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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$27.05 +0.02 (+0.07%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Municipal Income ETF (NYSEARCA:CGMU)

Number of
Institutional Buyers
(last 12 months)
274
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$88.34M
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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
7/10/2026 Leverty Financial Group LLC167,503$4.60M0.9%+16.2%0.072%
7/10/2026 Wealth Group Ltd23,793$654K0.1%-8.2%0.010%
7/10/2026 KWB Wealth13,184$362K0.0%-64.9%0.006%
7/10/2026 Spinnaker Investment Group LLC48,538$1.33M0.2%-14.8%0.021%
7/10/2026 Affiance Financial LLC7,989$219K0.0%N/A0.003%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors84,849$2.33M0.3%-24.6%0.037%
7/10/2026 Alliance Private Wealth LLC315,801$8.68M3.0%-11.3%0.136%
7/10/2026 Wealthcare Advisory Partners LLC257,734$7.08M0.1%+1.8%0.111%
7/9/2026 Melone Private Wealth LLC83,852$2.30M0.9%+4.0%0.036%
7/9/2026 Adamsbrown Wealth Consultants LLC11,693$321K0.1%-23.4%0.005%
7/8/2026 First Heartland Consultants Inc.17,111$470K0.0%-3.4%0.007%
7/8/2026 TrueWealth Advisors LLC53,363$1.47M0.3%+7.1%0.023%
7/8/2026 LifeGoal Investments LLC32,807$901K0.4%-32.0%0.014%
7/8/2026 Thrive Wealth Management LLC129,138$3.55M0.5%+4.4%0.056%
7/7/2026 Bill Few Associates Inc.23,778$653K0.1%+22.0%0.010%
7/7/2026 Trinity Wealth Management LLC143,162$3.93M1.2%+0.5%0.062%
7/7/2026 CGN Advisors LLC13,776$378K0.0%+23.8%0.006%
7/7/2026 CoreCap Advisors LLC1,043$29K0.0%+672.6%0.000%
7/6/2026 Stonebridge Financial Group LLC356,633$9.80M0.7%+8.8%0.155%
6/24/2026 Optimus 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%
5/14/2026 CLG LLC16,534$449K0.1%+27.3%0.008%
5/14/2026Modern Wealth Management LLC94,875$2.58M0.0%-27.3%0.045%
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5/14/2026 Greenline Wealth Management LLC19,580$532K0.6%+18.5%0.009%
5/14/2026 American 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%
5/7/2026 World 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%
5/6/2026 SteelPeak Wealth LLC70,445$1.91M0.1%N/A0.033%
5/6/2026 Independent 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%
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%
5/4/2026 HBW 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%
5/1/2026Sovran Advisors LLC85,746$2.34M0.2%+22.8%0.040%
5/1/2026EQ Wealth Advisors LLC187,936$5.10M3.0%+3.4%0.088%
5/1/2026Simplicity Wealth LLC74,420$2.02M0.1%+4.9%0.035%
4/30/2026 IMPACTfolio LLC211,614$5.75M2.4%N/A0.100%
4/30/2026Robinson Smith Wealth Advisors LLC349,684$9.49M6.4%+5.2%0.165%
4/30/2026Mosaic Family Wealth Partners LLC202,761$5.51M0.6%+31.4%0.096%
4/30/2026Kestra Advisory Services LLC608,109$16.51M0.1%+254.0%0.287%
4/30/2026 Capital Planning LLC169,086$4.59M1.5%-5.8%0.080%
4/28/2026Stephens Inc. AR113,535$3.08M0.0%+49.9%0.054%
4/28/2026Koshinski Asset Management Inc.309,986$8.42M0.5%+1.8%0.147%
4/28/2026 Hunter Associates Investment Management LLC559,824$15.20M2.0%+12.0%0.265%
4/28/2026CWS Financial Advisors LLC8,327$226K0.1%N/A0.004%
4/28/2026New England Capital Financial Advisors LLC282,765$7.68M2.1%+81.8%0.134%
4/27/2026World Investment Advisors205,396$5.58M0.1%+4.5%0.097%
4/27/2026Private Advisor Group LLC908,634$24.67M0.1%+7.9%0.430%
4/27/2026 DeDora Capital Inc.10,006$272K0.1%N/A0.005%
4/25/2026Royal Harbor Partners LLC453,277$12.31M4.2%+2.3%0.216%
4/25/2026Seamount Financial Group Inc.19,462$528K0.2%+20.7%0.009%
4/25/2026Northwest Financial Advisors78,144$2.12M4.1%+47.9%0.037%
4/25/2026 NavPoint Financial Inc.95,869$2.60M1.1%-9.9%0.046%
4/24/2026Capital Asset Advisory Services LLC7,673$211K0.0%N/A0.004%
4/24/2026Barnes Pettey Financial Advisors LLC45,354$1.23M0.5%+26.2%0.022%
4/23/2026 Mayflower Financial Advisors LLC7,947$216K0.0%N/A0.004%
4/23/2026Intrua Financial LLC50,118$1.36M0.1%+9.5%0.024%
4/23/2026Vicus Capital97,596$2.65M0.2%+6.1%0.046%
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4/23/2026 Penney Financial LLC185,115$5.03M1.9%+12.8%0.088%
4/22/2026Hartmann Taylor Wealth Management LLC326,554$8.87M5.9%+41.0%0.155%
4/22/2026 Patriot Financial Group Insurance Agency LLC11,878$322K0.0%N/A0.006%
4/22/2026Janney Montgomery Scott LLC799,082$21.70M0.1%+16.1%0.382%
4/22/2026 Venturi Wealth Management LLC1,267,444$34.41M1.6%+23.7%0.606%
4/21/2026Next Level Wealth Planning LLC28,362$770K0.4%+157.8%0.014%
4/21/2026Financial Council LLC84,591$2.30M0.9%+0.9%0.040%
4/21/2026Main Line Retirement Advisors LLC100,373$2.73M1.4%+38.3%0.048%
4/21/2026 AA Financial Advisors LLC66,400$1.80M0.3%+2.3%0.032%
4/20/2026Kestra Private Wealth Services LLC450,132$12.22M0.2%+4.6%0.215%


CGMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 333 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. ($272.85M), 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. ($5.28M), Envestnet Asset Management Inc. ($3.90M), LPL Financial LLC ($2.90M), Morgan Stanley ($2.48M), Cetera Investment Advisers ($2.31M), and Blue Chip Partners LLC ($1.58M).

Institutional investors have bought a total of 48,136,696 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

Of the 67 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), Orion Porfolio Solutions LLC ($473.03K), JPMorgan Chase & Co. ($436.89K), Per Stirling Capital Management LLC. ($282.68K), Renaissance Technologies LLC ($200.76K), Atria Investments Inc ($122.99K), and Great Valley Advisor Group Inc. ($116.87K).

Institutional investors have sold a total of 3,262,977 shares in the last 24 months. This volume of shares sold represents approximately $88.34M in transactions.


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This page (NYSEARCA:CGMU) was last updated on 7/25/2026 by MarketBeat.com Staff.
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