CAP GROUP MUNICIPAL INCOME (CGMU) Institutional Shareholders
CAP GROUP MUNICIPAL INCOME (CGMU) 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 $4.60B in CGMU holdings during the latest filing period.
Capital International Investors is currently the largest disclosed institutional shareholder of CGMU tracked by InsiderSet, reporting ownership valued at approximately $1.27B in its March 31, 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 $1.26B, representing an estimated loss of -0.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed CGMU value among the investors covered in this analysis. Major shareholders include Capital International Investors, Envestnet Asset Management Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in CAP GROUP MUNICIPAL INCOME (CGMU).
This page ranks the largest institutional CGMU 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
329
Total Reported Value
$4.60B
Largest Holder
Capital International Investors
Largest Position
$1.27B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 0.30% | 46,714,705 | $1,268,304,241 | $1,261,297,035 | -$7,007,206 | -0.55% | |
| Envestnet Asset Management Inc | 0.09% | 13,701,352 | $376,376,135 | $369,936,504 | -$6,439,631 | -1.71% | |
| Morgan Stanley | 0.02% | 10,320,797 | $280,209,665 | $278,661,519 | -$1,548,146 | -0.55% | |
| Lpl Financial Llc | 0.07% | 10,156,841 | $275,758,213 | $274,234,707 | -$1,523,506 | -0.55% | |
| Northwestern Mutual Wealth Management Co | 0.15% | 8,763,507 | $237,929,207 | $236,614,689 | -$1,314,518 | -0.55% | |
| Wells Fargo & Company/Mn | 0.04% | 7,517,389 | $204,097,123 | $202,969,503 | -$1,127,620 | -0.55% | |
| Cetera Investment Advisers | 0.14% | 4,877,693 | $132,429,373 | $131,697,711 | -$731,662 | -0.55% | |
| Ubs Group Ag | 0.02% | 4,376,873 | $118,832,102 | $118,175,571 | -$656,531 | -0.55% | |
| Jones Financial Companies Lllp | 0.05% | 3,950,778 | $107,302,415 | $106,671,006 | -$631,409 | -0.59% | |
| Commonwealth Equity Services, Llc | 0.10% | 2,929,467 | $80,472,450 | $79,095,609 | -$1,376,841 | -1.71% | |
| Raymond James Financial Inc | 0.02% | 2,826,031 | $76,726,717 | $76,302,837 | -$423,880 | -0.55% | |
| Osaic Holdings, Inc. | 0.09% | 2,319,575 | $62,977,477 | $62,628,525 | -$348,952 | -0.55% | |
| Stifel Financial Corp | 0.05% | 2,092,376 | $56,808,072 | $56,494,152 | -$313,920 | -0.55% | |
| Mml Investors Services, Llc | 0.16% | 2,060,914 | $55,953,824 | $55,644,678 | -$309,146 | -0.55% | |
| Bank Of America Corp | 0.00% | 1,696,201 | $46,051,862 | $45,797,427 | -$254,435 | -0.55% | |
| Blue Chip Partners, Llc | 3.23% | 1,653,001 | $44,878,974 | $44,631,027 | -$247,947 | -0.55% | |
| Capital Group Private Client Services, Inc. | 0.73% | 1,591,159 | $43,199,973 | $42,961,293 | -$238,680 | -0.55% | |
| Great Valley Advisor Group, Inc. | 0.73% | 1,484,020 | $40,291,598 | $40,068,540 | -$223,058 | -0.55% | |
| Assetmark, Inc | 0.07% | 1,388,326 | $38,137,315 | $37,484,802 | -$652,513 | -1.71% | |
| Royal Bank Of Canada | 0.01% | 1,352,529 | $36,721,000 | $36,518,283 | -$202,717 | -0.55% | |
| Venturi Wealth Management, Llc | 1.40% | 1,321,147 | $36,291,886 | $35,670,969 | -$620,917 | -1.71% | |
| Vestmark Advisory Solutions, Inc. | 0.39% | 1,308,427 | $35,523,793 | $35,327,529 | -$196,264 | -0.55% | |
| Confluence Wealth Services, Inc. | 0.92% | 1,168,831 | $32,107,780 | $31,558,437 | -$549,343 | -1.71% | |
| Beacon Pointe Advisors, Llc | 0.15% | 1,011,074 | $27,450,655 | $27,298,998 | -$151,657 | -0.55% | |
| Sei Investments Co | 0.02% | 965,276 | $26,207,230 | $26,062,452 | -$144,778 | -0.55% | |
| J. Derek Lewis & Associates Inc. | 4.60% | 885,576 | $24,326,858 | $23,910,552 | -$416,306 | -1.71% | |
| Truist Financial Corp | 0.03% | 871,296 | $23,934,509 | $23,524,992 | -$409,517 | -1.71% | |
| Aprio Wealth Management, Llc | 1.14% | 836,728 | $22,984,918 | $22,591,656 | -$393,262 | -1.71% | |
| Larson Financial Group Llc | 0.66% | 760,381 | $20,644,347 | $20,530,287 | -$114,060 | -0.55% | |
| Kestra Advisory Services, Llc | 0.07% | 748,312 | $20,556,131 | $20,204,424 | -$351,707 | -1.71% | |
| Private Advisor Group, Llc | 0.09% | 722,530 | $19,847,901 | $19,508,310 | -$339,591 | -1.71% | |
| Orion Porfolio Solutions, Llc | 0.16% | 687,105 | $18,654,925 | $18,551,835 | -$103,090 | -0.55% | |
| Clear Trail Advisors, Llc | 2.78% | 663,356 | $18,222,400 | $17,910,612 | -$311,788 | -1.71% | |
| Jane Street Group, Llc | 0.02% | 647,849 | $17,589,100 | $17,491,923 | -$97,177 | -0.55% | |
| Principal Securities, Inc. | 0.20% | 498,585 | $13,536,584 | $13,461,795 | -$74,789 | -0.55% | |
| Ep Wealth Advisors, Llc | 0.07% | 494,950 | $13,437,893 | $13,363,650 | -$74,243 | -0.55% | |
| Kestra Private Wealth Services, Llc | 0.14% | 456,014 | $12,526,707 | $12,312,378 | -$214,329 | -1.71% | |
| Mb, Levis & Associates, Llc | 4.28% | 422,343 | $11,601,773 | $11,403,261 | -$198,512 | -1.71% | |
| Enrich Financial Partners Llc | 2.71% | 415,313 | $11,408,648 | $11,213,451 | -$195,197 | -1.71% | |
| Rmr Wealth Builders | 0.71% | 414,630 | $11,405,139 | $11,195,010 | -$210,129 | -1.84% | |
| Benjamin Edwards Inc | 0.10% | 404,334 | $11,107,154 | $10,917,018 | -$190,136 | -1.71% | |
| Creative Financial Designs Inc | 0.53% | 402,606 | $11,059,593 | $10,870,362 | -$189,231 | -1.71% | |
| Stonebridge Financial Group, Llc | 0.74% | 356,633 | $9,796,709 | $9,629,091 | -$167,618 | -1.71% | |
| &Partners | 0.05% | 354,536 | $9,625,027 | $9,572,472 | -$52,555 | -0.55% | |
| Boulder Wealth Advisors, Llc | 3.69% | 340,188 | $9,236,104 | $9,185,076 | -$51,028 | -0.55% | |
| Baird Financial Group, Inc. | 0.01% | 338,896 | $9,201,026 | $9,150,192 | -$50,834 | -0.55% | |
| Envestnet Portfolio Solutions, Inc. | 0.04% | 333,857 | $9,171,044 | $9,014,139 | -$156,905 | -1.71% | |
| Robinson Smith Wealth Advisors Llc | 5.37% | 326,095 | $8,957,818 | $8,804,565 | -$153,253 | -1.71% | |
| Koshinski Asset Management, Inc. | 0.47% | 323,544 | $8,887,743 | $8,735,688 | -$152,055 | -1.71% | |
| Hartmann Taylor Wealth Management, Llc | 5.87% | 326,554 | $8,865,941 | $8,816,958 | -$48,983 | -0.55% |
Frequently asked questions about CGMU
Who owns the most CGMU stock?
The largest holders of CGMU 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 MUNICIPAL INCOME (CGMU).
Is CGMU widely held by superinvestors?
Many widely followed stocks like CGMU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGMU 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.