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Cap Group Muni High-Income (CGHM)

CUSIP: 14020Y805 | NYSE | 237 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.2,025,023
0.3% of portfolio›$48.7M
Assetmark, Inc1,365,203
0.1% of portfolio›$32.9M
Commonwealth Equity Services, LLC1,004,972
0.0% of portfolio›$24.2M
Aprio Wealth Management, LLC960,512
1.1% of portfolio›$23.1M
Truist Financial Corp848,507
0.0% of portfolio›$20.4M
Strata Wealth Advisors, LLC731,072
4.1% of portfolio›$17.6M
Kestra Advisory Services, LLC657,365
0.0% of portfolio›$15.8M
Confluence Wealth Services, Inc.644,652
0.4% of portfolio›$15.5M
J. Derek Lewis & Associates Inc.642,042
2.8% of portfolio›$15.4M
Apollon Wealth Management, LLC377,526
0.1% of portfolio›$9.1M
Koshinski Asset Management, Inc.363,823
0.5% of portfolio›$8.8M
Prentice Wealth Management LLC332,790
1.6% of portfolio›$8.0M
First Interstate Bank321,153
0.4% of portfolio›$7.7M
Platt Wealth Management LLC265,989
7.9% of portfolio›$6.4M
Park Avenue Securities LLC254,391
0.1% of portfolio›$6.1M
Cullen T Bankers, Inc.246,105
0.1% of portfolio›$5.9M
Keudell ison Wealth Management212,237
0.9% of portfolio›$5.1M
Clear Trail Advisors, LLC208,684
0.8% of portfolio›$5.0M
Wealthcare Advisory Partners LLC133,956
0.1% of portfolio›$3.2M
Gutierrez Wealth Advisory, LLC120,339
1.5% of portfolio›$2.9M
AA Financial Advisors, LLC96,936
0.3% of portfolio›$2.3M
Simplicity Wealth,LLC95,568
0.1% of portfolio›$2.3M
Firestone Capital Management81,523
0.4% of portfolio›$2.0M
Fjell Capital, LLC78,067
1.1% of portfolio›$1.9M
Wedbush Securities Inc76,041
0.1% of portfolio›$1.8M
Clarity Asset Management, Inc.74,898
0.9% of portfolio›$1.8M
Apella Capital, LLC73,140
0.0% of portfolio›$1.8M
Heritage Wealth Management, Inc.66,865
0.4% of portfolio›$1.6M
Birchwood Financial Partners, Inc.65,462
1.2% of portfolio›$1.6M
Vicus Capital64,229
0.1% of portfolio›$1.5M
CJM Wealth Advisers, Ltd.59,526
0.4% of portfolio›$1.4M
NewCorp Financial Services, Inc.56,755
1.0% of portfolio›$1.4M
Schmidt P J Investment Management Inc53,996
0.2% of portfolio›$1.3M
Thrive Wealth Management, LLC51,279
0.2% of portfolio›$1.2M
Main Line Retirement Advisors, LLC43,874
0.5% of portfolio›$1.1M
AdvisorNet Financial, Inc42,528
0.0% of portfolio›$1.0M
Bank of New York Mellon Corp39,208
0.0% of portfolio›$943.7K
Wealth Enhancement Advisory Services, LLC38,514
0.0% of portfolio›$923.6K
HB Wealth Management, LLC38,300
0.0% of portfolio›$921.9K
EnRich Financial Partners LLC37,694
0.2% of portfolio›$907.3K
Quantum Financial Partners LLC36,288
0.5% of portfolio›$873.5K
IFP Advisors, Inc34,876
0.0% of portfolio›$839.5K
William John Sempolinski32,400
0.3% of portfolio›$779.9K
Walleye Partners, LLC28,440
0.8% of portfolio›$684.5K
Ascent Group, LLC28,070
0.0% of portfolio›$675.6K
Sprinkle Financial Consultants LLC26,667
0.3% of portfolio›$641.9K
Venture Visionary Partners LLC25,704
0.0% of portfolio›$618.7K
Uhlmann Price Securities, LLC25,661
0.0% of portfolio›$617.7K
MFA Wealth Services25,587
0.4% of portfolio›$615.9K
Atria Investments, Inc25,413
0.0% of portfolio›$611.7K
Nautilus Advisors LLC24,500
0.4% of portfolio›$589.7K
Apollon Financial, LLC24,349
0.1% of portfolio›$586.1K
Midwest Heritage Bank, FSB23,634
0.2% of portfolio›$568.9K
Cooper Financial Group23,623
0.0% of portfolio›$568.6K
Sigma Planning Corp23,379
0.0% of portfolio›$562.7K
Lineweaver Wealth Advisors, LLC23,146
0.1% of portfolio›$557.1K
Victory Financial Group, LLC22,291
0.0% of portfolio›$536.5K
Northwest Financial Advisors21,328
0.1% of portfolio›$513.4K
First Heartland Consultants, Inc.19,653
0.0% of portfolio›$473.1K
Stewardship Concepts Financial Services LLC19,531
0.3% of portfolio›$470.1K
Diversify Wealth Management, LLC19,206
0.0% of portfolio›$469.2K
Diversify Advisory Services, LLC19,206
0.0% of portfolio›$469.2K
MGO One Seven LLC18,927
0.0% of portfolio›$455.6K
Capital Investment Advisory Services, LLC18,920
0.0% of portfolio›$455.4K
Ashton Thomas Private Wealth, LLC18,702
0.0% of portfolio›$450.2K
HBW Advisory Services LLC18,438
0.0% of portfolio›$443.8K
Farther Finance Advisors, LLC16,930
0.0% of portfolio›$407.5K
Independent Financial Group, LLC16,679
0.0% of portfolio›$401.5K
BCS Wealth Management16,500
0.1% of portfolio›$397.2K
Flagship Harbor Advisors, LLC16,370
0.0% of portfolio›$394.0K
Mission Wealth Management, LP16,055
0.0% of portfolio›$386.4K
Silver Grove Financial Group, Inc.15,667
0.2% of portfolio›$377.1K
MSH Capital Advisors LLC15,592
0.1% of portfolio›$375.3K
Prospera Financial Services Inc14,939
0.0% of portfolio›$370.2K
Advisortrust Partners, LLC14,332
0.1% of portfolio›$345.0K
Pennsylvania Capital Management Inc14,328
0.1% of portfolio›$344.9K
Freedom Financial Partners LLC14,323
0.1% of portfolio›$344.7K
International Assets Investment Management, LLC13,975
0.0% of portfolio›$337.1K
GSG Advisors LLC13,818
0.1% of portfolio›$332.6K
Kingswood Wealth Advisors, LLC12,711
0.0% of portfolio›$306.0K
Sovran Advisors, LLC12,616
0.0% of portfolio›$312.7K
IFS Advisors, LLC12,473
0.1% of portfolio›$300.2K
Swmg, LLC11,120
0.1% of portfolio›$273.9K
LongView Wealth Management11,022
0.1% of portfolio›$265.3K
Tempus Wealth Planning, LLC11,019
0.1% of portfolio›$265.2K
Regatta Capital Group, LLC10,912
0.0% of portfolio›$262.7K
Capital Planning LLC10,785
0.1% of portfolio›$259.6K
Lanark Financial, Inc.10,529
0.0% of portfolio›$253.4K
Financial Partners Group, Inc10,226
0.0% of portfolio›$246.1K
Vise Technologies, Inc.9,270
0.0% of portfolio›$223.1K
Opal Wealth Advisors, LLC9,166
0.0% of portfolio›$220.6K
Sard Wealth Management Group, LLC8,782
0.1% of portfolio›$211.4K
Cornerstone Wealth Management, LLC8,357
0.0% of portfolio›$201.1K
DeDora Capital, Inc.4,707
0.0% of portfolio›$113.3K
Latitude Advisors, LLC3,599
0.0% of portfolio›$86.6K
Financial Perspectives, Inc3,394
0.0% of portfolio›$81.7K
CoreCap Advisors, LLC2,299
0.0% of portfolio›$55.3K
UMB Private Wealth Management, LLC2,261
0.1% of portfolio›$54.4K
Signature Equity Partners, LLC2,066
0.0% of portfolio›$49.7K
Creative Financial Designs Inc1,890
0.0% of portfolio›$45.5K
Private Trust Co NA1,426
0.0% of portfolio›$34.3K
Next Level Wealth Planning, LLC931
0.0% of portfolio›$22.4K
Kings Path Partners LLC717
0.0% of portfolio›$17.3K
Essential Investment Partners LLC100
0.0% of portfolio›$2.4K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
2,025,023$48.7M0.3%ETFLowFairfield, IA2026-11-02
Assetmark, Inc
1,365,203$32.9M0.1%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
1,004,972$24.2M0.0%ETFLowWaltham, MA2026-11-02
Aprio Wealth Management, LLC
960,512$23.1M1.1%ETFMediumAtlanta, GA2026-10-28
Truist Financial Corp
848,507$20.4M0.0%CoreLowCharlotte, NC2026-10-30
Strata Wealth Advisors, LLC
731,072$17.6M4.1%ETFLowDallas, TX2026-10-16
Kestra Advisory Services, LLC
657,365$15.8M0.0%CoreLowAustin, TX2026-11-02
Confluence Wealth Services, Inc.
644,652$15.5M0.4%ETFVery LowMcmurray, PA2026-11-05
J. Derek Lewis & Associates Inc.
642,042$15.4M2.8%ETFLowNewport Beach, CA2026-11-03
Apollon Wealth Management, LLC
377,526$9.1M0.1%GrowthLowMount Pleasant, SC2026-10-23
Koshinski Asset Management, Inc.
363,823$8.8M0.5%ETFLowDecatur, IL2026-10-29
Prentice Wealth Management LLC
332,790$8.0M1.6%ETFLowRochester, NY2026-10-20
First Interstate Bank
321,153$7.7M0.4%ETFLowBillings, MT2026-10-23
Platt Wealth Management LLC
265,989$6.4M7.9%GrowthVery LowSan Diego, CA2026-11-04
Park Avenue Securities LLC
254,391$6.1M0.1%ETFMediumNew York, NY2026-10-26
Cullen T Bankers, Inc.
246,105$5.9M0.1%GrowthLowSan Antonio, TX2026-10-28
Keudell ison Wealth Management
212,237$5.1M0.9%ETFMediumSalem, OR2026-10-16
Clear Trail Advisors, LLC
208,684$5.0M0.8%CoreLowHouston, TX2026-10-20
Wealthcare Advisory Partners LLC
133,956$3.2M0.1%ETFLowWest Chester, PA2026-10-21
Gutierrez Wealth Advisory, LLC
120,339$2.9M1.5%ETFLowLittle Rock, AR2026-11-02
AA Financial Advisors, LLC
96,936$2.3M0.3%ETFMediumColumbus, OH2026-10-19
Simplicity Wealth,LLC
95,568$2.3M0.1%ETFLowSummit, NJ2026-10-23
Firestone Capital Management
81,523$2.0M0.4%ETFVery LowSouth Miami, FL2026-11-03
Fjell Capital, LLC
78,067$1.9M1.1%GrowthLowFargo, ND2026-10-13
Wedbush Securities Inc
76,041$1.8M0.1%CoreLowPasadena, CA2026-10-22
Clarity Asset Management, Inc.
74,898$1.8M0.9%ETFHighAmes, IA2026-10-14
Apella Capital, LLC
73,140$1.8M0.0%ETFVery LowWest Hartford, CT2026-10-08
Heritage Wealth Management, Inc.
66,865$1.6M0.4%CoreLowCincinnati, OH2026-10-28
Birchwood Financial Partners, Inc.
65,462$1.6M1.2%ETFVery LowBloomington, MN2026-11-02
Vicus Capital
64,229$1.5M0.1%ETFMediumState College, PA2026-11-05
CJM Wealth Advisers, Ltd.
59,526$1.4M0.4%ETFVery LowFalls Church, VA2026-10-27
NewCorp Financial Services, Inc.
56,755$1.4M1.0%ETFLowAlpharetta, GA2026-10-14
Schmidt P J Investment Management Inc
53,996$1.3M0.2%GrowthVery LowCedarburg, WI2026-11-02
Thrive Wealth Management, LLC
51,279$1.2M0.2%ETFVery LowAudubon, PA2026-10-13
Main Line Retirement Advisors, LLC
43,874$1.1M0.5%ETFLowWhitefish, MT2026-10-14
AdvisorNet Financial, Inc
42,528$1.0M0.0%ETFLowMinnetonka, MN2026-10-15
Bank of New York Mellon Corp
39,208$943.7K0.0%CoreLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
38,514$923.6K0.0%CoreLowPlymouth, MN2026-10-13
HB Wealth Management, LLC
38,300$921.9K0.0%IndexVery LowAtlanta, GA2026-10-23
EnRich Financial Partners LLC
37,694$907.3K0.2%ETFVery LowMadison, WI2026-10-21
Quantum Financial Partners LLC
36,288$873.5K0.5%ETFN/AOverland Park, KS2026-10-19
IFP Advisors, Inc
34,876$839.5K0.0%GrowthLowTampa, FL2026-10-16
William John Sempolinski
32,400$779.9K0.3%MomentumLowEaston, MA2026-10-20
Walleye Partners, LLC
28,440$684.5K0.8%ValueLowMadison, WI2026-10-13
Ascent Group, LLC
28,070$675.6K0.0%CoreLowVirginia Beach, VA2026-10-30
Sprinkle Financial Consultants LLC
26,667$641.9K0.3%ETFLowLittleton, CO2026-10-09
Venture Visionary Partners LLC
25,704$618.7K0.0%CoreLowSylvania, OH2026-10-07
Uhlmann Price Securities, LLC
25,661$617.7K0.0%Agg GrowthLowSkokie, IL2026-11-03
MFA Wealth Services
25,587$615.9K0.4%ETFLowThousand Oaks, CA2026-10-14
Atria Investments, Inc
25,413$611.7K0.0%CoreMediumCharlotte, NC2026-10-15
Nautilus Advisors LLC
24,500$589.7K0.4%GrowthLowLa Jolla, CA2026-10-07
Apollon Financial, LLC
24,349$586.1K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Midwest Heritage Bank, FSB
23,634$568.9K0.2%ETFVery LowWest Des Moines, IA2026-10-26
Cooper Financial Group
23,623$568.6K0.0%GrowthMediumIrvine, CA2026-10-07
Sigma Planning Corp
23,379$562.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Lineweaver Wealth Advisors, LLC
23,146$557.1K0.1%ETFLowValley View, OH2026-10-13
Victory Financial Group, LLC
22,291$536.5K0.0%ETFLowAustin, TX2026-10-27
Northwest Financial Advisors
21,328$513.4K0.1%ETFLowHerndon, VA2026-10-27
First Heartland Consultants, Inc.
19,653$473.1K0.0%ETFMediumLake St. Louis, MO2026-10-08
Stewardship Concepts Financial Services LLC
19,531$470.1K0.3%ETFLowSpokane, WA2026-10-06
Diversify Wealth Management, LLC
19,206$469.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
19,206$469.2K0.0%GrowthLowSandy, UT2026-10-20
MGO One Seven LLC
18,927$455.6K0.0%GrowthLowBeachwood, OH2026-10-28
Capital Investment Advisory Services, LLC
18,920$455.4K0.0%CoreMediumRaleigh, NC2026-10-30
Ashton Thomas Private Wealth, LLC
18,702$450.2K0.0%CoreMediumScottsdale, AZ2026-11-03
HBW Advisory Services LLC
18,438$443.8K0.0%ETFMediumSimi Valley, CA2026-10-15
Farther Finance Advisors, LLC
16,930$407.5K0.0%IndexLowSan Francisco, CA2026-10-08
Independent Financial Group, LLC
16,679$401.5K0.0%GrowthLowSan Diego, CA2026-10-13
BCS Wealth Management
16,500$397.2K0.1%ETFVery LowJohnson City, TN2026-11-03
Flagship Harbor Advisors, LLC
16,370$394.0K0.0%ETFMediumBoston, MA2026-10-26
Mission Wealth Management, LP
16,055$386.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Silver Grove Financial Group, Inc.
15,667$377.1K0.2%CoreMediumOrchard Park, NY2026-11-05
MSH Capital Advisors LLC
15,592$375.3K0.1%CoreLowScottsdale, AZ2026-11-03
Prospera Financial Services Inc
14,939$370.2K0.0%CoreMediumDallas, TX2026-11-04
Advisortrust Partners, LLC
14,332$345.0K0.1%CoreHighRaleigh, NC2026-11-02
Pennsylvania Capital Management Inc
14,328$344.9K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Freedom Financial Partners LLC
14,323$344.7K0.1%ETFLowOakdale, MN2026-10-19
International Assets Investment Management, LLC
13,975$337.1K0.0%CoreVery HighOrlando, FL2026-11-02
GSG Advisors LLC
13,818$332.6K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Kingswood Wealth Advisors, LLC
12,711$306.0K0.0%GrowthLowSan Diego, CA2026-10-23
Sovran Advisors, LLC
12,616$312.7K0.0%ETFMediumSan Diego, CA2026-11-02
IFS Advisors, LLC
12,473$300.2K0.1%ETFLowOverland Park, KS2026-10-14
Swmg, LLC
11,120$273.9K0.1%ETFMediumFort Worth, TX2026-10-23
LongView Wealth Management
11,022$265.3K0.1%ETFLowAtlanta, GA2026-10-19
Tempus Wealth Planning, LLC
11,019$265.2K0.1%ETFMediumIrvine, CA2026-10-14
Regatta Capital Group, LLC
10,912$262.7K0.0%ETFLowEl Segundo, CA2026-10-23
Capital Planning LLC
10,785$259.6K0.1%ETFLowBellevue, WA2026-10-09
Lanark Financial, Inc.
10,529$253.4K0.0%CoreMediumBirmingham, AL2026-10-26
Financial Partners Group, Inc
10,226$246.1K0.0%ETFLowOverland Park, KS2026-10-19
Vise Technologies, Inc.
9,270$223.1K0.0%IndexLowNew York, NY2026-10-29
Opal Wealth Advisors, LLC
9,166$220.6K0.0%ETFLowJericho, NY2026-10-16
Sard Wealth Management Group, LLC
8,782$211.4K0.1%ETFVery LowAtlanta, GA2026-10-16
Cornerstone Wealth Management, LLC
8,357$201.1K0.0%ETFVery LowSt. Peters, MO2026-11-04
DeDora Capital, Inc.
4,707$113.3K0.0%ETFVery LowNapa, CA2026-10-26
Latitude Advisors, LLC
3,599$86.6K0.0%ETFLowYorkville, IL2026-10-27
Financial Perspectives, Inc
3,394$81.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
CoreCap Advisors, LLC
2,299$55.3K0.0%ETFMediumSouthfield, MI2026-10-08
UMB Private Wealth Management, LLC
2,261$54.4K0.1%GrowthN/AKansas City, MO2026-10-19
Signature Equity Partners, LLC
2,066$49.7K0.0%GrowthMediumColumbus, OH2026-10-29
Creative Financial Designs Inc
1,890$45.5K0.0%ETFMediumKokomo, IN2026-11-04
Private Trust Co NA
1,426$34.3K0.0%CoreLowCleveland, OH2026-10-20
Next Level Wealth Planning, LLC
931$22.4K0.0%ETFVery LowMeridian, ID2026-10-29
Kings Path Partners LLC
717$17.3K0.0%ETFVery LowSugar Land, TX2026-10-21
Essential Investment Partners LLC
100$2.4K0.0%GrowthLowEnglewood, CO2026-10-27