CAP GROUP SHORT MUNI INCOME CGSM
$26.38
+0.0% 52w: $25.27 – $26.39
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data25.2725.8326.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
148
+16 QoQ
13F value
$954.9M
+15.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGSM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital International Investors | Long only active | 13.2M | $346.1M | 0.1% | +1.1% |
| MORGAN STANLEY | Bank broker | 3.7M | $96.9M | 0.0% | +30.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.9M | $77.0M | 0.0% | +10.6% |
| LPL Financial LLC | Bank broker | 2.2M | $57.6M | 0.0% | +37.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.1M | $29.0M | 0.0% | +208.8% |
| Cetera Investment Advisers | Wealth advisor | 989.3K | $26.0M | 0.0% | +41.1% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 800.8K | $21.0M | 0.4% | +2.8% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 712.5K | $18.7M | 0.0% | -17.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 690.4K | $18.1M | 0.0% | +12.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 656.8K | $17.3M | 0.0% | +69.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 419.4K | $11.0M | 0.0% | +8.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 396.0K | $10.4M | 0.0% | +15.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 372.7K | $9.8M | 0.0% | -7.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 360.9K | $9.5M | 0.0% | +22.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 348.7K | $9.2M | 0.0% | -9.8% |
| ROYAL BANK OF CANADA | Bank broker | 326.1K | $8.6M | 0.0% | +85.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 310.0K | $8.1M | 0.0% | +251.2% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 304.2K | $8.0M | 0.1% | +31.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 290.9K | $7.6M | 0.0% | +7.0% |
| Boulder Wealth Advisors, LLC | Wealth advisor | 250.8K | $6.6M | 2.6% | +204.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 202.4K | $5.3M | 0.0% | +23.2% |
| INTEGRATED WEALTHCARE, LLC | Wealth advisor | 196.0K | $5.2M | 4.3% | +0.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 191.6K | $5.0M | 0.0% | +7.1% |
| Financial Connections Group, Inc. | Wealth advisor | 190.9K | $5.0M | 1.7% | +7.8% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 188.7K | $5.0M | 0.1% | +10.0% |
| Private Advisor Group, LLC | Wealth advisor | 187.2K | $4.9M | 0.0% | +25.1% |
| Hartmann Taylor Wealth Management, LLC | Wealth advisor | 155.9K | $4.1M | 2.7% | -5.4% |
| Apella Capital, LLC | Wealth advisor | 152.0K | $4.0M | 0.1% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 150.0K | $3.9M | 0.0% | +233.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 149.4K | $3.9M | 0.0% | +46.9% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 142.4K | $3.7M | 0.0% | +285.6% |
| Total Clarity Wealth Management, Inc. | Wealth advisor | 140.4K | $3.7M | 0.9% | +16.4% |
| JANE STREET GROUP, LLC | Market maker | 138.0K | $3.6M | 0.0% | +291.4% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 123.3K | $3.2M | 0.0% | -0.4% |
| ASSETMARK, INC | Wealth advisor | 122.8K | $3.2M | 0.0% | -6.8% |
| &PARTNERS | Diversified mechanical | 118.0K | $3.1M | 0.0% | +52.9% |
| FWG Holdings, LLC | Wealth advisor | 116.9K | $3.1M | 1.2% | +121.2% |
| Royal Harbor Partners, LLC | Wealth advisor | 111.0K | $2.9M | 1.0% | +4.2% |
| CWM, LLC | Wealth advisor | 110.0K | $2.9M | 0.0% | +281905.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 104.3K | $2.7M | 0.0% | +17.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 99.4K | $2.6M | 0.0% | +8.0% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | Wealth advisor | 97.9K | $2.6M | 0.9% | +14.5% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 94.0K | $2.5M | 0.1% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 90.5K | $2.4M | 0.0% | +63.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 90.3K | $2.4M | 0.0% | +21.7% |
| Cauble & Harre Wealth Management, Inc. | Wealth advisor | 88.5K | $2.3M | 1.9% | +14.3% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 87.3K | $2.3M | 0.2% | +116.8% |
| Betterment LLC | Wealth advisor | 82.3K | $2.2M | 0.0% | -12.4% |
| Jacobi Capital Management LLC | Wealth advisor | 81.9K | $2.2M | 0.1% | +6.4% |
| Tribridge Partners Financial LLC | Wealth advisor | 80.8K | $2.1M | 0.9% | +10.6% |
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.
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