Cap Group Short Muni IncomeCGSMETF
13F holders, Q2 2025 (June 30)98holders +15
18new positions
5sold out
$26.08avg. 13F price*
At the end of Q2 2025, 98 institutions reported holding Cap Group Short Muni Income (CGSM) in their 13F filings, up 15 from Q1 2025. 18 opened new positions and 5 sold out. The largest holders were Capital International Investors ($318.4M), Morgan Stanley ($60.5M) and Envestnet Asset Management Inc. ($44.5M).
- Company
- Cap Group Short Muni Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q2 2025)
- CUSIP
- 14020Y607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.0M |
| Exits | 5 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 3,232,767 shares bought and 908,688 shares sold, net +2,324,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Capital International Investors | 0.06% | Reduce -0.8% | 12,206,945 | $318.4M |
| Morgan Stanley | 0.00% | Add +63.8% | 2,319,117 | $60.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.2% | 1,706,930 | $44.5M |
| LPL Financial LLC | 0.01% | Add +21.4% | 972,516 | $25.4M |
| Captrust Financial Advisors | 0.04% | Add +19.2% | 728,735 | $19.0M |
| PUREfi Wealth, LLC | 9.00% | Reduce -6.2% | 431,489 | $11.3M |
| Cetera Investment Advisers | 0.02% | Add +8.7% | 410,680 | $10.7M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +128.9% | 367,896 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Add +32.1% | 362,187 | $9.4M |
| Capital Group Private Client Services, Inc. | 0.08% | Add +330.2% | 345,114 | $9.0M |
| MML Investors Services, LLC | 0.02% | Add +24.8% | 293,659 | $7.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +267.0% | 222,407 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +42.0% | 201,054 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +22.7% | 194,393 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +267.6% | 182,402 | $4.8M |
| Financial Connections Group, Inc. | 1.81% | Add +28.5% | 168,237 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.5% | 157,096 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 131,267 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.6% | 127,892 | $3.3M |
| Hartmann Taylor Wealth Management, LLC | 2.61% | Add +34.8% | 120,082 | $3.1M |
| Betterment LLC | 0.01% | Reduce -49.6% | 118,562 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +108.8% | 116,354 | $3.0M |
| Assetmark, Inc. | 0.01% | Add +54.1% | 113,700 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +176.4% | 104,881 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +6.1% | 95,039 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | New | 93,423 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.5% | 89,163 | $2.3M |
| Beta Wealth Group, Inc. | 0.85% | Reduce -61.8% | 88,511 | $2.3M |
| Simplicity Wealth,LLC | 0.09% | Add +234.5% | 86,208 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.7% | 73,857 | $1.9M |
| Principal Securities, Inc. | 0.04% | Add +37.5% | 71,569 | $1.9M |
| Royal Harbor Partners, LLC | 0.65% | No change | 67,684 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -44.3% | 65,567 | $1.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.68% | Add +74.1% | 65,227 | $1.7M |
| Cottonwood Capital Advisors, LLC | 1.10% | Add +53.4% | 62,631 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +49.4% | 61,716 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -20.7% | 61,453 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +553.8% | 60,800 | $1.6M |
| Smith Thornton Advisors LLC | 0.88% | Add +8.1% | 58,890 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +93.7% | 57,799 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +69.4% | 52,642 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +60.1% | 47,811 | $1.2M |
| StoneX Group Inc. | 0.06% | New | 44,222 | $1.2M |
| Bison Wealth, LLC | 0.09% | Add +10.2% | 42,607 | $1.1M |
| Confluence Wealth Services, Inc. | 0.06% | Add +4.8% | 42,259 | $1.1M |
| Burton Enright Welch | 0.16% | Add +46.8% | 35,600 | $928K |
| Wedbush Securities Inc. | 0.03% | Add +1.6% | 32,635 | $851K |
| Jacobi Capital Management LLC | 0.06% | Add +0.8% | 31,883 | $831K |
| Souders Financial Advisors | 0.10% | Add +15.3% | 29,166 | $761K |
| Advisory Services Network, LLC | 0.01% | New | 28,135 | $735K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -39.8% | 27,424 | $715K |
| Tribridge Partners Financial LLC | 0.41% | — | 26,848 | $700K |
| Wells Fargo & Company | 0.00% | New | 26,054 | $679K |
| Prospera Financial Services Inc | 0.01% | No change | 25,254 | $659K |
| D.A. Davidson & Co. | 0.00% | Add +24.3% | 24,555 | $640K |
| Sei Investments Co. | 0.00% | New | 23,254 | $606K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 21,415 | $559K |
| &partners | 0.00% | New | 19,830 | $551K |
| GWN Securities Inc. | 0.10% | Add +152.9% | 20,199 | $527K |
| Richards, Merrill & Peterson, Inc. | 0.23% | No change | 18,900 | $493K |
| Oak Hill Wealth Advisors, LLC | 0.10% | Reduce -23.4% | 18,434 | $481K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.1% | 18,139 | $473K |
| Avantax Advisory Services, Inc. | 0.00% | Add +23.4% | 17,884 | $466K |
| Harbour Investments, Inc. | 0.01% | No change | 16,831 | $439K |
| Uhlmann Price Securities, LLC | 0.30% | Add +7.5% | 16,213 | $423K |
| International Assets Investment Management, LLC | 0.03% | Add +32.8% | 15,700 | $409K |
| Wood Tarver Financial Group, LLC | 0.11% | Add +0.2% | 14,253 | $371K |
| TrueWealth Advisors, LLC | 0.11% | Reduce -15.3% | 14,116 | $368K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,550 | $353K |
| Gateway Wealth Partners, LLC | 0.06% | New | 12,513 | $326K |
| First Heartland Consultants, Inc. | 0.03% | Add +10.5% | 12,470 | $325K |
| Stephens Inc. | 0.00% | Reduce -72.7% | 11,995 | $313K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 11,569 | $301K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -9.7% | 11,009 | $287K |
| Saxony Capital Management, LLC | 0.20% | No change | 10,158 | $265K |
| Lakeside Advisors, INC. | 0.16% | No change | 9,500 | $248K |
| VestGen Investment Management | 0.17% | New | 9,243 | $241K |
| IHT Wealth Management, LLC | 0.01% | Reduce -30.3% | 8,894 | $232K |
| Visionary Wealth Advisors | 0.01% | Add +1.3% | 8,685 | $227K |
| Koshinski Asset Management, Inc. | 0.02% | New | 8,038 | $210K |
| Two Sigma Securities, LLC | 0.03% | New | 7,808 | $204K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 4,800 | $125K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -11.8% | 4,100 | $107K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,745 | $72K |
| First Horizon Advisors, Inc. | 0.00% | Add +3.5% | 2,672 | $70K |
| Lanark Financial, Inc. | 0.00% | Add +67.9% | 2,204 | $57K |
| Sittner & Nelson, LLC | 0.02% | New | 2,000 | $52K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,950 | $51K |
| Eq Wealth Advisors, LLC | 0.02% | No change | 1,154 | $30K |
| Global Retirement Partners, LLC | 0.00% | — | 1,125 | $29K |
| Comerica Bank | 0.00% | New | 853 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 550 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 434 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.9% | 322 | $8K |
| Allworth Financial LP | 0.00% | Reduce -56.3% | 234 | $6K |
| IFP Advisors, Inc | 0.00% | New | 167 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 100 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 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.