§ EQUITY
USDCGHM
CAP GROUP MUNI HIGH-INCOME
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital International Investors | 60.0M | 0.4% | +1% |
| ENVESTNET ASSET MANAGEMENT INC | 12.1M | 0.1% | +14% |
| LPL Financial LLC | 4.7M | 0.0% | +57% |
| Cetera Investment Advisers | 2.5M | 0.1% | +17% |
| Vestmark Advisory Solutions, Inc. | 1.6M | 0.4% | +12% |
| ASSETMARK, INC | 1.2M | 0.1% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for CGHM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
QUALITY / COMPOUNDER57.3% · 1 holder
OTHER39.8% · 147 holders
DEALER / BANK2.3% · 14 holders
INCOME / DEFENSIVE0.5% · 2 holders
TACTICAL / MACRO0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CGHM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CGHM yet.