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 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Add +8.1% | 102,601 | $2.8M |
| Creative Financial Designs Inc. | 0.18% | Add +4.0% | 102,246 | $2.8M |
| Global Retirement Partners, LLC | 0.05% | Add +8.3% | 102,011 | $2.8M |
| LongView Wealth Management | 0.67% | Add +62.9% | 100,530 | $2.8M |
| Thrive Wealth Management, LLC | 0.38% | Add +8.0% | 94,581 | $2.6M |
| Capital Investment Management, Inc. | 0.89% | — | 92,891 | $2.5M |
| Tempus Wealth Planning, LLC | 0.58% | Reduce -5.3% | 92,641 | $2.5M |
| Vicus Capital | 0.19% | Add +30.9% | 91,972 | $2.5M |
| Inspire Advisors, LLC | 0.23% | Add +14.6% | 91,718 | $2.5M |
| Legacy Private Trust Co. | 0.15% | New | 90,740 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +866.9% | 86,052 | $2.4M |
| Freedom Financial Partners LLC | 0.85% | Add +5.6% | 85,830 | $2.4M |
| Financial Council, LLC | 0.92% | New | 83,806 | $2.3M |
| Tribridge Partners Financial LLC | 0.91% | Add +24.2% | 79,249 | $2.2M |
| Interchange Capital Partners, LLC | 0.39% | New | 76,564 | $2.1M |
| Stephens Inc. | 0.03% | Add +43.2% | 75,745 | $2.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.71% | Add +2.0% | 75,142 | $2.1M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Add +8.4% | 75,056 | $2.1M |
| Harbour Investments, Inc. | 0.04% | Add +20.1% | 74,966 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | No change | 74,774 | $2.0M |
| Main Line Retirement Advisors, LLC | 1.01% | Reduce -11.7% | 72,582 | $2.0M |
| Leverty Financial Group, LLC | 0.47% | Add +45.6% | 72,154 | $2.0M |
| Valmark Advisers, Inc. | 0.02% | Add +19.5% | 71,326 | $2.0M |
| Aurdan Capital Management, LLC | 0.60% | Add +0.5% | 71,073 | $1.9M |
| Simplicity Wealth,LLC | 0.12% | Add +1.6% | 70,935 | $1.9M |
| Arkadios Wealth Advisors | 0.04% | Add +0.3% | 70,542 | $1.9M |
| Sovran Advisors, LLC | 0.16% | Add +18.0% | 69,853 | $1.9M |
| Cwm, LLC | 0.01% | Add +5.6% | 68,898 | $1.9M |
| GWN Securities Inc. | 0.38% | Add +39.1% | 68,007 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 66,161 | $1.8M |
| Novem Group | 0.21% | Reduce -8.8% | 65,861 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +92.5% | 65,099 | $1.8M |
| AA Financial Advisors, LLC | 0.33% | No change | 64,918 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +71.4% | 64,671 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +74.9% | 64,079 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +27.6% | 61,328 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +1.0% | 60,918 | $1.7M |
| Smith Thornton Advisors LLC | 0.84% | Add +1.7% | 60,210 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.13% | Add +28.8% | 58,052 | $1.6M |
| American Financial Advisors, LLC | 0.20% | Add +10.6% | 55,417 | $1.5M |
| SK Wealth Management, LLC | 0.42% | Add +9.8% | 54,019 | $1.5M |
| Souders Financial Advisors | 0.17% | Add +10.4% | 54,392 | $1.5M |
| Northwest Financial Advisors | 2.98% | Add +31.0% | 52,846 | $1.4M |
| FWG Holdings, LLC | 0.54% | New | 51,510 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +39.1% | 51,640 | $1.4M |
| Armstrong, Fleming & Moore, Inc | 0.65% | Add +0.1% | 51,221 | $1.4M |
| Spinnaker Investment Group, LLC | 0.25% | Add +3.4% | 51,175 | $1.4M |
| Berger Financial Group, Inc | 0.08% | Add +107.5% | 50,290 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +25.2% | 50,190 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +8.1% | 50,156 | $1.4M |
| Indivisible Partners | 0.15% | — | 49,163 | $1.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.41% | No change | 48,971 | $1.3M |
| St Germain D J Co. Inc. | 0.05% | Add +65.2% | 48,189 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +5.2% | 46,020 | $1.3M |
| Intrua Financial, LLC | 0.14% | Add +14.7% | 45,775 | $1.3M |
| LifeGoal Investments, LLC | 0.83% | Add +21.2% | 45,200 | $1.2M |
| Entruity Wealth, LLC | 0.85% | Add +3.1% | 43,487 | $1.2M |
| Mariner, LLC | 0.00% | Add +6.0% | 42,544 | $1.2M |
| TrueWealth Advisors, LLC | 0.30% | Add +29.4% | 42,098 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +3.4% | 42,085 | $1.2M |
| Intergy Private Wealth, LLC | 0.34% | Add +18.2% | 41,274 | $1.1M |
| Madison Wealth Partners, Inc | 0.20% | Reduce -3.0% | 39,664 | $1.1M |
| Gateway Wealth Partners, LLC | 0.12% | Add +56.7% | 39,099 | $1.1M |
| Calton & Associates, Inc. | 0.16% | New | 38,644 | $1.1M |
| IFG Advisory, LLC | 0.05% | Add +16.6% | 38,484 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +20.4% | 37,901 | $1.0M |
| KWB Wealth | 0.10% | New | 37,534 | $1.0M |
| Duncan Williams Asset Management, LLC | 0.25% | Add +37.2% | 36,975 | $1.0M |
| Barnes Pettey Financial Advisors, LLC | 0.49% | Add +133.7% | 35,936 | $984K |
| Atlas Private Wealth Advisors | 0.22% | Add +1.2% | 35,016 | $959K |
| Melone Private Wealth, LLC | 0.38% | Add +101.5% | 32,647 | $894K |
| VestGen Investment Management | 0.49% | Add +3.1% | 32,086 | $879K |
| Integrated Wealth Concepts LLC | 0.01% | Add +49.9% | 31,856 | $872K |
| Continental Investors Services, Inc. | 1.12% | Reduce -10.2% | 31,832 | $872K |
| COFG Advisors, LLC | 0.21% | — | 31,316 | $857K |
| Wood Tarver Financial Group, LLC | 0.24% | Add +0.3% | 31,297 | $856K |
| Western Wealth Management, LLC | 0.04% | Add +55.3% | 31,101 | $852K |
| Burton Enright Welch | 0.12% | Add +29.6% | 30,239 | $828K |
| D.A. Davidson & Co. | 0.01% | Add +172.3% | 30,066 | $823K |
| Private Trust Co. NA | 0.07% | Add +68.5% | 29,651 | $812K |
| Betterment LLC | 0.00% | Add +2.6% | 28,313 | $775K |
| Meridian Wealth Management, LLC | 0.03% | Add +1.9% | 28,173 | $771K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +7.9% | 27,455 | $752K |
| Family Manage LLC | 0.09% | New | 27,322 | $748K |
| Stewardship Concepts Financial Services LLC | 0.62% | — | 26,819 | $734K |
| IFP Advisors, Inc | 0.02% | Add +31.1% | 26,577 | $728K |
| Capital Planning Advisors, LLC | 0.09% | Add +16.5% | 25,925 | $710K |
| Bank of Marin | 0.49% | Add +16.5% | 25,925 | $710K |
| Peterson Wealth Advisors, LLC | 0.09% | Add +16.4% | 25,796 | $706K |
| Maia Wealth LLC | 0.12% | Add +3.1% | 24,775 | $689K |
| Ascent Group, LLC | 0.02% | Add +1.2% | 25,054 | $686K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 24,946 | $683K |
| Keystone Financial Group | 0.05% | New | 24,296 | $665K |
| Kintra Wealth, LLC | 0.09% | Add +53.9% | 24,284 | $665K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +2.9% | 23,503 | $644K |
| RFG - Bristol Wealth Advisors, LLC | 0.18% | Add +53.3% | 23,141 | $634K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 22,737 | $623K |
| Sunrise Financial Services, LLC | 0.47% | — | 22,641 | $620K |
| Atria Investments, Inc | 0.01% | Reduce -6.1% | 22,360 | $612K |
| HBW Advisory Services LLC | 0.07% | Add +14.0% | 22,055 | $604K |
| Sigma Planning Corp | 0.02% | Add +10.2% | 21,770 | $596K |
| Signet Financial Management, LLC | 0.06% | Reduce -1.8% | 21,046 | $576K |
| Transcendent Capital Group LLC | 0.25% | Add +2.5% | 20,430 | $559K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +4.8% | 20,289 | $556K |
| Capital Management Associates, Inc | 0.12% | Add +0.9% | 20,191 | $553K |
| Allworth Financial LP | 0.00% | Reduce -1.8% | 20,031 | $548K |
| Mgo One Seven LLC | 0.01% | New | 20,002 | $548K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 20,000 | $548K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 19,971 | $547K |
| Milestone Investment Advisors LLC | 0.13% | Add +10.2% | 19,676 | $539K |
| Midwest Heritage Bank, FSB | 0.18% | Add +21.4% | 19,580 | $536K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +26.1% | 19,532 | $535K |
| Bill Few Associates, Inc. | 0.13% | Add +41.5% | 19,352 | $530K |
| Glenview Trust Co | 0.01% | No change | 18,984 | $520K |
| Merit Financial Group, LLC | 0.00% | Add +5.7% | 18,853 | $516K |
| Adamsbrown Wealth Consultants LLC | 0.14% | Add +46.7% | 18,694 | $512K |
| Sard Wealth Management Group, LLC | 0.27% | New | 17,987 | $492K |
| First Heartland Consultants, Inc. | 0.04% | No change | 17,697 | $485K |
| Genesis Private Wealth, LLC | 0.15% | New | 17,286 | $473K |
| Balboa Wealth Partners | 0.08% | New | 17,025 | $466K |
| Farther Finance Advisors, LLC | 0.01% | Add +270.2% | 16,973 | $465K |
| Nwam LLC | 0.03% | Reduce -9.3% | 16,459 | $454K |
| Greenline Wealth Management LLC | 0.47% | — | 16,517 | $452K |
| Seamount Financial Group Inc. | 0.20% | Add +22.5% | 16,122 | $441K |
| Elequin Capital, LP | 0.07% | Add +132.3% | 16,050 | $439K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +9.9% | 15,930 | $436K |
| Frazier Financial Advisors, LLC | 0.25% | Add +0.0% | 15,601 | $427K |
| Mission Wealth Management, LP | 0.01% | New | 15,507 | $425K |
| PFG Advisors | 0.02% | New | 15,119 | $414K |
| Focus Partners Wealth | 0.00% | New | 14,852 | $407K |
| Synergy Investment Management, LLC | 0.14% | No change | 14,700 | $402K |
| M Wealth Management, LLC | 0.35% | Add +60.1% | 14,588 | $399K |
| Independent Financial Group, LLC | 0.01% | Add +61.0% | 13,829 | $379K |
| Carson Advisory Inc. | 0.20% | Add +6.1% | 13,732 | $376K |
| Carlson Financial, Inc. | 0.21% | — | 13,324 | $365K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 13,304 | $364K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.9% | 13,281 | $364K |
| Centaurus Financial, Inc. | 0.02% | Add +6.0% | 13,200 | $361K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.9% | 13,056 | $357K |
| Bleakley Financial Group, LLC | 0.01% | No change | 13,053 | $357K |
| United Advisor Group, LLC | 0.05% | Add +45.7% | 13,045 | $357K |
| CLG LLC | 0.09% | New | 12,988 | $356K |
| Ameriprise Financial Inc. | 0.00% | New | 12,747 | $349K |
| Essential Investment Partners LLC | 0.33% | — | 12,734 | $349K |
| Northern Trust Corp. | 0.00% | Reduce -12.1% | 12,700 | $348K |
| HighTower Advisors, LLC | 0.00% | Add +6.3% | 12,700 | $348K |
| Lodestone Wealth Management LLC | 0.14% | Add +0.9% | 12,644 | $346K |
| Florida Financial Advisors, LLC | 0.09% | Add +4.0% | 12,640 | $346K |
| Bare Financial Services, Inc | 0.09% | Add +221.4% | 12,395 | $339K |
| Lanark Financial, Inc. | 0.03% | Reduce -1.8% | 12,338 | $338K |
| ProCore Advisors, LLC | 0.35% | — | 12,320 | $337K |
| MSH Capital Advisors LLC | 0.07% | Reduce -1.7% | 12,180 | $333K |
| Kingsview Wealth Management, LLC | 0.00% | Add +38.3% | 11,628 | $318K |
| Hilltop Holdings Inc. | 0.02% | New | 11,603 | $318K |
| Next Level Wealth Planning, LLC | 0.16% | Add +48.8% | 11,001 | $301K |
| GeoWealth Management, LLC | 0.01% | Add +21.6% | 10,804 | $296K |
| CGN Advisors LLC | 0.02% | Add +0.4% | 10,738 | $294K |
| Ballew Advisors, Inc | 0.16% | Add +10.5% | 10,540 | $290K |
| Burford Brothers, Inc. | 0.12% | New | 10,196 | $279K |
| Level Four Advisory Services, LLC | 0.01% | No change | 10,039 | $275K |
| Jones Kertz & Associates, Inc. | 0.14% | — | 9,897 | $271K |
| Vantus Wealth LLC | 0.20% | — | 9,725 | $266K |
| Kovack Advisors, Inc. | 0.01% | New | 9,715 | $266K |
| Advisortrust Partners, LLC | 0.11% | — | 9,392 | $257K |
| Richards, Merrill & Peterson, Inc. | 0.09% | Add +12.6% | 8,925 | $244K |
| Charter Capital Management, LLC\DE | 0.13% | No change | 8,888 | $243K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,442 | $233K |
| Sittner & Nelson, LLC | 0.08% | New | 8,000 | $222K |
| Good Harbor Advisors, Inc. | 0.25% | — | 8,000 | $219K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -11.5% | 7,967 | $218K |
| Saxony Capital Management, LLC | 0.12% | Reduce -42.4% | 7,434 | $204K |
| Rothschild Investment LLC | 0.01% | No change | 7,220 | $198K |
| Financial Perspectives, Inc | 0.05% | Add +24.3% | 6,989 | $191K |
| US Bancorp \de | 0.00% | Add +6.2% | 6,564 | $180K |
| Quadrant Capital Group LLC | 0.01% | New | 6,047 | $166K |
| Signaturefd, LLC | 0.00% | New | 4,551 | $125K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 4,366 | $120K |
| AE Wealth Management LLC | 0.00% | New | 4,230 | $116K |
| Root Financial Partners, LLC | 0.01% | No change | 3,750 | $103K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.9% | 3,430 | $94K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,838 | $78K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,375 | $65K |
| Ancora Advisors LLC | 0.00% | New | 2,300 | $63K |
| Wellington Grp LLC | 0.02% | — | 2,135 | $58K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,120 | $58K |
| MAI Capital Management | 0.00% | Add +732.5% | 1,973 | $54K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,962 | $54K |
| Clark Wealth Partners | 0.03% | No change | 1,768 | $48K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,628 | $45K |
| Spire Wealth Management | 0.00% | Add +32.3% | 1,228 | $34K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.6% | 1,207 | $33K |
| Ameriflex Group, Inc. | 0.02% | Reduce -54.5% | 1,115 | $31K |
| FMR LLC | 0.00% | New | 1,100 | $30K |
| Nvest Wealth Strategies, Inc. | 0.02% | — | 864 | $24K |
| Arax Advisory Partners | 0.00% | New | 433 | $12K |
| JNBA Financial Advisors | 0.00% | Add +0.9% | 320 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $8K |
| CX Institutional | 0.00% | Reduce -20.4% | 284 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 134 | $4K |
| Community Bank, N.A. | 0.00% | New | 133 | $4K |
| 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.