stanley ($246.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Municipal Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q4 2025)
- CUSIP
- 14020Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $76.7M |
| Exits | 6 | $3.0M |
All 13F filers, Q3 2025 → Q4 2025: 19,298,591 shares bought and 236,822 shares sold, net +19,061,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Capital International Investors | 0.20% | Add +1.6% | 46,328,510 | $1.3B |
| Envestnet Asset Management Inc. | 0.09% | Add +10.7% | 11,070,893 | $303.1M |
| Morgan Stanley | 0.01% | Add +38.2% | 8,991,680 | $246.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +15.1% | 7,596,372 | $208.0M |
| LPL Financial LLC | 0.05% | Add +28.0% | 6,756,622 | $185.0M |
| Wells Fargo & Company | 0.03% | Add +16.7% | 4,742,102 | $129.8M |
| Cetera Investment Advisers | 0.12% | Add +17.1% | 4,157,316 | $113.8M |
| UBS Group AG | 0.02% | Add +12.6% | 4,032,770 | $110.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +10.0% | 2,597,865 | $71.1M |
| MML Investors Services, LLC | 0.16% | Add +12.6% | 2,377,012 | $65.1M |
| Jones Financial Companies LLLP | 0.04% | Add +53.4% | 2,246,187 | $61.5M |
| Osaic Holdings, Inc. | 0.09% | Reduce -0.9% | 2,215,616 | $60.7M |
| Stifel Financial Corp. | 0.05% | Add +13.2% | 2,034,518 | $55.7M |
| Raymond James Financial Inc. | 0.02% | Add +28.6% | 1,931,271 | $52.9M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +20.1% | 1,902,883 | $52.1M |
| Blue Chip Partners, LLC | 3.25% | Add +4.5% | 1,635,685 | $44.8M |
| Capital Group Private Client Services, Inc. | 0.68% | Add +3.4% | 1,556,081 | $42.6M |
| Great Valley Advisor Group, Inc. | 0.66% | Add +1.5% | 1,250,925 | $34.3M |
| Assetmark, Inc. | 0.07% | Add +11.6% | 1,207,850 | $33.1M |
| Royal Bank of Canada | 0.01% | Add +24.9% | 1,153,421 | $31.6M |
| Vestmark Advisory Solutions, Inc. | 0.42% | Add +8.6% | 1,149,959 | $31.5M |
| Confluence Wealth Services, Inc. | 1.27% | Add +49.8% | 1,117,976 | $30.6M |
| Venturi Wealth Management, LLC | 1.25% | Reduce -0.8% | 1,024,941 | $28.1M |
| Private Advisor Group, LLC | 0.11% | Add +17.9% | 841,827 | $23.0M |
| Aprio Wealth Management, LLC | 1.27% | New | 810,412 | $22.2M |
| Sei Investments Co. | 0.02% | Add +51.7% | 773,710 | $21.2M |
| Bank of America Corp. | 0.00% | Add +40.2% | 771,497 | $21.1M |
| J. Derek Lewis & Associates Inc. | 4.80% | — | 748,857 | $20.5M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +31.9% | 745,742 | $20.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +5.3% | 688,364 | $18.8M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +5.5% | 656,578 | $18.0M |
| Larson Financial Group LLC | 0.59% | Add +16.4% | 649,681 | $17.8M |
| Jane Street Group, LLC | 0.02% | Add +408.1% | 621,927 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Add +104.0% | 580,336 | $15.9M |
| Hunter Associates Investment Management LLC | 1.83% | Add +41.6% | 499,912 | $13.7M |
| Truist Financial Corp. | 0.02% | Add +12.2% | 486,674 | $13.3M |
| Capital Insight Partners, LLC | 2.78% | Reduce -5.3% | 479,150 | $13.1M |
| Royal Harbor Partners, LLC | 4.01% | Add +4.3% | 443,171 | $12.1M |
| Principal Securities, Inc. | 0.18% | Add +45.0% | 437,990 | $12.0M |
| Capital Analysts, LLC | 0.33% | Add +19.5% | 432,799 | $11.8M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +9.5% | 430,423 | $11.8M |
| EnRich Financial Partners LLC | 2.93% | Add +2.1% | 392,181 | $10.7M |
| Natixis Advisors, LLC | 0.01% | Add +209.9% | 363,738 | $10.0M |
| Mb, Levis & Associates, LLC | 4.14% | Add +29.3% | 359,449 | $9.8M |
| Alliance Private Wealth, LLC | 3.38% | — | 351,266 | $9.7M |
| &partners | 0.05% | Add +28.8% | 347,029 | $9.5M |
| Boulder Wealth Advisors, LLC | 3.99% | New | 345,208 | $9.5M |
| RMR Wealth Builders | 0.74% | New | 337,891 | $9.3M |
| Robinson Smith Wealth Advisors LLC | 6.22% | Add +11.7% | 332,407 | $9.1M |
| Baird Financial Group, Inc. | 0.01% | Add +19.1% | 324,169 | $8.9M |
| Stonebridge Financial Group, LLC | 0.75% | Reduce -0.9% | 319,696 | $8.8M |
| Jacobi Capital Management LLC | 0.50% | Reduce -1.2% | 316,999 | $8.7M |
| Koshinski Asset Management, Inc. | 0.54% | Add +18.0% | 304,416 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +10.8% | 300,041 | $8.2M |
| Benjamin Edwards Inc. | 0.09% | Reduce -1.0% | 293,757 | $8.0M |
| Gutierrez Wealth Advisory, LLC | 4.87% | Add +7.3% | 283,157 | $7.8M |
| Beto Financial Group, LLC | 5.04% | — | 270,680 | $7.5M |
| Michael Brady & Co., LLC | 7.45% | — | 272,757 | $7.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +125.4% | 263,179 | $7.2M |
| McNamara Financial Services, Inc. | 1.34% | New | 257,169 | $7.0M |
| Hartmann Taylor Wealth Management, LLC | 4.28% | Add +29.4% | 231,519 | $6.3M |
| Envision Financial Planning, LLC | 2.36% | Add +5.7% | 227,931 | $6.2M |
| Renaissance Technologies | 0.01% | Add +28.4% | 222,349 | $6.1M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +5.2% | 220,288 | $6.0M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -8.4% | 214,781 | $5.9M |
| Cauble & Harre Wealth Management, Inc. | 4.93% | — | 214,701 | $5.9M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +19.4% | 214,339 | $5.9M |
| Visionary Wealth Advisors | 0.26% | Add +107.6% | 209,764 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.3% | 202,188 | $5.6M |
| World Investment Advisors | 0.09% | Add +18.2% | 196,510 | $5.4M |
| Eq Wealth Advisors, LLC | 2.94% | Add +44.7% | 181,680 | $5.0M |
| NewEdge Advisors, LLC | 0.02% | Add +0.6% | 180,042 | $4.9M |
| Capital Planning LLC | 1.38% | Add +0.8% | 179,441 | $4.9M |
| Mutual Advisors, LLC | 0.10% | Add +6.1% | 173,847 | $4.8M |
| Skyline Advisors, Inc. | 1.57% | Add +3.6% | 171,962 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +38.1% | 171,802 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +172.0% | 164,948 | $4.5M |
| Penney Financial, LLC | 1.73% | Add +179.2% | 164,085 | $4.5M |
| Total Clarity Wealth Management, Inc. | 1.05% | New | 158,661 | $4.3M |
| Cornerstone Advisors Asset Management, LLC | 0.70% | Add +6.2% | 157,437 | $4.3M |
| New England Capital Financial Advisors LLC | 1.66% | Add +10.2% | 155,516 | $4.3M |
| Mosaic Family Wealth Partners, LLC | 0.46% | New | 154,279 | $4.2M |
| Petredis Investment Advisors LLC | 0.33% | Add +10.5% | 153,949 | $4.2M |
| Park Avenue Securities LLC | 0.04% | Add +10.4% | 153,714 | $4.2M |
| Advyzon Investment Management, LLC | 0.47% | Add +30.9% | 149,302 | $4.1M |
| Prospera Financial Services Inc | 0.07% | Add +11.3% | 144,509 | $4.0M |
| Trinity Wealth Management, LLC | 1.39% | Add +1.4% | 138,256 | $3.8M |
| Modern Wealth Management, LLC | 0.07% | Reduce -0.5% | 130,455 | $3.6M |
| Comerica Bank | 0.01% | Add +29.6% | 129,574 | $3.5M |
| Beacon Capital Management, Inc. | 0.18% | No change | 120,000 | $3.3M |
| AdvisorNet Financial, Inc | 0.17% | Add +19.0% | 119,687 | $3.3M |
| Old Mission Capital LLC | 0.13% | Add +152.7% | 119,415 | $3.3M |
| Platt Wealth Management LLC | 3.22% | — | 118,471 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.1% | 115,253 | $3.2M |
| Landmark Wealth Management, LLC | 1.20% | Add +1.1% | 114,733 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Add +22.8% | 112,604 | $3.1M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +4.1% | 108,745 | $3.0M |
| Summit Financial, LLC | 0.04% | Add +193.2% | 108,494 | $3.0M |
| NavPoint Financial, Inc. | 1.25% | Add +8.5% | 106,399 | $2.9M |
| Optimus Capital Advisors, LLC | 1.66% | — | 103,343 | $2.8M |
"% of holder's portfolio" is CGMU's weight in each manager's 13F, not the share of Cap Group Municipal Income the manager owns.