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Public ownership evidence

Capital Group Municipal Income ETF (CGMU) Ownership Disclosures

Read CGMU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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January Capital Advisors LLC2026-06-302026-08-2628,076$771,248None
CARLSON FINANCIAL, INC.2026-06-302026-08-2512,876$353,743None
CARLSON FINANCIAL, INC.2026-03-312026-08-2514,140$383,906None
CARLSON FINANCIAL, INC.2025-12-312026-08-2513,324$364,822None
Kingsview Wealth Management, LLC2026-06-302026-08-2016,105$442,400None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,498$205,970None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,086,840$29,855,493None
Glenview Trust Co2026-06-302026-08-1918,984$521,490None
WNY Asset Management, LLC2026-06-302026-08-18108,335$2,975,973None
Transamerica Financial Advisors, LLC2026-06-302026-08-18143,226$3,934,419None
Equitable Holdings, Inc.2026-06-302026-08-18215,656$5,924,083None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1835,111$964,000None
Wellington Grp LLC2026-06-302026-08-152,135$57,965None
Michael Brady & Co., LLC2026-06-302026-08-15382,401$10,504,544None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,838$50,490None
Synergy Investment Management, LLC2026-06-302026-08-1518,400$505,448None
SEI INVESTMENTS CO2026-06-302026-08-151,154,308$31,708,830None
Modern Wealth Management, LLC2026-06-302026-08-15196,849$5,407,453None
Mutual Advisors, LLC2026-06-302026-08-15189,778$5,213,196None
Advyzon Investment Management, LLC2026-06-302026-08-152,426$66,642None
Advyzon Investment Management, LLC2026-06-302026-08-15161,457$4,435,225None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1515,290$420,016None
Milestone Investment Advisors LLC2026-06-302026-08-1545,075$1,238,211None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1523,146$635,821None
Envision Financial Planning, LLC2026-06-302026-08-15263,987$7,251,714None
COFG Advisors, LLC2026-06-302026-08-1596,242$2,643,773None
Capital Asset Advisory Services LLC2026-06-302026-08-157,673$210,777None
Roehl & Yi Investment Advisors, LLC2026-06-302026-08-1521,508$590,825None
KINTRA WEALTH, LLC2026-06-302026-08-15194,705$5,297,922None
Ameritas Advisory Services, LLC2026-06-302026-08-15148,803$4,087,615None
FWG Holdings, LLC2026-06-302026-08-15128,242$3,468,943None
Western Wealth Management, LLC2026-06-302026-08-1557,477$1,578,905None
IFG Advisory, LLC2026-06-302026-08-1541,030$1,127,088None
Per Stirling Capital Management, LLC.2026-06-302026-08-15345,566$9,492,689None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,375$65,241None
OSAIC HOLDINGS, INC.2026-06-302026-08-15526,913$14,474,303None
OSAIC HOLDINGS, INC.2026-06-302026-08-1517,424$478,637None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,315,373$63,604,819None
Betterment LLC2026-06-302026-08-1531,754$872,000None
Blue Chip Partners, LLC2026-06-302026-08-151,585,807$43,562,125None
JANE STREET GROUP, LLC2026-06-302026-08-158,833$242,643None
Orion Porfolio Solutions, LLC2026-06-302026-08-15742,297$20,390,918None
OLD MISSION CAPITAL LLC2026-06-302026-08-1513,557$372,410None
Ancora Advisors LLC2026-06-302026-08-152,300$63,181None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1591$2,500None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15224$6,153None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1513$357None
Family Manage LLC2026-06-302026-08-15126,545$3,476,191None
Waverly Advisors, LLC2026-06-302026-08-158,322$228,605None
&PARTNERS2026-06-302026-08-15408,202$11,235,693None

90-day public filing window, up to 50 source positions.

January Capital Advisors LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Glenview Trust Co ↗WNY Asset Management, LLC ↗Transamerica Financial Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.