Who Owns CAP GROUP SHORT MUNI INCOME (CGSM)? -- Institutional Holders (2026-06-30)

173 institutions reported holding $1.32B of CAP GROUP SHORT MUNI INCOME (CGSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital International Investors ($346.8M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($305.2M), MORGAN STANLEY ($94.4M), ENVESTNET ASSET MANAGEMENT INC ($83.1M), LPL Financial LLC ($71.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Capital International Investors$346.8M13.1MTrimmed
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$305.2M11.6MAdded
3MORGAN STANLEY$94.4M3.6MTrimmed
4ENVESTNET ASSET MANAGEMENT INC$83.1M3.2MAdded
5LPL Financial LLC$71.5M2.7MAdded
6Capital Group Private Client Services, Inc.$34.9M1.3MAdded
7Cetera Investment Advisers$33.5M1.3MAdded
8JONES FINANCIAL COMPANIES LLLP$24.3M917,938Added
9WELLS FARGO & COMPANY/MN$22.3M846,621Added
10CAPTRUST FINANCIAL ADVISORS$19.5M738,981Added
11OSAIC HOLDINGS, INC.$13.7M518,969Added
12MML INVESTORS SERVICES, LLC$11.7M443,224Added
13Royal Bank of Canada$11.6M440,452Added
14COMMONWEALTH EQUITY SERVICES, LLC$10.9M414,001Added
15TRUIST FINANCIAL CORP$10.9M413,859Trimmed
16RAYMOND JAMES FINANCIAL INC$10.3M389,563Trimmed
17Kestra Advisory Services, LLC$9.5M360,657Added
18Cambridge Investment Research Advisors, Inc.$8.7M328,319Added
19Boulder Wealth Advisors, LLC$8.3M316,322Added
20Vestmark Advisory Solutions, Inc.$8.0M304,185Hold
21NATIXIS ADVISORS, LLC$6.0M227,062Added
22J.W. COLE ADVISORS, INC.$5.5M209,316New
23INTEGRATED WEALTHCARE, LLC$5.3M199,147Added
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.1M194,857Trimmed
25PRINCIPAL SECURITIES, INC.$5.1M194,070Added

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