Cap Group Municipal IncomeCGMUETF
13F holders, Q2 2026 (June 30)348holders +16
29new positions
16sold out
2famous investors
$27.47avg. 13F price*
At the end of Q2 2026, 348 institutions reported holding Cap Group Municipal Income (CGMU) in their 13F filings, up 16 from Q1 2026. 29 opened new positions and 16 sold out. The largest holders were Capital International Investors ($1.4B), Envestnet Asset Management Inc. ($376.4M) and LPL Financial LLC ($318.4M). 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 (Q2 2026)
- CUSIP
- 14020Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $22.8M |
| Exits | 16 | $22.7M |
All 13F filers, Q1 2026 → Q2 2026: 22,060,369 shares bought and 2,821,089 shares sold, net +19,239,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Capital International Investors | 0.29% | Add +7.3% | 50,129,642 | $1.4B |
| Envestnet Asset Management Inc. | 0.09% | Add +6.7% | 13,701,352 | $376.4M |
| LPL Financial LLC | 0.07% | Add +14.1% | 11,590,616 | $318.4M |
| Morgan Stanley | 0.02% | Add +5.3% | 10,864,259 | $298.4M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +12.9% | 9,893,297 | $271.8M |
| Wells Fargo & Company | 0.04% | Add +15.3% | 8,666,614 | $238.1M |
| Jones Financial Companies LLLP | 0.06% | Add +39.0% | 5,493,642 | $151.1M |
| Cetera Investment Advisers | 0.13% | Add +6.1% | 5,174,365 | $142.1M |
| UBS Group AG | 0.02% | Add +5.3% | 4,610,111 | $126.6M |
| Raymond James Financial Inc. | 0.03% | Add +36.6% | 3,861,789 | $106.1M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -0.7% | 2,929,467 | $80.5M |
| Osaic Holdings, Inc. | 0.09% | Add +23.4% | 2,862,085 | $78.6M |
| MML Investors Services, LLC | 0.14% | Add +20.3% | 2,479,147 | $68.1M |
| Bank of America Corp. | 0.00% | Add +42.2% | 2,412,135 | $66.3M |
| Stifel Financial Corp. | 0.05% | Add +6.5% | 2,228,862 | $61.2M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +3.1% | 2,160,787 | $59.4M |
| Capital Group Private Client Services, Inc. | 0.75% | Add +22.3% | 1,946,260 | $53.5M |
| Blue Chip Partners, LLC | 2.75% | Reduce -4.1% | 1,585,807 | $43.6M |
| Royal Bank of Canada | 0.01% | Add +17.0% | 1,581,945 | $43.5M |
| Great Valley Advisor Group, Inc. | 0.69% | Add +6.4% | 1,579,564 | $43.4M |
| JPMorgan Chase & Co. | 0.00% | Add +56.8% | 1,527,399 | $42.0M |
| Assetmark, Inc. | 0.07% | Add +10.7% | 1,388,326 | $38.1M |
| Venturi Wealth Management, LLC | 1.40% | Add +4.2% | 1,321,147 | $36.3M |
| Vestmark Advisory Solutions, Inc. | 0.34% | Reduce 0.0% | 1,308,396 | $35.9M |
| Natixis Advisors, LLC | 0.04% | Add +53.2% | 1,261,457 | $34.7M |
| Confluence Wealth Services, Inc. | 0.92% | Add +4.5% | 1,168,831 | $32.1M |
| Sei Investments Co. | 0.03% | Add +19.6% | 1,154,308 | $31.7M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +7.5% | 1,086,840 | $29.9M |
| Capital Analysts, LLC | 0.68% | Add +12.5% | 1,078,448 | $29.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +18.5% | 946,844 | $26.0M |
| Larson Financial Group LLC | 0.67% | Add +20.7% | 917,990 | $25.2M |
| J. Derek Lewis & Associates Inc. | 4.60% | Add +8.0% | 885,576 | $24.3M |
| Truist Financial Corp. | 0.03% | Add +13.9% | 871,296 | $23.9M |
| Aprio Wealth Management, LLC | 1.14% | Reduce -7.7% | 836,728 | $23.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +23.1% | 748,312 | $20.6M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +8.0% | 742,297 | $20.4M |
| Private Advisor Group, LLC | 0.09% | Reduce -20.5% | 722,530 | $19.8M |
| Clear Trail Advisors, LLC | 2.78% | Add +29.5% | 663,356 | $18.2M |
| Hunter Associates Investment Management LLC | 1.84% | Add +4.0% | 582,270 | $16.0M |
| Principal Securities, Inc. | 0.18% | Add +8.1% | 539,112 | $14.8M |
| EP Wealth Advisors, LLC | 0.05% | Add +4.3% | 516,264 | $14.2M |
| Mosaic Family Wealth Partners, LLC | 0.86% | Add +127.4% | 461,043 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +1.3% | 456,014 | $12.5M |
| Mb, Levis & Associates, LLC | 4.28% | Add +6.6% | 422,343 | $11.6M |
| EnRich Financial Partners LLC | 2.71% | Add +2.4% | 415,313 | $11.4M |
| RMR Wealth Builders | 0.71% | Add +7.5% | 414,630 | $11.4M |
| &partners | 0.05% | Add +15.1% | 408,202 | $11.2M |
| Benjamin Edwards Inc. | 0.10% | Add +20.8% | 404,334 | $11.1M |
| Creative Financial Designs Inc. | 0.53% | Add +212.6% | 402,606 | $11.1M |
| Baird Financial Group, Inc. | 0.01% | Add +14.4% | 387,615 | $10.6M |
| Michael Brady & Co., LLC | 9.27% | Add +29.4% | 382,401 | $10.5M |
| Renaissance Technologies | 0.01% | Add +1652.7% | 378,400 | $10.4M |
| Boulder Wealth Advisors, LLC | 3.78% | Add +11.1% | 377,874 | $10.4M |
| Stonebridge Financial Group, LLC | 0.74% | Add +8.8% | 356,633 | $9.8M |
| Per Stirling Capital Management, LLC. | 0.90% | Add +152.6% | 345,566 | $9.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +19.4% | 333,857 | $9.2M |
| Robinson Smith Wealth Advisors LLC | 5.37% | Reduce -6.8% | 326,095 | $9.0M |
| NewEdge Advisors, LLC | 0.03% | Add +45.4% | 326,066 | $9.0M |
| Koshinski Asset Management, Inc. | 0.47% | Add +4.4% | 323,544 | $8.9M |
| Hartmann Taylor Wealth Management, LLC | 5.87% | No change | 326,554 | $8.9M |
| Jacobi Capital Management LLC | 0.43% | Reduce -1.0% | 317,921 | $8.7M |
| Alliance Private Wealth, LLC | 3.01% | Reduce -11.3% | 315,801 | $8.7M |
| McNamara Financial Services, Inc. | 1.45% | Add +17.9% | 305,929 | $8.4M |
| Cannon Financial Strategists, Inc. | 0.96% | Add +105.3% | 305,784 | $8.4M |
| Beto Financial Group, LLC | 4.38% | Add +0.6% | 305,624 | $8.3M |
| New England Capital Financial Advisors LLC | 1.91% | Add +3.0% | 291,291 | $8.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 285,973 | $7.9M |
| Gutierrez Wealth Advisory, LLC | 4.31% | Reduce -13.2% | 271,595 | $7.5M |
| Clarity Asset Management, Inc. | 3.62% | Add +599.5% | 268,763 | $7.4M |
| Copper Harbor Investment Advisors, LLC | 1.54% | — | 264,359 | $7.3M |
| Envision Financial Planning, LLC | 2.36% | Add +8.9% | 263,987 | $7.3M |
| Visionary Wealth Advisors | 0.28% | Add +2.8% | 261,200 | $7.2M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +1.8% | 257,734 | $7.1M |
| Vaquero Private Wealth, Ltd. | 1.42% | — | 251,465 | $6.9M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +6.9% | 247,481 | $6.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.0% | 245,076 | $6.7M |
| Arax Advisory Partners | 0.04% | Add +156354.2% | 242,504 | $6.7M |
| Summit Financial, LLC | 0.07% | Reduce -12.4% | 241,477 | $6.6M |
| Park Avenue Securities LLC | 0.04% | Add +40.2% | 239,430 | $6.6M |
| Vicus Capital | 0.42% | Add +143.1% | 237,250 | $6.5M |
| Legacy Private Trust Co. | 0.36% | Add +56.9% | 234,091 | $6.4M |
| Cauble & Harre Wealth Management, Inc. | 5.06% | Add +2.1% | 229,441 | $6.3M |
| IMPACTfolio, LLC | 2.32% | Add +6.0% | 224,209 | $6.2M |
| Cornerstone Advisors Asset Management, LLC | 0.80% | Add +23.9% | 223,595 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +38.3% | 215,656 | $5.9M |
| Penney Financial, LLC | 2.03% | Add +14.3% | 211,497 | $5.8M |
| World Investment Advisors | 0.09% | Add +0.0% | 205,431 | $5.6M |
| Arq Wealth Advisors, LLC | 0.68% | New | 201,026 | $5.5M |
| Modern Wealth Management, LLC | 0.06% | Add +107.5% | 196,849 | $5.4M |
| Stephens Inc. | 0.06% | Add +72.8% | 196,215 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.2% | 195,645 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +16.6% | 194,341 | $5.3M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +17.8% | 193,766 | $5.3M |
| Kintra Wealth, LLC | 0.28% | Add +188.6% | 194,705 | $5.3M |
| Eq Wealth Advisors, LLC | 2.87% | Add +1.3% | 190,366 | $5.2M |
| Mutual Advisors, LLC | 0.10% | Add +0.9% | 189,778 | $5.2M |
| Fifth Third Bancorp | 0.01% | Add +11.1% | 174,513 | $4.8M |
| Leverty Financial Group, LLC | 0.89% | Add +16.2% | 167,503 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.7% | 165,717 | $4.6M |
| Advyzon Investment Management, LLC | 0.33% | Add +7.2% | 163,883 | $4.5M |
| Landmark Wealth Management, LLC | 1.03% | Add +5.4% | 156,284 | $4.3M |
| Total Clarity Wealth Management, Inc. | 0.83% | Reduce -13.3% | 155,828 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Add +54.0% | 155,700 | $4.3M |
| Petredis Investment Advisors LLC | 0.29% | Add +0.1% | 154,087 | $4.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +129.4% | 148,803 | $4.1M |
| AdvisorNet Financial, Inc | 0.18% | Add +7.6% | 147,010 | $4.0M |
| Transamerica Financial Advisors, LLC | 0.33% | Add +11.0% | 143,226 | $3.9M |
| Trinity Wealth Management, LLC | 1.25% | Add +0.5% | 143,162 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.09% | Reduce -7.5% | 140,159 | $3.9M |
| Global Retirement Partners, LLC | 0.06% | — | 137,957 | $3.8M |
| Optimus Capital Advisors, LLC | 2.03% | Add +11.0% | 137,509 | $3.8M |
| LongView Wealth Management | 0.96% | Reduce -1.7% | 136,308 | $3.7M |
| StrongBox Wealth, LLC | 1.05% | Add +19.4% | 133,783 | $3.7M |
| Skyline Advisors, Inc. | 1.15% | Reduce -19.2% | 132,850 | $3.6M |
| Capital Planning LLC | 1.05% | Reduce -22.0% | 131,819 | $3.6M |
| Thrive Wealth Management, LLC | 0.46% | Add +4.4% | 129,138 | $3.5M |
| Gateway Wealth Partners, LLC | 0.21% | Reduce -15.8% | 126,887 | $3.5M |
| Family Manage LLC | 0.36% | Add +118.1% | 126,545 | $3.5M |
| FWG Holdings, LLC | 1.20% | Add +12.8% | 128,242 | $3.5M |
| Capital Investment Management, Inc. | 1.06% | Add +19.5% | 125,713 | $3.5M |
| Aurdan Capital Management, LLC | 0.85% | Add +70.5% | 122,417 | $3.4M |
| Beacon Capital Management, Inc. | 0.20% | No change | 120,000 | $3.3M |
| Platt Wealth Management LLC | 2.59% | Add +4.4% | 117,391 | $3.2M |
| Valmark Advisers, Inc. | 0.03% | Add +21.8% | 117,301 | $3.2M |
| Intrua Financial, LLC | 0.30% | Add +129.0% | 114,751 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.13% | Add +41.1% | 108,489 | $3.0M |
| WNY Asset Management, LLC | 0.27% | Add +1.6% | 108,335 | $3.0M |
| Inspire Advisors, LLC | 0.20% | Add +8.0% | 106,021 | $2.9M |
| Main Line Retirement Advisors, LLC | 1.32% | Add +4.1% | 104,517 | $2.9M |
| Northwest Financial Advisors | 0.38% | Add +32.4% | 103,447 | $2.8M |
| NavPoint Financial, Inc. | 1.05% | Add +7.3% | 102,825 | $2.8M |
| Tempus Wealth Planning, LLC | 0.55% | Add +6.1% | 101,521 | $2.8M |
| Cedar Point Capital Partners, LLC | 1.60% | Add +10.4% | 101,376 | $2.8M |
| Sovran Advisors, LLC | 0.20% | Add +14.3% | 97,977 | $2.7M |
| COFG Advisors, LLC | 0.46% | Add +124.9% | 96,242 | $2.6M |
| Novem Group | 0.27% | Add +38.7% | 95,919 | $2.6M |
| Financial Council, LLC | 0.85% | Add +12.5% | 95,167 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Reduce -2.4% | 94,852 | $2.6M |
| GWN Securities Inc. | 0.43% | Add +11.8% | 93,703 | $2.6M |
| Snider Financial Group | 0.62% | New | 88,906 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -51.0% | 88,180 | $2.4M |
| Tribridge Partners Financial LLC | 0.93% | Add +4.0% | 87,895 | $2.4M |
| Freedom Financial Partners LLC | 0.76% | Reduce -3.0% | 85,163 | $2.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.26% | Reduce -24.6% | 84,849 | $2.3M |
| Melone Private Wealth, LLC | 0.88% | Add +4.0% | 83,852 | $2.3M |
| Wedbush Securities Inc. | 0.06% | Add +30.1% | 82,101 | $2.3M |
| St Germain D J Co. Inc. | 0.08% | No change | 81,472 | $2.2M |
| Barnes Pettey Financial Advisors, LLC | 0.70% | Add +79.2% | 81,293 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.26% | Add +2.7% | 81,004 | $2.2M |
| Arkadios Wealth Advisors | 0.03% | Add +7.8% | 78,493 | $2.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.60% | Add +2.3% | 77,402 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +118.4% | 76,257 | $2.1M |
| Simplicity Wealth,LLC | 0.07% | Add +0.6% | 74,849 | $2.1M |
| Interchange Capital Partners, LLC | 0.38% | Add +264.6% | 73,758 | $2.0M |
| Geneos Wealth Management Inc. | 0.04% | Add +6.2% | 70,577 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +27.7% | 69,691 | $1.9M |
| AA Financial Advisors, LLC | 0.22% | Add +1.4% | 67,338 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 64,729 | $1.8M |
| Quantum Financial Partners LLC | 0.89% | — | 63,567 | $1.7M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -11.0% | 62,684 | $1.7M |
| Entruity Wealth, LLC | 1.10% | Add +43.1% | 61,666 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | New | 60,483 | $1.7M |
| Smith Thornton Advisors LLC | 0.73% | No change | 60,210 | $1.6M |
| Souders Financial Advisors | 0.16% | Reduce -1.6% | 58,578 | $1.6M |
| American Financial Advisors, LLC | 0.19% | Add +0.8% | 58,170 | $1.6M |
| Burton Enright Welch | 0.19% | Add +33.0% | 57,966 | $1.6M |
| Western Wealth Management, LLC | 0.05% | Reduce -3.4% | 57,477 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -22.6% | 57,115 | $1.6M |
| Calton & Associates, Inc. | 0.23% | Add +10.4% | 56,145 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +186.7% | 55,851 | $1.5M |
| Berger Financial Group, Inc | 0.08% | Add +7.2% | 54,028 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +0.8% | 53,550 | $1.5M |
| TrueWealth Advisors, LLC | 0.33% | Add +7.1% | 53,363 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +28.9% | 52,653 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 52,129 | $1.4M |
| Stewardship Concepts Financial Services LLC | 0.95% | Reduce -16.4% | 51,589 | $1.4M |
| Indivisible Partners | 0.08% | Reduce -4.7% | 48,723 | $1.3M |
| Spinnaker Investment Group, LLC | 0.21% | Reduce -14.8% | 48,538 | $1.3M |
| SK Wealth Management, LLC | 0.30% | Reduce -5.2% | 49,033 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -18.6% | 47,424 | $1.3M |
| Quantinno Capital Management LP | 0.00% | New | 47,130 | $1.3M |
| Armstrong, Fleming & Moore, Inc | 0.42% | Reduce -5.8% | 46,215 | $1.3M |
| Citigroup Inc. | 0.00% | Add +592.2% | 45,951 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +2.2% | 45,300 | $1.2M |
| Milestone Investment Advisors LLC | 0.27% | No change | 45,075 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -69.8% | 44,204 | $1.2M |
| Intergy Private Wealth, LLC | 0.28% | Reduce -0.5% | 43,641 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +5.9% | 43,148 | $1.2M |
| Madison Wealth Partners, Inc | 0.15% | Add +0.1% | 41,831 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.27% | Add +16.5% | 41,162 | $1.1M |
| IFG Advisory, LLC | 0.04% | New | 41,030 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +9.6% | 38,941 | $1.1M |
| Meridian Wealth Management, LLC | 0.03% | Add +3.6% | 37,301 | $1.0M |
| Private Trust Co. NA | 0.08% | Add +23.3% | 37,084 | $1.0M |
| Atlas Private Wealth Advisors | 0.22% | Add +5.3% | 36,899 | $1.0M |
| Lineweaver Wealth Advisors, LLC | 0.12% | Add +13.8% | 36,097 | $992K |
| Centaurus Financial, Inc. | 0.04% | Add +56.8% | 35,111 | $964K |
| VestGen Advisors, LLC | 0.03% | Add +6.2% | 33,072 | $908K |
| LifeGoal Investments, LLC | 0.41% | Reduce -32.0% | 32,807 | $901K |
| Equity Wealth Partners, LLC | 0.32% | New | 32,679 | $898K |
| Ascent Group, LLC | 0.03% | Add +8.8% | 32,559 | $894K |
| Betterment LLC | 0.00% | Add +6.7% | 31,754 | $872K |
| VestGen Investment Management | 0.45% | Reduce -1.5% | 30,652 | $842K |
| Genesis Private Wealth, LLC | 0.24% | Add +52.0% | 30,479 | $837K |
| HBW Advisory Services LLC | 0.08% | Add +27.6% | 30,298 | $832K |
| Axxcess Wealth Management, LLC | 0.01% | New | 30,251 | $831K |
| Bare Financial Services, Inc | 0.19% | No change | 30,150 | $828K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.8% | 30,089 | $827K |
| Duncan Williams Asset Management, LLC | 0.18% | Reduce -22.4% | 29,866 | $820K |
| IFP Advisors, Inc | 0.01% | Add +6.8% | 29,432 | $808K |
| RFG - Bristol Wealth Advisors, LLC | 0.20% | Add +10.1% | 29,426 | $808K |
| Next Level Wealth Planning, LLC | 0.35% | Add +3.4% | 29,318 | $805K |
| HB Wealth Management, LLC | 0.00% | New | 29,100 | $799K |
| January Capital Advisors LLC | 0.64% | Reduce -0.2% | 28,076 | $771K |
| Carson Advisory Inc. | 0.35% | Add +35.2% | 27,444 | $754K |
| Lanark Financial, Inc. | 0.05% | Add +18.8% | 27,142 | $746K |
| Keystone Financial Group | 0.04% | Add +1.7% | 27,104 | $745K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +80.3% | 27,031 | $743K |
| Snowden Capital Advisors LLC | 0.02% | New | 26,784 | $736K |
| Greenline Wealth Management LLC | 0.60% | Add +34.9% | 26,422 | $726K |
| Sigma Planning Corp | 0.02% | Add +14.2% | 26,418 | $726K |
| Peterson Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 25,964 | $713K |
| Bank of Marin | 0.50% | No change | 25,925 | $712K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +8.7% | 25,452 | $699K |
| Sittner & Nelson, LLC | 0.21% | Add +209.9% | 24,795 | $681K |
| Capital Management Associates, Inc | 0.14% | Add +0.8% | 24,611 | $676K |
| Advisory Services Network, LLC | 0.01% | Add +309.9% | 24,307 | $668K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.0% | 24,221 | $665K |
| Wealth Group Ltd | 0.13% | Reduce -8.2% | 23,793 | $654K |
| Bill Few Associates, Inc. | 0.14% | Add +22.0% | 23,778 | $653K |
| ProCore Advisors, LLC | 0.81% | No change | 23,755 | $653K |
| Kovack Advisors, Inc. | 0.03% | Add +112.2% | 23,643 | $649K |
| Sunrise Financial Services, LLC | 0.38% | Add +4.6% | 23,357 | $642K |
| Seamount Financial Group Inc. | 0.26% | Add +19.7% | 23,301 | $640K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -7.2% | 23,146 | $636K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +114.1% | 23,011 | $632K |
| Cambridge Capital Management, LLC | 0.24% | New | 22,891 | $629K |
| Merit Financial Group, LLC | 0.00% | Reduce -1.5% | 21,834 | $600K |
| Farther Finance Advisors, LLC | 0.00% | Add +22.6% | 21,832 | $600K |
| Diversify Advisory Services, LLC | 0.01% | New | 21,969 | $596K |
| Diversify Wealth Management, LLC | 0.01% | Add +50.0% | 21,969 | $596K |
| Roehl & Yi Investment Advisors, LLC | 0.19% | Add +71.8% | 21,508 | $591K |
| Family Office Research LLC | 0.22% | New | 21,415 | $588K |
| Transcendent Capital Group LLC | 0.22% | Reduce -0.5% | 20,392 | $560K |
| Mission Wealth Management, LP | 0.01% | Add +20.9% | 20,223 | $556K |
| Sard Wealth Management Group, LLC | 0.26% | Add +0.8% | 20,099 | $552K |
| Mgo One Seven LLC | 0.01% | Reduce -0.2% | 20,074 | $551K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 20,000 | $549K |
| M Wealth Management, LLC | 0.43% | Add +36.3% | 19,759 | $543K |
| Victory Financial Group, LLC | 0.06% | New | 19,451 | $534K |
| Atria Investments, Inc | 0.01% | Add +18.2% | 19,172 | $527K |
| Glenview Trust Co | 0.01% | No change | 18,984 | $521K |
| Balboa Wealth Partners | 0.07% | Add +4.1% | 18,665 | $513K |
| Savvy Advisors, Inc. | 0.01% | Add +22.1% | 18,649 | $512K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +3.3% | 18,645 | $512K |
| Synergy Investment Management, LLC | 0.12% | Reduce -16.0% | 18,400 | $505K |
| Gateway Investment Advisers LLC | 0.01% | No change | 18,264 | $502K |
| Succession Financial, Inc. | 0.48% | — | 18,162 | $499K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -7.5% | 18,111 | $498K |
| Elequin Capital, LP | 0.08% | Reduce -93.5% | 17,857 | $491K |
| CLG LLC | 0.11% | Add +6.3% | 17,581 | $483K |
| Essential Investment Partners LLC | 0.39% | Add +27.7% | 17,534 | $482K |
| Midwest Heritage Bank, FSB | 0.14% | Add +0.7% | 17,402 | $478K |
| Nwam LLC | 0.02% | Add +5.3% | 17,328 | $476K |
| Allworth Financial LP | 0.00% | Reduce -9.3% | 17,258 | $474K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +27.7% | 17,156 | $471K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -3.4% | 17,111 | $470K |
| BlackRock, Inc. | 0.00% | New | 16,987 | $467K |
| Maia Wealth LLC | 0.07% | Reduce -39.2% | 16,710 | $459K |
| Independent Financial Group, LLC | 0.01% | Reduce -18.0% | 16,584 | $456K |
| MSH Capital Advisors LLC | 0.08% | Add +39.0% | 16,450 | $452K |
| United Advisor Group, LLC | 0.05% | Add +4.9% | 16,287 | $447K |
| PFG Advisors | 0.02% | Add +17.1% | 16,267 | $447K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.0% | 16,105 | $442K |
| Spectrum Investment Advisors, Inc. | 0.18% | New | 15,978 | $439K |
| Stonebridge Financial Group, LLC / MO | 0.29% | Add +88.8% | 15,953 | $438K |
| HighTower Advisors, LLC | 0.00% | Add +23.3% | 15,678 | $431K |
| Frazier Financial Advisors, LLC | 0.22% | Reduce -4.3% | 15,525 | $426K |
| DAVENPORT & Co LLC | 0.00% | Add +3.5% | 15,294 | $420K |
| Perspective Wealth Advisors LLC | 0.23% | New | 15,290 | $420K |
| Vigil Wealth Management, LLC | 0.30% | New | 15,084 | $414K |
| Ameriprise Financial Inc. | 0.00% | Add +12.6% | 13,983 | $385K |
| CGN Advisors LLC | 0.03% | Add +23.8% | 13,776 | $378K |
| Old Mission Capital LLC | 0.01% | Reduce -84.7% | 13,557 | $372K |
| Johnson Bixby & Associates, LLC | 0.04% | No change | 13,304 | $365K |
| KWB Wealth | 0.03% | Reduce -64.9% | 13,184 | $362K |
| Bleakley Financial Group, LLC | 0.00% | No change | 13,053 | $359K |
| Carlson Financial, Inc. | 0.18% | Reduce -8.9% | 12,876 | $354K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -10.4% | 11,993 | $329K |
| Adamsbrown Wealth Consultants LLC | 0.06% | Reduce -23.4% | 11,693 | $321K |
| DiPaolo Financial Group, Inc. | 0.21% | No change | 11,501 | $316K |
| DeDora Capital, Inc. | 0.07% | Add +14.7% | 11,475 | $315K |
| Vantus Wealth LLC | 0.17% | — | 11,323 | $311K |
| Ballew Advisors, Inc | 0.16% | Add +6.6% | 11,240 | $309K |
| Jones Kertz & Associates, Inc. | 0.14% | Add +1.0% | 11,053 | $304K |
| Lodestone Wealth Management LLC | 0.11% | Reduce -7.9% | 11,004 | $302K |
| Lakeridge Wealth Management LLC | 0.11% | No change | 10,919 | $300K |
| Advisortrust Partners, LLC | 0.10% | Add +15.6% | 10,853 | $298K |
| Latitude Advisors, LLC | 0.12% | New | 10,601 | $291K |
| GeoWealth Management, LLC | 0.01% | Add +0.1% | 10,391 | $285K |
| Burford Brothers, Inc. | 0.10% | No change | 10,196 | $280K |
| Faithward Advisors, LLC | 0.03% | New | 10,057 | $276K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 10,047 | $276K |
| Level Four Advisory Services, LLC | 0.01% | No change | 10,039 | $276K |
| Retirement Planning Group, LLC | 0.01% | New | 9,513 | $261K |
| Vise Technologies, Inc. | 0.00% | New | 9,492 | $261K |
| D.A. Davidson & Co. | 0.00% | Reduce -67.6% | 9,414 | $259K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.9% | 9,374 | $258K |
| Compass Ion Advisors, LLC | 0.02% | No change | 9,157 | $252K |
| Strategic Blueprint, LLC | 0.01% | No change | 9,067 | $249K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 8,925 | $245K |
| Charter Capital Management, LLC\DE | 0.11% | No change | 8,888 | $244K |
| Jane Street Group, LLC | 0.00% | Reduce -98.6% | 8,833 | $243K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +0.2% | 8,401 | $231K |
| CWS Financial Advisors, LLC | 0.05% | Add +0.2% | 8,345 | $229K |
| Waverly Advisors, LLC | 0.00% | No change | 8,322 | $229K |
| Silver Grove Financial Group, Inc. | 0.12% | Add +7.7% | 8,031 | $221K |
| Good Harbor Advisors, Inc. | 0.21% | No change | 8,000 | $220K |
| Affiance Financial, LLC | 0.03% | New | 7,989 | $219K |
| Uhlmann Price Securities, LLC | 0.01% | New | 7,798 | $214K |
| Langley Wealth Management, LLC | 0.21% | — | 7,711 | $212K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 7,673 | $211K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,498 | $206K |
| Financial Perspectives, Inc | 0.05% | No change | 7,442 | $204K |
| Rothschild Investment LLC | 0.01% | No change | 7,220 | $198K |
| Entrust Financial LLC | 0.11% | Add +0.8% | 6,046 | $166K |
| US Bancorp \de | 0.00% | Add +57.0% | 4,995 | $137K |
| AE Wealth Management LLC | 0.00% | Reduce -0.2% | 3,815 | $105K |
| Golden State Wealth Management, LLC | 0.01% | No change | 3,449 | $95K |
| Motco | 0.01% | No change | 3,162 | $87K |
| Ancora Advisors LLC | 0.00% | No change | 2,300 | $63K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -5.4% | 1,856 | $51K |
| Ameriflex Group, Inc. | 0.02% | Add +64.8% | 1,838 | $50K |
| Harborfront Financial Group LLC | 0.17% | — | 1,663 | $46K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,628 | $45K |
| Spire Wealth Management | 0.00% | No change | 1,228 | $34K |
| Nvest Wealth Strategies, Inc. | 0.02% | Add +18.4% | 1,159 | $32K |
| FMR LLC | 0.00% | No change | 1,100 | $30K |
| CoreCap Advisors, LLC | 0.00% | Add +672.6% | 1,043 | $29K |
| Continuum Advisory, LLC | 0.00% | New | 704 | $19K |
| Clark Wealth Partners | 0.01% | Reduce -27.7% | 637 | $17K |
| Fiduciary Financial Advisors | 0.00% | New | 328 | $9K |
| JNBA Financial Advisors | 0.00% | Add +0.3% | 324 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $8K |
| CX Institutional | 0.00% | No change | 284 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 195 | $5K |
| Key Financial Inc | 0.00% | New | 86 | $2K |
| 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.