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 |
| Leverty Financial Group, LLC | 0.87% | Add +99.8% | 144,166 | $3.9M |
| Trinity Wealth Management, LLC | 1.42% | Add +3.0% | 142,441 | $3.9M |
| LongView Wealth Management | 0.96% | Add +37.9% | 138,664 | $3.8M |
| Per Stirling Capital Management, LLC. | 0.41% | Add +172.6% | 136,802 | $3.7M |
| AdvisorNet Financial, Inc | 0.19% | Add +14.1% | 136,577 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.30% | Add +122.2% | 129,012 | $3.5M |
| Creative Financial Designs Inc. | 0.21% | Add +26.0% | 128,786 | $3.5M |
| Optimus Capital Advisors, LLC | 1.99% | Add +19.9% | 123,881 | $3.4M |
| Thrive Wealth Management, LLC | 0.50% | Add +30.8% | 123,709 | $3.4M |
| Independent Advisor Alliance | 0.04% | New | 122,711 | $3.3M |
| Beacon Capital Management, Inc. | 0.18% | No change | 120,000 | $3.3M |
| FWG Holdings, LLC | 1.17% | Add +120.7% | 113,686 | $3.1M |
| Stephens Inc. | 0.04% | Add +49.9% | 113,535 | $3.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Add +9.7% | 112,555 | $3.1M |
| Platt Wealth Management LLC | 2.98% | Reduce -5.1% | 112,471 | $3.1M |
| StrongBox Wealth, LLC | 0.97% | New | 112,084 | $3.0M |
| WNY Asset Management, LLC | 0.30% | — | 106,638 | $2.9M |
| Capital Investment Management, Inc. | 0.98% | Add +13.3% | 105,231 | $2.9M |
| Fig Financial Advisory Services Inc. | 1.73% | New | 101,647 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | New | 101,085 | $2.7M |
| Main Line Retirement Advisors, LLC | 1.36% | Add +38.3% | 100,373 | $2.7M |
| Inspire Advisors, LLC | 0.22% | Add +7.1% | 98,208 | $2.7M |
| Vicus Capital | 0.19% | Add +6.1% | 97,596 | $2.6M |
| Cwm, LLC | 0.01% | Add +41.1% | 97,197 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Add +29.6% | 97,143 | $2.6M |
| Valmark Advisers, Inc. | 0.03% | Add +35.1% | 96,341 | $2.6M |
| NavPoint Financial, Inc. | 1.05% | Reduce -9.9% | 95,869 | $2.6M |
| Tempus Wealth Planning, LLC | 0.60% | Add +3.3% | 95,691 | $2.6M |
| Modern Wealth Management, LLC | 0.04% | Reduce -27.3% | 94,875 | $2.6M |
| Cedar Point Capital Partners, LLC | 1.62% | New | 91,842 | $2.5M |
| Old Mission Capital LLC | 0.06% | Reduce -25.9% | 88,458 | $2.4M |
| Freedom Financial Partners LLC | 0.85% | Add +2.3% | 87,762 | $2.4M |
| Sovran Advisors, LLC | 0.18% | Add +22.8% | 85,746 | $2.3M |
| Tribridge Partners Financial LLC | 0.95% | Add +6.6% | 84,470 | $2.3M |
| Financial Council, LLC | 0.89% | Add +0.9% | 84,591 | $2.3M |
| GWN Securities Inc. | 0.44% | Add +23.2% | 83,781 | $2.3M |
| St Germain D J Co. Inc. | 0.09% | Add +69.1% | 81,472 | $2.2M |
| Melone Private Wealth, LLC | 0.89% | Add +146.9% | 80,613 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Add +5.1% | 78,857 | $2.1M |
| Northwest Financial Advisors | 4.09% | Add +47.9% | 78,144 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +20.0% | 76,876 | $2.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.70% | Add +0.7% | 75,686 | $2.1M |
| Simplicity Wealth,LLC | 0.11% | Add +4.9% | 74,420 | $2.0M |
| Mariner, LLC | 0.00% | Add +73.4% | 73,758 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Add +3.2% | 72,826 | $2.0M |
| Aurdan Capital Management, LLC | 0.58% | Add +1.0% | 71,777 | $1.9M |
| SteelPeak Wealth, LLC | 0.06% | New | 70,445 | $1.9M |
| Novem Group | 0.22% | Add +5.0% | 69,172 | $1.9M |
| Kintra Wealth, LLC | 0.13% | Add +177.8% | 67,461 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +2.1% | 66,486 | $1.8M |
| AA Financial Advisors, LLC | 0.25% | Add +2.3% | 66,400 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +0.3% | 64,855 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +5.5% | 64,713 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Add +3.6% | 63,087 | $1.7M |
| Stewardship Concepts Financial Services LLC | 1.31% | Add +130.0% | 61,681 | $1.7M |
| Smith Thornton Advisors LLC | 0.82% | No change | 60,210 | $1.6M |
| Souders Financial Advisors | 0.18% | Add +9.5% | 59,558 | $1.6M |
| Western Wealth Management, LLC | 0.06% | Add +91.3% | 59,505 | $1.6M |
| Citadel Advisors | 0.00% | New | 58,266 | $1.6M |
| Family Manage LLC | 0.19% | Add +112.3% | 58,018 | $1.6M |
| American Financial Advisors, LLC | 0.21% | Add +4.1% | 57,706 | $1.6M |
| Spinnaker Investment Group, LLC | 0.32% | Add +11.4% | 56,992 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +5.7% | 54,577 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +6.0% | 53,154 | $1.4M |
| SK Wealth Management, LLC | 0.39% | Reduce -4.3% | 51,712 | $1.4M |
| Indivisible Partners | 0.12% | Add +4.0% | 51,138 | $1.4M |
| Calton & Associates, Inc. | 0.20% | Add +31.6% | 50,870 | $1.4M |
| Berger Financial Group, Inc | 0.08% | Add +0.2% | 50,380 | $1.4M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.39% | Add +2.5% | 50,187 | $1.4M |
| Intrua Financial, LLC | 0.15% | Add +9.5% | 50,118 | $1.4M |
| TrueWealth Advisors, LLC | 0.34% | Add +18.3% | 49,811 | $1.4M |
| Armstrong, Fleming & Moore, Inc | 0.57% | Reduce -4.2% | 49,055 | $1.3M |
| LifeGoal Investments, LLC | 0.75% | Add +6.7% | 48,215 | $1.3M |
| Barnes Pettey Financial Advisors, LLC | 0.54% | Add +26.2% | 45,354 | $1.2M |
| Milestone Investment Advisors LLC | 0.30% | Add +129.1% | 45,075 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +5.3% | 44,313 | $1.2M |
| Intergy Private Wealth, LLC | 0.35% | Add +6.3% | 43,875 | $1.2M |
| Burton Enright Welch | 0.16% | Add +44.1% | 43,589 | $1.2M |
| Entruity Wealth, LLC | 0.79% | Reduce -0.9% | 43,091 | $1.2M |
| COFG Advisors, LLC | 0.29% | Add +36.6% | 42,786 | $1.2M |
| Madison Wealth Partners, Inc | 0.18% | Add +5.3% | 41,778 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +28.3% | 40,860 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +73.3% | 40,729 | $1.1M |
| Duncan Williams Asset Management, LLC | 0.29% | Add +4.0% | 38,461 | $1.0M |
| Clarity Asset Management, Inc. | 0.53% | New | 38,420 | $1.0M |
| KWB Wealth | 0.10% | No change | 37,534 | $1.0M |
| Meridian Wealth Management, LLC | 0.03% | Add +27.8% | 36,010 | $978K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +29.4% | 35,525 | $965K |
| Wood Tarver Financial Group, LLC | 0.26% | Add +12.9% | 35,321 | $958K |
| Atlas Private Wealth Advisors | 0.22% | Add +0.1% | 35,055 | $952K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -7.9% | 34,915 | $948K |
| Lineweaver Wealth Advisors, LLC | 0.12% | New | 31,729 | $861K |
| VestGen Advisors, LLC | 0.02% | New | 31,133 | $851K |
| VestGen Investment Management | 0.47% | Reduce -3.0% | 31,118 | $845K |
| Bare Financial Services, Inc | 0.22% | Add +143.2% | 30,150 | $819K |
| Private Trust Co. NA | 0.07% | Add +1.5% | 30,084 | $817K |
| Ascent Group, LLC | 0.03% | Add +19.4% | 29,913 | $812K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +124.7% | 29,848 | $810K |
| Betterment LLC | 0.00% | Add +5.1% | 29,767 | $808K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.5% | 29,028 | $788K |
| Next Level Wealth Planning, LLC | 0.40% | Add +157.8% | 28,362 | $770K |
| January Capital Advisors LLC | 1.03% | — | 28,143 | $764K |
| IFP Advisors, Inc | 0.02% | Add +3.7% | 27,565 | $748K |
| Maia Wealth LLC | 0.13% | Add +10.9% | 27,470 | $746K |
| RFG - Bristol Wealth Advisors, LLC | 0.20% | Add +15.4% | 26,717 | $725K |
| Keystone Financial Group | 0.05% | Add +9.7% | 26,650 | $724K |
| Peterson Wealth Advisors, LLC | 0.09% | Add +0.7% | 25,977 | $705K |
| Capital Planning Advisors, LLC | 0.10% | No change | 25,925 | $704K |
| Bank of Marin | 0.51% | No change | 25,925 | $704K |
| Wealth Group Ltd | 0.16% | New | 25,912 | $704K |
| Susquehanna International Group, LLP | 0.00% | New | 25,803 | $701K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 24,946 | $677K |
| Capital Management Associates, Inc | 0.15% | Add +20.9% | 24,414 | $663K |
| ProCore Advisors, LLC | 0.99% | Add +92.8% | 23,755 | $645K |
| HBW Advisory Services LLC | 0.07% | Add +7.7% | 23,746 | $645K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +2.9% | 23,406 | $635K |
| Sigma Planning Corp | 0.02% | Add +6.2% | 23,124 | $628K |
| Lanark Financial, Inc. | 0.05% | Add +85.2% | 22,844 | $620K |
| Centaurus Financial, Inc. | 0.03% | Add +69.7% | 22,394 | $608K |
| Sunrise Financial Services, LLC | 0.43% | Reduce -1.4% | 22,328 | $606K |
| Merit Financial Group, LLC | 0.00% | Add +17.5% | 22,157 | $602K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +38.2% | 22,013 | $598K |
| Synergy Investment Management, LLC | 0.19% | Add +49.0% | 21,900 | $595K |
| Renaissance Technologies | 0.00% | Reduce -90.3% | 21,590 | $586K |
| Continental Investors Services, Inc. | 0.53% | Reduce -35.5% | 20,518 | $562K |
| Transcendent Capital Group LLC | 0.25% | Add +0.3% | 20,499 | $557K |
| Carson Advisory Inc. | 0.29% | Add +47.8% | 20,298 | $551K |
| Interchange Capital Partners, LLC | 0.17% | Reduce -73.6% | 20,229 | $549K |
| Independent Financial Group, LLC | 0.01% | Add +46.3% | 20,227 | $549K |
| Signet Financial Management, LLC | 0.06% | Reduce -4.0% | 20,196 | $548K |
| Mgo One Seven LLC | 0.01% | Add +0.6% | 20,115 | $546K |
| Genesis Private Wealth, LLC | 0.17% | Add +16.0% | 20,056 | $545K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 20,000 | $543K |
| Sard Wealth Management Group, LLC | 0.29% | Add +10.8% | 19,939 | $541K |
| Greenline Wealth Management LLC | 0.61% | Add +18.5% | 19,580 | $532K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.2% | 19,578 | $532K |
| Bill Few Associates, Inc. | 0.13% | Add +0.7% | 19,495 | $529K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +586.5% | 19,483 | $529K |
| Seamount Financial Group Inc. | 0.24% | Add +20.7% | 19,462 | $528K |
| Allworth Financial LP | 0.00% | Reduce -5.0% | 19,027 | $517K |
| Glenview Trust Co | 0.01% | No change | 18,984 | $515K |
| Gateway Investment Advisers LLC | 0.01% | New | 18,264 | $496K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -11.0% | 18,054 | $490K |
| Balboa Wealth Partners | 0.08% | Add +5.3% | 17,930 | $487K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.9% | 17,806 | $484K |
| First Heartland Consultants, Inc. | 0.04% | Add +0.1% | 17,714 | $481K |
| Kingsview Wealth Management, LLC | 0.01% | Add +52.2% | 17,702 | $481K |
| Midwest Heritage Bank, FSB | 0.15% | Reduce -11.7% | 17,282 | $469K |
| Mission Wealth Management, LP | 0.01% | Add +7.8% | 16,722 | $454K |
| CLG LLC | 0.11% | Add +27.3% | 16,534 | $449K |
| Nwam LLC | 0.03% | No change | 16,459 | $447K |
| Atria Investments, Inc | 0.00% | Reduce -27.5% | 16,221 | $440K |
| Frazier Financial Advisors, LLC | 0.24% | Add +3.9% | 16,215 | $440K |
| United Advisor Group, LLC | 0.05% | Add +19.0% | 15,526 | $422K |
| Savvy Advisors, Inc. | 0.01% | New | 15,270 | $415K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Reduce -18.3% | 15,266 | $414K |
| Schmidt P J Investment Management Inc. | 0.07% | New | 14,995 | $407K |
| Focus Partners Wealth | 0.00% | No change | 14,852 | $403K |
| Diversify Wealth Management, LLC | 0.01% | Add +73.5% | 14,648 | $401K |
| DAVENPORT & Co LLC | 0.00% | Add +13.1% | 14,769 | $401K |
| M Wealth Management, LLC | 0.33% | Reduce -0.6% | 14,502 | $394K |
| Carlson Financial, Inc. | 0.23% | Add +6.1% | 14,140 | $384K |
| PFG Advisors | 0.02% | Reduce -8.1% | 13,891 | $377K |
| Essential Investment Partners LLC | 0.35% | Add +7.8% | 13,734 | $373K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -32.7% | 13,433 | $365K |
| Florida Financial Advisors, LLC | 0.09% | Add +5.8% | 13,380 | $363K |
| Johnson Bixby & Associates, LLC | 0.04% | No change | 13,304 | $361K |
| Bleakley Financial Group, LLC | 0.01% | No change | 13,053 | $354K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 12,713 | $345K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | New | 12,519 | $340K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.5% | 12,422 | $337K |
| Lodestone Wealth Management LLC | 0.13% | Reduce -5.5% | 11,953 | $325K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 11,878 | $322K |
| MSH Capital Advisors LLC | 0.07% | Reduce -2.9% | 11,830 | $321K |
| World Equity Group, Inc. | 0.08% | New | 11,584 | $315K |
| DiPaolo Financial Group, Inc. | 0.23% | New | 11,501 | $312K |
| Kovack Advisors, Inc. | 0.02% | Add +14.7% | 11,140 | $303K |
| CGN Advisors LLC | 0.02% | Add +3.6% | 11,128 | $302K |
| Jones Kertz & Associates, Inc. | 0.16% | Add +10.6% | 10,944 | $297K |
| Lakeridge Wealth Management LLC | 0.13% | New | 10,919 | $296K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,746 | $292K |
| Ballew Advisors, Inc | 0.16% | No change | 10,540 | $289K |
| GeoWealth Management, LLC | 0.01% | Reduce -3.9% | 10,381 | $282K |
| Burford Brothers, Inc. | 0.11% | No change | 10,196 | $277K |
| Level Four Advisory Services, LLC | 0.01% | No change | 10,039 | $273K |
| DeDora Capital, Inc. | 0.07% | New | 10,006 | $272K |
| Advisortrust Partners, LLC | 0.11% | No change | 9,392 | $255K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 9,203 | $250K |
| Compass Ion Advisors, LLC | 0.02% | New | 9,157 | $249K |
| Strategic Blueprint, LLC | 0.01% | New | 9,067 | $246K |
| Richards, Merrill & Peterson, Inc. | 0.09% | No change | 8,925 | $242K |
| Charter Capital Management, LLC\DE | 0.12% | No change | 8,888 | $241K |
| Stonebridge Financial Group, LLC / MO | 0.19% | New | 8,448 | $229K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +92.0% | 8,384 | $228K |
| CWS Financial Advisors, LLC | 0.06% | New | 8,327 | $226K |
| Waverly Advisors, LLC | 0.00% | New | 8,322 | $226K |
| Good Harbor Advisors, Inc. | 0.24% | No change | 8,000 | $217K |
| Sittner & Nelson, LLC | 0.08% | No change | 8,000 | $217K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 7,947 | $216K |
| Capital Asset Advisory Services LLC | 0.01% | New | 7,673 | $211K |
| Silver Grove Financial Group, Inc. | 0.16% | New | 7,457 | $202K |
| Financial Perspectives, Inc | 0.06% | Add +6.5% | 7,442 | $202K |
| Saxony Capital Management, LLC | 0.12% | Reduce -0.2% | 7,416 | $201K |
| Rothschild Investment LLC | 0.01% | No change | 7,220 | $196K |
| Citigroup Inc. | 0.00% | New | 6,638 | $180K |
| Entrust Financial LLC | 0.11% | New | 5,998 | $163K |
| Advisory Services Network, LLC | 0.00% | New | 5,930 | $161K |
| AE Wealth Management LLC | 0.00% | Reduce -9.7% | 3,822 | $104K |
| Root Financial Partners, LLC | 0.00% | Add +0.2% | 3,756 | $102K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.6% | 3,449 | $94K |
| US Bancorp \de | 0.00% | Reduce -51.5% | 3,182 | $86K |
| Motco | 0.01% | New | 3,162 | $86K |
| Ancora Advisors LLC | 0.00% | No change | 2,300 | $62K |
| Wellington Grp LLC | 0.02% | No change | 2,135 | $58K |
| MAI Capital Management | 0.00% | Add +0.1% | 1,975 | $54K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,962 | $53K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,628 | $44K |
| Spire Wealth Management | 0.00% | No change | 1,228 | $33K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -51.9% | 1,142 | $31K |
| Ameriflex Group, Inc. | 0.02% | No change | 1,115 | $30K |
| FMR LLC | 0.00% | No change | 1,100 | $30K |
| Nvest Wealth Strategies, Inc. | 0.02% | Add +13.3% | 979 | $27K |
| Clark Wealth Partners | 0.02% | Reduce -50.2% | 881 | $24K |
| Opal Wealth Advisors, LLC | 0.00% | New | 805 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 466 | $13K |
| JNBA Financial Advisors | 0.00% | Add +0.9% | 323 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $8K |
| CX Institutional | 0.00% | No change | 284 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -83.8% | 195 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -64.2% | 155 | $4K |
| CoreCap Advisors, LLC | 0.00% | Add +0.8% | 135 | $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.