CGSM

Cap Group Short Muni Income

Latest period2026 - Q2Total superinvestors7

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

SuperinvestorPortfolio %Reported Value
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Increased 0.44%
0.06%
$4.028M
152,619 shares@ 26.4 avg price
Jason Luhan@Bison Wealth, Llc
Recent Activity
Increased 19.84%
0.16%
$1.711M
64,823 shares@ 26.4 avg price
James Exley@Wealth Science Advisors Llc
Recent Activity
New Position
0.3%
$671,920
25,466 shares@ 26.39 avg price
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Increased 4.23%
0.03%
$390,901
14,815 shares@ 26.39 avg price
Larry J Sims@Truewealth Advisors, Llc
Recent Activity
Decreased -4.99%
0.08%
$342,419
12,978 shares@ 26.39 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 4.17%
0.01%
$108,996
4,131 shares@ 26.39 avg price
Edison Byzyka@Cx Institutional
Recent Activity
0.01%
$1,000
56 shares@ 17.86 avg price

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