§ EQUITY
USDCGSM
CAP GROUP SHORT MUNI 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 | 13.2M | 0.1% | +1% |
| Morgan Stanley IM | 3.7M | 0.0% | −35% |
| ENVESTNET ASSET MANAGEMENT INC | 2.9M | 0.0% | +11% |
| LPL Financial LLC | 2.2M | 0.0% | +38% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.1M | 0.0% | +47% |
| Cetera Investment Advisers | 989K | 0.0% | +41% |
◇ AC INTELLIGENCE
Top institutional owners for CGSM 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
OTHER46.2% · 134 holders
QUALITY / COMPOUNDER36.3% · 1 holder
DEALER / BANK14.5% · 10 holders
INCOME / DEFENSIVE3.1% · 2 holders
◇ 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 CGSM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CGSM yet.