Cap Group Short Muni IncomeCGSMETF
13F holders, Q1 2024 (March 31)19holders
$25.71avg. 13F price*
At the end of Q1 2024, 19 institutions reported holding Cap Group Short Muni Income (CGSM) in their 13F filings. The largest holders were Capital International Investors ($20.5M), Beta Wealth Group, Inc. ($4.7M) and Northwestern Mutual Wealth Management Co. ($1.3M).
- Company
- Cap Group Short Muni Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q1 2024)
- CUSIP
- 14020Y607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.1M |
| Exits | 0 | $0 |
Ownership 19 holders
| Capital International Investors | 0.00% | Add +20.0% | 798,000 | $20.5M |
| Beta Wealth Group, Inc. | 2.29% | New | 182,743 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3807.6% | 52,283 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.0% | 43,829 | $1.1M |
| Stephens Inc. | 0.02% | New | 43,325 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +45.8% | 40,443 | $1.0M |
| Private Advisor Group, LLC | 0.01% | New | 38,835 | $998K |
| Envestnet Asset Management Inc. | 0.00% | New | 38,136 | $980K |
| Morgan Stanley | 0.00% | New | 28,197 | $725K |
| Pillar Wealth Advisors, LLC | 0.42% | No change | 21,535 | $554K |
| Jane Street Group, LLC | 0.00% | Reduce -79.2% | 20,252 | $521K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -97.5% | 18,327 | $471K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 13,550 | $348K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,708 | $224K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +1.0% | 3,212 | $83K |
| Royal Bank of Canada | 0.00% | Reduce -66.6% | 3,198 | $82K |
| WR Wealth Planners, LLC | 0.01% | New | 1,524 | $39K |
| ICA Group Wealth Management, LLC | 0.01% | Add +45.1% | 1,161 | $30K |
| UBS Group AG | 0.00% | Reduce -99.4% | 1 | $26 |
"% of holder's portfolio" is CGSM's weight in each manager's 13F, not the share of Cap Group Short Muni Income the manager owns.