Evid Invest
Who owns CGHMWhat CGHM owns — n/a

Who owns Capital Group Municipal High-Income ETF?

Institutional ownership of CGHM from SEC Form 13F filings across 131 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

131

13F holders

$2.75B

value, 2026 filers

89.2%

of shares outstanding (112.2M sh)

27

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CGHM's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Capital International Investors63.7M$1.65B0.3%50.6%+6.1%
2ENVESTNET ASSET MANAGEMENT INC13.3M$343.8M0.1%10.6%+10.2%
3LPL Financial LLC6.0M$156.3M0.0%4.8%+29.2%
4Cambridge Investment Research Advisors, Inc.4.1M$104,7300.2%3.2%+119.2%
5Cetera Investment Advisers2.9M$74.1M0.1%2.3%+14.7%
6Vestmark Advisory Solutions, Inc.1.6M$40.1M0.4%1.2%0.0%
7ROYAL BANK OF CANADA1.4M$36.3M0.0%1.1%+44.3%
8MML INVESTORS SERVICES, LLC1.4M$36.0M0.1%1.1%+18.5%
9ASSETMARK, INC1.3M$34.5M0.1%1.1%+11.3%
10RAYMOND JAMES FINANCIAL INC1.2M$31.1M0.0%1%+59.7%
11Janney Montgomery Scott LLC1.1M$28,5040.1%0.9%+18.9%
12OSAIC HOLDINGS, INC.913,813$23.6M0.0%0.7%+64.1%
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO881,123$22.8M0.0%0.7%+75.5%
14JONES FINANCIAL COMPANIES LLLP852,417$22.1M0.0%0.7%+60.3%
15COMMONWEALTH EQUITY SERVICES, LLC847,522$21.9M0.0%0.7%-15.7%
16TRUIST FINANCIAL CORP766,284$19.8M0.0%0.6%+12.2%
17Orion Porfolio Solutions, LLC764,039$19.8M0.2%0.6%+4.8%
18Confluence Wealth Services, Inc.695,835$18.0M0.5%0.6%+3.8%
19Kestra Advisory Services, LLC505,492$13.1M0.0%0.4%+15.2%
20PRINCIPAL SECURITIES, INC.496,159$12.8M0.2%0.4%+12.1%
21BENJAMIN EDWARDS INC472,742$12.2M0.1%0.4%+24.3%
22Steward Partners Investment Advisory, LLC409,155$10.6M0.1%0.3%+3.2%
23Envestnet Portfolio Solutions, Inc.356,104$9.2M0.0%0.3%+16.8%
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC337,790$8.7M0.0%0.3%0.0%
25Koshinski Asset Management, Inc.320,876$8.3M0.4%0.3%+15.9%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.