CAP GROUP MUNI HIGH-INCOME (CGHM) Institutional Shareholders
CAP GROUP MUNI HIGH-INCOME (CGHM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.91B in CGHM holdings during the latest filing period.
Capital International Investors is currently the largest disclosed institutional shareholder of CGHM tracked by InsiderSet, reporting ownership valued at approximately $1.65B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.57B, representing an estimated loss of -4.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed CGHM value among the investors covered in this analysis. Major shareholders include Capital International Investors, Envestnet Asset Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in CAP GROUP MUNI HIGH-INCOME (CGHM).
This page ranks the largest institutional CGHM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
187
Total Reported Value
$2.91B
Largest Holder
Capital International Investors
Largest Position
$1.65B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 0.34% | 63,675,196 | $1,646,003,817 | $1,573,414,093 | -$72,589,724 | -4.41% | |
| Envestnet Asset Management Inc | 0.08% | 13,298,153 | $343,757,249 | $328,597,361 | -$15,159,888 | -4.41% | |
| Lpl Financial Llc | 0.04% | 6,046,346 | $156,298,037 | $149,405,210 | -$6,892,827 | -4.41% | |
| Cetera Investment Advisers | 0.07% | 2,868,376 | $74,147,533 | $70,877,571 | -$3,269,962 | -4.41% | |
| Vestmark Advisory Solutions, Inc. | 0.38% | 1,550,140 | $40,071,119 | $38,303,959 | -$1,767,160 | -4.41% | |
| Royal Bank Of Canada | 0.01% | 1,404,238 | $36,300,000 | $34,698,721 | -$1,601,279 | -4.41% | |
| Mml Investors Services, Llc | 0.07% | 1,390,783 | $35,951,744 | $34,366,248 | -$1,585,496 | -4.41% | |
| Assetmark, Inc | 0.06% | 1,335,444 | $34,521,227 | $32,998,821 | -$1,522,406 | -4.41% | |
| Raymond James Financial Inc | 0.01% | 1,204,975 | $31,148,579 | $29,774,932 | -$1,373,647 | -4.41% | |
| Janney Montgomery Scott Llc | 0.06% | 1,102,681 | $28,504,000 | $27,247,248 | -$1,256,752 | -4.41% | |
| Osaic Holdings, Inc. | 0.03% | 913,813 | $23,622,782 | $22,580,319 | -$1,042,463 | -4.41% | |
| Jones Financial Companies Lllp | 0.01% | 852,417 | $22,111,687 | $21,063,224 | -$1,048,463 | -4.74% | |
| Commonwealth Equity Services, Llc | 0.03% | 847,522 | $21,908,450 | $20,942,269 | -$966,181 | -4.41% | |
| Aprio Wealth Management, Llc | 1.05% | 819,408 | $21,181,697 | $20,247,572 | -$934,125 | -4.41% | |
| Truist Financial Corp | 0.02% | 766,284 | $19,808,449 | $18,934,878 | -$873,571 | -4.41% | |
| Orion Porfolio Solutions, Llc | 0.15% | 764,039 | $19,750,413 | $18,879,404 | -$871,009 | -4.41% | |
| Confluence Wealth Services, Inc. | 0.51% | 695,835 | $17,987,310 | $17,194,083 | -$793,227 | -4.41% | |
| J. Derek Lewis & Associates Inc. | 2.83% | 580,244 | $14,999,221 | $14,337,829 | -$661,392 | -4.41% | |
| Kestra Advisory Services, Llc | 0.04% | 505,492 | $13,066,978 | $12,490,707 | -$576,271 | -4.41% | |
| Principal Securities, Inc. | 0.15% | 496,159 | $12,825,720 | $12,260,089 | -$565,631 | -4.41% | |
| Benjamin Edwards Inc | 0.11% | 472,742 | $12,220,315 | $11,681,455 | -$538,860 | -4.41% | |
| Capital Group Private Client Services, Inc. | 0.17% | 472,102 | $12,203,843 | $11,665,640 | -$538,203 | -4.41% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 409,155 | $10,576,667 | $10,110,220 | -$466,447 | -4.41% | |
| Strata Wealth Advisors, Llc | 2.47% | 392,344 | $10,142,101 | $9,694,820 | -$447,281 | -4.41% | |
| Envestnet Portfolio Solutions, Inc. | 0.04% | 356,104 | $9,205,285 | $8,799,330 | -$405,955 | -4.41% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 337,790 | $8,552,843 | $8,346,791 | -$206,052 | -2.41% | |
| Koshinski Asset Management, Inc. | 0.44% | 320,876 | $8,294,656 | $7,928,846 | -$365,810 | -4.41% | |
| Valmark Advisers, Inc. | 0.08% | 309,331 | $7,996,208 | $7,643,569 | -$352,639 | -4.41% | |
| Natixis Advisors, Llc | 0.01% | 294,526 | $7,613,000 | $7,277,737 | -$335,263 | -4.40% | |
| First Interstate Bank | 0.39% | 290,676 | $7,513,975 | $7,182,604 | -$331,371 | -4.41% | |
| Apollon Wealth Management, Llc | 0.09% | 289,402 | $7,481,033 | $7,151,123 | -$329,910 | -4.41% | |
| Prentice Wealth Management Llc | 1.43% | 267,660 | $6,919,011 | $6,613,879 | -$305,132 | -4.41% | |
| Park Avenue Securities Llc | 0.04% | 251,000 | $6,488,000 | $6,202,210 | -$285,790 | -4.40% | |
| Gutierrez Wealth Advisory, Llc | 3.61% | 241,975 | $6,255,061 | $5,979,202 | -$275,859 | -4.41% | |
| Great Valley Advisor Group, Inc. | 0.10% | 232,676 | $6,014,443 | $5,749,424 | -$265,019 | -4.41% | |
| Wells Fargo & Company/Mn | 0.00% | 214,471 | $5,544,074 | $5,299,578 | -$244,496 | -4.41% | |
| Platt Wealth Management Llc | 4.42% | 212,617 | $5,496,000 | $5,253,766 | -$242,234 | -4.41% | |
| Keudell/Morrison Wealth Management | 1.02% | 208,098 | $5,379,345 | $5,142,102 | -$237,243 | -4.41% | |
| Clear Trail Advisors, Llc | 0.82% | 207,624 | $5,367,072 | $5,130,389 | -$236,683 | -4.41% | |
| Cullen/Frost Bankers, Inc. | 0.05% | 199,062 | $5,145,743 | $4,918,822 | -$226,921 | -4.41% | |
| Sei Investments Co | 0.00% | 191,440 | $4,948,770 | $4,730,482 | -$218,288 | -4.41% | |
| Capital Analysts, Llc | 0.11% | 187,286 | $4,842,000 | $4,627,837 | -$214,163 | -4.42% | |
| Captrust Financial Advisors | 0.01% | 162,473 | $4,199,918 | $4,014,708 | -$185,210 | -4.41% | |
| Mosaic Family Wealth Partners, Llc | 0.28% | 159,791 | $4,130,598 | $3,948,436 | -$182,162 | -4.41% | |
| Bank Of America Corp | 0.00% | 153,934 | $3,979,194 | $3,803,709 | -$175,485 | -4.41% | |
| Capital Investment Management, Inc. | 1.11% | 140,319 | $3,627,246 | $3,467,282 | -$159,964 | -4.41% | |
| Transamerica Financial Advisors, Llc | 0.30% | 136,957 | $3,540,354 | $3,384,207 | -$156,147 | -4.41% | |
| Wealthcare Advisory Partners Llc | 0.07% | 134,990 | $3,489,501 | $3,335,603 | -$153,898 | -4.41% | |
| Bluestem Wealth Partners, Llc | 0.33% | 127,513 | $3,296,224 | $3,150,846 | -$145,378 | -4.41% | |
| Citadel Advisors Llc | 0.00% | 124,944 | $3,229,802 | $3,087,366 | -$142,436 | -4.41% |
Frequently asked questions about CGHM
Who owns the most CGHM stock?
The largest holders of CGHM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP MUNI HIGH-INCOME (CGHM).
Is CGHM widely held by superinvestors?
Many widely followed stocks like CGHM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGHM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.