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 $996.01M 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 $346.09M, representing an estimated loss of -0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
160
Total Reported Value
$996.01M
Largest Holder
Capital International Investors
Largest Position
$346.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
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 | $346,090,393 | -$722,939 | -0.21% | |
| Morgan Stanley | 0.00% | 3,577,313 | $94,387,420 | $94,190,651 | -$196,769 | -0.21% | |
| Envestnet Asset Management Inc | 0.02% | 3,150,448 | $83,124,572 | $82,951,296 | -$173,276 | -0.21% | |
| Lpl Financial Llc | 0.02% | 2,710,268 | $71,510,410 | $71,361,356 | -$149,054 | -0.21% | |
| Capital Group Private Client Services, Inc. | 0.49% | 1,324,006 | $34,933,904 | $34,861,078 | -$72,826 | -0.21% | |
| Cetera Investment Advisers | 0.03% | 1,268,729 | $33,475,421 | $33,405,635 | -$69,786 | -0.21% | |
| Jones Financial Companies Lllp | 0.01% | 917,938 | $24,261,097 | $24,169,308 | -$91,789 | -0.38% | |
| Wells Fargo & Company/Mn | 0.00% | 846,621 | $22,338,102 | $22,291,531 | -$46,571 | -0.21% | |
| Captrust Financial Advisors | 0.03% | 738,981 | $19,498,014 | $19,457,370 | -$40,644 | -0.21% | |
| Osaic Holdings, Inc. | 0.02% | 518,969 | $13,694,543 | $13,664,454 | -$30,089 | -0.22% | |
| Mml Investors Services, Llc | 0.02% | 443,224 | $11,694,456 | $11,670,088 | -$24,368 | -0.21% | |
| Royal Bank Of Canada | 0.00% | 440,452 | $11,621,000 | $11,597,101 | -$23,899 | -0.21% | |
| Commonwealth Equity Services, Llc | 0.01% | 414,001 | $10,923,420 | $10,900,646 | -$22,774 | -0.21% | |
| Truist Financial Corp | 0.01% | 413,859 | $10,919,670 | $10,896,907 | -$22,763 | -0.21% | |
| Raymond James Financial Inc | 0.00% | 389,563 | $10,278,615 | $10,257,194 | -$21,421 | -0.21% | |
| Kestra Advisory Services, Llc | 0.03% | 360,657 | $9,515,939 | $9,496,099 | -$19,840 | -0.21% | |
| Boulder Wealth Advisors, Llc | 3.04% | 316,322 | $8,346,156 | $8,328,758 | -$17,398 | -0.21% | |
| Vestmark Advisory Solutions, Inc. | 0.08% | 304,185 | $8,025,924 | $8,009,191 | -$16,733 | -0.21% | |
| J.W. Cole Advisors, Inc. | 0.09% | 209,316 | $5,522,802 | $5,511,290 | -$11,512 | -0.21% | |
| Integrated Wealthcare, Llc | 3.93% | 199,147 | $5,254,494 | $5,243,541 | -$10,953 | -0.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 194,857 | $5,141,295 | $5,130,585 | -$10,710 | -0.21% | |
| Principal Securities, Inc. | 0.06% | 194,070 | $5,120,549 | $5,109,863 | -$10,686 | -0.21% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 189,624 | $5,003,219 | $4,992,800 | -$10,419 | -0.21% | |
| Integrity Alliance, Llc. | 0.16% | 189,139 | $4,990,436 | $4,980,030 | -$10,406 | -0.21% | |
| Hartmann Taylor Wealth Management, Llc | 2.71% | 155,916 | $4,097,472 | $4,105,268 | +$7,796 | +0.19% | |
| Apella Capital, Llc | 0.06% | 152,619 | $4,028,379 | $4,018,458 | -$9,921 | -0.25% | |
| Benjamin Edwards Inc | 0.04% | 150,522 | $3,971,465 | $3,963,244 | -$8,221 | -0.21% | |
| Prospera Financial Services Inc | 0.05% | 141,078 | $3,722,345 | $3,714,584 | -$7,761 | -0.21% | |
| Orion Porfolio Solutions, Llc | 0.03% | 139,299 | $3,675,397 | $3,667,743 | -$7,654 | -0.21% | |
| Assetmark, Inc | 0.01% | 137,612 | $3,630,893 | $3,623,324 | -$7,569 | -0.21% | |
| Cannon Financial Strategists, Inc. | 0.41% | 136,919 | $3,612,613 | $3,605,077 | -$7,536 | -0.21% | |
| Baird Financial Group, Inc. | 0.00% | 135,780 | $3,582,576 | $3,575,087 | -$7,489 | -0.21% | |
| Total Clarity Wealth Management, Inc. | 0.69% | 134,940 | $3,560,392 | $3,552,970 | -$7,422 | -0.21% | |
| Fwg Holdings, Llc | 1.20% | 131,988 | $3,460,716 | $3,475,244 | +$14,528 | +0.42% | |
| &Partners | 0.01% | 121,339 | $3,201,519 | $3,194,856 | -$6,663 | -0.21% | |
| Keeler & Nadler Financial Planning & Wealth Management | 0.86% | 115,067 | $3,036,038 | $3,029,714 | -$6,324 | -0.21% | |
| Cwm, Llc | 0.01% | 109,982 | $2,890,327 | $2,895,826 | +$5,499 | +0.19% | |
| Newedge Advisors, Llc | 0.01% | 107,803 | $2,844,403 | $2,838,453 | -$5,950 | -0.21% | |
| Great Valley Advisor Group, Inc. | 0.04% | 100,211 | $2,644,179 | $2,638,556 | -$5,623 | -0.21% | |
| Sei Investments Co | 0.00% | 100,006 | $2,638,620 | $2,633,158 | -$5,462 | -0.21% | |
| Rockefeller Capital Management L.P. | 0.00% | 97,155 | $2,563,459 | $2,558,091 | -$5,368 | -0.21% | |
| Elequin Capital, Lp | 0.08% | 95,551 | $2,521,113 | $2,515,858 | -$5,255 | -0.21% | |
| Transamerica Financial Advisors, Llc | 0.20% | 87,331 | $2,295,069 | $2,299,425 | +$4,356 | +0.19% | |
| Cauble & Harre Wealth Management, Inc. | 1.81% | 85,683 | $2,261,053 | $2,256,033 | -$5,020 | -0.22% | |
| Tribridge Partners Financial Llc | 0.87% | 84,571 | $2,222,949 | $2,226,754 | +$3,805 | +0.17% | |
| Bank Of America Corp | 0.00% | 83,692 | $2,208,213 | $2,203,610 | -$4,603 | -0.21% | |
| Private Advisor Group, Llc | 0.01% | 80,859 | $2,133,464 | $2,129,017 | -$4,447 | -0.21% | |
| Cottonwood Capital Advisors, Llc | 1.23% | 77,177 | $2,036,326 | $2,032,070 | -$4,256 | -0.21% | |
| Stifel Financial Corp | 0.00% | 76,571 | $2,020,328 | $2,016,114 | -$4,214 | -0.21% | |
| Petredis Investment Advisors Llc | 0.14% | 76,570 | $2,020,299 | $2,016,088 | -$4,211 | -0.21% |
Frequently asked questions about CGSM
Who owns the most CGSM stock?
The largest holders of CGSM 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 SHORT MUNI INCOME (CGSM).
Is CGSM widely held by superinvestors?
Many widely followed stocks like CGSM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGSM 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.