CAPITAL GROUP FIXED INCOME

CGMU
CUSIP 14020Y201 NYSE Arca ETF

Institutional ownership · Q1 2023

Latest quarter (Q2 2026)
Institutional holders 28 +7 (+33.3%) vs Q4 2022
Reported value $68.6M +29.6% vs Q4 2022
Shares held 2.6M +551.2K shares
Quarter Q1 2023 Period ended Mar 31, 2023

28 institutional managers reported holding 2,570,140 shares worth $68,585,835 on Form 13F for Q1 2023, against 21 in Q4 2022. Share positions on CUSIP 14020Y201 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q1 2023

# Manager Shares Value % of portfolio Change
1 COMMONWEALTH EQUITY SERVICES LLC 637,443 $17.0M 0.04% +198.0K Position
2 Pillar Wealth Advisors LLC 380,954 $10.2M 10.13% +209.0K Position
3 ENVESTNET ASSET MANAGEMENT INC 342,877 $9.1M < 0.01% +53.6K Position
4 Capital Planning LLC 203,499 $5.4M 2.25% -12.2K Position
5 ADVISOR GROUP HOLDINGS INC 166,841 $4.5M < 0.01% +83.4K Position
6 Cambridge Investment Research Advisors Inc 100,577 $2.7M 0.01% +77.5K Position
7 New England Capital Financial Advisors LLC 95,854 $2.6M 1.81% +5.7K Position
8 Atria Investments Inc 93,747 $2.5M 0.05% New Position
9 Cetera Advisor Networks LLC 76,483 $2.0M 0.02% New Position
10 Cetera Investment Advisers 71,759 $1.9M 0.02% -14.5K Position
11 LINCOLN NATIONAL CORPORATION 55,087 $1.5M 0.03% +35.0K Position
12 Inspire Advisors LLC 54,023 $1.4M 0.33% New Position
13 MML INVESTORS SERVICES LLC 53,065 $1.4M 0.01% +12.0K Position
14 Capital Group Private Client Services Inc 45,444 $1.2M 0.02% +15.0K Position
15 BENJAMIN F EDWARDS & COMPANY INC 38,164 $1.0M 0.04% +986 Position
16 Capital International Investors 30,000 $800.4K < 0.01% -435.0K Position
17 Crumly & Associates Inc 26,385 $704.0K 0.31% New Position
18 Madison Wealth Partners Inc 20,477 $546.3K 0.28% New Position
19 Mutual Advisors LLC 16,940 $452.0K 0.02% New Position
20 FLOW TRADERS U S LLC 16,803 $448.0K 0.02% New Position
21 Bill Few Associates Inc 13,674 $364.8K 0.2% New Position
22 Ballew Advisors Inc 9,540 $253.8K 0.19% — Position
23 HARBOUR INVESTMENTS INC 9,393 $250.6K 0.01% +4.0K Position
24 CONCOURSE FINANCIAL GROUP SECURITIES INC 4,583 $122.6K < 0.01% +3.2K Position
25 ROYAL BANK OF CANADA 2,607 $70.0K < 0.01% New Position

Values as reported on each manager's Q1 2023 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Quarter Holders Shares Value
Q2 2026 348 +16 193.3M $5.3B
Q1 2026 332 +31 173.6M $4.7B
Q4 2025 301 +55 149.0M $4.1B
Q3 2025 246 +23 127.8M $3.5B
Q2 2025 223 +22 105.0M $2.8B
Q1 2025 201 +13 93.3M $2.5B
Q4 2024 188 +36 83.0M $2.2B
Q3 2024 152 +31 74.6M $2.0B
Q2 2024 121 +15 18.0M $482.5M
Q1 2024 106 +25 15.1M $409.0M
Q4 2023 81 +29 12.3M $332.8M
Q3 2023 52 +15 5.7M $145.3M
Q2 2023 37 +9 3.8M $100.0M
Q1 2023 28 +7 2.6M $68.6M
Q4 2022 21 2.0M $52.9M

Q4 2022–Q2 2026, as reported on Form 13F.

Across other SEC filings

Fund holders · N-PORT

1 fund
Fund Value % of fund As of
American Funds Tax-Aware Conservative Growth and Income Portfolio $1.4B 20.32% Jul 2026

1 fund reported holding $1,374,624,459 in total on their latest public Form N-PORT reports, the most recent dated July 2026.

Ownership explorer

Security Details

CUSIP 14020Y201
FIGI BBG019XRCM29
Symbol CGMU
Type Etf
Class MUNICIPAL INCOME as filed on 13F
Exchange NYSE Arca

Other securities from this issuer

Name Symbol CUSIP Type
CAP GROUP SHORT MUNI INCOME CGSM 14020Y607 Etf
CAP GROUP ULTRA SHORT INCOME CGUI 14020Y888 Etf
CAP GROUP US MULTI-SECT BOND CGMS 14020Y300 Etf
CAPITAL GROUP CORE PLUS INC CGCP 14020Y102 Etf
CAPITAL GROUP FIXED INCOME CGSD 14020Y409 Etf
CAPITAL GRP FIXED INCM ETF CGCB 14020Y508 Etf
CAPITAL GRP FIXED INCM ETF CGHM 14020Y805 Etf
CAPITAL GRP FIXED INCM ETF CGIB 14020Y706 Etf
CAPITAL GRP FIXED INCM ETF T CGHY 14020Y870 Bond

Identifier History

Type Value From To
SERIES_ID S000077686 2026-03-05 Current
FIGI BBG019XRCM29 2026-02-07 Current
CUSIP 14020Y201 2022-10-31 Current

Listing History

Symbol Exchange From To
CGMU NYSE Arca 2022-10-31 Current