Cap Group Short Muni IncomeCGSMETF
13F holders, Q4 2024 (December 31)69holders +13
11new positions
4sold out
$25.97avg. 13F price*
At the end of Q4 2024, 69 institutions reported holding Cap Group Short Muni Income (CGSM) in their 13F filings, up 13 from Q3 2024. 11 opened new positions and 4 sold out. The largest holders were Capital International Investors ($317.3M), Envestnet Asset Management Inc. ($38.1M) and LPL Financial LLC ($16.3M).
- Company
- Cap Group Short Muni Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q4 2024)
- CUSIP
- 14020Y607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $17.6M |
| Exits | 4 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 2,890,271 shares bought and 127,293 shares sold, net +2,762,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Capital International Investors | 0.06% | Add +1.5% | 12,216,565 | $317.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +37.0% | 1,467,789 | $38.1M |
| LPL Financial LLC | 0.01% | Add +488.9% | 626,616 | $16.3M |
| Morgan Stanley | 0.00% | Add +146.9% | 589,475 | $15.3M |
| PUREfi Wealth, LLC | 11.94% | — | 469,934 | $12.2M |
| Captrust Financial Advisors | 0.03% | Add +1853.2% | 344,172 | $8.9M |
| Cetera Investment Advisers | 0.02% | New | 326,325 | $8.5M |
| Beta Wealth Group, Inc. | 2.66% | Add +0.6% | 231,945 | $6.0M |
| Betterment LLC | 0.01% | New | 230,860 | $6.0M |
| MML Investors Services, LLC | 0.02% | Add +13.5% | 220,008 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +167.7% | 155,817 | $4.0M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +35.0% | 151,145 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +23.2% | 142,114 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.5% | 136,404 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +3.2% | 127,538 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.1% | 111,655 | $2.9M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +264.6% | 107,202 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 105,763 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +6.8% | 87,085 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.0% | 86,354 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +12.3% | 83,060 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +12.3% | 83,060 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +7.8% | 80,521 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +12.3% | 72,100 | $1.9M |
| Royal Harbor Partners, LLC | 0.66% | No change | 67,684 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +2.0% | 52,050 | $1.4M |
| Smith Thornton Advisors LLC | 0.80% | No change | 49,010 | $1.3M |
| Stephens Inc. | 0.02% | Add +3.3% | 44,805 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +105.4% | 42,267 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -4.2% | 41,465 | $1.1M |
| Confluence Wealth Services, Inc. | 0.07% | Add +77.0% | 40,341 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +29.7% | 38,712 | $1.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.41% | Add +64.5% | 33,467 | $869K |
| Wedbush Securities Inc. | 0.03% | Add +116.8% | 31,535 | $819K |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.0% | 28,839 | $749K |
| Old Mission Capital LLC | 0.02% | New | 28,381 | $737K |
| Jane Street Group, LLC | 0.00% | Reduce -61.2% | 27,496 | $714K |
| Harbour Investments, Inc. | 0.02% | New | 26,902 | $699K |
| Burton Enright Welch | 0.13% | Add +5.7% | 23,889 | $620K |
| Jacobi Capital Management LLC | 0.04% | Add +0.9% | 21,874 | $568K |
| Financial Connections Group, Inc. | 0.26% | New | 21,211 | $550K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -2.0% | 20,537 | $534K |
| D.A. Davidson & Co. | 0.00% | No change | 19,190 | $498K |
| TrueWealth Advisors, LLC | 0.15% | Add +18.1% | 16,812 | $437K |
| Raymond James Financial Inc. | 0.00% | — | 16,218 | $421K |
| Wood Tarver Financial Group, LLC | 0.12% | — | 14,195 | $368K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 13,951 | $362K |
| Jones Financial Companies LLLP | 0.00% | Add +2610.4% | 13,552 | $352K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,550 | $352K |
| Oak Hill Wealth Advisors, LLC | 0.08% | — | 12,625 | $328K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.2% | 11,825 | $307K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +9.3% | 11,773 | $306K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 11,569 | $300K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.1% | 10,380 | $270K |
| Saxony Capital Management, LLC | 0.23% | Reduce -0.4% | 10,158 | $264K |
| Souders Financial Advisors | 0.04% | New | 9,967 | $259K |
| Capital Analysts, LLC | 0.01% | New | 9,795 | $254K |
| Richards, Merrill & Peterson, Inc. | 0.07% | — | 5,000 | $130K |
| AdvisorNet Financial, Inc | 0.01% | Add +20.5% | 4,733 | $123K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 1,460 | $38K |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 1,370 | $36K |
| Global Retirement Partners, LLC | 0.00% | Add +223.6% | 1,236 | $32K |
| WR Wealth Planners, LLC | 0.01% | Reduce -57.4% | 1,133 | $29K |
| Allworth Financial LP | 0.00% | New | 495 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 434 | $11K |
| First Horizon Advisors, Inc. | 0.00% | No change | 209 | $5K |
| UBS Group AG | 0.00% | New | 150 | $4K |
| Lanark Financial, Inc. | 0.00% | — | 1 | $34 |
| FMR LLC | 0.00% | No change | 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.