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CAFX PROFESIONALLY MANAGED PORTFO

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CONGR BD ETF (fund)

23 managers (25 13F filers) reported a position in CAFX shares at 2026-06-30, 5,879,892 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
25
New
7
Added
9
Reduced
8
Sold out
4
Shares held by filers
5,879,892

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,429,099$84.5M+13,245Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,036,749$25.5M0.03%+79,74413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC366,562$9.03M0.02%+14,00613F-HRTimeline
LPL Financial LLC140,898$3.47M<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.127,758$3.15M0.17%-85113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC104,213$2.57M0.03%-210,53113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC104,038$2.56M<0.01%+8,01813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC92,192$2.27M<0.01%-7,79613F-HRTimelineGroup
Janney Montgomery Scott LLC86,126$2.12M<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding72,958$1.8M+1,012Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…48,943$1.21M0.1%+1,30913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,119$1.16M<0.01%-108,29813F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.45,945$1.13M0.24%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,849$908K<0.01%-64,29013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,885$785K<0.01%+12,25813F-HRTimelineGroup
Snowden Capital Advisors LLC24,136$594K0.01%-60613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,135$397K<0.01%+16613F-HRTimelineGroup
Farther Finance Advisors, LLC14,226$350K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,580$310K<0.01%new13F-HRTimelineGroup
MONECO ADVISORS, LLC11,959$295K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.10,638$262K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,405$256K<0.01%+48813F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,479$209K<0.01%new13F-HRTimelineGroup