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Disclosery

CGCB CAPITAL GRP FIXED INCM ETF T

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CORE BOND ETF (fund)

235 managers (238 13F filers) reported a position in CGCB shares at 2025-12-31, 120,761,292 shares in all. 29 filers opened a position and 9 filers sold out during the quarter.

Managers
235
13F filers
238
New
29
Added
144
Reduced
24
Sold out
9
Shares held by filers
120,761,292

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Capital International Investorsin group Capital International Investo…23,650,039$627M0.1%+4,641,43213F-HRTimelineGroup
LPL Financial LLC22,259,688$590M0.16%+5,195,82413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,751,877$206M0.01%+902,83713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,556,739$147M+1,073,156Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,889,956$103M0.07%+98,58313F-HR/ATimelineGroup
Cetera Investment Advisers3,341,147$88.6M0.1%+492,01813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,002,360$79.6M0.02%+789,74813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,905,361$77.1M0.02%+1,395,90813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,678,145$71M0.01%+685,46113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,129,348$56.5M0.08%+242,33413F-HRTimelineGroup
Johnson Bixby & Associates, LLC2,044,780$54.2M6.72%+2,030,89113F-HRTimeline
Merit Financial Group, LLC2,035,628$54M0.43%+99,71813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,872,505$49.7M0.05%+703,10713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,707,253$45.3M0.01%+144,69113F-HRTimelineGroup
Leverty Financial Group, LLC1,581,937$42M10.04%+15,09313F-HRTimeline
Cambridge Investment Research Advisors,…1,423,012$37.7M0.1%+162,28113F-HRTimeline
MML INVESTORS SERVICES, LLC1,329,947$35.3M0.09%+209,44513F-HRTimeline
Valmark Advisers, Inc.1,127,960$29.9M0.37%+204,65213F-HRTimeline
NewEdge Advisors, LLC1,102,266$29.2M0.11%+241,73613F-HRTimeline
Continuum Advisory, LLC1,026,504$27.2M2.73%+113,53813F-HRTimeline
Spinnaker Investment Group, LLC998,951$26.5M4.8%+45,44413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC989,899$26.3M0.03%+254,55913F-HRTimeline
Aprio Wealth Management, LLC969,678$25.7M1.48%new13F-HRTimeline
D.A. DAVIDSON & CO.839,077$22.3M0.14%+56,13313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP814,776$21.6M0.01%+272,62413F-HRTimelineGroup
Quadcap Wealth Management, LLC796,801$21.1M2.42%new13F-HRTimeline
Panoramic Capital Partners, LLC751,213$19.9M12.22%+115,23413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS748,872$19.9M0.04%+44,84213F-HRTimeline
American Financial Advisors, LLC710,970$18.9M2.43%-3,03213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…692,236$18.4M0.23%+109,67413F-HRTimelineGroup
&PARTNERS631,505$16.8M0.09%+262,07713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…607,996$16.1M0.02%+121,32513F-HRTimeline
KINTRA WEALTH, LLC578,823$15.4M2.14%+494,95213F-HRTimeline
Private Advisor Group, LLC557,996$14.8M0.07%+180,04513F-HRTimeline
Steward Partners Investment Advisory, L…512,122$13.6M0.07%+30,59113F-HRTimeline
Cannon Financial Strategists, Inc.509,554$13.5M1.88%+12,74113F-HRTimeline
BIP Wealth, LLC508,681$13.5M0.48%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP483,497$12.8M0.01%+76,33913F-HRTimelineGroup
Visionary Wealth Advisors453,583$12M0.54%+8,89813F-HRTimeline
Greenbush Financial Group, LLC440,814$11.7M3.98%+55,44813F-HRTimeline
J. Derek Lewis & Associates Inc.382,991$10.2M2.38%13F-HRTimeline
Sovran Advisors, LLC367,885$9.78M0.83%+40,65213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding362,418$9.61M+30,120Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…354,966$9.41M0.11%+179,26013F-HRTimelineGroup
NerdWallet Wealth Partners, LLC347,118$9.2M4.13%+59,96213F-HRTimeline
UBS Group AGin group UBS Group AG344,151$9.13M<0.01%+133,67013F-HRTimelineGroup
Smartleaf Asset Management LLC324,724$8.63M0.33%-24,92813F-HRTimeline
Werba Rubin Papier Wealth Management298,429$7.91M2.14%+4,61813F-HRTimeline
Strategic Family Wealth Counselors, L.L…297,636$7.88M1.77%+93,57713F-HRTimeline
Kingsview Wealth Management, LLC294,911$7.82M0.11%+27,33213F-HRTimeline
Global Retirement Partners, LLC289,676$7.68M0.14%+114,35713F-HRTimeline
RFG Advisory, LLC276,293$7.33M0.14%+24,38913F-HRTimeline
Freedom Financial Partners LLC252,509$6.7M2.44%+7,16713F-HRTimeline
Cannon Wealth Management Services, LLC252,216$6.69M4.72%+27,81613F-HRTimeline
TSFG, LLC245,362$6.51M0.97%-22,54613F-HRTimeline
Smith Thornton Advisors LLC220,793$5.86M2.98%+6,89813F-HRTimeline
HARBOUR INVESTMENTS, INC.219,502$5.82M0.12%+125,65413F-HRTimeline
UPTICK PARTNERS, LLC214,333$5.68M1.21%+152,88213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…208,343$5.53M0.01%+49,60313F-HR/ATimelineGroup
Sunpointe, LLC200,827$5.33M1.77%+118,09913F-HRTimeline
Timmons Wealth Management, LLC199,343$5.29M5.2%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC190,429$5.05M0.55%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC189,658$5.03M0.06%+64,01113F-HRTimelineGroup
Boyer Financial Services, Inc.188,231$4.98M5.29%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…183,483$4.87M0.1%+26,64713F-HRTimelineGroup
Vigil Wealth Management, LLC177,325$4.7M3.91%13F-HRTimeline
Keystone Financial Services, LLC174,665$4.63M3.15%+4,16713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.167,404$4.44M0.05%+15,39713F-HRTimelineGroup
Advance Capital Management, Inc.158,731$4.21M0.18%-6,595,24213F-HRTimeline
Dentgroup LLC158,371$4.2M2.88%-8,47713F-HRTimeline
Janney Montgomery Scott LLC155,925$4.13M0.01%+76,09113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.150,009$3.98M0.04%+44,52113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC148,221$3.93M0.07%+1,17913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC147,647$3.92M<0.01%+28,13413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO146,111$3.87M<0.01%-148,37413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.143,328$3.8M0.03%+9,14913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP136,954$3.63M0.07%+67,08113F-HRTimeline
Dynamic Advisor Solutions LLC135,199$3.59M0.12%-62,95713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.133,278$3.53M1.01%+7,27813F-HRTimeline
Fiduciary Alliance LLC129,814$3.44M0.22%+5,96313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC124,474$3.3M<0.01%-75,23313F-HRTimelineGroup
Western Wealth Management, LLC121,364$3.22M0.15%+5,55913F-HRTimeline
Saxony Capital Management, LLC121,302$3.22M1.97%+40,22113F-HRTimeline
HighTower Advisors, LLC121,015$3.21M<0.01%+75,12713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC118,842$3.15M0.07%-76513F-HRTimelineGroup
COFG Advisors, LLC115,714$3.07M0.76%13F-HRTimeline
InTrack Investment Management Inc111,737$2.96M1.66%+28,68713F-HRTimeline
ROTHSCHILD INVESTMENT LLC107,747$2.86M0.16%+30513F-HRTimeline
Mutual Advisors, LLC106,618$2.83M0.06%+1,78213F-HRTimeline
Integrated Wealth Concepts LLC104,355$2.77M0.03%+29,55713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,488$2.69M<0.01%+30,93413F-HRTimelineGroup
Merited Wealth, LLC100,711$2.67M2.48%13F-HRTimeline
Meridian Wealth Management, LLC98,958$2.62M0.09%+28,92813F-HRTimeline
Berger Financial Group, Inc97,535$2.59M0.15%+12,96113F-HRTimeline
United Advisor Group, LLC95,247$2.53M0.32%+3,65813F-HRTimeline
LongView Wealth Management92,723$2.46M0.59%+14,56613F-HRTimeline
Lodestone Wealth Management LLC90,615$2.4M0.98%+2,18013F-HRTimeline
Saiph Capital, LLC89,339$2.37M0.85%+9,11813F-HRTimeline
KPP Advisory Services LLC86,629$2.3M0.33%+12,00713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.85,903$2.28M0.87%+11,98213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC85,817$2.28M0.05%-194,68313F-HRTimeline
World Investment Advisors82,539$2.19M0.04%+49,32013F-HR/ATimeline
TrueWealth Financial Partners82,263$2.18M1.8%new13F-HRTimeline
True Blue Financial, LLC82,263$2.18M1.8%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC79,124$2.1M0.32%-676,43513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…78,608$2.08M0.04%-3,61813F-HRTimelineGroup
Venture Visionary Partners LLC77,989$2.07M0.07%+52,29413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.77,235$2.05M<0.01%+1,00913F-HRTimelineGroup
Hopwood Nicholas Hunter73,456$1.95M0.63%13F-HRTimeline
Heritage Wealth Management, Inc.71,682$1.9M0.53%+59,74613F-HRTimeline
CWS Financial Advisors, LLC68,892$1.83M0.5%+38,13313F-HRTimeline
Wood Tarver Financial Group, LLC67,548$1.79M0.5%-1,62413F-HRTimeline
Synergy Investment Management, LLC66,795$1.77M0.63%+17,65013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC66,784$1.77M<0.01%+30,85313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC64,349$1.71M0.04%+7,86513F-HRTimeline
Capital Planning Advisors, LLC64,296$1.71M0.23%new13F-HRTimeline
AdvisorNet Financial, Inc63,479$1.68M0.09%+38,45713F-HRTimeline
Confluence Wealth Services, Inc.62,433$1.66M0.07%013F-HRTimeline
Richmond Investment Services, LLC60,817$1.61M0.28%+22,40513F-HRTimeline
IFG Advisory, LLC60,124$1.59M0.07%+6,11313F-HRTimeline
Orion Porfolio Solutions, LLC58,828$1.56M0.01%+9,71613F-HRTimeline
AA Financial Advisors, LLC56,876$1.51M0.28%+16,67613F-HRTimeline
Clear Point Advisors Inc.55,614$1.47M1.14%+26,23213F-HRTimeline
Gateway Wealth Partners, LLC54,328$1.44M0.16%+19,00313F-HRTimeline
VestGen Advisors, LLC53,036$1.41M0.06%-136,49113F-HRTimeline
FLOW TRADERS U.S. LLC52,494$1.39M0.05%new13F-HRTimeline
Sun Financial Inc49,062$1.3M0.73%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …48,276$1.28M0.04%new13F-HRTimelineGroup
Bill Few Associates, Inc.47,671$1.26M0.31%013F-HRTimeline
Cauble & Harre Wealth Management, Inc.45,942$1.22M1.02%13F-HRTimeline
Prospera Financial Services Inc45,472$1.21M0.02%+3,72213F-HRTimeline
HighPoint Advisor Group LLC45,402$1.2M0.03%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding44,289$1.17M+10,621Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…42,720$1.13M0.41%new13F-HRTimelineGroup
Pines Wealth Management, LLC39,085$1.04M0.34%+88813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,202$960K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC35,850$951K0.01%+81113F-HRTimeline
Farther Finance Advisors, LLC35,413$939K0.01%+29,91213F-HRTimeline
Perennial Investment Advisors, LLC35,257$935K0.07%+12,44513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…34,905$926K0.01%+16,34013F-HRTimelineGroup
Cornerstone Wealth Management, LLC34,552$916K0.05%+5,60013F-HRTimeline
Sunbelt Securities, Inc.32,781$869K0.06%+24,78213F-HRTimeline
Capital Management Associates, Inc32,555$863K0.19%+18,22713F-HRTimeline
William Mack & Associates, Inc.32,139$852K0.4%+24513F-HRTimeline
Aurdan Capital Management, LLC32,048$850K0.26%+78013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…31,024$823K0.29%-23,69913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…30,481$808K0.03%+29,16413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers30,194$801K<0.01%+13,56213F-HRTimelineGroup
MSH Capital Advisors LLC29,944$794K0.17%+3,61213F-HRTimeline
Jacobi Capital Management LLC29,075$771K0.04%+7,94313F-HRTimeline
COMERICA BANK28,989$769K<0.01%+8,13013F-HRTimeline
Alchemi Wealth, LLC28,551$757K0.41%13F-HRTimeline
Birchwood Financial Partners, Inc.27,527$730K0.72%13F-HRTimeline
Tempus Wealth Planning, LLC26,709$708K0.16%+1,65413F-HRTimeline
SITTNER & NELSON, LLC26,374$701K0.25%new13F-HRTimeline
Sigma Planning Corp26,063$691K0.02%+56713F-HRTimeline
Kovack Advisors, Inc.25,843$685K0.03%+17,71913F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…24,561$651K0.02%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC24,439$648K0.38%+2,23813F-HRTimeline
PFG Advisors23,617$626K0.03%+2,42913F-HRTimeline
Clearwave Capital, LLC22,643$600K0.44%13F-HRTimeline
NewCorp Financial Services, Inc.21,893$581K0.51%13F-HRTimeline
Financial Perspectives, Inc21,052$558K0.15%+7,26213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,399$541K0.04%013F-HRTimeline
Freestate Advisors LLC20,282$538K0.44%+4,79713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC20,145$534K0.02%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC19,795$525K0.33%+23013F-HRTimeline
AlphaCore Capital LLC19,579$519K0.01%+1313F-HRTimeline
Koshinski Asset Management, Inc.19,203$509K0.03%+9,61413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,017$478K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,629$468K<0.01%new13F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC16,564$439K0.01%+1,47513F-HRTimeline
Perigon Wealth Management, LLC15,242$404K0.01%+4,49013F-HRTimeline
Security Financial Services, INC.13,730$364K0.06%+1,39113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,568$360K0.02%+1,08013F-HRTimelineGroup
Keystone Financial Group13,301$353K0.03%new13F-HRTimeline
Balboa Wealth Partners13,249$351K0.06%+3,12413F-HRTimeline
ORG Partners LLC13,220$351K0.06%+2,99013F-HRTimeline
PRIVATE TRUST CO NA12,946$343K0.03%+7,64813F-HRTimeline
IHT Wealth Management, LLC12,891$342K0.01%+4,08913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,806$340K0.02%+1,97913F-HRTimeline
Trilogy Capital Inc.12,660$336K0.02%+3613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,245$325K<0.01%new13F-HRTimelineGroup
Compton Financial Group, LLC11,904$316K0.07%new13F-HRTimeline
Snowden Capital Advisors LLC11,695$310K0.01%013F-HRTimeline
Carson Advisory Inc.11,655$309K0.16%new13F-HRTimeline
OLD MISSION CAPITAL LLC11,578$307K0.01%-16,55813F-HRTimeline
Hartmann Taylor Wealth Management, LLC11,404$302K0.2%+3,40413F-HRTimeline
J.W. COLE ADVISORS, INC.11,234$298K0.01%+2,22413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,858$288K0.09%013F-HRTimeline
Midwest Heritage Bank, FSB10,796$286K0.1%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,586$281K0.01%new13F-HRTimeline
Madison Wealth Partners, Inc10,188$270K0.05%-78313F-HRTimeline
Advyzon Investment Management, LLC10,081$267K0.03%new13F-HRTimeline
Vantus Wealth LLC10,081$267K0.2%13F-HRTimeline
Lantern Wealth Advisors, LLC9,807$260K0.14%+70313F-HRTimeline
Orca Wealth Management, LLC9,766$258K0.19%013F-HRTimeline
Advisory Services Network, LLC9,711$258K<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,575$254K<0.01%-3,44113F-HRTimelineGroup
Rather & Kittrell, Inc.9,455$251K0.04%013F-HRTimeline