CGMU · Insider trading · 13F holders · Congress trades
Capital Grp Fixed Incm ETF T (CGMU)
Who is buying and selling CGMU: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 101
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGMU at a glance
- No open-market insider purchases or sales of CGMU were filed in the last 90 days.
- 101 13F filers hold CGMU among their 50 largest positions, worth $748.9M combined. The biggest bets by portfolio weight are Michael Brady & Co., LLC (9.3%), Cauble & Harre Wealth Management, Inc. (5.1%) and Mb, Levis & Associates, LLC (4.8%). In their latest 13Fs, 1 manager opened a new position and 41 added to one.
- No member of Congress has disclosed a trade in CGMU.
CGMU insider trading
No open-market insider purchases or sales of CGMU were filed in the last 90 days.
Who owns CGMU? Hedge funds and superinvestors
101 13F filers hold CGMU among their 50 largest positions, worth $748.9M combined. The biggest bets by portfolio weight are Michael Brady & Co., LLC (9.3%), Cauble & Harre Wealth Management, Inc. (5.1%) and Mb, Levis & Associates, LLC (4.8%). In their latest 13Fs, 1 manager opened a new position and 41 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc.Wealth manager | 0.8% | $53.5M | 1,946,260 | +22.3% shares | Q2 2026 |
| Blue Chip Partners, LLCWealth manager | 2.8% | $43.6M | 1,585,807 | -4.1% shares | Q2 2026 |
| Great Valley Advisor Group, Inc.Wealth manager | 0.7% | $43.4M | 1,579,564 | +6.4% shares | Q2 2026 |
| Venturi Wealth Management, LLCWealth manager | 1.4% | $36.3M | 1,321,147 | +4.2% shares | Q2 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 0.9% | $32.1M | 1,168,831 | +4.5% shares | Q2 2026 |
| Capital Analysts, LLCWealth manager | 0.7% | $29.6M | 1,078,448 | +12.5% shares | Q2 2026 |
| Larson Financial Group LLCWealth manager | 0.7% | $25.2M | 917,990 | +20.7% shares | Q2 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 4.6% | $24.3M | 885,576 | +8.0% shares | Q2 2026 |
| Aprio Wealth Management, LLCWealth manager | 1.0% | $21.8M | 839,295 | +0.3% shares | Q3 2026 |
| Stonebridge Financial Group, LLCInstitutional asset manager | 1.5% | $19.9M | 765,597 | +114.7% shares | Q3 2026 |
| Clear Trail Advisors, LLCWealth manager | 2.6% | $17.2M | 664,587 | +0.2% shares | Q3 2026 |
| Hunter Associates Investment Management LLCWealth manager | 1.9% | $15.9M | 613,051 | +5.3% shares | Q3 2026 |
| Mb, Levis & Associates, LLCWealth manager | 4.8% | $13.1M | 505,287 | +19.6% shares | Q3 2026 |
| Mosaic Family Wealth Partners, LLCWealth manager | 0.9% | $12.7M | 461,043 | +127.4% shares | Q2 2026 |
| RMR Wealth BuildersWealth manager | 0.7% | $11.7M | 448,434 | +8.2% shares | Q3 2026 |
| Creative Financial Designs Inc /advInvestment manager | 0.5% | $11.1M | 402,606 | — | Q2 2026 |
| EnRich Financial Partners LLCWealth manager | 2.6% | $10.9M | 418,717 | +0.8% shares | Q3 2026 |
| Koshinski Asset Management, Inc.Asset manager | 0.6% | $10.6M | 407,427 | +25.9% shares | Q3 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 1.2% | $10.6M | 406,974 | +33.1% shares | Q3 2026 |
| Boulder Wealth Advisors, LLCWealth manager | 3.8% | $10.4M | 377,874 | +11.1% shares | Q2 2026 |
| Michael Brady & Co., LLCWealth manager | 9.3% | $10.2M | 395,007 | +3.3% shares | Q3 2026 |
| Strid Group, LLCWealth manager | 1.1% | $10.0M | 387,146 | — | Q3 2026 |
| Per Stirling Capital Management, LLC.Wealth manager | 0.9% | $9.5M | 345,566 | — | Q2 2026 |
| Keudell/Morrison Wealth ManagementWealth manager | 1.6% | $8.8M | 340,258 | — | Q3 2026 |
| Jacobi Capital Management LLCWealth manager | 0.4% | $8.7M | 317,921 | -1.0% shares | Q2 2026 |
| McNamara Financial Services, Inc.Wealth manager | 1.4% | $8.4M | 305,929 | +17.9% shares | Q2 2026 |
| Hartmann Taylor Wealth Management, LLCWealth manager | 4.7% | $8.4M | 322,822 | -1.1% shares | Q3 2026 |
| Beto Financial Group, LLCWealth manager | 4.4% | $8.3M | 305,624 | +0.6% shares | Q2 2026 |
| New England Capital Financial Advisors LLCWealth manager | 1.9% | $8.0M | 291,291 | +3.0% shares | Q2 2026 |
| Leverty Financial Group, LLCWealth manager | 1.4% | $7.8M | 301,063 | +79.7% shares | Q3 2026 |
The 30 largest of 101 positions, by value. Each manager counts with its latest 13F (Q3 2026: 57, Q2 2026: 44). Screen CGMU in the grand portfolio →
CGMU stock trades by members of Congress
No member of Congress has disclosed a trade in CGMU.
CGMU questions and answers
Are insiders buying CGMU stock?
No open-market insider purchases or sales of CGMU were filed in the last 90 days.
Which hedge funds own CGMU?
101 13F filers hold CGMU among their 50 largest positions, worth $748.9M combined. The biggest bets by portfolio weight are Michael Brady & Co., LLC (9.3%), Cauble & Harre Wealth Management, Inc. (5.1%) and Mb, Levis & Associates, LLC (4.8%). In their latest 13Fs, 1 manager opened a new position and 41 added to one.
Has Congress traded CGMU?
No member of Congress has disclosed a trade in CGMU.
Who is the largest holder of CGMU?
Among 13F filers, Capital Group Private Client Services, Inc. reports the largest CGMU position, $53.5M (1,946,260 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Michael Brady & Co., LLC's: 9.3% of its portfolio.
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