Cap Group Short Muni IncomeCGSMETF
13F holders, Q1 2026 (March 31)148holders +16
27new positions
9sold out
$26.28avg. 13F price*
At the end of Q1 2026, 148 institutions reported holding Cap Group Short Muni Income (CGSM) in their 13F filings, up 16 from Q4 2025. 27 opened new positions and 9 sold out. The largest holders were Capital International Investors ($346.1M), Morgan Stanley ($96.9M) and Envestnet Asset Management Inc. ($77.0M).
- Company
- Cap Group Short Muni Income
- Filed as
- CAPITAL GRP FIXED INCM ETF T (Q1 2026)
- CUSIP
- 14020Y607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $16.5M |
| Exits | 9 | $9.8M |
All 13F filers, Q4 2025 → Q1 2026: 5,768,785 shares bought and 763,928 shares sold, net +5,004,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Capital International Investors | 0.08% | Add +1.1% | 13,168,002 | $346.1M |
| Morgan Stanley | 0.01% | Add +30.3% | 3,688,463 | $96.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.6% | 2,928,560 | $77.0M |
| LPL Financial LLC | 0.02% | Add +37.9% | 2,191,408 | $57.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +208.8% | 1,104,690 | $29.0M |
| Cetera Investment Advisers | 0.03% | Add +41.1% | 989,257 | $26.0M |
| Capital Group Private Client Services, Inc. | 0.35% | Add +2.8% | 800,815 | $21.0M |
| Captrust Financial Advisors | 0.03% | Reduce -17.2% | 712,535 | $18.7M |
| Wells Fargo & Company | 0.00% | Add +12.1% | 690,408 | $18.1M |
| Jones Financial Companies LLLP | 0.01% | Add +69.2% | 656,761 | $17.3M |
| Truist Financial Corp. | 0.01% | Add +8.5% | 419,385 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Add +15.1% | 395,994 | $10.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.3% | 372,711 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.4% | 360,873 | $9.5M |
| MML Investors Services, LLC | 0.03% | Reduce -9.8% | 348,737 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +85.2% | 326,116 | $8.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +251.2% | 310,024 | $8.1M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +31.8% | 304,185 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.0% | 290,883 | $7.6M |
| Boulder Wealth Advisors, LLC | 2.63% | Add +204.1% | 250,801 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.2% | 202,450 | $5.3M |
| Integrated Wealthcare, LLC | 4.31% | Add +0.2% | 195,969 | $5.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +7.1% | 191,624 | $5.0M |
| Financial Connections Group, Inc. | 1.74% | Add +7.8% | 190,872 | $5.0M |
| Principal Securities, Inc. | 0.07% | Add +10.0% | 188,695 | $5.0M |
| Private Advisor Group, LLC | 0.02% | Add +25.1% | 187,205 | $4.9M |
| Hartmann Taylor Wealth Management, LLC | 2.71% | Reduce -5.4% | 155,916 | $4.1M |
| Apella Capital, LLC | 0.06% | New | 151,956 | $4.0M |
| Benjamin Edwards Inc. | 0.04% | Add +233.1% | 149,961 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +46.9% | 149,372 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Add +285.6% | 142,364 | $3.7M |
| Total Clarity Wealth Management, Inc. | 0.87% | Add +16.4% | 140,438 | $3.7M |
| Jane Street Group, LLC | 0.00% | Add +291.4% | 137,966 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -0.4% | 123,276 | $3.2M |
| Assetmark, Inc. | 0.01% | Reduce -6.8% | 122,757 | $3.2M |
| &partners | 0.02% | Add +52.9% | 118,017 | $3.1M |
| FWG Holdings, LLC | 1.16% | Add +121.3% | 116,934 | $3.1M |
| Royal Harbor Partners, LLC | 0.99% | Add +4.2% | 110,981 | $2.9M |
| Cwm, LLC | 0.01% | Add +281905.1% | 109,982 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +17.4% | 104,317 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Add +8.0% | 99,411 | $2.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.87% | Add +14.5% | 97,927 | $2.6M |
| Old Mission Capital LLC | 0.06% | New | 93,958 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +63.3% | 90,526 | $2.4M |
| Sei Investments Co. | 0.00% | Add +21.7% | 90,268 | $2.4M |
| Cauble & Harre Wealth Management, Inc. | 1.86% | Add +14.3% | 88,518 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.20% | Add +116.8% | 87,331 | $2.3M |
| Betterment LLC | 0.00% | Reduce -12.4% | 82,317 | $2.2M |
| Jacobi Capital Management LLC | 0.12% | Add +6.4% | 81,883 | $2.2M |
| Tribridge Partners Financial LLC | 0.88% | Add +10.6% | 80,765 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.39% | Add +5.9% | 74,941 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +40.6% | 72,803 | $1.9M |
| PUREfi Wealth, LLC | 1.17% | Reduce -30.5% | 68,160 | $1.8M |
| Simplicity Wealth,LLC | 0.10% | Add +8.0% | 66,961 | $1.8M |
| Gateway Wealth Partners, LLC | 0.07% | Add +151.7% | 64,441 | $1.7M |
| Smith Thornton Advisors LLC | 0.79% | No change | 59,890 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 58,750 | $1.5M |
| Bison Wealth, LLC | 0.14% | Add +0.7% | 54,092 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -25.9% | 53,443 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +25.4% | 48,773 | $1.3M |
| JHP Wealth Management, LLC | 1.15% | Reduce -2.1% | 45,826 | $1.2M |
| Burton Enright Welch | 0.15% | Add +1.8% | 43,343 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -22.1% | 43,260 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +45.9% | 41,731 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.44% | Add +7.5% | 41,356 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +158.8% | 39,433 | $1.0M |
| Aprio Wealth Management, LLC | 0.05% | Add +1.9% | 37,950 | $997K |
| Petredis Investment Advisors LLC | 0.08% | New | 37,900 | $996K |
| Souders Financial Advisors | 0.11% | Add +26.1% | 36,786 | $967K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -23.2% | 36,093 | $949K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 36,045 | $947K |
| Sunrise Financial Services, LLC | 0.66% | Reduce -4.6% | 35,561 | $935K |
| Advisory Services Network, LLC | 0.01% | Add +2.5% | 35,365 | $929K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 33,275 | $874K |
| Lakeside Advisors, INC. | 0.58% | Add +187.0% | 33,000 | $867K |
| Acorn Wealth Advisors, LLC | 0.25% | No change | 32,777 | $861K |
| SFG Wealth Management, LLC. | 0.35% | New | 32,377 | $851K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +10.1% | 30,515 | $802K |
| GWN Securities Inc. | 0.15% | Reduce -2.2% | 29,481 | $775K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.7% | 29,475 | $775K |
| Visionary Wealth Advisors | 0.03% | Add +9.0% | 29,424 | $773K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 28,433 | $747K |
| Capital Investment Management, Inc. | 0.24% | Reduce -2.8% | 26,990 | $709K |
| MCF Advisors LLC | 0.03% | New | 25,669 | $675K |
| Prospera Financial Services Inc | 0.01% | No change | 25,254 | $664K |
| Landaas & Co. /Wi | 0.13% | Reduce -30.2% | 21,779 | $572K |
| Harbour Investments, Inc. | 0.01% | Add +18.9% | 21,153 | $556K |
| World Investment Advisors | 0.01% | Add +21.3% | 21,073 | $554K |
| Peterson Wealth Advisors, LLC | 0.07% | Reduce -8.7% | 20,960 | $551K |
| Richards, Merrill & Peterson, Inc. | 0.20% | Reduce -0.1% | 20,800 | $547K |
| Integrated Wealth Concepts LLC | 0.00% | Add +29.7% | 19,438 | $511K |
| Astoria Portfolio Advisors LLC. | 0.11% | Add +0.5% | 19,084 | $504K |
| Uhlmann Price Securities, LLC | 0.03% | Reduce -5.7% | 18,393 | $483K |
| DAVENPORT & Co LLC | 0.00% | New | 16,764 | $441K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,738 | $440K |
| IFP Advisors, Inc | 0.01% | Add +43.4% | 16,657 | $438K |
| International Assets Investment Management, LLC | 0.03% | Add +0.1% | 15,724 | $414K |
| BCS Wealth Management | 0.08% | New | 15,684 | $412K |
| Equitable Holdings, Inc. | 0.00% | Add +17.9% | 15,542 | $409K |
| Wood Tarver Financial Group, LLC | 0.10% | Add +0.2% | 14,343 | $376K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 14,245 | $374K |
| First Heartland Consultants, Inc. | 0.03% | Add +11.0% | 14,215 | $374K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -6.7% | 13,660 | $359K |
| Sard Wealth Management Group, LLC | 0.19% | New | 13,203 | $347K |
| Stephens Inc. | 0.00% | Reduce -1.4% | 12,890 | $339K |
| Strategic Blueprint, LLC | 0.02% | Add +5.9% | 12,504 | $329K |
| HighPoint Advisor Group LLC | 0.01% | New | 12,468 | $328K |
| VestGen Investment Management | 0.18% | Add +0.7% | 12,375 | $325K |
| Birchwood Financial Partners, Inc. | 0.31% | New | 12,269 | $322K |
| J. Derek Lewis & Associates Inc. | 0.07% | Reduce -6.0% | 11,685 | $307K |
| Western Wealth Management, LLC | 0.01% | New | 11,498 | $302K |
| Sugar Maple Asset Management, LLC | 0.18% | New | 11,404 | $300K |
| AdvisorNet Financial, Inc | 0.01% | Add +160.3% | 10,842 | $285K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -5.4% | 10,653 | $280K |
| Burford Brothers, Inc. | 0.11% | New | 10,440 | $274K |
| Fifth Third Bancorp | 0.00% | New | 9,926 | $261K |
| Parsons Capital Management Inc. | 0.01% | New | 9,505 | $250K |
| Independent Advisor Alliance | 0.00% | New | 9,300 | $244K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 8,814 | $232K |
| Goldstein Advisors, LLC | 0.03% | New | 8,644 | $227K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 8,501 | $223K |
| IHT Wealth Management, LLC | 0.01% | No change | 8,469 | $223K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 8,409 | $221K |
| VestGen Advisors, LLC | 0.01% | New | 8,324 | $219K |
| Florida Financial Advisors, LLC | 0.05% | No change | 8,254 | $217K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +7.1% | 8,244 | $217K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 8,171 | $215K |
| Valmark Advisers, Inc. | 0.00% | Reduce -86.8% | 8,091 | $213K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 8,000 | $210K |
| Sovran Advisors, LLC | 0.02% | New | 7,973 | $210K |
| SYM FINANCIAL Corp | 0.02% | No change | 7,739 | $203K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 7,000 | $184K |
| Geneos Wealth Management Inc. | 0.00% | No change | 6,451 | $170K |
| AE Wealth Management LLC | 0.00% | Add +255.9% | 6,164 | $162K |
| Synergy Investment Management, LLC | 0.05% | New | 6,080 | $160K |
| CoreCap Advisors, LLC | 0.00% | Add +79.5% | 3,966 | $104K |
| Ashton Thomas Securities, LLC | 0.01% | New | 3,838 | $101K |
| Capital Analysts, LLC | 0.00% | Add +101.7% | 3,739 | $98K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,226 | $85K |
| Lanark Financial, Inc. | 0.01% | No change | 2,913 | $77K |
| UBS Group AG | 0.00% | New | 2,714 | $71K |
| Private Trust Co. NA | 0.01% | Add +23.8% | 2,352 | $62K |
| Allworth Financial LP | 0.00% | Reduce -3.5% | 2,196 | $58K |
| Lodestone Wealth Management LLC | 0.02% | Add +0.7% | 1,964 | $52K |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.7% | 988 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.4% | 966 | $25K |
| Creative Financial Designs Inc. | 0.00% | Reduce -19.2% | 472 | $12K |
| CX Institutional | 0.00% | No change | 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.