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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$27.30 +0.03 (+0.11%)
Closing price 10/9/2025 04:10 PM Eastern
Extended Trading
$27.30 0.00 (-0.02%)
As of 10/9/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Capital Group Municipal Income ETF (NYSEARCA:CGMU)

Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$766.75M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$85.66M
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Skip Chart & View Institutional Buying and Selling Data

CGMU Institutional Buying and Selling by Quarter

Capital Group Municipal Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025CGN Advisors LLC10,696$292K0.0%+14.1%0.007%
10/9/2025AdvisorNet Financial Inc100,549$2.74M0.2%+12.9%0.066%
10/9/2025U.S. Capital Wealth Advisors LLC209,348$5.71M0.2%+20.5%0.137%
10/9/2025NavPoint Financial Inc.98,086$2.68M1.4%+6.8%0.065%
10/9/2025Peterson Wealth Advisors LLC22,157$603K0.1%+101.5%0.015%
10/8/2025 Trinity Wealth Management LLC136,306$3.72M1.4%+6.4%0.090%
10/8/2025 Leverty Financial Group LLC49,567$1.35M0.4%+129.1%0.033%
10/7/2025 ST Germain D J Co. Inc.29,177$796K0.0%+139.6%0.019%
10/7/2025 Thrive Wealth Management LLC87,574$2.39M0.4%+32.0%0.058%
9/4/2025Osaic Holdings Inc.2,033,631$54.30M0.1%+36.5%1.541%
8/29/2025Centaurus Financial Inc.12,500$334K0.0%+25.4%0.009%
8/27/2025Tribridge Partners Financial LLC41,940$1.12M0.7%N/A0.032%
8/27/2025Orion Porfolio Solutions LLC534,359$14.26M0.1%+1.6%0.405%
8/18/2025Geneos Wealth Management Inc.74,936$2M0.0%+119.1%0.057%
8/15/2025Captrust Financial Advisors77,895$2.08M0.0%+10.5%0.059%
8/15/2025Blue Chip Partners LLC1,517,911$40.51M3.3%+2,093.0%1.150%
8/15/2025Orion Porfolio Solutions LLC52,908$1.54M0.0%-89.9%0.040%
8/15/2025MML Investors Services LLC1,825,400$48.72M0.1%+18.1%1.383%
8/15/2025Modern Wealth Management LLC85,094$2.27M0.1%+224.4%0.064%
8/15/2025Freedom Financial Partners LLC73,166$1.95M0.8%+4.1%0.055%
8/15/2025Great Valley Advisor Group Inc.947,101$25.28M0.6%-11.0%0.718%
8/15/2025Envision Financial Planning LLC118,946$3.18M1.5%+196.7%0.090%
8/15/2025Benjamin Edwards Inc.226,671$6.05M0.1%+30.0%0.172%
8/15/2025Bank of America Corp DE226,673$6.05M0.0%+774.4%0.172%
8/14/2025Jane Street Group LLC336,372$8.98M0.0%+47.5%0.255%
8/14/2025Raymond James Financial Inc.1,152,361$30.76M0.0%+45.6%0.873%
8/14/2025Betterment LLC53,683$1.43M0.0%-53.1%0.041%
8/14/2025Sand Hill Global Advisors LLC19,141$511K0.0%N/A0.015%
8/14/2025Sei Investments Co.230,579$6.15M0.0%N/A0.175%
8/14/2025NewEdge Advisors LLC123,537$3.30M0.0%+105.7%0.094%
8/14/2025Cerity Partners LLC60,202$1.61M0.0%+0.7%0.046%
8/13/2025Per Stirling Capital Management LLC.36,356$970K0.1%-88.6%0.028%
8/13/2025Gateway Wealth Partners LLC24,520$654K0.1%+71.1%0.019%
8/13/2025Milestone Investment Advisors LLC28,848$770K0.2%+695.8%0.022%
8/13/2025Baird Financial Group Inc.233,356$6.23M0.0%+23.2%0.177%
8/13/2025EverSource Wealth Advisors LLC31,620$844K0.0%-37.2%0.024%
8/13/2025CW Advisors LLC17,193$459K0.0%-18.5%0.013%
8/13/2025Beacon Pointe Advisors LLC156,859$4.19M0.0%N/A0.119%
8/13/2025Northwestern Mutual Wealth Management Co.4,977,547$132.85M0.1%+35.9%3.771%
8/13/2025Maia Wealth LLC14,649$391K0.1%+45.9%0.011%
8/12/2025J.W. Cole Advisors Inc.42,429$1.13M0.0%+22.6%0.032%
8/12/2025Financial Advocates Investment Management13,201$352K0.0%-19.9%0.010%
8/12/2025Steward Partners Investment Advisory LLC75,834$2.02M0.0%+151.1%0.057%
8/12/2025Global Retirement Partners LLC69,320$1.85M0.0%N/A0.053%
8/12/2025Entruity Wealth LLC41,826$1.12M0.9%-12.3%0.032%
8/12/2025JPMorgan Chase & Co.482,725$12.88M0.0%-7.7%0.366%
8/11/2025Inspire Advisors LLC75,367$2.01M0.2%-3.7%0.059%
8/11/2025United Advisor Group LLC7,513$201K0.0%N/A0.006%
8/8/2025Kingsview Wealth Management LLC8,599$230K0.0%N/A0.007%
8/8/2025Avantax Advisory Services Inc.97,501$2.60M0.0%+46.5%0.077%
8/8/2025Thoroughbred Financial Services LLC38,490$1.03M0.1%+29.5%0.030%
8/8/2025Cetera Investment Advisers2,954,080$78.84M0.1%+14.7%2.322%
8/8/2025New England Capital Financial Advisors LLC134,903$3.60M1.6%+9.6%0.106%
8/8/2025Meridian Wealth Management LLC25,661$685K0.0%+19.2%0.020%
8/8/2025Intrua Financial LLC33,023$881K0.1%+259.8%0.026%
8/8/2025Royal Harbor Partners LLC282,735$7.55M2.8%-0.6%0.222%
8/8/2025Advyzon Investment Management LLC113,057$3.02M0.7%N/A0.089%
8/7/2025Nwam LLC18,147$484K0.0%+2.5%0.014%
8/7/2025Allworth Financial LP22,852$610K0.0%-9.8%0.018%
8/6/2025Prospera Financial Services Inc129,485$3.46M0.1%+6.5%0.102%
8/6/2025Wedbush Securities Inc.55,249$1.48M0.1%+7.2%0.043%
8/6/2025Vestmark Advisory Solutions Inc.1,948,750$52.01M0.8%+111.4%1.532%
8/6/2025Souders Financial Advisors42,940$1.15M0.1%-2.1%0.034%
8/6/2025Commonwealth Equity Services LLC2,291,900$61.17M0.1%+10.5%1.802%
8/6/2025Robinson Smith Wealth Advisors LLC235,332$6.28M5.0%+7.0%0.185%
8/6/2025First Horizon Advisors Inc.3,709$99K0.0%-16.3%0.003%
8/5/2025Hunter Associates Investment Management LLC316,966$8.46M1.3%N/A0.249%
8/5/2025Sigma Planning Corp18,963$506K0.0%+29.9%0.015%
8/5/2025Aurdan Capital Management LLC14,724$393K0.1%N/A0.012%
8/5/2025Atlas Private Wealth Advisors52,847$1.41M0.2%N/A0.042%
8/4/2025Continental Investors Services Inc.33,078$883K1.6%+2.1%0.026%
8/4/2025Creative Financial Designs Inc. ADV91,740$2.45M0.2%+3,722.5%0.072%
8/4/2025Atria Investments Inc27,811$742K0.0%-81.6%0.022%
8/4/2025Assetmark Inc.898,643$23.99M0.1%+8.0%0.706%
8/4/2025Arkadios Wealth Advisors8,158$218K0.0%N/A0.006%
8/4/2025World Investment Advisors155,689$4.16M0.1%+4.8%0.122%
8/4/2025Northwest Financial Advisors34,222$913K1.3%+152.5%0.027%
8/4/2025WNY Asset Management LLC251,311$6.71M0.7%+18.8%0.198%
8/1/2025GWN Securities Inc.43,734$1.17M0.2%+332.4%0.034%
8/1/2025Ashton Thomas Private Wealth LLC151,672$4.05M0.1%+31.0%0.119%
8/1/2025Envestnet Asset Management Inc.8,424,405$224.85M0.1%+13.7%6.623%
7/31/2025VestGen Investment Management27,231$727K0.5%+38.9%0.021%
7/31/2025Richards Merrill & Peterson Inc.7,925$212K0.1%+30.5%0.006%
7/30/2025EnRich Financial Partners LLC371,837$9.92M3.0%N/A0.292%
7/30/2025Strategic Blueprint LLC8,207$219K0.0%N/A0.006%
7/30/2025D.A. Davidson & CO.9,031$241K0.0%N/A0.007%
7/30/2025Cullen Frost Bankers Inc.55,926$1.49M0.0%+65.0%0.044%
7/30/2025Avidian Wealth Enterprises LLC20,000$534K0.0%N/A0.016%
7/30/2025Financial Perspectives Inc5,008$134K0.0%+301.6%0.004%
7/29/2025Stephens Inc. AR50,125$1.34M0.0%-9.0%0.039%
7/29/2025Madison Wealth Partners Inc38,776$1.04M0.2%+30.0%0.030%
7/29/2025Koshinski Asset Management Inc.213,256$5.69M0.4%+12.1%0.168%
7/29/2025Stratos Wealth Partners LTD.10,379$277K0.0%N/A0.008%
7/28/2025Keeler & Nadler Financial Planning & Wealth Management75,108$2.01M0.8%+100.8%0.059%
7/28/2025EQ Wealth Advisors LLC107,120$2.86M1.9%-1.3%0.084%
7/28/2025Mutual Advisors LLC138,278$3.69M0.1%+1.1%0.109%
7/28/2025Harbour Investments Inc.27,886$744K0.0%-35.6%0.022%
7/28/2025Frazier Financial Advisors LLC17,039$455K0.3%-3.8%0.013%
7/25/2025Atria Wealth Solutions Inc.192,286$5.14M0.1%-25.2%0.151%
7/25/2025Envestnet Portfolio Solutions Inc.310,387$8.28M0.0%-19.3%0.244%
(Data available from 1/1/2016 forward)

CGMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMU shares?

During the previous two years, 239 institutional investors and hedge funds held shares of Capital Group Municipal Income ETF. The most heavily invested institutionals were Capital International Investors ($1.05B), Envestnet Asset Management Inc. ($224.85M), Northwestern Mutual Wealth Management Co. ($132.85M), LPL Financial LLC ($80.05M), Cetera Investment Advisers ($78.84M), Commonwealth Equity Services LLC ($61.17M), and Wells Fargo & Company MN ($54.33M).Learn more on Capital Group Municipal Income ETF's institutional investors.

Which institutional investors have been buying Capital Group Municipal Income ETF's stock?

Of the 236 institutional investors that purchased Capital Group Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($2.66M), Envestnet Asset Management Inc. ($2.33M), Commonwealth Equity Services LLC ($1.61M), LPL Financial LLC ($1.53M), Cetera Investment Advisers ($1.46M), Blue Chip Partners LLC ($1.45M), and Vestmark Advisory Solutions Inc. ($1.21M).

How much institutional buying is happening at Capital Group Municipal Income ETF?

Institutional investors have bought a total of 28,498,568 shares in the last 24 months. This purchase volume represents approximately $766.75M in transactions.

Which of Capital Group Municipal Income ETF's major shareholders have been selling company stock?

Of the 65 institutional investors that sold Capital Group Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($850.08K), Orion Porfolio Solutions LLC ($473.03K), Per Stirling Capital Management LLC. ($282.68K), Pillar Wealth Advisors LLC ($185.06K), Envestnet Portfolio Solutions Inc. ($147.88K), Leverty Financial Group LLC ($141.63K), and Atria Investments Inc ($122.99K).

How much institutional selling is happening at Capital Group Municipal Income ETF?

Institutional investors have sold a total of 3,194,191 shares in the last 24 months. This volume of shares sold represents approximately $85.66M in transactions.


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This page (NYSEARCA:CGMU) was last updated on 10/10/2025 by MarketBeat.com Staff
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