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Disclosery

CGCB CAPITAL GRP FIXED INCM ETF T

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CORE BOND ETF (fund)

257 managers (261 13F filers) reported a position in CGCB shares at 2026-06-30, 190,375,863 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
257
13F filers
261
New
24
Added
161
Reduced
55
Sold out
16
Shares held by filers
190,375,863

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
Advyzon Investment Management, LLC13,780$361K0.03%+40713F-HRTimeline
Vantus Wealth LLC13,700$359K0.19%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,561$355K0.02%+78813F-HRTimeline
Confluence Wealth Services, Inc.13,559$355K0.01%-49,71913F-HRTimeline
Timmons Wealth Management, LLC12,801$335K0.25%-243,06313F-HRTimeline
Summit Financial, LLC12,220$320K<0.01%new13F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV11,950$313K0.23%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,794$309K<0.01%+1,47313F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC11,490$301K0.05%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,426$299K<0.01%+38313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,304$296K0.02%+2,73613F-HRTimeline
Midwest Heritage Bank, FSB11,004$288K0.08%+10913F-HRTimeline
Snowden Capital Advisors LLC10,893$285K0.01%-88313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,858$284K0.07%013F-HRTimeline
Facet Wealth, Inc.10,812$283K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,661$279K0.01%+66313F-HRTimelineGroup
Trilogy Capital Inc.10,410$273K0.01%-2,25213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,045$263K0.01%-51113F-HRTimeline
Simplicity Wealth,LLC10,017$262K0.01%new13F-HRTimeline
Rather & Kittrell, Inc.9,968$261K0.04%-1,17913F-HRTimeline
Orca Wealth Management, LLC9,766$256K0.15%013F-HRTimeline
K2 Financial Inc.9,655$253K0.18%+21613F-HRTimeline
Ashton Thomas Private Wealth, LLC9,340$245K0.01%+813F-HRTimeline
J.W. COLE ADVISORS, INC.9,197$241K<0.01%new13F-HRTimeline
Madison Wealth Partners, Inc9,066$237K0.03%-1,12213F-HRTimeline
NWF Advisory Services Inc.8,878$232K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,626$226K<0.01%-4,10013F-HRTimelineGroup
Geneos Wealth Management Inc.8,579$225K<0.01%+2,72913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,438$221K0.02%+11813F-HRTimeline
Peterson Wealth Advisors, LLC8,394$220K0.03%+8713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,131$213K0.01%-82813F-HRTimeline
Integrity Advisory Solutions, LLC8,084$212K0.02%+30213F-HRTimeline
Tidemark, LLC7,538$197K0.04%new13F-HRTimeline
Qube Research & Technologies Ltd6,721$176K<0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC5,622$147K0.06%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,603$147K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,300$139K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC5,198$136K0.03%new13F-HRTimeline
AlphaCore Capital LLC5,166$135K<0.01%-1,83913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,509$119K0.02%+2,13413F-HRTimelineGroup
IFP Advisors, Inc4,483$117K<0.01%-1,09713F-HRTimeline
BARRETT & COMPANY, INC.4,169$109K0.03%013F-HRTimeline
Godfrey Financial Associates, Inc.2,833$74.2K0.06%+7313F-HRTimeline
Capital Investment Advisory Services, L…2,053$53.7K<0.01%+1,47313F-HRTimeline
Aptus Capital Advisors, LLC2,000$52.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,847$48.4K<0.01%+1,72113F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…1,636$42.8K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC1,167$30.6K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.976$25.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC750$19.6K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC514$13.4K<0.01%-2,85213F-HRTimelineGroup
Rossby Financial, LCC287$7.51K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…207$5.42K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co100$2.62K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…90$2.36K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS89$2.33K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.15$398<0.01%+613F-HRTimeline