CAP GROUP SHORT MUNI INCOME (CGSM) Institutional Shareholders
CAP GROUP SHORT MUNI INCOME (CGSM) 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 $1.01B in CGSM holdings during the latest filing period.
Capital International Investors is currently the largest disclosed institutional shareholder of CGSM tracked by InsiderSet, reporting ownership valued at approximately $346.81M 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 $338.86M, representing an estimated loss of -2.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed CGSM value among the investors covered in this analysis. Major shareholders include Capital International Investors, Morgan Stanley, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in CAP GROUP SHORT MUNI INCOME (CGSM).
This page ranks the largest institutional CGSM 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
159
Total Reported Value
$1.01B
Largest Holder
Capital International Investors
Largest Position
$346.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 0.07% | 13,144,337 | $346,813,332 | $338,861,008 | -$7,952,324 | -2.29% | |
| Morgan Stanley | 0.00% | 3,577,313 | $94,387,420 | $92,223,129 | -$2,164,291 | -2.29% | |
| Envestnet Asset Management Inc | 0.02% | 3,150,448 | $83,124,572 | $81,218,549 | -$1,906,023 | -2.29% | |
| Lpl Financial Llc | 0.02% | 2,710,268 | $71,510,410 | $69,870,709 | -$1,639,701 | -2.29% | |
| Capital Group Private Client Services, Inc. | 0.49% | 1,324,006 | $34,933,904 | $34,132,875 | -$801,029 | -2.29% | |
| Cetera Investment Advisers | 0.03% | 1,268,729 | $33,475,421 | $32,707,834 | -$767,587 | -2.29% | |
| Jones Financial Companies Lllp | 0.01% | 917,938 | $24,261,097 | $23,664,442 | -$596,655 | -2.46% | |
| Wells Fargo & Company/Mn | 0.00% | 846,621 | $22,338,102 | $21,825,889 | -$512,213 | -2.29% | |
| Captrust Financial Advisors | 0.03% | 738,981 | $19,498,014 | $19,050,930 | -$447,084 | -2.29% | |
| Osaic Holdings, Inc. | 0.02% | 518,969 | $13,694,543 | $13,379,021 | -$315,522 | -2.30% | |
| Mml Investors Services, Llc | 0.02% | 443,224 | $11,694,456 | $11,426,315 | -$268,141 | -2.29% | |
| Royal Bank Of Canada | 0.00% | 440,452 | $11,621,000 | $11,354,853 | -$266,147 | -2.29% | |
| Commonwealth Equity Services, Llc | 0.01% | 414,001 | $10,923,420 | $10,672,946 | -$250,474 | -2.29% | |
| Truist Financial Corp | 0.01% | 413,859 | $10,919,670 | $10,669,285 | -$250,385 | -2.29% | |
| Raymond James Financial Inc | 0.00% | 389,563 | $10,278,615 | $10,042,934 | -$235,681 | -2.29% | |
| Kestra Advisory Services, Llc | 0.03% | 360,657 | $9,515,939 | $9,297,737 | -$218,202 | -2.29% | |
| Boulder Wealth Advisors, Llc | 3.04% | 316,322 | $8,346,156 | $8,154,781 | -$191,375 | -2.29% | |
| Vestmark Advisory Solutions, Inc. | 0.08% | 304,185 | $8,025,924 | $7,841,889 | -$184,035 | -2.29% | |
| Natixis Advisors, Llc | 0.01% | 227,062 | $5,991,000 | $5,853,658 | -$137,342 | -2.29% | |
| J.W. Cole Advisors, Inc. | 0.09% | 209,316 | $5,522,802 | $5,396,166 | -$126,636 | -2.29% | |
| Integrated Wealthcare, Llc | 3.93% | 199,147 | $5,254,494 | $5,134,010 | -$120,484 | -2.29% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 194,857 | $5,141,295 | $5,023,413 | -$117,882 | -2.29% | |
| Principal Securities, Inc. | 0.06% | 194,070 | $5,120,549 | $5,003,125 | -$117,424 | -2.29% | |
| Financial Connections Group, Inc. | 1.74% | 190,872 | $5,016,000 | $4,920,680 | -$95,320 | -1.90% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 189,624 | $5,003,219 | $4,888,507 | -$114,712 | -2.29% | |
| Integrity Alliance, Llc. | 0.16% | 189,139 | $4,990,436 | $4,876,003 | -$114,433 | -2.29% | |
| Janney Montgomery Scott Llc | 0.01% | 180,077 | $4,751,000 | $4,642,385 | -$108,615 | -2.29% | |
| Hartmann Taylor Wealth Management, Llc | 2.71% | 155,916 | $4,097,472 | $4,019,514 | -$77,958 | -1.90% | |
| Apella Capital, Llc | 0.06% | 152,619 | $4,028,379 | $3,934,518 | -$93,861 | -2.33% | |
| Benjamin Edwards Inc | 0.04% | 150,522 | $3,971,465 | $3,880,457 | -$91,008 | -2.29% | |
| Prospera Financial Services Inc | 0.05% | 141,078 | $3,722,345 | $3,636,991 | -$85,354 | -2.29% | |
| Orion Porfolio Solutions, Llc | 0.03% | 139,299 | $3,675,397 | $3,591,128 | -$84,269 | -2.29% | |
| Assetmark, Inc | 0.01% | 137,612 | $3,630,893 | $3,547,637 | -$83,256 | -2.29% | |
| Cannon Financial Strategists, Inc. | 0.41% | 136,919 | $3,612,613 | $3,529,772 | -$82,841 | -2.29% | |
| Baird Financial Group, Inc. | 0.00% | 135,780 | $3,582,576 | $3,500,408 | -$82,168 | -2.29% | |
| Total Clarity Wealth Management, Inc. | 0.69% | 134,940 | $3,560,392 | $3,478,753 | -$81,639 | -2.29% | |
| Fwg Holdings, Llc | 1.20% | 131,988 | $3,460,716 | $3,402,651 | -$58,065 | -1.68% | |
| &Partners | 0.01% | 121,339 | $3,201,519 | $3,128,119 | -$73,400 | -2.29% | |
| Keeler & Nadler Financial Planning & Wealth Management | 0.86% | 115,067 | $3,036,038 | $2,966,427 | -$69,611 | -2.29% | |
| Cwm, Llc | 0.01% | 109,982 | $2,890,327 | $2,835,336 | -$54,991 | -1.90% | |
| Newedge Advisors, Llc | 0.01% | 107,803 | $2,844,403 | $2,779,161 | -$65,242 | -2.29% | |
| Great Valley Advisor Group, Inc. | 0.04% | 100,211 | $2,644,179 | $2,583,440 | -$60,739 | -2.30% | |
| Sei Investments Co | 0.00% | 100,006 | $2,638,620 | $2,578,155 | -$60,465 | -2.29% | |
| Rockefeller Capital Management L.P. | 0.00% | 97,155 | $2,563,459 | $2,504,656 | -$58,803 | -2.29% | |
| Elequin Capital, Lp | 0.08% | 95,551 | $2,521,113 | $2,463,305 | -$57,808 | -2.29% | |
| Betterment Llc | 0.00% | 89,992 | $2,375,000 | $2,319,994 | -$55,006 | -2.32% | |
| Cauble & Harre Wealth Management, Inc. | 1.81% | 85,683 | $2,261,053 | $2,208,908 | -$52,145 | -2.31% | |
| Tribridge Partners Financial Llc | 0.87% | 84,571 | $2,222,949 | $2,180,240 | -$42,709 | -1.92% | |
| Bank Of America Corp | 0.00% | 83,692 | $2,208,213 | $2,157,580 | -$50,633 | -2.29% | |
| Private Advisor Group, Llc | 0.01% | 80,859 | $2,133,464 | $2,084,545 | -$48,919 | -2.29% |
Frequently asked questions about CGSM
Who are the largest institutional holders of CGSM?
The largest institutional holders of CGSM reported in the latest SEC Form 13F filings include Capital International Investors, Morgan Stanley, Envestnet Asset Management Inc, Lpl Financial Llc, and Capital Group Private Client Services, Inc.. InsiderSet ranks institutional holders by their latest reported CGSM position.
What is CGSM institutional ownership?
This page tracks CGSM positions reported by institutional investment managers through SEC Form 13F. CAP GROUP SHORT MUNI INCOME (CGSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGSM?
InsiderSet currently tracks 159 institutional managers reporting CGSM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGSM shareholders.
How much CGSM stock do institutions own?
Institutional investment managers disclosed approximately $1.01B in CGSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGSM institutional ownership last updated?
The latest CGSM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGSM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGSM position after the reporting date.
Are institutions buying or selling CGSM?
Institutional buying and selling can be analyzed by comparing CGSM positions across consecutive 13F reporting periods. InsiderSet's CGSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGSM ownership changes.
How has CGSM institutional ownership changed over time?
InsiderSet tracks CGSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.