Effectdossier · gearchiveerd kwartaal
CGMU
Capital Group Municipal Income ETF · Financial Services · Asset Management
41Gevolgde houders
+5Δ houders
131.30MGehouden aandelen
$3.56BGerapporteerde waarde
+7Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.9% ·
aandelenstroom +15.0% ·
netto nieuwe posities +12.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.60M | $41.42M | n/a | n/a |
| 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 | n/a | n/a |
| Q2 2025 | 2 | +2 | 152.53K | $4.07M | +2 | n/a |
| Q4 2024 | 1 | +1 | 21.12K | $568,577 | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 46.71M | +0.8% | $1.27B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 12.84M | +16.0% | $348.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 10.32M | +14.8% | $280.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 10.16M | +50.3% | $275.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 8.76M | +15.4% | $237.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 7.52M | +58.5% | $204.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Cetera Investment Advisers | 4.88M | +17.3% | $132.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 4.38M | +8.5% | $118.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 3.95M | +75.9% | $107.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 2.95M | +13.5% | $80.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 2.83M | +46.3% | $76.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 2.32M | +4.7% | $62.98M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 2.09M | +2.8% | $56.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Mml Investors Services, Llc | 2.06M | -13.3% | $55.95M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.70M | +119.9% | $46.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 1.35M | +17.3% | $36.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Assetmark, Inc | 1.25M | +3.8% | $34.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 973.99K | +67.8% | $26.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Sei Investments Co | 965.28K | +24.8% | $26.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 765.24K | +57.2% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 647.85K | +4.2% | $17.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 338.90K | +4.5% | $9.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 285.97K | Nieuw | $7.76M | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 247.57K | -5.9% | $6.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 196.03K | -3.0% | $5.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 166.63K | +1.0% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 157.13K | Nieuw | $4.27M | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 101.08K | Nieuw | $2.74M | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 97.20K | +41.1% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 73.76K | +73.4% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Citadel Advisors ✦ | 58.27K | Nieuw | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 54.58K | +5.7% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 25.80K | Nieuw | $700,551 | 0.0% | New | 1 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 21.59K | -90.3% | $586,169 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Focus Partners Wealth | 14.85K | 0.0% | $403,232 | 0.0% | Held | 2 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 12.71K | +0.1% | $345,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 12.42K | -2.5% | $337,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Citigroup Inc | 6.64K | Nieuw | $180,222 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 3.18K | -51.5% | $86,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 1.10K | 0.0% | $29,865 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 0 | Nieuw | $7 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| UBS AM, a distinct business… | $7.76M | 0.0% |
| Fifth Third Bancorp | $4.27M | 0.0% |
| Bank of New York Mellon Corp | $2.74M | 0.0% |
| Citadel Advisors | $1.58M | 0.0% |
| Susquehanna International… | $700,551 | 0.0% |
| Citigroup Inc | $180,222 | 0.0% |
| Russell Investments Group… | $7 | 0.0% |
Verlaten
| Mercer Global Advisors Inc… | $2.05M | was 0.0% |
| Northern Trust Corp | $347,726 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 327 houders, 172.08M aandelen, $4.52B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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