CAP GROUP MUNICIPAL INCOME CGMU
$27.49
+0.1% 52w: $25.72 – $27.56
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data25.7226.6427.56
Jun 20, 2025 Jul 2, 2026
Institutional holders
330
+31 QoQ
13F value
$4.71B
+15.5% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGMU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital International Investors | Long only active | 46.7M | $1.27B | 0.3% | +0.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 12.8M | $348.7M | 0.1% | +16.0% |
| MORGAN STANLEY | Bank broker | 10.3M | $280.2M | 0.0% | +14.8% |
| LPL Financial LLC | Bank broker | 10.2M | $275.8M | 0.1% | +50.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 8.8M | $237.9M | 0.1% | +15.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.5M | $204.1M | 0.0% | +58.5% |
| Cetera Investment Advisers | Wealth advisor | 4.9M | $132.4M | 0.1% | +17.3% |
| UBS Group AG | Bank broker | 4.4M | $118.8M | 0.0% | +8.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 4.0M | $107.3M | 0.1% | +75.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.9M | $80.1M | 0.1% | +13.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.8M | $76.7M | 0.0% | +46.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.3M | $63.0M | 0.1% | +4.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 2.1M | $56.9M | 0.1% | +10.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.1M | $56.8M | 0.1% | +2.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 2.1M | $56.0M | 0.2% | -13.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.7M | $46.1M | 0.0% | +119.9% |
| Blue Chip Partners, LLC ★2 | Fundamental diversified | 1.7M | $44.9M | 3.2% | +1.1% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 1.6M | $43.2M | 0.7% | +2.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 1.5M | $40.3M | 0.7% | +18.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $36.7M | 0.0% | +17.3% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.3M | $35.5M | 0.4% | +13.8% |
| Venturi Wealth Management, LLC | Diversified mechanical | 1.3M | $34.4M | 1.6% | +23.7% |
| ASSETMARK, INC | Wealth advisor | 1.3M | $34.0M | 0.1% | +3.8% |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.1M | $30.4M | 1.2% | 0.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.0M | $27.5M | 0.1% | +35.6% |
| JPMORGAN CHASE & CO | Bank broker | 974.0K | $26.4M | 0.0% | +67.8% |
| SEI INVESTMENTS CO | Diversified mechanical | 965.3K | $26.2M | 0.0% | +24.8% |
| Capital Analysts, LLC | Wealth advisor | 958.5K | $26.0M | 0.7% | +121.5% |
| Private Advisor Group, LLC | Wealth advisor | 908.6K | $24.7M | 0.1% | +7.9% |
| Aprio Wealth Management, LLC | Wealth advisor | 906.1K | $24.6M | 1.3% | +11.8% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 823.5K | $22.4M | 0.0% | +126.4% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 820.2K | $22.2M | 5.0% | +9.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 799.1K | $21.7M | 0.1% | +16.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 765.2K | $20.8M | 0.0% | +57.2% |
| Larson Financial Group LLC | Wealth advisor | 760.4K | $20.6M | 0.7% | +17.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 687.1K | $18.7M | 0.2% | +4.6% |
| JANE STREET GROUP, LLC | Market maker | 647.8K | $17.6M | 0.0% | +4.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 608.1K | $16.5M | 0.1% | +254.0% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | Other | 559.8K | $15.2M | 2.0% | +12.0% |
| Clear Trail Advisors, LLC | Other | 512.2K | $13.9M | 2.3% | New |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 498.6K | $13.5M | 0.2% | +13.8% |
| EP Wealth Advisors, LLC | Wealth advisor | 494.9K | $13.4M | 0.1% | New |
| Royal Harbor Partners, LLC | Wealth advisor | 453.3K | $12.3M | 4.2% | +2.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 450.1K | $12.2M | 0.2% | +4.6% |
| EnRich Financial Partners LLC | Wealth advisor | 405.6K | $11.0M | 2.9% | +3.4% |
| MB, LEVIS & ASSOCIATES, LLC | Wealth advisor | 396.3K | $10.8M | 4.5% | +10.2% |
| RMR Wealth Builders | Wealth advisor | 385.6K | $10.5M | 0.8% | +14.1% |
| Alliance Private Wealth, LLC | Wealth advisor | 356.0K | $9.7M | 3.5% | +1.3% |
| &PARTNERS | Diversified mechanical | 354.5K | $9.6M | 0.0% | +2.2% |
| ROBINSON SMITH WEALTH ADVISORS LLC | Wealth advisor | 349.7K | $9.5M | 6.4% | +5.2% |
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.