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Disclosery

CGCB CAPITAL GRP FIXED INCM ETF T

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CORE BOND ETF (fund)

251 managers (254 13F filers) reported a position in CGCB shares at 2026-03-31, 156,268,084 shares in all. 33 filers opened a position and 12 filers sold out during the quarter.

Managers
251
13F filers
254
New
33
Added
172
Reduced
32
Sold out
12
Shares held by filers
156,268,084

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
PRIVATE CLIENT SERVICES, LLC10,858$285K0.09%013F-HRTimeline
Atria Investments, Inc10,771$283K<0.01%new13F-HRTimeline
HRT FINANCIAL LP10,623$278K<0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,556$277K0.01%-3013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,321$271K<0.01%-66,91413F-HRTimelineGroup
Madison Wealth Partners, Inc10,188$268K0.04%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,998$263K0.01%new13F-HRTimelineGroup
Orca Wealth Management, LLC9,766$256K0.18%013F-HRTimeline
K2 Financial Inc.9,439$250K0.18%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,332$245K0.01%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,959$235K0.02%-17113F-HRTimeline
NWF Advisory Services Inc.8,878$233K0.03%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,568$225K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,433$221K<0.01%-9,19613F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO8,320$218K0.02%new13F-HRTimeline
Peterson Wealth Advisors, LLC8,307$218K0.03%+17613F-HRTimeline
Integrity Advisory Solutions, LLC7,782$204K0.03%013F-HRTimeline
Swisher Financial Concepts, Inc.7,744$203K0.11%+713F-HRTimeline
AlphaCore Capital LLC7,005$184K<0.01%-12,57413F-HRTimeline
Geneos Wealth Management Inc.5,850$154K<0.01%-1,02013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC5,622$148K0.07%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,603$147K0.02%013F-HRTimeline
IFP Advisors, Inc5,580$147K<0.01%+74613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,300$139K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.4,169$109K0.04%+1,11913F-HRTimeline
CWM, LLCin group CWM, LLC3,560$93.5K<0.01%+92013F-HRTimelineGroup
FMR LLCin group FMR LLC3,366$88.4K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC2,802$73.6K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.2,760$72.5K0.06%+1513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,375$62.2K0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,000$52.5K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,000$52.5K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,636$43K0.03%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,419$37.3K0.02%new13F-HRTimelineGroup
SYM FINANCIAL Corp1,316$34.6K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC1,167$30.6K<0.01%+31913F-HRTimeline
ADVISORTRUST PARTNERS, LLC1,016$26.7K0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.976$25.6K<0.01%013F-HRTimeline
CrossGen Wealth, LLC829$21.8K0.02%new13F-HRTimeline
YANKCOM Partnership602$15.8K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…580$15.2K<0.01%new13F-HRTimeline
WFA of San Diego, LLC500$13.1K0.01%013F-HRTimeline
Financial Life Planners440$11.6K0.01%new13F-HRTimeline
Arax Advisory Partners368$9.68K<0.01%+313F-HRTimeline
Rossby Financial, LCC287$7.54K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…126$3.31K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co100$2.63K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…90$2.36K<0.01%013F-HR/ATimelineGroup
FINANCIAL CONSULATE, INC79$2.08K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.9$238<0.01%new13F-HRTimeline
RHL GROUP, LLC0$9<0.01%-5013F-HRTimelineAmount filed as zero, left out of ratios.