Cap Group Municipal IncomeCGMUETF
13F holders, Q1 2026 (March 31)332holders +31
44new positions
9sold out
2famous investors
$27.15avg. 13F price*
At the end of Q1 2026, 332 institutions reported holding Cap Group Municipal Income (CGMU) in their 13F filings, up 31 from Q4 2025. 44 opened new positions and 9 sold out. The largest holders were Capital International Investors ($1.3B), Envestnet Asset Management Inc. ($348.7M) and Morgan Stanley ($280.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Municipal Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q1 2026)
- CUSIP
- 14020Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $77.3M |
| Exits | 9 | $5.5M |
All 13F filers, Q4 2025 → Q1 2026: 26,243,770 shares bought and 978,054 shares sold, net +25,265,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 332 holders
| Capital International Investors | 0.30% | Add +0.8% | 46,714,705 | $1.3B |
| Envestnet Asset Management Inc. | 0.09% | Add +16.0% | 12,842,029 | $348.7M |
| Morgan Stanley | 0.02% | Add +14.8% | 10,320,797 | $280.2M |
| LPL Financial LLC | 0.07% | Add +50.3% | 10,156,841 | $275.8M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +15.4% | 8,763,507 | $237.9M |
| Wells Fargo & Company | 0.04% | Add +58.5% | 7,517,389 | $204.1M |
| Cetera Investment Advisers | 0.14% | Add +17.3% | 4,877,693 | $132.4M |
| UBS Group AG | 0.02% | Add +8.5% | 4,376,873 | $118.8M |
| Jones Financial Companies LLLP | 0.05% | Add +75.9% | 3,950,778 | $107.3M |
| Commonwealth Equity Services, LLC | 0.11% | Add +13.5% | 2,948,502 | $80.1M |
| Raymond James Financial Inc. | 0.02% | Add +46.3% | 2,826,031 | $76.7M |
| Osaic Holdings, Inc. | 0.09% | Add +4.7% | 2,319,575 | $63.0M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +10.2% | 2,096,208 | $56.9M |
| Stifel Financial Corp. | 0.05% | Add +2.8% | 2,092,376 | $56.8M |
| MML Investors Services, LLC | 0.16% | Reduce -13.3% | 2,060,914 | $56.0M |
| Bank of America Corp. | 0.00% | Add +119.9% | 1,696,201 | $46.1M |
| Blue Chip Partners, LLC | 3.23% | Add +1.1% | 1,653,001 | $44.9M |
| Capital Group Private Client Services, Inc. | 0.73% | Add +2.3% | 1,591,159 | $43.2M |
| Great Valley Advisor Group, Inc. | 0.73% | Add +18.6% | 1,484,020 | $40.3M |
| Royal Bank of Canada | 0.01% | Add +17.3% | 1,352,529 | $36.7M |
| Vestmark Advisory Solutions, Inc. | 0.39% | Add +13.8% | 1,308,427 | $35.5M |
| Venturi Wealth Management, LLC | 1.55% | Add +23.7% | 1,267,444 | $34.4M |
| Assetmark, Inc. | 0.07% | Add +3.8% | 1,254,071 | $34.0M |
| Confluence Wealth Services, Inc. | 1.18% | Add +0.0% | 1,118,256 | $30.4M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +35.6% | 1,011,074 | $27.5M |
| JPMorgan Chase & Co. | 0.00% | Add +67.8% | 973,990 | $26.4M |
| Sei Investments Co. | 0.02% | Add +24.8% | 965,276 | $26.2M |
| Capital Analysts, LLC | 0.68% | Add +121.5% | 958,464 | $26.0M |
| Private Advisor Group, LLC | 0.12% | Add +7.9% | 908,634 | $24.7M |
| Aprio Wealth Management, LLC | 1.34% | Add +11.8% | 906,147 | $24.6M |
| Natixis Advisors, LLC | 0.03% | Add +126.4% | 823,537 | $22.4M |
| J. Derek Lewis & Associates Inc. | 5.00% | Add +9.5% | 820,211 | $22.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +16.1% | 799,082 | $21.7M |
| Truist Financial Corp. | 0.03% | Add +57.2% | 765,238 | $20.8M |
| Larson Financial Group LLC | 0.66% | Add +17.0% | 760,381 | $20.6M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +4.7% | 687,105 | $18.7M |
| Jane Street Group, LLC | 0.02% | Add +4.2% | 647,849 | $17.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +254.0% | 608,109 | $16.5M |
| Hunter Associates Investment Management LLC | 2.01% | Add +12.0% | 559,824 | $15.2M |
| Clear Trail Advisors, LLC | 2.32% | New | 512,183 | $13.9M |
| Principal Securities, Inc. | 0.20% | Add +13.8% | 498,585 | $13.5M |
| EP Wealth Advisors, LLC | 0.07% | New | 494,950 | $13.4M |
| Royal Harbor Partners, LLC | 4.17% | Add +2.3% | 453,277 | $12.3M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +4.6% | 450,132 | $12.2M |
| EnRich Financial Partners LLC | 2.92% | Add +3.4% | 405,604 | $11.0M |
| Mb, Levis & Associates, LLC | 4.49% | Add +10.3% | 396,290 | $10.8M |
| RMR Wealth Builders | 0.83% | Add +14.1% | 385,597 | $10.5M |
| Alliance Private Wealth, LLC | 3.47% | Add +1.3% | 355,990 | $9.7M |
| &partners | 0.05% | Add +2.2% | 354,536 | $9.6M |
| Robinson Smith Wealth Advisors LLC | 6.42% | Add +5.2% | 349,684 | $9.5M |
| Boulder Wealth Advisors, LLC | 3.69% | Reduce -1.4% | 340,188 | $9.2M |
| Baird Financial Group, Inc. | 0.01% | Add +4.5% | 338,896 | $9.2M |
| Benjamin Edwards Inc. | 0.09% | Add +14.0% | 334,759 | $9.1M |
| Stonebridge Financial Group, LLC | 0.73% | Add +2.5% | 327,750 | $8.9M |
| Hartmann Taylor Wealth Management, LLC | 5.86% | Add +41.0% | 326,554 | $8.9M |
| Jacobi Capital Management LLC | 0.49% | Add +1.3% | 321,164 | $8.7M |
| Gutierrez Wealth Advisory, LLC | 5.28% | Add +10.6% | 313,043 | $8.5M |
| Koshinski Asset Management, Inc. | 0.53% | Add +1.8% | 309,986 | $8.4M |
| Beto Financial Group, LLC | 4.87% | Add +12.3% | 303,914 | $8.3M |
| Michael Brady & Co., LLC | 8.06% | Add +8.4% | 295,546 | $8.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 285,973 | $7.8M |
| New England Capital Financial Advisors LLC | 2.10% | Add +81.8% | 282,765 | $7.7M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -6.8% | 279,584 | $7.6M |
| Summit Financial, LLC | 0.10% | Add +154.2% | 275,776 | $7.5M |
| Elequin Capital, LP | 2.25% | Add +1608.9% | 274,283 | $7.2M |
| McNamara Financial Services, Inc. | 1.33% | Add +0.9% | 259,511 | $7.0M |
| Visionary Wealth Advisors | 0.31% | Add +21.2% | 254,209 | $6.9M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +17.9% | 253,201 | $6.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.9% | 247,569 | $6.7M |
| Envision Financial Planning, LLC | 2.38% | Add +6.4% | 242,502 | $6.6M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +8.1% | 231,583 | $6.3M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +4.7% | 230,602 | $6.3M |
| Cauble & Harre Wealth Management, Inc. | 4.89% | Add +4.7% | 224,736 | $6.1M |
| NewEdge Advisors, LLC | 0.02% | Add +24.6% | 224,262 | $6.1M |
| IMPACTfolio, LLC | 2.44% | New | 211,614 | $5.7M |
| World Investment Advisors | 0.09% | Add +4.5% | 205,396 | $5.6M |
| Mosaic Family Wealth Partners, LLC | 0.56% | Add +31.4% | 202,761 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.0% | 196,030 | $5.3M |
| Mutual Advisors, LLC | 0.11% | Add +8.2% | 188,062 | $5.1M |
| Eq Wealth Advisors, LLC | 2.98% | Add +3.4% | 187,936 | $5.1M |
| Penney Financial, LLC | 1.93% | Add +12.8% | 185,115 | $5.0M |
| Cornerstone Advisors Asset Management, LLC | 0.76% | Add +14.6% | 180,439 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +109.0% | 179,894 | $4.9M |
| Total Clarity Wealth Management, Inc. | 1.15% | Add +13.2% | 179,646 | $4.9M |
| Park Avenue Securities LLC | 0.04% | Add +11.1% | 170,761 | $4.6M |
| Capital Planning LLC | 1.49% | Reduce -5.8% | 169,086 | $4.6M |
| Cerity Partners LLC | 0.01% | Add +1.0% | 166,632 | $4.5M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +51.2% | 164,456 | $4.5M |
| Skyline Advisors, Inc. | 1.56% | Reduce -4.4% | 164,347 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +37.3% | 158,272 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +38.5% | 155,967 | $4.3M |
| Fifth Third Bancorp | 0.01% | New | 157,131 | $4.3M |
| Petredis Investment Advisors LLC | 0.34% | Add +0.0% | 153,959 | $4.2M |
| Advyzon Investment Management, LLC | 0.37% | Add +2.5% | 152,954 | $4.2M |
| Tower Research Capital LLC (TRC) | 0.11% | Add +129.1% | 151,580 | $4.1M |
| Gateway Wealth Partners, LLC | 0.16% | Add +285.5% | 150,736 | $4.1M |
| Legacy Private Trust Co. | 0.25% | Add +64.4% | 149,213 | $4.1M |
| Cannon Financial Strategists, Inc. | 0.53% | New | 148,974 | $4.0M |
| Landmark Wealth Management, LLC | 1.08% | Add +29.3% | 148,327 | $4.0M |
| Prospera Financial Services Inc | 0.06% | Add +1.5% | 146,616 | $4.0M |
"% of holder's portfolio" is CGMU's weight in each manager's 13F, not the share of Cap Group Municipal Income the manager owns.