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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+859,323+6.7%13,701,352$376.38MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+54,273+19.4%333,857$9.17MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+11,793+28.9%52,653$1.45MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-10,842-18.6%47,424$1.30MQ2 2026Sep 02, 2026
January Capital Advisors LlcSell-67-0.2%28,076$771.25KQ2 2026Aug 25, 2026
Mercer Global Advisors IncBuy+7,498—7,498$205.97KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-1,597-9.0%16,105$442.40KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+75,766+7.5%1,086,840$29.86MQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+108,335—108,335$2.98MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+59,689+38.3%215,656$5.92MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+14,214+11.0%143,226$3.93MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+12,717+56.8%35,111$964.00KQ2 2026Aug 17, 2026
Jones Financial Companies LllpBuy+1,542,864+39.1%5,493,642$151.07MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,149,225+15.3%8,666,614$238.07MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,035,758+36.7%3,861,789$106.08MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+715,934+42.2%2,412,135$66.26MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-639,016-98.6%8,833$242.64KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+542,510+23.4%2,862,085$78.62MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+437,920+53.2%1,261,457$34.65MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+229,416+17.0%1,581,945$43.46MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+208,764+152.6%345,566$9.49MQ2 2026Aug 14, 2026
Sei Investments CoBuy+189,032+19.6%1,154,308$31.71MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+157,609+20.7%917,990$25.22MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+127,244+188.6%194,705$5.30MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+101,974+107.5%196,849$5.41MQ2 2026Aug 14, 2026
Michael Brady & Co., LlcBuy+86,855+29.4%382,401$10.50MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+83,948+129.4%148,803$4.09MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-74,901-84.7%13,557$372.41KQ2 2026Aug 14, 2026
Family Manage LlcBuy+68,527+118.1%126,545$3.48MQ2 2026Aug 14, 2026
Blue Chip Partners, LlcSell-67,194-4.1%1,585,807$43.56MQ2 2026Aug 14, 2026
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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.