CAP GROUP MUNICIPAL INCOME (CGMU) Institutional Ownership Changes & 13F Activity
CAP GROUP MUNICIPAL INCOME (CGMU). 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 Jones Financial Companies Lllp, Wells Fargo & Company/Mn, Raymond James Financial Inc, Envestnet Asset Management Inc, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +859,323 | +6.7% | 13,701,352 | $376.38M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +54,273 | +19.4% | 333,857 | $9.17M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +11,793 | +28.9% | 52,653 | $1.45M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -10,842 | -18.6% | 47,424 | $1.30M | Q2 2026 | Sep 02, 2026 |
| January Capital Advisors Llc | Sell | -67 | -0.2% | 28,076 | $771.25K | Q2 2026 | Aug 25, 2026 |
| Mercer Global Advisors Inc | Buy | +7,498 | — | 7,498 | $205.97K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -1,597 | -9.0% | 16,105 | $442.40K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +75,766 | +7.5% | 1,086,840 | $29.86M | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +108,335 | — | 108,335 | $2.98M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +59,689 | +38.3% | 215,656 | $5.92M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +14,214 | +11.0% | 143,226 | $3.93M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +12,717 | +56.8% | 35,111 | $964.00K | Q2 2026 | Aug 17, 2026 |
| Jones Financial Companies Lllp | Buy | +1,542,864 | +39.1% | 5,493,642 | $151.07M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,149,225 | +15.3% | 8,666,614 | $238.07M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,035,758 | +36.7% | 3,861,789 | $106.08M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +715,934 | +42.2% | 2,412,135 | $66.26M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -639,016 | -98.6% | 8,833 | $242.64K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +542,510 | +23.4% | 2,862,085 | $78.62M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +437,920 | +53.2% | 1,261,457 | $34.65M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +229,416 | +17.0% | 1,581,945 | $43.46M | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Buy | +208,764 | +152.6% | 345,566 | $9.49M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +189,032 | +19.6% | 1,154,308 | $31.71M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +157,609 | +20.7% | 917,990 | $25.22M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +127,244 | +188.6% | 194,705 | $5.30M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +101,974 | +107.5% | 196,849 | $5.41M | Q2 2026 | Aug 14, 2026 |
| Michael Brady & Co., Llc | Buy | +86,855 | +29.4% | 382,401 | $10.50M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +83,948 | +129.4% | 148,803 | $4.09M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -74,901 | -84.7% | 13,557 | $372.41K | Q2 2026 | Aug 14, 2026 |
| Family Manage Llc | Buy | +68,527 | +118.1% | 126,545 | $3.48M | Q2 2026 | Aug 14, 2026 |
| Blue Chip Partners, Llc | Sell | -67,194 | -4.1% | 1,585,807 | $43.56M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about CGMU activity
Which institutional owners are buying CGMU?
Institutional owners buying CGMU 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 CGMU activity?
"Buy" means an investor increased their reported position in CGMU compared to the prior reporting period. This reflects growing exposure to CAP GROUP MUNICIPAL INCOME (CGMU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CGMU increasing?
Institutional interest in CGMU 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.