CAP GROUP MUNI HIGH-INCOME CGHM
$25.93
+0.1% 52w: $23.43 – $25.94
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data23.4324.6825.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
164
+17 QoQ
13F value
$2.63B
+9.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGHM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital International Investors | Long only active | 60.0M | $1.52B | 0.4% | +1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 12.1M | $305.6M | 0.1% | +13.9% |
| LPL Financial LLC | Bank broker | 4.7M | $118.5M | 0.0% | +57.2% |
| Cetera Investment Advisers | Wealth advisor | 2.5M | $63.3M | 0.1% | +17.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.8M | $46.8M | 0.1% | +12.4% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.6M | $39.3M | 0.4% | +11.8% |
| ASSETMARK, INC | Wealth advisor | 1.2M | $30.4M | 0.1% | +6.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.2M | $29.7M | 0.1% | -5.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.0M | $25.4M | 0.0% | +32.5% |
| ROYAL BANK OF CANADA | Bank broker | 973.1K | $24.6M | 0.0% | +20.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 927.4K | $23.5M | 0.1% | +28.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 754.7K | $19.1M | 0.0% | +45.1% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 729.1K | $18.5M | 0.2% | +4.8% |
| Aprio Wealth Management, LLC | Wealth advisor | 719.2K | $18.2M | 1.0% | +11.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 683.1K | $17.3M | 0.0% | +16.2% |
| Confluence Wealth Services, Inc. | Wealth advisor | 670.6K | $17.0M | 0.7% | -4.1% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 580.2K | $14.7M | 3.3% | +10.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 557.0K | $14.1M | 0.0% | -14.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 531.7K | $13.4M | 0.0% | +129.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 502.0K | $12.7M | 0.0% | +109.4% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 442.7K | $11.2M | 0.2% | +17.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 438.9K | $11.1M | 0.0% | +513.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 396.6K | $10.0M | 0.1% | +10.6% |
| Strata Wealth Advisors, LLC | Wealth advisor | 387.8K | $9.8M | 2.7% | +40.0% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 380.2K | $9.6M | 0.1% | +38.7% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 377.3K | $9.6M | 0.2% | +53.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 337.8K | $8.6M | 0.0% | New |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 304.8K | $7.7M | 0.0% | -7.9% |
| Valmark Advisers, Inc. | Wealth advisor | 295.1K | $7.5M | 0.1% | +57.6% |
| Koshinski Asset Management, Inc. | Wealth advisor | 276.8K | $7.0M | 0.4% | +13.4% |
| Gutierrez Wealth Advisory, LLC | Wealth advisor | 223.1K | $5.6M | 3.5% | +1.5% |
| Prentice Wealth Management LLC | Wealth advisor | 207.4K | $5.3M | 1.2% | +21.0% |
| Keudell/Morrison Wealth Management | Wealth advisor | 198.5K | $5.0M | 1.0% | -9.7% |
| Platt Wealth Management LLC | Wealth advisor | 195.3K | $4.9M | 4.8% | +12.1% |
| First Interstate Bank | Wealth advisor | 194.4K | $4.9M | 0.3% | +20.7% |
| Clear Trail Advisors, LLC | Other | 191.7K | $4.9M | 0.8% | New |
| HighTower Advisors, LLC | Diversified mechanical | 182.5K | $4.6M | 0.0% | +518.9% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 181.4K | $4.6M | 0.0% | +108.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 173.5K | $4.4M | 0.0% | New |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 165.1K | $4.2M | 0.1% | New |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 164.6K | $4.2M | 0.0% | +74.5% |
| SEI INVESTMENTS CO | Diversified mechanical | 161.1K | $4.1M | 0.0% | +28.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 157.6K | $4.0M | 0.0% | +10.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 153.8K | $3.9M | 0.0% | -11.8% |
| JANE STREET GROUP, LLC | Market maker | 141.4K | $3.6M | 0.0% | -30.1% |
| Capital Analysts, LLC | Wealth advisor | 132.9K | $3.4M | 0.1% | +22.4% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 132.9K | $3.4M | 0.4% | +74.9% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 119.7K | $3.0M | 0.1% | +6.3% |
| Capital Investment Management, Inc. | Wealth advisor | 114.5K | $2.9M | 1.0% | +15.9% |
| Gateway Wealth Partners, LLC | Wealth advisor | 106.7K | $2.7M | 0.1% | +204.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.