Cap Group Short Muni IncomeCGSMETF
13F holders, Q2 2026 (June 30)162holders +14
27new positions
11sold out
1famous investor
$26.39avg. 13F price*
At the end of Q2 2026, 162 institutions reported holding Cap Group Short Muni Income (CGSM) in their 13F filings, up 14 from Q1 2026. 27 opened new positions and 11 sold out. The largest holders were Capital International Investors ($346.8M), Northwestern Mutual Wealth Management Co. ($305.2M) and Morgan Stanley ($94.4M). 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 (Q2 2026)
- CUSIP
- 14020Y607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $29.7M |
| Exits | 11 | $11.5M |
All 13F filers, Q1 2026 → Q2 2026: 14,951,065 shares bought and 847,899 shares sold, net +14,103,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Capital International Investors | 0.07% | Reduce -0.2% | 13,144,337 | $346.8M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +947.1% | 11,567,287 | $305.2M |
| Morgan Stanley | 0.01% | Reduce -3.0% | 3,577,313 | $94.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.6% | 3,150,448 | $83.1M |
| LPL Financial LLC | 0.02% | Add +23.7% | 2,710,268 | $71.5M |
| Capital Group Private Client Services, Inc. | 0.49% | Add +65.3% | 1,324,006 | $34.9M |
| Cetera Investment Advisers | 0.03% | Add +28.3% | 1,268,729 | $33.5M |
| Jones Financial Companies LLLP | 0.01% | Add +39.8% | 917,938 | $24.3M |
| Wells Fargo & Company | 0.00% | Add +22.6% | 846,621 | $22.3M |
| Captrust Financial Advisors | 0.03% | Add +3.7% | 738,981 | $19.5M |
| Osaic Holdings, Inc. | 0.02% | Add +39.2% | 518,969 | $13.7M |
| MML Investors Services, LLC | 0.02% | Add +27.1% | 443,224 | $11.7M |
| Royal Bank of Canada | 0.00% | Add +35.1% | 440,452 | $11.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.7% | 414,001 | $10.9M |
| Truist Financial Corp. | 0.01% | Reduce -1.3% | 413,859 | $10.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.6% | 389,563 | $10.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +16.3% | 360,657 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.9% | 328,319 | $8.7M |
| Boulder Wealth Advisors, LLC | 3.04% | Add +26.1% | 316,322 | $8.3M |
| Vestmark Advisory Solutions, Inc. | 0.08% | No change | 304,185 | $8.0M |
| Natixis Advisors, LLC | 0.01% | Add +59.5% | 227,062 | $6.0M |
| J.W. Cole Advisors, Inc. | 0.09% | New | 209,316 | $5.5M |
| Integrated Wealthcare, LLC | 3.93% | Add +1.6% | 199,147 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.8% | 194,857 | $5.1M |
| Principal Securities, Inc. | 0.06% | Add +2.9% | 194,070 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.0% | 189,624 | $5.0M |
| Integrity Alliance, Llc. | 0.16% | New | 189,139 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +20.6% | 180,077 | $4.8M |
| Hartmann Taylor Wealth Management, LLC | 2.71% | No change | 155,916 | $4.1M |
| Apella Capital, LLC | 0.06% | Add +0.4% | 152,619 | $4.0M |
| Benjamin Edwards Inc. | 0.04% | Add +0.4% | 150,522 | $4.0M |
| Prospera Financial Services Inc | 0.05% | Add +458.6% | 141,078 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +13.0% | 139,299 | $3.7M |
| Assetmark, Inc. | 0.01% | Add +12.1% | 137,612 | $3.6M |
| Cannon Financial Strategists, Inc. | 0.41% | New | 136,919 | $3.6M |
| Baird Financial Group, Inc. | 0.00% | Add +36.6% | 135,780 | $3.6M |
| Total Clarity Wealth Management, Inc. | 0.69% | Reduce -3.9% | 134,940 | $3.6M |
| FWG Holdings, LLC | 1.20% | Add +12.9% | 131,988 | $3.5M |
| &partners | 0.01% | Add +2.8% | 121,339 | $3.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.86% | Add +17.5% | 115,067 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +48.1% | 107,803 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -3.9% | 100,211 | $2.6M |
| Sei Investments Co. | 0.00% | Add +10.8% | 100,006 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.3% | 97,155 | $2.6M |
| Elequin Capital, LP | 0.43% | New | 95,551 | $2.5M |
| Betterment LLC | 0.00% | Add +9.3% | 89,992 | $2.4M |
| Cauble & Harre Wealth Management, Inc. | 1.81% | Reduce -3.2% | 85,683 | $2.3M |
| Tribridge Partners Financial LLC | 0.87% | Add +4.7% | 84,571 | $2.2M |
| Bank of America Corp. | 0.00% | New | 83,692 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -56.8% | 80,859 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.23% | Add +3.0% | 77,177 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +94.2% | 76,571 | $2.0M |
| Petredis Investment Advisors LLC | 0.14% | Add +102.0% | 76,570 | $2.0M |
| Transamerica Financial Advisors, LLC | 0.17% | Reduce -14.9% | 74,295 | $2.0M |
| Simplicity Wealth,LLC | 0.07% | Add +10.2% | 73,770 | $1.9M |
| MBM Wealth Consultants, LLC | 0.37% | New | 73,473 | $1.9M |
| PUREfi Wealth, LLC | 0.99% | Add +0.2% | 68,308 | $1.8M |
| Sard Wealth Management Group, LLC | 0.85% | Add +408.4% | 67,127 | $1.8M |
| Bison Wealth, LLC | 0.16% | Add +19.8% | 64,823 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +38.5% | 59,910 | $1.6M |
| Smith Thornton Advisors LLC | 0.70% | No change | 59,890 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 58,750 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 52,507 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -4.8% | 50,868 | $1.3M |
| Uhlmann Price Securities, LLC | 0.05% | Add +154.1% | 46,739 | $1.3M |
| JHP Wealth Management, LLC | 1.06% | Add +7.2% | 49,116 | $1.3M |
| Lakeside Advisors, INC. | 0.75% | Add +36.4% | 45,000 | $1.2M |
| Burton Enright Welch | 0.14% | Add +1.8% | 44,124 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +46.6% | 43,213 | $1.1M |
| Sunrise Financial Services, LLC | 0.66% | Add +18.0% | 41,967 | $1.1M |
| Confluence Wealth Services, Inc. | 0.03% | Add +15.8% | 41,782 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -0.4% | 41,578 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.40% | No change | 41,356 | $1.1M |
| Aprio Wealth Management, LLC | 0.05% | No change | 37,950 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +22.8% | 37,486 | $989K |
| D.A. Davidson & Co. | 0.01% | Add +3.9% | 37,455 | $988K |
| Souders Financial Advisors | 0.10% | No change | 36,786 | $971K |
| Visionary Wealth Advisors | 0.04% | Add +21.5% | 35,759 | $944K |
| Advisory Services Network, LLC | 0.01% | No change | 35,365 | $933K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -46.7% | 34,328 | $906K |
| Arax Advisory Partners | 0.01% | New | 34,225 | $903K |
| JPMorgan Chase & Co. | 0.00% | Add +3340.7% | 33,994 | $897K |
| Citadel Advisors | 0.00% | New | 33,670 | $888K |
| Acorn Wealth Advisors, LLC | 0.21% | No change | 32,777 | $865K |
| Geneos Wealth Management Inc. | 0.02% | Add +376.8% | 30,755 | $812K |
| Jacobi Capital Management LLC | 0.04% | Reduce -63.0% | 30,296 | $799K |
| Capital Investment Management, Inc. | 0.24% | Add +11.9% | 30,205 | $797K |
| GWN Securities Inc. | 0.13% | Add +1.8% | 30,013 | $792K |
| Landaas & Co. /Wi | 0.14% | Add +35.0% | 29,392 | $776K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 28,506 | $752K |
| Vawter Financial, Ltd. | 0.28% | New | 28,500 | $752K |
| Integrated Wealth Concepts LLC | 0.00% | Add +39.2% | 27,052 | $714K |
| Atria Investments, Inc | 0.01% | New | 25,910 | $684K |
| MCF Advisors LLC | 0.02% | Add +0.0% | 25,671 | $677K |
| Wealth Science Advisors LLC | 0.30% | New | 25,466 | $672K |
| Harbour Investments, Inc. | 0.01% | Add +16.4% | 24,623 | $650K |
| Wedbush Securities Inc. | 0.02% | Reduce -49.8% | 24,481 | $646K |
| Goldstein Advisors, LLC | 0.06% | Add +173.2% | 23,616 | $623K |
| Fifth Third Bancorp | 0.00% | Add +135.9% | 23,416 | $618K |
| Bank of New York Mellon Corp | 0.00% | New | 23,377 | $617K |
| Equitable Holdings, Inc. | 0.00% | Add +43.3% | 22,267 | $588K |
| World Investment Advisors | 0.01% | No change | 21,073 | $555K |
| DAVENPORT & Co LLC | 0.00% | Add +23.2% | 20,655 | $545K |
| Richards, Merrill & Peterson, Inc. | 0.17% | Reduce -1.8% | 20,425 | $539K |
| Perspective Wealth Advisors LLC | 0.29% | New | 19,857 | $524K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -7.9% | 19,311 | $510K |
| Astoria Portfolio Advisors LLC. | 0.09% | Add +0.7% | 19,211 | $507K |
| IFP Advisors, Inc | 0.01% | Add +11.4% | 18,550 | $489K |
| Northwest Financial Advisors | 0.06% | New | 17,389 | $459K |
| BCS Wealth Management | 0.08% | Add +5.1% | 16,477 | $435K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.8% | 15,938 | $421K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.4% | 15,667 | $413K |
| Sugar Maple Asset Management, LLC | 0.26% | Add +34.1% | 15,291 | $403K |
| First Heartland Consultants, Inc. | 0.03% | Add +4.2% | 14,815 | $391K |
| Wood Tarver Financial Group, LLC | 0.09% | Add +0.2% | 14,370 | $379K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.5% | 14,320 | $378K |
| AdvisorNet Financial, Inc | 0.02% | Add +32.0% | 14,317 | $378K |
| Strategic Blueprint, LLC | 0.02% | Add +7.2% | 13,409 | $354K |
| Stephens Inc. | 0.00% | Add +0.8% | 12,995 | $343K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -5.0% | 12,978 | $342K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +84.3% | 12,900 | $340K |
| Birchwood Financial Partners, Inc. | 0.27% | Add +0.9% | 12,385 | $327K |
| Western Wealth Management, LLC | 0.01% | Add +1.0% | 11,618 | $307K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,420 | $301K |
| Tempus Wealth Planning, LLC | 0.06% | Add +1.9% | 10,851 | $286K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +28.8% | 10,621 | $280K |
| Koshinski Asset Management, Inc. | 0.01% | Add +27.8% | 10,446 | $276K |
| Parsons Capital Management Inc. | 0.01% | Add +9.8% | 10,434 | $275K |
| Latitude Advisors, LLC | 0.11% | New | 10,060 | $265K |
| J. Derek Lewis & Associates Inc. | 0.05% | Reduce -15.0% | 9,935 | $262K |
| Burford Brothers, Inc. | 0.09% | Reduce -9.1% | 9,490 | $250K |
| Park Avenue Securities LLC | 0.00% | New | 9,168 | $242K |
| Diversified Portfolios, Inc. | 0.02% | New | 9,142 | $241K |
| Occidental Asset Management, LLC | 0.02% | New | 9,000 | $237K |
| VestGen Advisors, LLC | 0.01% | Add +5.1% | 8,746 | $231K |
| VestGen Investment Management | 0.12% | Reduce -29.6% | 8,709 | $230K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 8,501 | $224K |
| IHT Wealth Management, LLC | 0.00% | No change | 8,469 | $223K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 8,000 | $211K |
| Synergy Investment Management, LLC | 0.05% | Add +27.3% | 7,741 | $204K |
| SYM FINANCIAL Corp | 0.02% | No change | 7,739 | $204K |
| HB Wealth Management, LLC | 0.00% | New | 7,700 | $203K |
| Snowden Capital Advisors LLC | 0.00% | New | 7,593 | $200K |
| Ashton Thomas Securities, LLC | 0.03% | Add +95.6% | 7,506 | $198K |
| AE Wealth Management LLC | 0.00% | Add +6.6% | 6,571 | $173K |
| Sittner & Nelson, LLC | 0.05% | New | 5,500 | $145K |
| Capital Analysts, LLC | 0.00% | Add +38.2% | 5,166 | $137K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +55.9% | 5,028 | $133K |
| Farther Finance Advisors, LLC | 0.00% | Add +334.7% | 4,199 | $111K |
| CoreCap Advisors, LLC | 0.00% | Add +4.2% | 4,131 | $109K |
| BlackRock, Inc. | 0.00% | New | 3,529 | $93K |
| Private Trust Co. NA | 0.01% | Add +27.1% | 2,989 | $79K |
| Lanark Financial, Inc. | 0.01% | No change | 2,913 | $77K |
| Allworth Financial LP | 0.00% | Reduce -2.6% | 2,139 | $56K |
| Global Retirement Partners, LLC | 0.00% | — | 2,051 | $54K |
| Continuum Advisory, LLC | 0.00% | New | 1,600 | $42K |
| Lodestone Wealth Management LLC | 0.01% | Reduce -20.5% | 1,562 | $41K |
| Creative Financial Designs Inc. | 0.00% | Add +176.1% | 1,303 | $34K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 851 | $22K |
| UBS Group AG | 0.00% | Reduce -74.2% | 700 | $18K |
| CX Institutional | 0.00% | No change | 56 | $1K |
| Fiduciary Financial Advisors | 0.00% | New | 19 | $501 |
"% 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.