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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$26.19 +0.11 (+0.42%)
Closing price 04:10 PM Eastern
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$26.19 0.00 (0.00%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Municipal Income ETF (NYSEARCA:CGMU)

Number of
Institutional Buyers
(last 12 months)
277
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$61.03M
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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
10/13/2026Lineweaver Wealth Advisors LLC59,156$1.54M0.2%+63.9%0.022%
10/13/2026McGlone Suttner Wealth Management Inc.81,614$2.12M0.2%+0.8%0.031%
10/10/2026Capital Planning LLC116,651$3.03M0.8%-11.5%0.044%
10/9/2026RFG Bristol Wealth Advisors LLC32,466$842K0.2%+10.3%0.012%
10/9/2026Bill Few Associates Inc.30,416$789K0.1%+27.9%0.011%
10/9/2026Riversedge Advisors LLC17,887$464K0.1%N/A0.007%
10/9/2026LifeGoal Investments LLC13,878$360K0.1%-57.7%0.005%
10/9/2026First Heartland Consultants Inc.14,829$385K0.0%N/A0.006%
10/8/2026Farther Finance Advisors LLC159,237$4.13M0.0%+629.4%0.060%
10/8/2026CoreCap Advisors LLC1,893$49K0.0%+81.5%0.001%
10/8/2026Avidian Wealth Enterprises LLC30,476$791K0.0%N/A0.011%
10/8/2026Leverty Financial Group LLC301,063$7.81M1.4%+79.7%0.113%
10/8/2026Peterson Wealth Advisors LLC25,492$661K0.1%-1.8%0.010%
10/6/2026Stewardship Concepts Financial Services LLC49,902$1.29M0.9%-3.3%0.019%
10/6/2026Legacy Private Trust Co.184,373$4.78M0.3%-21.2%0.071%
10/1/2026 Stonebridge Financial Group LLC765,597$19.86M1.4%+114.7%0.298%
9/23/2026Envestnet Portfolio Solutions Inc.333,857$9.17M0.0%+19.4%0.131%
9/23/2026Envestnet Asset Management Inc.13,701,352$376.38M0.1%+6.7%5.394%
9/9/2026Capital Analysts LLC1,078,448$29.62M0.7%+12.5%0.453%
9/9/2026Integrated Wealth Concepts LLC52,653$1.45M0.0%+28.9%0.022%
9/9/2026NewEdge Advisors LLC326,066$8.96M0.0%+45.4%0.137%
9/9/2026IFP Advisors Inc29,432$808K0.0%+6.8%0.012%
9/9/2026Baird Financial Group Inc.387,615$10.65M0.0%+14.4%0.163%
9/8/2026Allworth Financial LP17,258$474K0.0%-9.3%0.007%
9/2/2026Capital & Planning LLC131,819$3.62M1.9%-22.0%0.055%
9/2/2026Citadel Advisors LLC47,424$1.30M0.0%-18.6%0.020%
8/24/2026Carlson Financial Inc.12,876$354K0.2%-8.9%0.005%
8/23/2026IMPACTfolio LLC224,209$6.16M2.3%+6.0%0.094%
8/23/2026Ameritas Advisory Services LLC148,803$4.09M0.1%+129.4%0.063%
8/23/2026Kintra Wealth LLC194,705$5.30M0.3%+188.6%0.082%
8/23/2026HB Wealth Management LLC29,100$799K0.0%N/A0.012%
8/22/2026Succession Financial Inc.18,162$499K0.5%N/A0.008%
8/22/2026Cornerstone Advisors Asset Management LLC223,595$6.14M0.8%+23.9%0.094%
8/22/2026Concurrent Investment Advisors LLC23,011$632K0.0%+114.1%0.010%
8/20/2026Nwam LLC17,328$476K0.0%+5.3%0.007%
7/10/2026Leverty Financial Group LLC167,503$4.60M0.9%+16.2%0.072%
7/10/2026Wealth Group Ltd23,793$654K0.1%-8.2%0.010%
7/10/2026KWB Wealth13,184$362K0.0%-64.9%0.006%
7/10/2026Spinnaker Investment Group LLC48,538$1.33M0.2%-14.8%0.021%
7/10/2026Affiance Financial LLC7,989$219K0.0%N/A0.003%
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7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors84,849$2.33M0.3%-24.6%0.037%
7/10/2026Alliance Private Wealth LLC315,801$8.68M3.0%-11.3%0.136%
7/10/2026Wealthcare Advisory Partners LLC257,734$7.08M0.1%+1.8%0.111%
7/9/2026Melone Private Wealth LLC83,852$2.30M0.7%+4.0%0.035%
7/9/2026Adamsbrown Wealth Consultants LLC11,693$321K0.1%-23.4%0.005%
7/8/2026First Heartland Consultants Inc.17,111$470K0.0%-3.4%0.007%
7/8/2026TrueWealth Advisors LLC53,363$1.47M0.3%+7.1%0.023%
7/8/2026LifeGoal Investments LLC32,807$901K0.4%-32.0%0.014%
7/8/2026Thrive Wealth Management LLC129,138$3.55M0.5%+4.4%0.054%
7/7/2026Bill Few Associates Inc.23,778$653K0.1%+22.0%0.010%
7/7/2026Trinity Wealth Management LLC143,162$3.93M1.2%+0.5%0.062%
7/7/2026CGN Advisors LLC13,776$378K0.0%+23.8%0.006%
7/7/2026CoreCap Advisors LLC1,043$29K0.0%+672.6%0.000%
7/6/2026 Stonebridge Financial Group LLC356,633$9.80M0.7%+8.8%0.155%
6/24/2026Optimus Capital Advisors LLC123,881$3.36M2.0%+19.9%0.058%
6/18/2026Western Wealth Management LLC59,505$1.62M0.1%+91.3%0.028%
6/3/2026NewEdge Advisors LLC224,262$6.09M0.0%+24.6%0.105%
5/22/2026WNY Asset Management LLC106,638$2.90M0.3%N/A0.050%
5/21/2026J. Derek Lewis & Associates Inc.820,211$22.24M5.0%+9.5%0.385%
5/20/2026January Capital Advisors LLC28,143$764K1.0%N/A0.013%
5/19/2026Western Wealth Management LLC59,505$1.62M0.1%+91.3%0.028%
5/19/2026Bank of America Corp DE1,696,201$46.05M0.0%+119.9%0.797%
5/19/2026Centaurus Financial Inc.22,394$608K0.0%+69.7%0.011%
5/19/2026Arkadios Wealth Advisors72,826$1.98M0.0%+3.2%0.034%
5/18/2026Sunbelt Securities Inc.1,142$31K0.0%-51.9%0.001%
5/18/2026EverSource Wealth Advisors LLC34,915$948K0.0%-7.9%0.016%
5/18/2026Royal Bank of Canada1,352,529$36.72M0.0%+17.3%0.635%
5/18/2026Envision Financial Planning LLC242,502$6.58M2.4%+6.4%0.114%
5/16/2026Family Manage LLC58,018$1.58M0.2%+112.3%0.027%
5/15/2026Gateway Wealth Partners LLC150,736$4.09M0.2%+285.5%0.071%
5/15/2026Blue Chip Partners LLC1,653,001$44.88M3.2%+1.1%0.776%
5/15/2026Waverly Advisors LLC8,322$226K0.0%N/A0.004%
5/14/2026Renaissance Technologies LLC21,590$586K0.0%-90.3%0.010%
5/14/2026CLG LLC16,534$449K0.1%+27.3%0.008%
5/14/2026Modern Wealth Management LLC94,875$2.58M0.0%-27.3%0.045%
5/14/2026Greenline Wealth Management LLC19,580$532K0.6%+18.5%0.009%
5/14/2026American Financial Advisors LLC57,706$1.57M0.2%+4.1%0.027%
5/14/2026Sei Investments Co.965,276$26.21M0.0%+24.8%0.453%
5/13/2026Cetera Investment Advisers4,877,693$132.43M0.1%+17.3%2.291%
5/7/2026Florida Financial Advisors LLC13,380$363K0.1%+5.9%0.006%
5/7/2026Carson Advisory Inc.20,298$551K0.3%+47.8%0.010%
5/7/2026Cornerstone Advisors Asset Management LLC180,439$4.90M0.8%+14.6%0.085%
5/7/2026World Equity Group Inc.11,584$315K0.1%N/A0.005%
5/6/2026SK Wealth Management LLC51,712$1.41M0.4%-4.3%0.024%
5/6/2026Assetmark Inc.1,254,071$34.05M0.1%+3.8%0.589%
5/6/2026SteelPeak Wealth LLC70,445$1.91M0.1%N/A0.033%
5/6/2026Independent Financial Group LLC19,397$527K0.0%N/A0.009%
5/6/2026Frazier Financial Advisors LLC16,215$440K0.2%+3.9%0.008%
5/5/2026D.A. Davidson & CO.29,028$788K0.0%-3.5%0.014%
5/5/2026RFG Bristol Wealth Advisors LLC26,717$725K0.2%+15.5%0.013%
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5/5/2026Bank of New York Mellon Corp101,085$2.74M0.0%N/A0.047%
5/5/2026Milestone Investment Advisors LLC45,075$1.22M0.3%+129.1%0.021%
5/5/2026Geneos Wealth Management Inc.66,486$1.81M0.0%+2.1%0.031%
5/5/2026Signet Financial Management LLC20,196$548K0.1%-4.0%0.009%
5/5/2026Sanctuary Advisors LLC179,894$4.88M0.0%+109.1%0.084%
5/5/2026Sigma Planning Corp23,124$628K0.0%+6.2%0.011%
5/4/2026HBW Advisory Services LLC23,746$645K0.1%+7.7%0.011%
5/2/2026Diversify Wealth Management LLC14,648$401K0.0%+73.5%0.007%
5/2/2026Valmark Advisers Inc.96,341$2.62M0.0%+35.1%0.045%
5/1/2026Fifth Third Bancorp157,131$4.27M0.0%N/A0.074%


CGMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 335 institutional investors and hedge funds held shares of Capital Group Municipal Income ETF. The most heavily invested institutionals were Capital International Investors ($1.27B), Envestnet Asset Management Inc. ($376.38M), Morgan Stanley ($246.19M), Northwestern Mutual Wealth Management Co. ($207.99M), LPL Financial LLC ($185.00M), Cetera Investment Advisers ($132.43M), and Wells Fargo & Company MN ($129.84M).Learn more on Capital Group Municipal Income ETF's institutional investors.

Of the 327 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: Capital International Investors ($7.75M), Northwestern Mutual Wealth Management Co. ($4.99M), Envestnet Asset Management Inc. ($4.74M), LPL Financial LLC ($2.61M), Morgan Stanley ($2.48M), Cetera Investment Advisers ($2.11M), and Blue Chip Partners LLC ($1.58M).

Institutional investors have bought a total of 40,929,735 shares in the last 24 months. This purchase volume represents approximately $1.12B in transactions.

Of the 58 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: Vestmark Advisory Solutions Inc. ($889.81K), JPMorgan Chase & Co. ($396.59K), Renaissance Technologies LLC ($200.76K), Capital & Planning LLC ($79.95K), Simplicity Wealth LLC ($63.31K), Legacy Private Trust Co. ($49.72K), and Elequin Capital LP ($42.13K).

Institutional investors have sold a total of 2,240,345 shares in the last 24 months. This volume of shares sold represents approximately $61.03M in transactions.


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Institutional ownership data for NYSEARCA:CGMU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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