CGHM
Capital Group Municipal High-Income ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow +7.2% ·
net new positions +3.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 60.00M | +1.1% | $1.52B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 12.07M | +13.9% | $305.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 4.68M | +57.2% | $118.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 2.50M | +17.4% | $63.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Assetmark, Inc | 1.20M | +6.3% | $30.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 1.17M | -5.5% | $29.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 1.01M | +32.5% | $25.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 973.15K | +20.2% | $24.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 754.67K | +45.1% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 683.11K | +16.2% | $17.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 556.99K | -14.6% | $14.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 531.73K | +129.4% | $13.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 502.00K | +109.4% | $12.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS AM, a distinct business unit of… | 337.79K | New | $8.55M | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 182.50K | +518.9% | $4.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Sei Investments Co | 161.10K | +28.2% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 157.62K | +10.2% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 153.78K | -11.8% | $3.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Jane Street Group, Llc | 141.38K | -30.1% | $3.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 58.73K | +129.8% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 35.50K | +3550000.0% | $898,887 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 35.37K | +9.2% | $895,439 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 19.34K | +40.5% | $487,855 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Fifth Third Bancorp | 10.85K | New | $274,595 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 7.92K | New | $201,221 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 355 | -80.8% | $8,989 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 305 | +5.5% | $7,723 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1 | 0.0% | $41 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS AM, a distinct business… | $8.55M | 0.0% |
| Fifth Third Bancorp | $274,595 | 0.0% |
| Wealth Enhancement Advisory… | $201,221 | 0.0% |
Exited
| Goldman Sachs Group | $623,343 | was 0.0% |
| Us Bancorp \De\ | $60,821 | 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.