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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$26.76 -0.01 (-0.04%)
Closing price 08/6/2025 04:10 PM Eastern
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$26.76 0.00 (0.00%)
As of 08/6/2025 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.

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

Number of
Institutional Buyers
(last 12 months)
207
Total
Institutional Inflows
(last 12 months)
$637.85M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$59.30M
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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
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%
8/5/2025 Hunter Associates Investment Management LLC316,966$8.46M1.3%N/A0.249%
8/5/2025 Sigma Planning Corp18,963$506K0.0%+29.9%0.015%
8/5/2025 Aurdan Capital Management LLC14,724$393K0.1%N/A0.012%
8/5/2025 Atlas Private Wealth Advisors52,847$1.41M0.2%N/A0.042%
8/4/2025 Continental Investors Services Inc.33,078$883K1.6%+2.1%0.026%
8/4/2025 Creative Financial Designs Inc. ADV91,740$2.45M0.2%+3,722.5%0.072%
8/4/2025 Atria Investments Inc27,811$742K0.0%-81.6%0.022%
8/4/2025 Assetmark Inc.898,643$23.99M0.1%+8.0%0.706%
8/4/2025 Arkadios Wealth Advisors8,158$218K0.0%N/A0.006%
8/4/2025 World Investment Advisors155,689$4.16M0.1%+4.8%0.122%
8/4/2025 Northwest Financial Advisors34,222$913K1.3%+152.5%0.027%
8/4/2025 WNY Asset Management LLC251,311$6.71M0.7%+18.8%0.198%
8/1/2025 GWN Securities Inc.43,734$1.17M0.2%+332.4%0.034%
8/1/2025 Ashton Thomas Private Wealth LLC151,672$4.05M0.1%+31.0%0.119%
8/1/2025 Envestnet Asset Management Inc.8,424,405$224.85M0.1%+13.7%6.623%
7/31/2025 VestGen Investment Management27,231$727K0.5%+38.9%0.021%
7/31/2025 Richards Merrill & Peterson Inc.7,925$212K0.1%+30.5%0.006%
7/30/2025 EnRich Financial Partners LLC371,837$9.92M3.0%N/A0.292%
7/30/2025 Strategic Blueprint LLC8,207$219K0.0%N/A0.006%
7/30/2025 D.A. Davidson & CO.9,031$241K0.0%N/A0.007%
7/30/2025 Cullen Frost Bankers Inc.55,926$1.49M0.0%+65.0%0.044%
7/30/2025 Avidian Wealth Enterprises LLC20,000$534K0.0%N/A0.016%
7/30/2025 Financial Perspectives Inc5,008$134K0.0%+301.6%0.004%
7/29/2025 Stephens Inc. AR50,125$1.34M0.0%-9.0%0.039%
7/29/2025 Madison Wealth Partners Inc38,776$1.04M0.2%+30.0%0.030%
7/29/2025 Koshinski Asset Management Inc.213,256$5.69M0.4%+12.1%0.168%
7/29/2025 Stratos Wealth Partners LTD.10,379$277K0.0%N/A0.008%
7/28/2025 Keeler & Nadler Financial Planning & Wealth Management75,108$2.01M0.8%+100.8%0.059%
7/28/2025 EQ Wealth Advisors LLC107,120$2.86M1.9%-1.3%0.084%
7/28/2025 Mutual Advisors LLC138,278$3.69M0.1%+1.1%0.109%
7/28/2025 Harbour Investments Inc.27,886$744K0.0%-35.6%0.022%
7/28/2025 Frazier Financial Advisors LLC17,039$455K0.3%-3.8%0.013%
7/25/2025 Atria Wealth Solutions Inc.192,286$5.14M0.1%-25.2%0.151%
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7/25/2025 Envestnet Portfolio Solutions Inc.310,387$8.28M0.0%-19.3%0.244%
7/25/2025 Landmark Wealth Management LLC98,745$2.64M1.1%-13.3%0.078%
7/25/2025 CWM LLC61,874$1.65M0.0%+0.7%0.049%
7/25/2025 Transcendent Capital Group LLC19,080$509K0.3%N/A0.015%
7/24/2025 NavPoint Financial Inc.91,818$2.45M1.5%+9.8%0.072%
7/24/2025 Stonebridge Financial Group LLC332,639$8.88M0.9%N/A0.262%
7/24/2025 IFP Advisors Inc15,448$412K0.0%+36.3%0.012%
7/24/2025 MSH Capital Advisors LLC9,327$249K0.1%N/A0.007%
7/23/2025 Armstrong Fleming & Moore Inc48,249$1.29M0.7%N/A0.038%
7/23/2025 Valmark Advisers Inc.50,217$1.34M0.0%+9.5%0.039%
7/23/2025 Venturi Wealth Management LLC756,569$20.19M1.0%-7.5%0.595%
7/23/2025 Seamount Financial Group Inc.12,699$339K0.2%+4.8%0.010%
7/22/2025 Belpointe Asset Management LLC44,802$1.20M0.0%+9.3%0.035%
7/22/2025 Confluence Wealth Services Inc.709,009$18.92M1.0%+0.8%0.557%
7/22/2025 DAVENPORT & Co LLC12,873$344K0.0%+3.1%0.010%
7/22/2025 Simplicity Wealth LLC133,136$3.55M0.1%+78.8%0.105%
7/22/2025 Wealthcare Advisory Partners LLC216,377$5.78M0.1%+8.0%0.170%
7/22/2025 Berger Financial Group Inc24,655$658K0.0%N/A0.019%
7/22/2025 Gutierrez Wealth Advisory LLC243,694$6.50M4.4%-27.6%0.192%
7/22/2025 Oak Hill Wealth Advisors LLC70,784$1.89M0.4%-13.3%0.056%
7/21/2025 Ameritas Advisory Services LLC10,878$290K0.0%-4.8%0.009%
7/21/2025 Capital Planning LLC220,722$5.89M1.9%-3.5%0.174%
7/18/2025 Vicus Capital27,568$736K0.1%N/A0.022%
7/18/2025 Truist Financial Corp388,310$10.36M0.0%+17.1%0.306%
7/17/2025 Leverty Financial Group LLC21,635$577K0.2%-86.7%0.017%
7/17/2025 LifeGoal Wealth Advisors38,288$1.02M1.0%-20.2%0.030%
7/17/2025 Janney Montgomery Scott LLC561,401$14.98M0.0%+12.0%0.442%
7/17/2025 Tempus Wealth Planning LLC97,981$2.62M0.7%+9.6%0.077%
7/16/2025 Spinnaker Investment Group LLC48,284$1.29M0.3%-2.6%0.038%
7/16/2025 Novem Group77,339$2.06M0.3%-4.6%0.061%
7/15/2025 Avaii Wealth Management LLC7,863$210K0.1%N/A0.006%
7/15/2025 Signet Financial Management LLC24,338$650K0.1%-74.7%0.019%
7/15/2025 Hartmann Taylor Wealth Management LLC185,540$4.95M4.1%-11.6%0.146%
7/15/2025 Charter Capital Management LLC DE8,888$237K0.1%N/A0.007%
7/14/2025 AdvisorNet Financial Inc89,092$2.38M0.2%+4.1%0.070%
7/14/2025 McGlone Suttner Wealth Management Inc.66,596$1.78M0.3%+7.3%0.052%
7/14/2025 U.S. Capital Wealth Advisors LLC173,679$4.64M0.1%+30.3%0.137%
7/14/2025 Main Line Retirement Advisors LLC82,758$2.21M1.3%+10.6%0.065%
7/14/2025 Park Avenue Securities LLC99,881$2.67M0.0%+16.2%0.079%
7/11/2025 Petredis Investment Advisors LLC83,300$2.22M0.2%N/A0.066%
7/11/2025 Skyline Advisors Inc.120,565$3.22M1.2%-16.2%0.095%
7/11/2025 Trinity Wealth Management LLC128,097$3.42M1.4%N/A0.101%
7/11/2025 Pinnacle Bancorp Inc.1,962$52K0.0%+49.1%0.002%
7/11/2025 AA Financial Advisors LLC61,175$1.63M0.4%+2.5%0.048%
7/11/2025 LongView Wealth Management43,262$1.16M0.3%+3.2%0.034%
7/10/2025 Wealth Enhancement Advisory Services LLC198,359$5.30M0.0%-2.2%0.157%
7/10/2025 SK Wealth Management LLC24,780$663K0.3%-2.9%0.020%
7/10/2025 American Financial Advisors LLC47,876$1.28M0.2%+121.1%0.038%
7/10/2025 Sovran Advisors LLC44,990$1.20M0.1%+31.1%0.036%
7/9/2025 Thrive Wealth Management LLC66,336$1.77M0.3%+75.2%0.053%
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7/7/2025 Thurston Springer Miller Herd & Titak Inc.4,395$117K0.0%+81.8%0.003%
7/7/2025 Peterson Wealth Advisors LLC10,995$293K0.0%-26.5%0.009%
7/3/2025 TrueWealth Advisors LLC27,192$726K0.2%-6.4%0.022%
7/2/2025 HBW Advisory Services LLC13,192$352K0.0%+55.2%0.010%
6/2/2025Modern Wealth Management LLC26,230$703K0.0%+179.2%0.022%
5/28/2025Intrua Financial LLC9,177$246K0.0%N/A0.008%
5/27/2025Jacobi Capital Management LLC333,944$8.96M0.7%+11.3%0.285%
5/21/2025 Main Line Retirement Advisors LLC74,808$2.01M1.3%+1.4%0.064%
5/21/2025Beacon Capital Management Inc.120,000$3.19M0.2%N/A0.103%
5/21/2025Geneos Wealth Management Inc.34,202$917K0.0%N/A0.029%
(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, 228 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. ($98.25M), LPL Financial LLC ($80.05M), Cetera Investment Advisers ($69.09M), 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 225 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: Envestnet Asset Management Inc. ($2.33M), Commonwealth Equity Services LLC ($1.65M), LPL Financial LLC ($1.53M), Capital International Investors ($1.37M), Northwestern Mutual Wealth Management Co. ($1.35M), Vestmark Advisory Solutions Inc. ($1.21M), and JPMorgan Chase & Co. ($1.11M).

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

Institutional investors have bought a total of 23,660,214 shares in the last 24 months. This purchase volume represents approximately $637.85M in transactions.

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

Of the 57 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. ($809.78K), Pillar Wealth Advisors LLC ($185.06K), Envestnet Portfolio Solutions Inc. ($147.88K), Leverty Financial Group LLC ($141.63K), Atria Investments Inc ($122.99K), OLD Mission Capital LLC ($97.75K), and Gutierrez Wealth Advisory LLC ($92.72K).

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

Institutional investors have sold a total of 2,205,968 shares in the last 24 months. This volume of shares sold represents approximately $59.30M in transactions.



This page (NYSEARCA:CGMU) was last updated on 8/7/2025 by MarketBeat.com Staff
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