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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$26.28 -0.17 (-0.62%)
As of 02:59 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)
274
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$58.80M
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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
9/9/2026 Capital Analysts LLC1,078,448$29.62M0.7%+12.5%0.453%
9/9/2026 Integrated Wealth Concepts LLC52,653$1.45M0.0%+28.9%0.022%
9/9/2026 NewEdge Advisors LLC326,066$8.96M0.0%+45.4%0.137%
9/9/2026 IFP Advisors Inc29,432$808K0.0%+6.8%0.012%
9/9/2026 Baird Financial Group Inc.387,615$10.65M0.0%+14.4%0.163%
9/8/2026 Allworth Financial LP17,258$474K0.0%-9.3%0.007%
9/2/2026 Capital & Planning LLC131,819$3.62M1.9%-22.0%0.055%
9/2/2026 Citadel Advisors LLC47,424$1.30M0.0%-18.6%0.020%
8/24/2026 Carlson Financial Inc.12,876$354K0.2%-8.9%0.005%
8/23/2026 IMPACTfolio LLC224,209$6.16M2.3%+6.0%0.094%
8/23/2026 Ameritas Advisory Services LLC148,803$4.09M0.1%+129.4%0.063%
8/23/2026 Kintra Wealth LLC194,705$5.30M0.3%+188.6%0.082%
8/23/2026 HB Wealth Management LLC29,100$799K0.0%N/A0.012%
8/22/2026 Succession Financial Inc.18,162$499K0.5%N/A0.008%
8/22/2026 Cornerstone Advisors Asset Management LLC223,595$6.14M0.8%+23.9%0.094%
8/22/2026 Concurrent Investment Advisors LLC23,011$632K0.0%+114.1%0.010%
8/20/2026 Nwam LLC17,328$476K0.0%+5.3%0.007%
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$2.30M0.7%+4.0%0.035%
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%0.054%
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%
6/18/2026 Western Wealth Management LLC59,505$1.62M0.1%+91.3%0.028%
6/3/2026 NewEdge Advisors LLC224,262$6.09M0.0%+24.6%0.105%
5/22/2026 WNY Asset Management LLC106,638$2.90M0.3%N/A0.050%
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5/21/2026 J. Derek Lewis & Associates Inc.820,211$22.24M5.0%+9.5%0.385%
5/20/2026 January Capital Advisors LLC28,143$764K1.0%N/A0.013%
5/19/2026 Western Wealth Management LLC59,505$1.62M0.1%+91.3%0.028%
5/19/2026 Bank of America Corp DE1,696,201$46.05M0.0%+119.9%0.797%
5/19/2026 Centaurus Financial Inc.22,394$608K0.0%+69.7%0.011%
5/19/2026 Arkadios Wealth Advisors72,826$1.98M0.0%+3.2%0.034%
5/18/2026Sunbelt Securities Inc.1,142$31K0.0%-51.9%0.001%
5/18/2026 EverSource Wealth Advisors LLC34,915$948K0.0%-7.9%0.016%
5/18/2026 Royal Bank of Canada1,352,529$36.72M0.0%+17.3%0.635%
5/18/2026 Envision Financial Planning LLC242,502$6.58M2.4%+6.4%0.114%
5/16/2026 Family Manage LLC58,018$1.58M0.2%+112.3%0.027%
5/15/2026 Gateway Wealth Partners LLC150,736$4.09M0.2%+285.5%0.071%
5/15/2026 Blue Chip Partners LLC1,653,001$44.88M3.2%+1.1%0.776%
5/15/2026 Waverly Advisors LLC8,322$226K0.0%N/A0.004%
5/14/2026 Renaissance Technologies LLC21,590$586K0.0%-90.3%0.010%
5/14/2026 CLG LLC16,534$449K0.1%+27.3%0.008%
5/14/2026 Modern Wealth Management LLC94,875$2.58M0.0%-27.3%0.045%
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%
5/14/2026 Sei Investments Co.965,276$26.21M0.0%+24.8%0.453%
5/13/2026 Cetera Investment Advisers4,877,693$132.43M0.1%+17.3%2.291%
5/7/2026 Florida Financial Advisors LLC13,380$363K0.1%+5.9%0.006%
5/7/2026 Carson Advisory Inc.20,298$551K0.3%+47.8%0.010%
5/7/2026 Cornerstone 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%
5/6/2026 SK Wealth Management LLC51,712$1.41M0.4%-4.3%0.024%
5/6/2026 Assetmark 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%
5/6/2026 Frazier Financial Advisors LLC16,215$440K0.2%+3.9%0.008%
5/5/2026 D.A. Davidson & CO.29,028$788K0.0%-3.5%0.014%
5/5/2026 RFG Bristol Wealth Advisors LLC26,717$725K0.2%+15.5%0.013%
5/5/2026 Bank of New York Mellon Corp101,085$2.74M0.0%N/A0.047%
5/5/2026 Milestone Investment Advisors LLC45,075$1.22M0.3%+129.1%0.021%
5/5/2026 Geneos 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%
5/5/2026 Sanctuary Advisors LLC179,894$4.88M0.0%+109.1%0.084%
5/5/2026 Sigma Planning Corp23,124$628K0.0%+6.2%0.011%
5/4/2026 HBW Advisory Services LLC23,746$645K0.1%+7.7%0.011%
5/2/2026 Diversify Wealth Management LLC14,648$401K0.0%+73.5%0.007%
5/2/2026 Valmark Advisers Inc.96,341$2.62M0.0%+35.1%0.045%
5/1/2026 Fifth Third Bancorp157,131$4.27M0.0%N/A0.074%
5/1/2026 Sovran Advisors LLC85,746$2.34M0.2%+22.8%0.040%
5/1/2026 EQ Wealth Advisors LLC187,936$5.10M3.0%+3.4%0.088%
5/1/2026 Simplicity Wealth LLC74,420$2.02M0.1%+4.9%0.035%
4/30/2026 IMPACTfolio LLC211,614$5.75M2.4%N/A0.100%
4/30/2026 Robinson Smith Wealth Advisors LLC349,684$9.49M6.4%+5.2%0.165%
4/30/2026 Mosaic Family Wealth Partners LLC202,761$5.51M0.6%+31.4%0.096%
4/30/2026 Kestra 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%
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4/28/2026 Stephens Inc. AR113,535$3.08M0.0%+49.9%0.054%
4/28/2026 Koshinski 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%
4/28/2026 CWS Financial Advisors LLC8,327$226K0.1%N/A0.004%
4/28/2026 New England Capital Financial Advisors LLC282,765$7.68M2.1%+81.8%0.134%
4/27/2026 World Investment Advisors205,396$5.58M0.1%+4.5%0.097%
4/27/2026 Private Advisor Group LLC908,634$24.67M0.1%+7.9%0.430%
4/27/2026 DeDora Capital Inc.10,006$272K0.1%N/A0.005%
4/25/2026 Royal Harbor Partners LLC453,277$12.31M4.2%+2.3%0.216%
4/25/2026 Seamount Financial Group Inc.19,462$528K0.2%+20.7%0.009%


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. ($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. ($4.99M), Envestnet Asset Management Inc. ($3.89M), 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 39,427,754 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 55 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), Elequin Capital LP ($42.13K), and Geneos Wealth Management Inc. ($41.12K).

Institutional investors have sold a total of 2,154,371 shares in the last 24 months. This volume of shares sold represents approximately $58.80M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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