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Disclosery

CGCB CAPITAL GRP FIXED INCM ETF T

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CORE BOND ETF (fund)

166 managers (167 13F filers) reported a position in CGCB shares at 2025-03-31, 65,735,349 shares in all. 31 filers opened a position and 3 filers sold out during the quarter.

Managers
166
13F filers
167
New
31
Added
95
Reduced
30
Sold out
3
Shares held by filers
65,735,349

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Advance Capital Management, Inc.10,778,123$283M13.55%-5,821,96713F-HRTimeline
LPL Financial LLC9,379,977$247M0.1%+4,087,43913F-HRTimeline
Capital International Investorsin group Capital International Investo…7,738,371$203M0.04%+2,691,64713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,550,423$146M0.01%+1,717,65213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,920,861$76.8M+863,007Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,654,098$69.7M0.06%+1,062,22913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,589,533$41.8M0.02%+844,77613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,517,128$39.9M0.09%+432,09213F-HRTimelineGroup
Leverty Financial Group, LLC1,357,211$35.7M14.58%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,264,917$33.2M0.04%+28,46913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,205,090$31.7M0.01%+94,07213F-HR/ATimelineGroup
Cetera Investment Advisers1,132,698$29.8M0.06%+308,11313F-HRTimeline
Cambridge Investment Research Advisors,…1,105,434$29.1M0.1%+106,24213F-HRTimeline
American Financial Advisors, LLC904,344$23.8M3.45%-5,46213F-HRTimeline
Valmark Advisers, Inc.856,359$22.5M0.34%+41,36413F-HRTimeline
D.A. DAVIDSON & CO.843,719$22.2M0.18%+171,73513F-HRTimeline
REGATTA CAPITAL GROUP, LLC706,058$18.6M3.59%+65,04613F-HRTimeline
Spinnaker Investment Group, LLC698,328$18.4M4.15%+605,97113F-HRTimeline
MML INVESTORS SERVICES, LLC694,421$18.2M0.06%+101,81013F-HRTimeline
Continuum Advisory, LLC664,244$17.5M2.25%+526,02813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC596,861$15.7M0.02%+107,78313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…541,836$14.2M0.21%-33,91713F-HRTimelineGroup
Cannon Financial Strategists, Inc.460,158$12.1M2.08%+25,75413F-HRTimeline
Private Advisor Group, LLC439,910$11.6M0.07%-330,66613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…372,953$9.8M0.02%+2,21813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS371,131$9.75M0.02%+182,75213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC349,693$9.19M0.02%+193,69313F-HR/ATimelineGroup
Greenbush Financial Group, LLC327,523$8.61M4.28%+13,96413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/325,445$8.55M<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.300,000$7.91M0.1%+127,53413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC294,792$7.75M0.04%+30,63613F-HRTimelineGroup
Geneos Wealth Management Inc.274,045$7.2M0.11%new13F-HRTimeline
Smartleaf Asset Management LLC256,461$6.73M0.65%+101,99713F-HRTimeline
Freedom Financial Partners LLC228,852$6.01M2.8%+8,99713F-HRTimeline
FUTURE YOU WEALTH LLC224,011$5.89M3.77%+169,52713F-HRTimeline
RFG Advisory, LLC213,248$5.6M0.15%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP210,300$5.52M<0.01%+110,96813F-HR/ATimelineGroup
Cannon Wealth Management Services, LLC209,255$5.47M4.88%+9,62713F-HRTimeline
&PARTNERS201,256$5.3M0.06%+190,48813F-HRTimeline
Dentgroup LLC198,212$5.21M3.91%+77,71613F-HRTimeline
Smith Thornton Advisors LLC192,708$5.06M3.15%+8,24713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…192,232$5.05M0.01%+34,62413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO192,221$5.05M<0.01%+71,90113F-HRTimelineGroup
Kingsview Wealth Management, LLC191,785$5.04M0.09%-27,51113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…184,480$4.84M2.18%+110,81713F-HRTimeline
Strategic Blueprint, LLC175,224$4.6M0.25%+16,52713F-HRTimeline
VestGen Advisors, LLC173,408$4.56M0.21%13F-HRTimeline
Dynamic Advisor Solutions LLC172,441$4.53M0.15%+6,85113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…167,850$4.41M0.12%-2,49813F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…160,651$4.22M1.37%+40,93713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC156,822$4.12M<0.01%+22,75213F-HRTimelineGroup
Keystone Financial Services, LLC152,888$4.02M3.4%+6,65613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC133,046$3.5M0.08%-9,58113F-HRTimelineGroup
NewEdge Advisors, LLC130,240$3.42M0.02%+39,35413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…127,656$3.35M0.08%+9,74413F-HRTimelineGroup
Capital Planning LLC125,865$3.31M0.92%+8,39213F-HRTimeline
UBS Group AGin group UBS Group AG121,355$3.19M<0.01%+74,09213F-HRTimelineGroup
Western Wealth Management, LLC102,858$2.7M0.18%+16,39413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,817$2.39M0.02%+42,16413F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.89,496$2.35M1.28%+15,55913F-HRTimeline
Lodestone Wealth Management LLC87,498$2.3M1.22%+7,88313F-HRTimeline
ROTHSCHILD INVESTMENT LLC78,360$2.06M0.14%+32,81013F-HRTimeline
Mutual Advisors, LLC78,095$2.05M0.06%+9,39513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.75,685$1.99M<0.01%+65,97113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC72,366$1.9M0.07%+30,86713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.71,250$1.87M0.01%+3,94213F-HRTimeline
Saxony Capital Management, LLC71,110$1.87M1.64%-2,66513F-HRTimeline
Mariner, LLCin group Mariner, LLC70,598$1.86M<0.01%+33,43913F-HRTimelineGroup
United Advisor Group, LLC70,289$1.85M0.38%+12,13413F-HRTimeline
HARBOUR INVESTMENTS, INC.70,086$1.84M0.05%+37,98413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…68,741$1.81M0.04%+52,09213F-HRTimelineGroup
KPP Advisory Services LLC67,756$1.78M0.34%-1,32513F-HRTimeline
CW Advisors, LLC66,440$1.74M0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.65,414$1.72M0.02%+13,42113F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP62,833$1.65M0.04%new13F-HRTimeline
Berger Financial Group, Inc62,311$1.64M0.11%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC61,378$1.61M0.02%+23,33513F-HRTimelineGroup
Meridian Wealth Management, LLC58,785$1.54M0.07%013F-HRTimeline
Confluence Wealth Services, Inc.58,383$1.52M0.1%new13F-HRTimeline
Wood Tarver Financial Group, LLC54,794$1.44M0.47%+24,24113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.50,075$1.32M0.68%+5,30013F-HRTimeline
Merit Financial Group, LLC48,984$1.29M0.02%new13F-HRTimeline
Bill Few Associates, Inc.46,646$1.23M0.44%+73213F-HRTimeline
KINTRA WEALTH, LLC45,085$1.18M0.8%+34,93513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,014$1.18M<0.01%+9,28813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management42,971$1.13M0.02%+22,71513F-HRTimelineGroup
LongView Wealth Management40,829$1.07M0.32%+8,74813F-HRTimeline
Synergy Investment Management, LLC39,945$1.05M0.44%+27,95013F-HRTimeline
U.S. Capital Wealth Advisors, LLC35,677$938K0.03%+10,16813F-HRTimeline
Integrated Wealth Concepts LLC35,441$931K0.01%+5,96713F-HRTimeline
Delta Financial Group, Inc.33,195$870K0.2%-1,35413F-HRTimeline
Pines Wealth Management, LLC31,166$812K0.38%-48813F-HRTimeline
Aurdan Capital Management, LLC30,768$809K0.3%+4,98513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO30,607$804K<0.01%new13F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC28,897$759K0.1%-79213F-HRTimeline
Sigma Planning Corp28,070$738K0.02%-47913F-HRTimeline
CWS Financial Advisors, LLC27,961$735K0.23%+10,85213F-HRTimeline
TOWNSQUARE CAPITAL LLC27,365$719K0.01%-32,64113F-HRTimeline
Drucker Wealth 3.0, LLC26,918$707K0.16%-32,73913F-HRTimeline
Tempus Wealth Planning, LLC25,831$679K0.2%+5,77813F-HRTimeline
OLD MISSION CAPITAL LLC24,592$646K0.01%-109,31213F-HRTimeline
Cornerstone Wealth Management, LLC23,731$624K0.04%+9,78413F-HRTimeline
AdvisorNet Financial, Inc23,618$621K0.05%+1,29513F-HRTimeline
UPTICK PARTNERS, LLC23,458$616K0.21%-4,29813F-HRTimeline
IFG Advisory, LLC22,653$595K0.03%+10,08713F-HRTimeline
Prospera Financial Services Inc21,530$566K0.01%+17313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…21,102$554K0.08%-14,17813F-HRTimeline
Jacobi Capital Management LLC20,434$537K0.04%new13F-HRTimeline
AlphaCore Capital LLC19,549$514K0.04%new13F-HRTimeline
FLOW TRADERS U.S. LLC19,002$499K0.02%-35,75013F-HRTimeline
Perennial Investment Advisors, LLC18,553$488K0.05%-7,21213F-HRTimeline
Orion Porfolio Solutions, LLC17,638$464K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC17,638$464K<0.01%new13F-HR/ATimeline
Janney Montgomery Scott LLC17,423$458K<0.01%+54113F-HRTimeline
Gateway Wealth Partners, LLC16,962$446K0.1%+8,37013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…15,614$410K<0.01%new13F-HRTimelineGroup
MSH Capital Advisors LLC14,417$379K0.12%+1,92713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,290$376K0.04%-1,97013F-HRTimeline
PFG Advisors14,082$370K0.02%+3,48713F-HRTimeline
Cyndeo Wealth Partners, LLC14,042$369K0.02%+3,78813F-HRTimeline
COMERICA BANK14,016$368K<0.01%+5,39613F-HRTimeline
William Mack & Associates, Inc.13,899$365K0.31%+3,79613F-HRTimeline
Sovran Advisors, LLC12,855$335K0.04%new13F-HRTimeline
Trilogy Capital Inc.12,060$317K0.02%-6,77813F-HRTimeline
Snowden Capital Advisors LLC11,605$305K0.01%-1,19913F-HRTimeline
Advisory Services Network, LLC11,473$302K0.01%+1113F-HRTimeline
Full Sail Capital, LLC9,714$255K0.02%new13F-HRTimeline
Orca Wealth Management, LLC9,653$254K0.23%+3013F-HRTimeline
Mission Financial Group, LLC9,582$252K0.23%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,541$251K<0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC9,480$249K0.01%new13F-HRTimeline
Rather & Kittrell, Inc.9,455$248K0.05%-1,85913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,464$248K0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.9,410$247K0.02%-1,51713F-HRTimeline
EQ WEALTH ADVISORS, LLC9,404$247K0.2%-7813F-HRTimeline
Kovack Advisors, Inc.8,679$228K0.02%-19413F-HRTimeline
World Investment Advisors8,422$221K0.01%new13F-HRTimeline
Johnson Bixby & Associates, LLC8,272$217K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC8,172$215K<0.01%+7713F-HRTimeline
Good Life Advisors, LLC8,135$214K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.8,104$213K0.01%new13F-HRTimeline
Hartmann Taylor Wealth Management, LLC7,913$208K0.19%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,763$178K0.01%+3,45713F-HRTimeline
Financial Perspectives, Inc5,100$134K0.05%+2213F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC4,855$128K0.05%+2,53813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,300$113K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,104$108K<0.01%new13F-HRTimelineGroup
Vermillion & White Wealth Management Gr…3,744$98.4K0.07%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,386$89K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.3,050$80.2K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,076$54.6K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC2,000$52.6K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,000$52.6K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,705$44.8K<0.01%+30013F-HRTimeline
PRIVATE TRUST CO NA1,700$44.7K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,700$44.6K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,085$28.5K<0.01%-1513F-HRTimeline
ARVEST INVESTMENTS, INC.976$25.6K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC885$23.3K0.02%-6513F-HRTimeline
LANARK FINANCIAL, INC.365$9K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.339$8.9K<0.01%+313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC276$7.12K<0.01%013F-HRTimeline
IFP Advisors, Inc181$4.76K<0.01%+2413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN150$3.93K<0.01%+15013F-HRTimelineGroup
ORG Partners LLC34$896<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-63,67913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.