Cap Group Short Muni IncomeCGSMETF
13F holders, Q4 2025 (December 31)132holders +21
23new positions
7sold out
$26.34avg. 13F price*
At the end of Q4 2025, 132 institutions reported holding Cap Group Short Muni Income (CGSM) in their 13F filings, up 21 from Q3 2025. 23 opened new positions and 7 sold out. The largest holders were Capital International Investors ($343.1M), Morgan Stanley ($74.5M) and Envestnet Asset Management Inc. ($69.7M).
- Company
- Cap Group Short Muni Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q4 2025)
- CUSIP
- 14020Y607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $16.1M |
| Exits | 7 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 3,453,353 shares bought and 249,584 shares sold, net +3,203,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Capital International Investors | 0.05% | Add +1.0% | 13,026,702 | $343.1M |
| Morgan Stanley | 0.00% | Add +1.7% | 2,829,898 | $74.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.4% | 2,646,975 | $69.7M |
| LPL Financial LLC | 0.01% | Add +25.2% | 1,589,276 | $41.9M |
| Captrust Financial Advisors | 0.04% | Add +7.2% | 860,845 | $22.7M |
| Capital Group Private Client Services, Inc. | 0.33% | Add +20.6% | 778,976 | $20.5M |
| Cetera Investment Advisers | 0.02% | Add +25.6% | 701,012 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +40.1% | 616,156 | $16.2M |
| Osaic Holdings, Inc. | 0.02% | Add +2.5% | 402,081 | $10.6M |
| Jones Financial Companies LLLP | 0.01% | Add +29.3% | 388,248 | $10.2M |
| MML Investors Services, LLC | 0.02% | Add +10.6% | 386,707 | $10.2M |
| Truist Financial Corp. | 0.01% | Add +261.3% | 386,683 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +142.5% | 357,693 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Add +20.5% | 344,033 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.1% | 294,740 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +31.8% | 271,763 | $7.2M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +5.4% | 230,813 | $6.1M |
| Integrated Wealthcare, LLC | 4.33% | — | 195,551 | $5.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +11.1% | 178,879 | $4.7M |
| Financial Connections Group, Inc. | 1.60% | Reduce -1.0% | 177,114 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 176,052 | $4.6M |
| Principal Securities, Inc. | 0.07% | Add +74.4% | 171,564 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.0% | 164,295 | $4.3M |
| Hartmann Taylor Wealth Management, LLC | 2.93% | Add +14.4% | 164,791 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +13.7% | 149,683 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +99.3% | 145,281 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +10.7% | 131,774 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.3% | 123,729 | $3.3M |
| Total Clarity Wealth Management, Inc. | 0.77% | New | 120,605 | $3.2M |
| StoneX Group Inc. | 0.13% | Add +6.4% | 113,285 | $3.0M |
| Royal Harbor Partners, LLC | 0.93% | Add +2.8% | 106,509 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +28.6% | 101,711 | $2.7M |
| PUREfi Wealth, LLC | 1.98% | Add +0.2% | 98,112 | $2.6M |
| Betterment LLC | 0.00% | Add +1.4% | 94,005 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Add +33.6% | 92,089 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +34.4% | 88,842 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.4% | 88,275 | $2.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.78% | Add +4.8% | 85,528 | $2.3M |
| Boulder Wealth Advisors, LLC | 0.92% | New | 82,484 | $2.2M |
| Cauble & Harre Wealth Management, Inc. | 1.71% | — | 77,446 | $2.0M |
| &partners | 0.01% | Add +67.9% | 77,190 | $2.0M |
| Jacobi Capital Management LLC | 0.12% | Reduce -8.4% | 76,981 | $2.0M |
| Sei Investments Co. | 0.00% | Add +53.6% | 74,158 | $2.0M |
| Tribridge Partners Financial LLC | 0.81% | Add +60.0% | 73,017 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +22.9% | 72,098 | $1.9M |
| Cottonwood Capital Advisors, LLC | 1.33% | Add +13.7% | 70,790 | $1.9M |
| Beta Wealth Group, Inc. | 0.67% | Reduce -15.9% | 63,237 | $1.7M |
| Simplicity Wealth,LLC | 0.10% | Reduce -9.9% | 62,004 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | New | 61,177 | $1.6M |
| Smith Thornton Advisors LLC | 0.80% | Add +1.7% | 59,890 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +11.7% | 55,565 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | New | 55,429 | $1.5M |
| Bison Wealth, LLC | 0.16% | Reduce -24.6% | 53,696 | $1.4M |
| FWG Holdings, LLC | 0.53% | New | 52,852 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +10.9% | 51,790 | $1.4M |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -1.9% | 47,009 | $1.2M |
| JHP Wealth Management, LLC | 1.19% | — | 46,820 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Reduce -64.2% | 45,025 | $1.2M |
| Burton Enright Welch | 0.16% | Add +2.8% | 42,575 | $1.1M |
| Transamerica Financial Advisors, LLC | 0.09% | Add +13.9% | 40,276 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +1.7% | 38,909 | $1.0M |
| Greykasell Wealth Strategies, Inc. | 0.40% | Add +99.5% | 38,486 | $1.0M |
| Sunrise Financial Services, LLC | 0.74% | — | 37,278 | $982K |
| Aprio Wealth Management, LLC | 0.06% | New | 37,250 | $981K |
| Natixis Advisors, LLC | 0.00% | New | 36,920 | $972K |
| D.A. Davidson & Co. | 0.01% | Add +26.9% | 36,071 | $950K |
| Jane Street Group, LLC | 0.00% | Reduce -24.3% | 35,249 | $928K |
| Advisory Services Network, LLC | 0.01% | No change | 34,502 | $909K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +126.7% | 33,275 | $876K |
| Acorn Wealth Advisors, LLC | 0.26% | New | 32,777 | $863K |
| Landaas & Co. /Wi | 0.18% | Add +230.7% | 31,220 | $822K |
| GWN Securities Inc. | 0.16% | Add +36.5% | 30,131 | $794K |
| Goldman Sachs Group Inc. | 0.00% | Add +15.2% | 29,400 | $774K |
| Souders Financial Advisors | 0.09% | No change | 29,166 | $768K |
| Cerity Partners LLC | 0.00% | New | 28,602 | $753K |
| Capital Investment Management, Inc. | 0.26% | — | 27,757 | $731K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.4% | 27,728 | $730K |
| Visionary Wealth Advisors | 0.03% | Reduce -0.9% | 26,996 | $711K |
| Gateway Wealth Partners, LLC | 0.08% | Add +132.0% | 25,607 | $674K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +17.5% | 25,475 | $671K |
| Prospera Financial Services Inc | 0.01% | No change | 25,254 | $665K |
| Peterson Wealth Advisors, LLC | 0.08% | Reduce -4.0% | 22,956 | $605K |
| Richards, Merrill & Peterson, Inc. | 0.21% | Add +4.7% | 20,825 | $549K |
| Uhlmann Price Securities, LLC | 0.30% | Add +0.8% | 19,507 | $514K |
| Astoria Portfolio Advisors LLC. | 0.12% | New | 18,988 | $506K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 17,794 | $469K |
| World Investment Advisors | 0.01% | New | 17,374 | $458K |
| International Assets Investment Management, LLC | 0.03% | No change | 15,700 | $414K |
| Stifel Financial Corp. | 0.00% | Add +57.1% | 15,237 | $401K |
| Integrated Wealth Concepts LLC | 0.00% | Add +16.0% | 14,985 | $395K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -6.1% | 14,644 | $386K |
| Wood Tarver Financial Group, LLC | 0.11% | Add +0.2% | 14,314 | $377K |
| Axxcess Wealth Management, LLC | 0.01% | New | 14,245 | $375K |
| Equitable Holdings, Inc. | 0.00% | New | 13,182 | $347K |
| Stephens Inc. | 0.00% | Add +9.5% | 13,075 | $344K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.2% | 12,803 | $337K |
| J. Derek Lewis & Associates Inc. | 0.08% | — | 12,435 | $328K |
| VestGen Investment Management | 0.18% | Add +14.1% | 12,286 | $324K |
| Elequin Capital, LP | 0.05% | Reduce -67.6% | 11,862 | $312K |
| Strategic Blueprint, LLC | 0.02% | New | 11,803 | $311K |
| IFP Advisors, Inc | 0.01% | Add +174.6% | 11,616 | $306K |
| Lakeside Advisors, INC. | 0.19% | Add +21.1% | 11,500 | $303K |
| Tempus Wealth Planning, LLC | 0.07% | New | 11,256 | $296K |
| IHT Wealth Management, LLC | 0.01% | No change | 8,469 | $223K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -31.1% | 8,501 | $223K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 8,409 | $221K |
| Florida Financial Advisors, LLC | 0.06% | Add +0.6% | 8,254 | $217K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 8,171 | $215K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 8,000 | $211K |
| SYM FINANCIAL Corp | 0.02% | New | 7,739 | $204K |
| LongView Wealth Management | 0.05% | No change | 7,700 | $204K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.8% | 7,697 | $203K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +27.3% | 7,000 | $184K |
| Geneos Wealth Management Inc. | 0.00% | Add +41.8% | 6,451 | $170K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.8% | 4,165 | $110K |
| Lanark Financial, Inc. | 0.01% | Add +6.7% | 2,913 | $77K |
| Allworth Financial LP | 0.00% | No change | 2,276 | $60K |
| CoreCap Advisors, LLC | 0.00% | New | 2,209 | $58K |
| JPMorgan Chase & Co. | 0.00% | Add +33.0% | 2,183 | $58K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.1% | 2,045 | $54K |
| Lodestone Wealth Management LLC | 0.02% | New | 1,950 | $51K |
| Private Trust Co. NA | 0.00% | New | 1,900 | $50K |
| Capital Analysts, LLC | 0.00% | Add +6.3% | 1,854 | $49K |
| AE Wealth Management LLC | 0.00% | New | 1,732 | $46K |
| Comerica Bank | 0.00% | Reduce -42.6% | 1,705 | $45K |
| Eq Wealth Advisors, LLC | 0.02% | New | 1,154 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Add +663.2% | 809 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 594 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +34.6% | 584 | $15K |
| Bank of America Corp. | 0.00% | No change | 179 | $5K |
| Cwm, LLC | 0.00% | New | 39 | $1K |
| CX Institutional | 0.00% | Reduce -24.3% | 56 | $1K |
"% 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.