Security record · archived quarter
CGMU
Capital Group Municipal Income ETF · Financial Services · Asset Management
36Tracked holders
0Δ holders
114.15MShares held
$3.13BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +1 | 145.77M | $4.00B | +3 | −2 |
| Q1 2026 | 41 | +5 | 131.30M | $3.56B | +7 | −2 |
| Q4 2025 | 36 | 0 | 114.15M | $3.13B | +1 | −1 |
| Q3 2025 | 4 | 0 | 7.33M | $199.96M | — | — |
| Q2 2025 | 2 | +2 | 152.53K | $4.07M | +2 | — |
| Q4 2024 | 1 | +1 | 21.12K | $568,577 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 46.33M | — | $1.27B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 11.07M | — | $303.12M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.99M | +38.2% | $246.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 7.60M | — | $207.99M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 6.76M | — | $185.00M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 4.74M | — | $129.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 4.74M | — | $129.84M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 4.74M | — | $129.84M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 4.74M | — | $129.84M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 4.16M | — | $113.83M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 4.03M | — | $110.42M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 2.60M | — | $71.13M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 2.38M | — | $65.08M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 2.25M | — | $61.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 2.25M | — | $61.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.22M | — | $60.66M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.22M | — | $60.66M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.22M | — | $60.66M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.22M | — | $60.66M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 2.03M | — | $55.71M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 2.03M | — | $55.71M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 2.03M | — | $55.71M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 1.93M | — | $52.88M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 1.93M | — | $52.88M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 1.93M | — | $52.88M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 1.21M | — | $33.07M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.15M | — | $31.58M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.15M | — | $31.58M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 1.15M | — | $31.58M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Sei Investments Co | 773.71K | — | $21.18M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 771.50K | — | $21.12M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 771.50K | — | $21.12M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 771.50K | — | $21.12M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 621.93K | — | $17.03M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 580.34K | +2.0% | $15.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 580.34K | +2.0% | $15.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 580.34K | +2.0% | $15.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 580.34K | +2.0% | $15.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 486.67K | — | $13.33M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 324.17K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 263.18K | — | $7.21M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Renaissance Technologies ✦ | 222.35K | +28.4% | $6.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 202.19K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 164.95K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 74.77K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 68.90K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Captrust Financial Advisors | 51.64K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 42.54K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Mariner, LLC | 42.54K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Focus Partners Wealth | 14.85K | — | $406,648 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 12.75K | — | $349,013 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Northern Trust Corp | 12.70K | — | $347,726 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | HighTower Advisors, LLC | 12.70K | — | $347,720 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Us Bancorp \De\ | 6.56K | — | $179,723 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 1.10K | New | $30,118 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $30,118 | 0.0% |
Exited
| Citadel Advisors | $2.13M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 327 holders, 172.08M shares, $4.52B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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