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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$27.21 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
275
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$101.40M
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CGMU Institutional Buying and Selling by Quarter

Capital Group Municipal Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC106,638$2.90M0.3%N/A0.050%
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%
5/18/2026 Sunbelt 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%
5/5/2026 Signet 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%
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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%
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%
4/25/2026 Northwest 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%
4/24/2026 Capital Asset Advisory Services LLC7,673$211K0.0%N/A0.004%
4/24/2026 Barnes 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%
4/23/2026 Intrua Financial LLC50,118$1.36M0.1%+9.5%0.024%
4/23/2026 Vicus Capital97,596$2.65M0.2%+6.1%0.046%
4/23/2026 Penney Financial LLC185,115$5.03M1.9%+12.8%0.088%
4/22/2026 Hartmann 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%
4/22/2026 Janney 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%
4/21/2026 Next Level Wealth Planning LLC28,362$770K0.4%+157.8%0.014%
4/21/2026 Financial Council LLC84,591$2.30M0.9%+0.9%0.040%
4/21/2026 Main 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%
4/20/2026 Kestra Private Wealth Services LLC450,132$12.22M0.2%+4.6%0.215%
4/17/2026 Trinity Wealth Management LLC142,441$3.87M1.4%+3.0%0.068%
4/17/2026 Total Clarity Wealth Management Inc.179,646$4.88M1.1%+13.2%0.086%
4/17/2026 Stonebridge Financial Group LLC MO8,448$229K0.2%N/A0.004%
4/17/2026 AdvisorNet Financial Inc136,577$3.71M0.2%+14.1%0.065%
4/17/2026 Clear Trail Advisors LLC512,183$13.91M2.3%N/A0.245%
4/17/2026 Intergy Private Wealth LLC43,875$1.19M0.3%+6.3%0.021%
4/16/2026 Balboa Wealth Partners17,930$487K0.1%+5.3%0.009%
4/16/2026 Freedom Financial Partners LLC87,762$2.38M0.8%+2.3%0.042%
4/16/2026 Genesis Private Wealth LLC20,056$545K0.2%+16.0%0.010%
4/15/2026 Nations Financial Group Inc. IA ADV35,525$965K0.0%+29.4%0.017%
4/15/2026 Midwest Heritage Bank FSB17,282$469K0.2%-11.7%0.008%
3/23/2026 J. Derek Lewis & Associates Inc.748,857$20.50M4.8%N/A0.409%
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3/17/2026 Rockefeller Capital Management L.P.263,179$7.21M0.0%+125.4%0.144%
3/10/2026 Advisortrust Partners LLC9,392$257K0.1%N/A0.005%
2/23/2026 Continental Investors Services Inc.31,832$872K1.1%-10.2%0.017%
2/19/2026 Royal Harbor Partners LLC443,171$12.13M4.0%+4.3%0.242%
2/18/2026 Ameriflex Group Inc.1,115$31K0.0%-54.5%0.001%
2/18/2026 Blue Chip Partners LLC1,635,685$44.79M3.2%+4.5%0.894%
2/18/2026 Beacon Pointe Advisors LLC745,742$20.42M0.1%+31.9%0.408%
2/18/2026 NewEdge Advisors LLC180,042$4.93M0.0%+0.6%0.098%
2/18/2026 VestGen Investment Management32,086$879K0.5%+3.1%0.018%
2/18/2026 OLD Mission Capital LLC119,415$3.27M0.1%+152.7%0.065%


CGMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 328 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 323 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 49,081,531 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

Of the 72 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), Leverty Financial Group LLC ($141.63K), and Atria Investments Inc ($122.99K).

Institutional investors have sold a total of 3,755,600 shares in the last 24 months. This volume of shares sold represents approximately $101.40M in transactions.



This page (NYSEARCA:CGMU) was last updated on 5/25/2026 by MarketBeat.com Staff.
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