CAP GROUP MUNI HIGH-INCOME (CGHM) Institutional Ownership Changes & 13F Activity

CAP GROUP MUNI HIGH-INCOME (CGHM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Royal Bank Of Canada, Osaic Holdings, Inc., Jones Financial Companies Lllp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+5,358+19.5%32,796$847.78KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-28,834-18.8%124,944$3.23MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+2,570+23.9%13,335$344.72KQ2 2026Aug 19, 2026
Transamerica Financial Advisors, LlcBuy+30,256+28.4%136,957$3.54MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+18,944+38.0%68,832$1.78MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+8,2598,259$213.49KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+450,300+59.7%1,204,975$31.15MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+431,092+44.3%1,404,238$36.30MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+356,823+64.1%913,813$23.62MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+320,687+60.3%852,417$22.11MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+178,970+504.1%214,471$5.54MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+153,934153,934$3.98MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+113,080+62.3%294,526$7.61MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-55,498-80.9%13,091$338.40KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+34,963+4.8%764,039$19.75MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+33,026+281.1%44,776$1.16MQ2 2026Aug 14, 2026
Sei Investments CoBuy+30,343+18.8%191,440$4.95MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+24,996+42.6%83,729$2.16MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-17,054-12.1%124,329$3.21MQ2 2026Aug 14, 2026
&PartnersBuy+14,560+13.7%120,587$3.13MQ2 2026Aug 14, 2026
Rfp Financial Group LlcSell-9,276-11.0%75,330$1.95MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+9,0269,026$233.32KQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcBuy+8,949+25.3%44,344$1.15MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+8,774+620.1%10,189$263.38KQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+8,735+14.7%68,175$1.76MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8,3578,357$216.03KQ2 2026Aug 14, 2026
Betterment LlcBuy+4,694+24.9%23,542$609.00KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+3,458+6.4%57,761$1.49MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcSell-1,650-16.3%8,473$219.03KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+1,421+9.6%16,193$418.57KQ2 2026Aug 14, 2026
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Frequently asked questions about CGHM activity

  • Which institutional owners are buying CGHM?

    Institutional owners buying CGHM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGHM activity?

    "Buy" means an investor increased their reported position in CGHM compared to the prior reporting period. This reflects growing exposure to CAP GROUP MUNI HIGH-INCOME (CGHM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGHM increasing?

    Institutional interest in CGHM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.