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CAFX PROFESIONALLY MANAGED PORTFO

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CONGR BD ETF (fund)

20 managers (22 13F filers) reported a position in CAFX shares at 2026-03-31, 5,945,735 shares in all. 2 filers opened a position and 7 filers sold out during the quarter.

Managers
20
13F filers
22
New
2
Added
5
Reduced
15
Sold out
7
Shares held by filers
5,945,735

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding3,415,854$84.7M-21,204Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.957,005$23.7M0.03%-1,887,95613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC352,556$8.75M0.02%-14,56213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC314,744$7.81M0.11%-22,74313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP155,417$3.86M0.01%-39,64113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.128,609$3.18M0.21%+10,24913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC101,139$2.51M<0.01%+35,94913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC99,988$2.48M<0.01%+47,85313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC96,020$2.38M<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding71,946$1.78M-36,051Timeline
FLOW TRADERS U.S. LLC48,484$1.2M0.04%-19,27413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…47,634$1.18M0.1%-6,08513F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.45,945$1.14M0.25%-4,92013F-HRTimelineGroup
Snowden Capital Advisors LLC24,742$614K0.02%-96713F-HRTimeline
PFG Advisors22,563$560K0.03%+21113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,627$487K<0.01%-66,26213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC17,400$432K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,969$396K<0.01%-67113F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,917$246K<0.01%-2113F-HRTimeline
UBS Group AGin group UBS Group AG176$4.37K<0.01%-5113F-HRTimelineGroup