Cap Group Short Muni Income
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 7 superinvestors own shares of Cap Group Short Muni Income (CGSM), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Short Muni Income (CGSM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Cap Group Short Muni Income (CGSM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Cap Group Short Muni Income (CGSM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Timothy E. Richards@Apella Capital, Llc
| 0.06% | $4.028M 152,619 shares@ 26.4 avg price | Increased 0.44% |
Jason Luhan@Bison Wealth, Llc
| 0.16% | $1.711M 64,823 shares@ 26.4 avg price | Increased 19.84% |
James Exley@Wealth Science Advisors Llc
| 0.3% | $671,920 25,466 shares@ 26.39 avg price | New Position |
Andrew Walz@First Heartland Consultants, Inc.
| 0.03% | $390,901 14,815 shares@ 26.39 avg price | Increased 4.23% |
Larry J Sims@Truewealth Advisors, Llc
| 0.08% | $342,419 12,978 shares@ 26.39 avg price | Decreased -4.99% |
Craig Rumler@Corecap Advisors, Llc
| 0.01% | $108,996 4,131 shares@ 26.39 avg price | Increased 4.17% |
Edison Byzyka@Cx Institutional
| 0.01% | $1,000 56 shares@ 17.86 avg price |
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