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Capital Group Municipal High-Income ETF (CGHM) Institutional Ownership

$24.42 -0.11 (-0.43%)
As of 11:22 AM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Municipal High-Income ETF (NYSEARCA:CGHM)

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$3.80M
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CGHM Institutional Buying and Selling by Quarter

Capital Group Municipal High-Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Portfolio Solutions Inc.356,104$9.21M0.0%+16.8%0.280%
9/23/2026 Envestnet Asset Management Inc.13,298,153$343.76M0.1%+10.2%10.438%
9/9/2026 Capital Analysts LLC187,286$4.84M0.1%+40.9%0.147%
9/9/2026 Integrated Wealth Concepts LLC32,796$848K0.0%+19.5%0.026%
9/9/2026 NewEdge Advisors LLC82,455$2.13M0.0%+18.2%0.065%
9/9/2026 IFP Advisors Inc35,324$913K0.0%+52.3%0.028%
9/8/2026 Waverly Advisors LLC20,522$530K0.0%-4.5%0.016%
9/2/2026 Capital & Planning LLC10,785$279K0.1%-46.4%0.008%
9/2/2026 Citadel Advisors LLC124,944$3.23M0.0%-18.8%0.098%
8/23/2026 Ameritas Advisory Services LLC44,776$1.16M0.0%+281.1%0.035%
8/23/2026 Members Advisory Group LLC8,124$210K0.1%N/A0.006%
8/23/2026 HB Wealth Management LLC38,300$990K0.0%N/A0.030%
8/22/2026 William John Sempolinski16,900$437K0.2%N/A0.013%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,716$355K0.0%N/A0.011%
7/10/2026 Wealthcare Advisory Partners LLC134,990$3.49M0.1%+12.8%0.109%
7/8/2026 First Heartland Consultants Inc.20,705$535K0.0%+27.7%0.017%
7/8/2026 Apella Capital LLC54,456$1.41M0.0%+7.4%0.044%
7/8/2026 Thrive Wealth Management LLC54,624$1.41M0.2%+21.2%0.043%
7/7/2026 CoreCap Advisors LLC1,318$34K0.0%+653.1%0.001%
6/3/2026 NewEdge Advisors LLC69,752$1.77M0.0%+86.2%0.062%
5/22/2026 WNY Asset Management LLC8,174$207K0.0%N/A0.007%
5/21/2026 J. Derek Lewis & Associates Inc.580,246$14.67M3.3%+10.0%0.515%
5/19/2026 Western Wealth Management LLC1,415$36K0.0%N/A0.001%
5/18/2026 Royal Bank of Canada973,146$24.64M0.0%+20.2%0.863%
5/15/2026 Gateway Wealth Partners LLC106,730$2.70M0.1%+204.8%0.095%
5/15/2026 Waverly Advisors LLC21,487$544K0.0%N/A0.019%
5/14/2026 Sei Investments Co.161,097$4.08M0.0%+28.2%0.143%
5/13/2026 Cetera Investment Advisers2,499,808$63.30M0.1%+17.4%2.218%
5/7/2026 Earned Wealth Advisors LLC35,395$896K0.1%+7.1%0.031%
5/7/2026 Carson Advisory Inc.10,531$267K0.1%+26.5%0.009%
5/7/2026 World Equity Group Inc.11,106$281K0.1%N/A0.010%
5/6/2026 Assetmark Inc.1,199,578$30.37M0.1%+6.3%1.064%
5/6/2026 Independent Financial Group LLC16,060$407K0.0%N/A0.014%
5/6/2026 Birchwood Financial Partners Inc.39,647$1.00M1.0%+33.6%0.035%
5/5/2026 D.A. Davidson & CO.21,643$548K0.0%-5.1%0.019%
5/5/2026 Sigma Planning Corp19,462$493K0.0%N/A0.017%
5/4/2026 HBW Advisory Services LLC14,550$368K0.0%+31.8%0.013%
5/2/2026 International Assets Investment Management LLC14,900$378K0.0%+9.2%0.013%
5/2/2026 Diversify Wealth Management LLC17,822$456K0.0%+121.6%0.016%
5/2/2026 Valmark Advisers Inc.295,103$7.47M0.1%+57.6%0.262%
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5/1/2026 Fifth Third Bancorp10,845$275K0.0%N/A0.010%
5/1/2026 EQ Wealth Advisors LLC30,812$780K0.5%+99.0%0.027%
5/1/2026Financial Connections Group Inc.50,510$1.28M0.4%-0.9%0.045%
5/1/2026 Simplicity Wealth LLC86,315$2.19M0.1%+11.5%0.077%
4/30/2026 Mosaic Family Wealth Partners LLC60,385$1.53M0.2%+42.5%0.054%
4/30/2026 Kestra Advisory Services LLC438,921$11.11M0.0%+513.2%0.390%
4/30/2026 First Interstate Bank194,377$4.92M0.3%+20.7%0.173%
4/29/2026 Strata Wealth Advisors LLC387,793$9.82M2.7%+40.0%0.345%
4/28/2026 Koshinski Asset Management Inc.276,833$7.01M0.4%+13.4%0.246%
4/28/2026 Latitude Advisors LLC10,559$267K0.1%N/A0.009%
4/27/2026 World Investment Advisors29,296$742K0.0%+25.6%0.026%
4/27/2026 Private Advisor Group LLC51,915$1.31M0.0%-3.2%0.046%
4/24/2026 Barnes Pettey Financial Advisors LLC21,887$554K0.2%+12.7%0.020%
4/23/2026 Walleye Partners LLC17,431$441K0.5%+48.3%0.016%
4/23/2026 Apollon Wealth Management LLC75,129$1.90M0.0%N/A0.067%
4/23/2026 Vicus Capital65,658$1.66M0.1%+16.6%0.059%
4/22/2026 Janney Montgomery Scott LLC927,408$23.48M0.1%+28.1%0.835%
4/21/2026 Main Line Retirement Advisors LLC43,402$1.10M0.5%N/A0.039%
4/20/2026 Heritage Wealth Management Inc.41,842$1.06M0.5%+29.1%0.038%
4/20/2026 Apella Capital LLC50,724$1.30M0.0%N/A0.046%
4/20/2026 Keudell Morrison Wealth Management198,512$5.03M1.0%-9.7%0.179%
4/18/2026 Nautilus Advisors LLC27,154$688K0.5%N/A0.024%
4/18/2026 BCS Wealth Management16,392$415K0.1%N/A0.015%
4/17/2026 Prentice Wealth Management LLC207,443$5.25M1.2%+21.0%0.187%
4/17/2026 Clear Trail Advisors LLC191,686$4.85M0.8%N/A0.173%
4/16/2026 Freedom Financial Partners LLC13,555$343K0.1%+7.8%0.012%
4/16/2026 Uhlmann Price Securities LLC29,874$756K0.1%+15.9%0.027%
4/15/2026 Midwest Heritage Bank FSB22,986$582K0.2%-15.1%0.021%
3/23/2026 J. Derek Lewis & Associates Inc.527,322$13.44M3.1%N/A0.514%
3/10/2026 Advisortrust Partners LLC10,089$257K0.1%N/A0.010%
2/23/2026 Continental Investors Services Inc.41,428$1.05M1.4%-4.4%0.040%
2/19/2026 Birchwood Financial Partners Inc.29,679$756K0.8%N/A0.029%
2/18/2026 NewEdge Advisors LLC37,469$955K0.0%+10.7%0.037%
2/17/2026 Cetera Investment Advisers2,129,067$54.25M0.1%+11.9%2.077%
2/17/2026 Hilltop Holdings Inc.15,059$384K0.0%N/A0.015%
2/17/2026 Equitable Holdings Inc.14,612$372K0.0%+70.8%0.014%
2/17/2026 GeoWealth Management LLC12,088$308K0.0%+89.7%0.012%
2/17/2026 Osaic Holdings Inc.652,379$16.62M0.0%-2.1%0.636%
2/17/2026 Captrust Financial Advisors142,960$3.64M0.0%+29.3%0.139%
2/17/2026 &PARTNERS97,040$2.47M0.0%+36.7%0.095%
2/17/2026 Royal Bank of Canada809,856$20.64M0.0%+9.1%0.790%
2/16/2026 RFP Financial Group LLC83,621$2.13M1.0%+21.2%0.082%
2/16/2026 MML Investors Services LLC1,241,523$31.63M0.1%+12.3%1.211%
2/13/2026 Jacobi Capital Management LLC22,792$581K0.0%+8.8%0.022%
2/13/2026 Kestra Advisory Services LLC71,581$1.82M0.0%+140.0%0.070%
2/13/2026 Transamerica Financial Advisors LLC47,867$1.22M0.1%+31.3%0.047%
2/13/2026 Stifel Financial Corp32,381$825K0.0%N/A0.032%
2/13/2026 Smartleaf Asset Management LLC25,129$640K0.0%N/A0.025%
2/13/2026 Advyzon Investment Management LLC52,618$1.34M0.2%+133.6%0.051%
2/13/2026 Mosaic Family Wealth Partners LLC42,379$1.08M0.1%N/A0.041%
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2/13/2026 Arkadios Wealth Advisors32,065$817K0.0%-2.5%0.031%
2/13/2026 Integrated Wealth Concepts LLC22,000$561K0.0%+72.8%0.021%
2/13/2026 Ausdal Financial Partners Inc.14,524$370K0.0%+5.0%0.014%
2/12/2026 Jane Street Group LLC202,258$5.15M0.0%+723.7%0.197%
2/12/2026 Orion Porfolio Solutions LLC695,772$17.73M0.1%+5.9%0.679%
2/12/2026 Carson Advisory Inc.8,326$212K0.1%N/A0.008%
2/12/2026 Commonwealth Equity Services LLC758,527$19.33M0.0%+26.7%0.740%
2/12/2026 Steward Partners Investment Advisory LLC358,697$9.14M0.1%+9.6%0.350%
2/12/2026 Strata Wealth Advisors LLC277,066$7.06M2.0%+0.9%0.270%
2/12/2026 Principal Securities Inc.378,269$9.64M0.1%+42.8%0.369%


CGHM Institutional Ownership - Frequently Asked Questions

During the previous two years, 158 institutional investors and hedge funds held shares of Capital Group Municipal High-Income ETF. The most heavily invested institutionals were Capital International Investors ($1.51B), Envestnet Asset Management Inc. ($343.76M), LPL Financial LLC ($75.85M), Cetera Investment Advisers ($63.30M), Cambridge Investment Research Advisors Inc. ($41.89M), Vestmark Advisory Solutions Inc. ($35.34M), and MML Investors Services LLC ($31.63M).Learn more on Capital Group Municipal High-Income ETF's institutional investors.

Of the 157 institutional investors that purchased Capital Group Municipal High-Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($59.29M), Envestnet Asset Management Inc. ($10.85M), Cambridge Investment Research Advisors Inc. ($1.48M), Vestmark Advisory Solutions Inc. ($1.39M), LPL Financial LLC ($1.23M), Assetmark Inc. ($1.20M), and Cetera Investment Advisers ($717.27K).

Institutional investors have bought a total of 85,412,947 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

Of the 21 institutional investors that sold Capital Group Municipal High-Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Valmark Advisers Inc. ($29.24K), Citadel Advisors LLC ($28.83K), Keudell Morrison Wealth Management ($21.40K), Wealthcare Advisory Partners LLC ($19.87K), Osaic Holdings Inc. ($14.09K), Capital & Planning LLC ($9.34K), and Midwest Heritage Bank FSB ($4.09K).

Institutional investors have sold a total of 148,905 shares in the last 24 months. This volume of shares sold represents approximately $3.80M in transactions.


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Institutional ownership data for NYSEARCA:CGHM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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