Who Owns Capital Group Municipal Income ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Capital Group Municipal Income ETF.
Who crossed 5% of CGMU →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Leverty Financial Group, LLCMUN INM ETF301.1K shadded | $7.8M |
| Legacy Private Trust Co.MUN INM ETF184.4K shtrimmed | $4.8M |
| Farther Finance Advisors, LLCETF159.2K shadded | $4.1M |
| Capital Planning LLCExchange Traded Fund116.7K shtrimmed | $3M |
| TrueWealth Advisors, LLCMUN INM ETF56.7K shadded | $1.5M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCMUN INM ETF49.9K shtrimmed | $1.3M |
| RFG - Bristol Wealth Advisors, LLCMUN INM ETF32.5K shadded | $842.2K |
| Avidian Wealth Enterprises, LLCMUN INM ETF30.5K shadded | $790.5K |
| Bill Few Associates, Inc.MUN INM ETF30.4K shadded | $789K |
| Sunburst Financial Group, LLCMUN INM ETF27.1K sh— | $702.3K |
| Peterson Wealth Advisors, LLCMUN INM ETF25.5K shtrimmed | $661.3K |
| Wealth Group LtdCAPITAL GROUP FXD INCOME ETF MUN INCOME ETF23.8K shheld | $618.9K |
| RIVERSEDGE ADVISORS, LLCMUN INM ETF17.9K sh— | $464K |
| First Heartland Consultants, Inc.MUNICIPAL INCOME14.8K shtrimmed | $384.7K |
| LifeGoal Investments, LLCMUN INM ETF13.9K shtrimmed | $360K |
| Ballew Advisors, IncMUN INM ETF11.2K shheld | $292.4K |
| CoreCap Advisors, LLCETF1.9K shadded | $49.1K |
| Rosenberg Matthew HamiltonETF1.6K shheld | $42.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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