CGHM
Capital Group Municipal High-Income ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth +19.2% ·
share flow +10.6% ·
net new positions +12.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 63.68M | +6.1% | $1.65B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 13.30M | +10.2% | $343.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 6.05M | +29.2% | $156.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 2.87M | +14.7% | $74.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.40M | +44.3% | $36.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 1.39M | +18.5% | $35.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Assetmark, Inc | 1.34M | +11.3% | $34.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.20M | +59.7% | $31.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 913.81K | +64.1% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 881.12K | +75.5% | $22.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 852.42K | +60.3% | $22.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 847.52K | -15.7% | $21.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 766.28K | +12.2% | $19.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS AM, a distinct business unit of… | 337.79K | 0.0% | $8.73M | 0.0% | Held | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 214.47K | +504.1% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Sei Investments Co | 191.44K | +18.8% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 162.47K | +3.1% | $4.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 153.93K | New | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 124.94K | -18.8% | $3.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Jane Street Group, Llc | 124.33K | -12.1% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 83.73K | +42.6% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 48.97K | +38.5% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | JPMorgan Chase ✦ | 28.26K | +46.1% | $731,651 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 24 | Bank of New York Mellon Corp | 28.02K | New | $724,375 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 24.00K | +203.2% | $619,729 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 22.65K | +108.8% | $585,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 9.03K | New | $233,322 | 0.0% | New | 1 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 9.02K | New | $233,115 | 0.0% | New | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.01K | +200900.0% | $51,981 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Fidelity (FMR) ✦ | 1.59K | New | $41,204 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 19 | -94.7% | $491 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank Of America Corp /De/ | $3.98M | 0.0% |
| Bank of New York Mellon Corp | $724,375 | 0.0% |
| Goldman Sachs Group | $233,322 | 0.0% |
| Quantinno Capital Management… | $233,115 | 0.0% |
| Fidelity (FMR) | $41,204 | 0.0% |
Exited
| HighTower Advisors, LLC | $4.62M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 163 holders, 103.54M shares, $2.53B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.