Who Owns Capital Group Municipal High-Income ETF (CGHM)?Hedge Fund & Institutional Holders

$25.59+0.07 (+0.25%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.51200027000075e+210T

% of Float Held

—

QoQ Change in Holders

+14 / -7

Price History

$24.05$24.53$25.01$25.49$25.97Sep 24Jun 25Mar 26

CGHM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+10.6M+$270.0M
Cambridge Investment Research Advisors, Inc.Increased+1.5M+$36.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+759K+$19.0M
Janney Montgomery Scott LLCNew Position+724K+$18.0M
Confluence Wealth Services, Inc.New Position+699K+$17.8M
Aprio Wealth Management, LLCNew Position+645K+$16.4M
TRUIST FINANCIAL CORPNew Position+588K+$15.0M
Envestnet Portfolio Solutions, Inc.New Position+331K+$8.0M
BENJAMIN EDWARDS INCNew Position+274K+$7.0M
Keudell/Morrison Wealth ManagementNew Position+220K+$5.6M
JONES FINANCIAL COMPANIES LLLPNew Position+232K+$5.0M
Valmark Advisers, Inc.New Position+187K+$4.8M
Platt Wealth Management LLCNew Position+174K+$4.4M
FIRST INTERSTATE BANKNew Position+161K+$4.1M
Boulder Wealth Advisors, LLCNew Position+122K+$3.1M

CGHM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-14K-$16.8B
Capital Group Private Client Services, Inc.Decreased-984-$6.2B
Wealthcare Advisory Partners LLCDecreased-20K-$3.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-45K-$1.3B
OLD MISSION CAPITAL LLCClosed Position-36K-$899.3M
Stokes Family Office, LLCClosed Position-18K-$449.5M
Atria Investments, IncDecreased-1K-$436.6M
NBC SECURITIES, INC.Decreased-573-$274.0M
Stratos Wealth Partners, LTD.Closed Position-11K-$268.1M
Advisory Services Network, LLCClosed Position-2K-$61.3M
AMERIFLEX GROUP, INC.Closed Position-200-$5.1M
WEDBUSH SECURITIES INCDecreased-130-$734K
FLOW TRADERS U.S. LLCDecreased-13K-$651K
von Borstel & Associates, Inc.Closed Position-13K-$319K
Wayfinding Financial, LLCClosed Position-12K-$295K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital International Investors59,363,041$1.5B0.24%Share
2ENVESTNET ASSET MANAGEMENT INC10,600,380$270.0M0.08%Share
3LPL Financial LLC2,976,899$75.0M0.02%Share
4Cetera Investment Advisers2,129,067$54.0M0.06%Share
5Cambridge Investment Research Advisors, Inc.1,643,882$41.0M0.11%Share
6Vestmark Advisory Solutions, Inc.1,386,911$35.3M0.48%Share
7MML INVESTORS SERVICES, LLC1,241,523$31.0M0.08%Share
8ASSETMARK, INC1,128,678$28.8M0.06%Share
9ROYAL BANK OF CANADA807,914$20.0M0.00%Share
10COMMONWEALTH EQUITY SERVICES, LLC758,527$19.0M0.03%Share
11Janney Montgomery Scott LLC724,130$18.0M0.04%Share
12Confluence Wealth Services, Inc.698,946$17.8M0.74%Share
13Orion Porfolio Solutions, LLC695,772$17.0M0.12%Share
14Aprio Wealth Management, LLC644,513$16.4M0.94%Share
15TRUIST FINANCIAL CORP587,828$15.0M0.02%Share
16OSAIC HOLDINGS, INC.569,309$14.0M0.02%Share
17RAYMOND JAMES FINANCIAL INC409,232$10.0M0.00%Share
18PRINCIPAL SECURITIES, INC.378,269$9.0M0.14%Share
19Steward Partners Investment Advisory, LLC358,697$9.0M0.05%Share
20Envestnet Portfolio Solutions, Inc.331,008$8.0M0.03%Share
21Strata Wealth Advisors, LLC277,066$7.0M1.95%Share
22BENJAMIN EDWARDS INC274,055$7.0M0.08%Share
23Capital Group Private Client Services, Inc.245,620$6.3M0.10%Share
24Koshinski Asset Management, Inc.244,047$6.2M0.40%Share
25Keudell/Morrison Wealth Management219,909$5.6M1.18%Share
26JONES FINANCIAL COMPANIES LLLP231,814$5.0M0.00%Share
27JANE STREET GROUP, LLC202,258$5.0M0.00%Share
28Valmark Advisers, Inc.187,282$4.8M0.06%Share
29Gutierrez Wealth Advisory, LLC179,737$4.6M2.88%Share
30Platt Wealth Management LLC174,255$4.4M4.40%Share
31Prentice Wealth Management LLC171,470$4.4M1.00%Share
32FIRST INTERSTATE BANK160,990$4.1M0.22%Share
33CITADEL ADVISORS LLC174,435$4.0M0.00%Share
34Boulder Wealth Advisors, LLC121,969$3.1M1.31%Share
35CAPTRUST FINANCIAL ADVISORS142,960$3.0M0.01%Share
36SEI INVESTMENTS CO125,681$3.0M0.00%Share
37Wealthcare Advisory Partners LLC112,521$2.9M0.06%Share
38Capital Analysts, LLC103,014$2.6M0.08%Share
39RFP Financial Group LLC83,621$2.1M1.02%Share
40RAYMOND JAMES FINANCIAL INC84,191$2.0M0.00%Share
41NATIXIS ADVISORS, LLC87,162$2.0M0.00%Share
42&PARTNERS97,040$2.0M0.01%Share
43CULLEN/FROST BANKERS, INC.94,316$2.0M0.02%Share
44OSAIC HOLDINGS, INC.83,070$2.0M0.00%Share
45Simplicity Wealth,LLC77,425$2.0M0.12%Share
46BlueStem Wealth Partners, LLC75,965$1.9M0.21%Share
47HARBOUR INVESTMENTS, INC.62,155$1.6M0.03%Share
48VICUS CAPITAL56,311$1.4M0.11%Share
49Perennial Investment Advisors, LLC53,977$1.4M0.11%Share
50Financial Connections Group, Inc.50,948$1.3M0.45%Share

CGHM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025143$2.4B+65
Q3 202578$1.8T+15
Q2 202563$86.4B+16
Q1 202547$69.0B+19
Q4 202428$19.8T+17
Q3 202411$40.7T+8
Q2 20243$19.9T—

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As of Q4 2025, 50 institutional investors hold CGHM (Capital Group Municipal High-Income ETF). The largest holder is Capital International Investors with $1.5B in shares. This quarter, 14 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own CGHM?

As of Q4 2025, 50 institutional investors report holding CGHM (Capital Group Municipal High-Income ETF) in their 13F filings.

Who is the largest institutional holder of CGHM?

The largest institutional holder of CGHM is Capital International Investors with $1.5B in shares.

Is institutional ownership of CGHM increasing or decreasing?

This quarter, 14 institutions opened new positions in CGHM and 7 closed their positions.