Cap Group Short Muni IncomeCGSMETF
13F holders, Q3 2025 (September 30)111holders +13
21new positions
4sold out
$26.36avg. 13F price*
At the end of Q3 2025, 111 institutions reported holding Cap Group Short Muni Income (CGSM) in their 13F filings, up 13 from Q2 2025. 21 opened new positions and 4 sold out. The largest holders were Capital International Investors ($340.1M), Morgan Stanley ($73.3M) and Envestnet Asset Management Inc. ($57.0M).
- Company
- Cap Group Short Muni Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q3 2025)
- CUSIP
- 14020Y607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $8.5M |
| Exits | 4 | $248K |
All 13F filers, Q2 2025 → Q3 2025: 4,406,610 shares bought and 776,309 shares sold, net +3,630,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Capital International Investors | 0.06% | Add +5.7% | 12,901,568 | $340.1M |
| Morgan Stanley | 0.00% | Add +19.9% | 2,781,820 | $73.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +26.6% | 2,161,759 | $57.0M |
| LPL Financial LLC | 0.01% | Add +30.5% | 1,268,953 | $33.4M |
| Captrust Financial Advisors | 0.04% | Add +10.2% | 803,298 | $21.2M |
| Capital Group Private Client Services, Inc. | 0.28% | Add +87.2% | 645,901 | $17.0M |
| Cetera Investment Advisers | 0.02% | Add +36.0% | 558,323 | $14.7M |
| Wells Fargo & Company | 0.00% | Add +1588.4% | 439,906 | $11.6M |
| Osaic Holdings, Inc. | 0.01% | Add +8.3% | 392,440 | $10.3M |
| MML Investors Services, LLC | 0.02% | Add +19.1% | 349,741 | $9.2M |
| Jones Financial Companies LLLP | 0.01% | Add +64.6% | 300,279 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +172.2% | 285,479 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +36.9% | 275,137 | $7.3M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Reduce -40.5% | 219,067 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.1% | 206,193 | $5.4M |
| Financial Connections Group, Inc. | 1.84% | Add +6.4% | 178,940 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +32.5% | 173,907 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +72.4% | 161,022 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.3% | 153,495 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.8% | 147,522 | $3.9M |
| Hartmann Taylor Wealth Management, LLC | 2.73% | Add +20.0% | 144,097 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +2.9% | 131,619 | $3.5M |
| Benjamin Edwards Inc. | 0.04% | Add +117.6% | 125,791 | $3.3M |
| Assetmark, Inc. | 0.01% | Add +4.7% | 119,059 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +33.0% | 118,588 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +12.6% | 107,029 | $2.8M |
| StoneX Group Inc. | 0.12% | Add +140.8% | 106,491 | $2.8M |
| Royal Harbor Partners, LLC | 0.93% | Add +53.1% | 103,646 | $2.7M |
| Principal Securities, Inc. | 0.04% | Add +37.5% | 98,385 | $2.6M |
| PUREfi Wealth, LLC | 1.99% | Reduce -77.3% | 97,906 | $2.6M |
| Betterment LLC | 0.00% | Reduce -21.8% | 92,717 | $2.4M |
| Jacobi Capital Management LLC | 0.13% | Add +163.6% | 84,028 | $2.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.79% | Add +25.1% | 81,615 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -63.7% | 80,682 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.1% | 79,071 | $2.1M |
| Beta Wealth Group, Inc. | 0.78% | Reduce -15.0% | 75,207 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +240.5% | 72,911 | $1.9M |
| Bison Wealth, LLC | 0.17% | Add +67.2% | 71,248 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +13.3% | 68,915 | $1.8M |
| Simplicity Wealth,LLC | 0.10% | Reduce -20.2% | 68,810 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +25.5% | 66,088 | $1.7M |
| Cottonwood Capital Advisors, LLC | 1.20% | Reduce -0.6% | 62,250 | $1.6M |
| Smith Thornton Advisors LLC | 0.81% | No change | 58,890 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -5.0% | 58,661 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -19.1% | 49,747 | $1.3M |
| Sei Investments Co. | 0.00% | Add +107.7% | 48,294 | $1.3M |
| Confluence Wealth Services, Inc. | 0.06% | Add +13.4% | 47,922 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | New | 46,684 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -29.0% | 46,549 | $1.2M |
| &partners | 0.01% | Add +131.9% | 45,980 | $1.2M |
| Tribridge Partners Financial LLC | 0.55% | Add +70.0% | 45,628 | $1.2M |
| Old Mission Capital LLC | 0.04% | New | 41,439 | $1.1M |
| Burton Enright Welch | 0.16% | Add +16.4% | 41,433 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +17.2% | 38,256 | $1.0M |
| Elequin Capital, LP | 0.08% | New | 36,627 | $965K |
| Transamerica Financial Advisors, LLC | 0.08% | New | 35,352 | $932K |
| Advisory Services Network, LLC | 0.01% | Add +22.6% | 34,502 | $909K |
| Souders Financial Advisors | 0.09% | No change | 29,166 | $769K |
| D.A. Davidson & Co. | 0.00% | Add +15.7% | 28,420 | $749K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +52.2% | 27,614 | $728K |
| Visionary Wealth Advisors | 0.03% | Add +213.6% | 27,239 | $718K |
| Oak Hill Wealth Advisors, LLC | 0.13% | Add +44.0% | 26,553 | $700K |
| Goldman Sachs Group Inc. | 0.00% | New | 25,522 | $673K |
| Prospera Financial Services Inc | 0.01% | No change | 25,254 | $666K |
| Peterson Wealth Advisors, LLC | 0.09% | Add +117.1% | 23,902 | $630K |
| GWN Securities Inc. | 0.13% | Add +9.3% | 22,073 | $582K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 21,680 | $571K |
| Richards, Merrill & Peterson, Inc. | 0.23% | Add +5.3% | 19,900 | $525K |
| Uhlmann Price Securities, LLC | 0.31% | Add +19.4% | 19,352 | $510K |
| Greykasell Wealth Strategies, Inc. | 0.21% | New | 19,290 | $508K |
| Harbour Investments, Inc. | 0.01% | Add +5.7% | 17,787 | $469K |
| TrueWealth Advisors, LLC | 0.11% | Add +10.5% | 15,600 | $411K |
| International Assets Investment Management, LLC | 0.03% | No change | 15,700 | $410K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +8.3% | 14,680 | $387K |
| Wood Tarver Financial Group, LLC | 0.11% | Add +0.2% | 14,283 | $376K |
| First Heartland Consultants, Inc. | 0.03% | Add +5.0% | 13,095 | $345K |
| Embree Financial Group | 0.05% | New | 12,977 | $342K |
| Integrated Wealth Concepts LLC | 0.00% | New | 12,922 | $341K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +6.6% | 12,330 | $325K |
| Stephens Inc. | 0.00% | Reduce -0.5% | 11,940 | $315K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -11.8% | 11,037 | $291K |
| VestGen Investment Management | 0.17% | Add +16.5% | 10,764 | $284K |
| Flow Traders U.S. LLC | 0.01% | New | 10,617 | $280K |
| Stifel Financial Corp. | 0.00% | New | 9,697 | $256K |
| Lakeside Advisors, INC. | 0.16% | No change | 9,500 | $250K |
| Landaas & Co. /Wi | 0.06% | New | 9,441 | $249K |
| Saxony Capital Management, LLC | 0.16% | Reduce -7.8% | 9,368 | $247K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.8% | 8,469 | $223K |
| Stonebridge Financial Group, LLC | 0.02% | New | 8,409 | $222K |
| Florida Financial Advisors, LLC | 0.07% | New | 8,202 | $216K |
| Koshinski Asset Management, Inc. | 0.02% | Add +1.6% | 8,171 | $215K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 8,000 | $211K |
| LongView Wealth Management | 0.06% | New | 7,700 | $203K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 7,636 | $201K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +14.6% | 5,500 | $145K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -90.5% | 4,551 | $120K |
| IFP Advisors, Inc | 0.00% | Add +2432.9% | 4,230 | $112K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.8% | 4,132 | $109K |
| Comerica Bank | 0.00% | Add +248.5% | 2,973 | $78K |
| Lanark Financial, Inc. | 0.01% | Add +23.9% | 2,730 | $72K |
| Global Retirement Partners, LLC | 0.00% | Add +111.6% | 2,381 | $63K |
| Allworth Financial LP | 0.00% | Add +872.6% | 2,276 | $60K |
| Sittner & Nelson, LLC | 0.02% | No change | 2,000 | $53K |
| Capital Analysts, LLC | 0.00% | New | 1,745 | $46K |
| JPMorgan Chase & Co. | 0.00% | Add +409.6% | 1,641 | $43K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -30.8% | 1,350 | $36K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -63.6% | 1,000 | $26K |
| Creative Financial Designs Inc. | 0.00% | No change | 434 | $11K |
| Bank of America Corp. | 0.00% | New | 179 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 106 | $3K |
| CX Institutional | 0.00% | New | 74 | $2K |
"% 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.