Cap Group Short Muni IncomeCGSMETF

13F holders, Q2 2024 (June 30)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

33holders +14

15new positions

3sold out

$25.76avg. 13F price*

At the end of Q2 2024, 33 institutions reported holding Cap Group Short Muni Income (CGSM) in their 13F filings, up 14 from Q1 2024. 15 opened new positions and 3 sold out. The largest holders were Beta Wealth Group, Inc. ($4.8M), Morgan Stanley ($3.8M) and Capital International Investors ($3.1M).

Company: Cap Group Short Muni Income
Filed as: CAPITAL GRP FIXED INCM ETF T (Q2 2024)
CUSIP: 14020Y607
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

	Institutions	Total Value
New Positions	15	$7.0M
Exits	3	$1.6M

All 13F filers, Q1 2024 → Q2 2024: 494,501 shares bought and 747,622 shares sold, net −253,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders


Beta Wealth Group, Inc.	2.30%	Add +3.0%	188,232	$4.8M
Morgan Stanley	0.00%	Add +417.0%	145,780	$3.8M
Capital International Investors	0.00%	Reduce -85.0%	120,000	$3.1M
Commonwealth Equity Services, LLC	0.00%	Add +57.9%	69,191	$1.8M
Royal Harbor Partners, LLC	0.67%	New	62,969	$1.6M
Osaic Holdings, Inc.	0.00%	Add +42.8%	57,749	$1.5M
Wealth Enhancement Advisory Services, LLC	0.00%	New	50,206	$1.3M
Private Advisor Group, LLC	0.01%	Add +18.4%	45,968	$1.2M
Envestnet Asset Management Inc.	0.00%	Add +16.6%	44,466	$1.1M
Stephens Inc.	0.02%	Reduce -0.0%	43,315	$1.1M
EverSource Wealth Advisors, LLC	0.06%	New	36,803	$958K
Capital Group Private Client Services, Inc.	0.01%	Add +60.3%	29,385	$757K
Kestra Advisory Services, LLC	0.00%	New	26,564	$684K
Burton Enright Welch	0.13%	New	22,338	$575K
Jane Street Group, LLC	0.00%	Add +7.5%	21,781	$561K
Concourse Financial Group Securities, Inc.	0.03%	Add +0.0%	20,720	$535K
U.S. Capital Wealth Advisors, LLC	0.01%	No change	13,550	$349K
Pillar Wealth Advisors, LLC	0.40%	Reduce -40.0%	12,915	$332K
Royal Bank of Canada	0.00%	Add +255.7%	11,374	$293K
TrueWealth Advisors, LLC	0.11%	New	11,359	$292K
Saxony Capital Management, LLC	0.29%	New	10,122	$261K
Peterson Wealth Advisors, LLC	0.05%	New	10,095	$260K
Smith Thornton Advisors LLC	0.18%	—	9,725	$250K
Captrust Financial Advisors	0.00%	New	9,018	$232K
Tempus Wealth Planning, LLC	0.10%	New	8,878	$229K
Keeler & Nadler Financial Planning & Wealth Management	0.13%	New	8,864	$228K
Jacobi Capital Management LLC	0.02%	New	8,642	$223K
AdvisorNet Financial, Inc	0.01%	New	3,905	$101K
Benjamin F. Edwards & Company, Inc.	0.00%	Add +19.3%	3,831	$99K
ICA Group Wealth Management, LLC	0.04%	Add +112.0%	2,461	$63K
WR Wealth Planners, LLC	0.02%	Add +55.7%	2,373	$61K
Flputnam Investment Management Co.	0.00%	New	850	$22K
Creative Financial Designs Inc.	0.00%	New	434	$11K

"% 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.