ETF Holders

Who owns CGMU?

Bond

Capital Group Municipal Income ETF · Capital Group

349 institutions reported holding CGMU, worth $5.4B, in Form 13F filings for June 30, 2026.

13F holders
349
Institutional value
$5.4B
Change from prior quarter
+14.5%
+$678.0M, with price moves
New and sold-out firms
41 / 15
207 added, 63 trimmed

Top 10 institutional holders of CGMU

FirmLocationValueSharesChange
Capital International InvestorsLos Angeles, CA$1.4B50,129,642+3,414,937 shares
Envestnet Asset Management Inc.Berwyn, PA$376.4M13,701,352+859,323 shares
LPL Financial LLCFort Mill, SC$318.4M11,590,616+1,433,775 shares
Morgan StanleyNew York, NY$298.4M10,864,259+543,462 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$271.8M9,893,297+1,129,790 shares
Wells Fargo & CompanySan Francisco, CA$238.1M8,666,614+1,149,225 shares
Jones Financial Companies LLLPDes Peres, MO$151.1M5,493,642+1,542,864 shares
Cetera Investment AdvisersSchaumburg, IL$142.1M5,174,365+296,672 shares
UBS Group AGZurich, Switzerland$126.6M4,610,111+233,238 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$118.7M4,321,574+2,225,366 shares
339 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns CGMU?

349 institutional managers reported holding CGMU in Form 13F filings for June 30, 2026, worth $5.4B in total. The largest reported position was held by Capital International Investors, at $1.4B.

Did institutions buy or sell CGMU last quarter?

Reported 13F value rose 14.5% from March 31, 2026, which includes price moves as well as buying and selling. 41 firms reported a new position and 15 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is CGMU ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.