Who Owns CAP GROUP MUNICIPAL INCOME (CGMU)? -- Institutional Holders (2026-06-30)

365 institutions reported holding $5.31B of CAP GROUP MUNICIPAL INCOME (CGMU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital International Investors ($1.38B), ENVESTNET ASSET MANAGEMENT INC ($376.4M), LPL Financial LLC ($318.4M), MORGAN STANLEY ($298.4M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($271.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Capital International Investors$1.38B50.1MAdded
2ENVESTNET ASSET MANAGEMENT INC$376.4M13.7MAdded
3LPL Financial LLC$318.4M11.6MAdded
4MORGAN STANLEY$298.4M10.9MAdded
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$271.8M9.9MAdded
6WELLS FARGO & COMPANY/MN$238.1M8.7MAdded
7JONES FINANCIAL COMPANIES LLLP$151.1M5.5MAdded
8Cetera Investment Advisers$142.1M5.2MAdded
9UBS Group AG$126.6M4.6MAdded
10RAYMOND JAMES FINANCIAL INC$106.1M3.9MAdded
11COMMONWEALTH EQUITY SERVICES, LLC$80.5M2.9MTrimmed
12OSAIC HOLDINGS, INC.$78.6M2.9MAdded
13MML INVESTORS SERVICES, LLC$68.1M2.5MAdded
14BANK OF AMERICA CORP /DE/$66.3M2.4MAdded
15STIFEL FINANCIAL CORP$61.2M2.2MAdded
16Cambridge Investment Research Advisors, Inc.$59.4M2.2MAdded
17Capital Group Private Client Services, Inc.$53.5M1.9MAdded
18Blue Chip Partners, LLC$43.6M1.6MTrimmed
19Royal Bank of Canada$43.5M1.6MAdded
20GREAT VALLEY ADVISOR GROUP, INC.$43.4M1.6MAdded
21JPMORGAN CHASE & CO$42.0M1.5MAdded
22ASSETMARK, INC$38.1M1.4MAdded
23Venturi Wealth Management, LLC$36.3M1.3MAdded
24Vestmark Advisory Solutions, Inc.$35.9M1.3MTrimmed
25NATIXIS ADVISORS, LLC$34.7M1.3MAdded

Source: SEC Form 13F filings · as of 2026-06-30