Cap Group Short Muni IncomeCGSMETF
13F holders, Q1 2025 (March 31)83holders +14
18new positions
2sold out
1famous investor
$26.01avg. 13F price*
At the end of Q1 2025, 83 institutions reported holding Cap Group Short Muni Income (CGSM) in their 13F filings, up 14 from Q4 2024. 18 opened new positions and 2 sold out. The largest holders were Capital International Investors ($320.0M), Envestnet Asset Management Inc. ($41.0M) and Morgan Stanley ($36.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Short Muni Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q1 2025)
- CUSIP
- 14020Y607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.1M |
| Exits | 2 | $4K |
All 13F filers, Q4 2024 → Q1 2025: 2,797,164 shares bought and 58,492 shares sold, net +2,738,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Capital International Investors | 0.06% | Add +0.7% | 12,304,078 | $320.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.5% | 1,577,626 | $41.0M |
| Morgan Stanley | 0.00% | Add +140.2% | 1,415,747 | $36.8M |
| LPL Financial LLC | 0.01% | Add +27.9% | 801,441 | $20.8M |
| Captrust Financial Advisors | 0.04% | Add +77.7% | 611,412 | $15.9M |
| PUREfi Wealth, LLC | 11.97% | Reduce -2.1% | 460,022 | $12.0M |
| Cetera Investment Advisers | 0.02% | Add +15.8% | 377,767 | $9.8M |
| Osaic Holdings, Inc. | 0.02% | Add +101.0% | 274,193 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +17736.7% | 244,363 | $6.4M |
| Betterment LLC | 0.01% | Add +2.0% | 235,443 | $6.1M |
| MML Investors Services, LLC | 0.02% | Add +7.0% | 235,383 | $6.1M |
| Beta Wealth Group, Inc. | 2.16% | Reduce -0.2% | 231,485 | $6.0M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +6.3% | 160,723 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.4% | 159,487 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.4% | 158,384 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +26.9% | 141,635 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +31.6% | 139,130 | $3.6M |
| Financial Connections Group, Inc. | 1.53% | Add +517.3% | 130,941 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +1.9% | 130,020 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +327.9% | 117,653 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.9% | 89,745 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +11.3% | 89,595 | $2.3M |
| Hartmann Taylor Wealth Management, LLC | 2.08% | — | 89,092 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.8% | 87,838 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +5.8% | 87,838 | $2.3M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -25.2% | 80,229 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -11.0% | 77,482 | $2.0M |
| Assetmark, Inc. | 0.01% | Add +2.3% | 73,775 | $1.9M |
| Royal Harbor Partners, LLC | 0.68% | No change | 67,684 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +43.4% | 60,595 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 55,731 | $1.4M |
| Smith Thornton Advisors LLC | 0.88% | Add +11.2% | 54,490 | $1.4M |
| Old Mission Capital LLC | 0.03% | Add +86.8% | 53,024 | $1.4M |
| Principal Securities, Inc. | 0.03% | No change | 52,050 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +266.2% | 49,626 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +17.6% | 45,534 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -2.1% | 43,855 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -0.4% | 41,312 | $1.1M |
| Cottonwood Capital Advisors, LLC | 0.78% | New | 40,821 | $1.1M |
| Confluence Wealth Services, Inc. | 0.07% | No change | 40,341 | $1.0M |
| Bison Wealth, LLC | 0.09% | New | 38,677 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +134.0% | 37,948 | $987K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.44% | Add +11.9% | 37,460 | $974K |
| Elequin Capital, LP | 0.24% | New | 34,747 | $904K |
| Wedbush Securities Inc. | 0.03% | Add +1.9% | 32,119 | $835K |
| Jacobi Capital Management LLC | 0.06% | Add +44.6% | 31,637 | $823K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +122.8% | 31,081 | $808K |
| Geneos Wealth Management Inc. | 0.03% | New | 29,867 | $777K |
| Benjamin Edwards Inc. | 0.01% | Add +3.5% | 29,843 | $776K |
| Simplicity Wealth,LLC | 0.05% | New | 25,769 | $670K |
| Souders Financial Advisors | 0.09% | Add +153.8% | 25,300 | $658K |
| Prospera Financial Services Inc | 0.02% | New | 25,254 | $657K |
| Burton Enright Welch | 0.13% | Add +1.5% | 24,248 | $631K |
| Oak Hill Wealth Advisors, LLC | 0.15% | Add +90.7% | 24,072 | $626K |
| D.A. Davidson & Co. | 0.00% | Add +2.9% | 19,755 | $514K |
| Richards, Merrill & Peterson, Inc. | 0.26% | Add +278.0% | 18,900 | $492K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +1141.6% | 18,127 | $471K |
| Harbour Investments, Inc. | 0.01% | Reduce -37.4% | 16,831 | $438K |
| TrueWealth Advisors, LLC | 0.14% | Reduce -0.8% | 16,675 | $434K |
| Uhlmann Price Securities, LLC | 0.29% | New | 15,088 | $392K |
| Avantax Advisory Services, Inc. | 0.00% | Add +39.7% | 14,497 | $377K |
| Wood Tarver Financial Group, LLC | 0.12% | Add +0.2% | 14,223 | $370K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,550 | $352K |
| IHT Wealth Management, LLC | 0.01% | New | 12,754 | $332K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +3.5% | 12,187 | $316K |
| International Assets Investment Management, LLC | 0.03% | No change | 11,825 | $308K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 11,569 | $300K |
| First Heartland Consultants, Inc. | 0.03% | New | 11,284 | $294K |
| Citadel Advisors | 0.00% | New | 11,118 | $289K |
| Saxony Capital Management, LLC | 0.23% | No change | 10,158 | $264K |
| Cerity Partners LLC | 0.00% | New | 10,000 | $260K |
| Capital Analysts, LLC | 0.01% | No change | 9,795 | $255K |
| Lakeside Advisors, INC. | 0.16% | New | 9,500 | $247K |
| Baird Financial Group, Inc. | 0.00% | New | 9,300 | $242K |
| Visionary Wealth Advisors | 0.01% | New | 8,572 | $223K |
| GWN Securities Inc. | 0.01% | New | 7,986 | $208K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.7% | 4,651 | $121K |
| First Horizon Advisors, Inc. | 0.00% | Add +1134.9% | 2,581 | $67K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 1,950 | $51K |
| Lanark Financial, Inc. | 0.00% | — | 1,313 | $34K |
| Eq Wealth Advisors, LLC | 0.02% | New | 1,154 | $30K |
| Allworth Financial LP | 0.00% | Add +8.1% | 535 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 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.