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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
Capital International Investorsin group Capital International Investo…29,857,209$784M0.18%+6,207,17013F-HRTimelineGroup
LPL Financial LLC28,419,125$746M0.2%+6,159,43713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,028,917$237M0.01%+1,277,04013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,998,605$184M+1,441,866Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,374,335$141M0.09%+1,484,37913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,348,557$114M0.02%+1,443,19613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,994,716$105M0.03%+992,35613F-HRTimelineGroup
Cetera Investment Advisers3,932,344$103M0.11%+591,19713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,646,178$95.7M0.01%+968,03313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,898,079$76.1M0.76%+2,708,42113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,501,744$65.7M0.06%+629,23913F-HRTimelineGroup
Johnson Bixby & Associates, LLC2,184,031$57.4M7.11%+139,25113F-HRTimeline
Merit Financial Group, LLC2,107,722$55.3M0.41%+72,09413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,067,153$54.3M0.08%-62,19513F-HRTimelineGroup
Valmark Advisers, Inc.2,058,831$54.1M0.64%+930,87113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,908,053$50.1M0.01%+200,80013F-HRTimelineGroup
Leverty Financial Group, LLC1,686,527$44.3M9.8%+104,59013F-HRTimeline
Cambridge Investment Research Advisors,…1,594,463$41.9M0.11%+171,45113F-HRTimeline
MML INVESTORS SERVICES, LLC1,570,255$41.2M0.11%+240,30813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,487,279$39.1M0.07%+738,40713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,291,454$33.9M0.05%+301,55513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,238,692$32.4M0.02%+423,91613F-HRTimelineGroup
NewEdge Advisors, LLC1,175,481$30.9M0.11%+73,21513F-HR/ATimeline
KINTRA WEALTH, LLC1,162,985$30.5M2.16%+584,16213F-HRTimeline
Continuum Advisory, LLC1,108,814$29.1M2.79%+82,31013F-HRTimeline
Spinnaker Investment Group, LLC968,120$25.4M5.18%-30,83113F-HRTimeline
Aprio Wealth Management, LLC952,111$25M1.37%-17,56713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…940,081$24.7M0.05%+332,08513F-HRTimeline
Independent Advisor Alliance918,362$24.1M0.26%new13F-HRTimeline
Quadcap Wealth Management, LLC900,863$23.7M2.7%+104,06213F-HRTimeline
D.A. DAVIDSON & CO.833,751$21.9M0.13%-5,32613F-HRTimeline
Panoramic Capital Partners, LLC827,135$21.7M13.38%+75,92213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…733,059$19.3M0.24%+40,82313F-HRTimelineGroup
&PARTNERS730,014$19.2M0.09%+98,50913F-HRTimeline
Cannon Financial Strategists, Inc.702,136$18.4M2.42%+192,58213F-HRTimeline
American Financial Advisors, LLC691,505$18.2M2.42%-19,46513F-HRTimeline
AdvisorNet Financial, Inc678,524$17.8M0.92%+615,04513F-HRTimeline
Royal Harbor Partners, LLC660,777$17.4M5.87%new13F-HRTimeline
BIP Wealth, LLC643,490$16.9M0.69%+134,80913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP598,753$15.7M0.01%+115,25613F-HRTimelineGroup
Private Advisor Group, LLC597,594$15.7M0.07%+39,59813F-HRTimeline
Mariner, LLCin group Mariner, LLC569,093$14.9M0.02%+421,44613F-HRTimelineGroup
Clear Trail Advisors, LLC562,285$14.8M2.46%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding536,981$14.1M+174,563Timeline
Steward Partners Investment Advisory, L…535,389$14.1M0.07%+23,26713F-HRTimeline
Greenbush Financial Group, LLC530,742$13.9M4.61%+89,92813F-HRTimeline
NerdWallet Wealth Partners, LLC502,744$13.2M5.76%+155,62613F-HRTimeline
Visionary Wealth Advisors476,018$12.5M0.55%+22,43513F-HRTimeline
J. Derek Lewis & Associates Inc.458,658$12M2.71%+75,66713F-HR/ATimeline
UBS Group AGin group UBS Group AG431,544$11.3M<0.01%+87,39313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP418,327$11M0.01%+316,83913F-HRTimelineGroup
Sovran Advisors, LLC396,846$10.4M0.82%+28,96113F-HRTimeline
Kingsview Wealth Management, LLC365,671$9.6M0.13%+70,76013F-HRTimeline
HARBOUR INVESTMENTS, INC.353,801$9.29M0.14%+134,29913F-HRTimeline
Smartleaf Asset Management LLC345,851$9.06M0.33%+21,12713F-HRTimeline
Strategic Family Wealth Counselors, L.L…339,891$8.93M2.34%+42,25513F-HRTimeline
Compton Financial Group, LLC335,482$8.81M1.95%+323,57813F-HRTimeline
RFG Advisory, LLC287,416$7.55M0.14%+11,12313F-HRTimeline
Werba Rubin Papier Wealth Management284,934$7.48M1.04%-13,49513F-HRTimeline
Janney Montgomery Scott LLC283,729$7.45M0.02%+127,80413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC282,886$7.43M0.01%+158,41213F-HRTimelineGroup
UPTICK PARTNERS, LLC275,570$7.24M1.44%+61,23713F-HRTimeline
Gateway Wealth Partners, LLC266,799$7.01M0.27%+212,47113F-HRTimeline
Freedom Financial Partners LLC266,344$6.99M2.49%+13,83513F-HRTimeline
Clarity Asset Management, Inc.264,049$6.93M3.51%new13F-HRTimeline
Cannon Wealth Management Services, LLC261,907$6.88M4.65%+9,69113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC261,568$6.87M0.7%+71,13913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…258,003$6.78M0.11%+223,09813F-HRTimelineGroup
Timmons Wealth Management, LLC255,864$6.72M6.37%+56,52113F-HRTimeline
TSFG, LLC249,738$6.56M0.99%+4,37613F-HRTimeline
Sunpointe, LLC224,099$5.88M1.93%+23,27213F-HRTimeline
Smith Thornton Advisors LLC222,951$5.85M2.95%+2,15813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…219,419$5.76M0.01%+11,07613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC216,438$5.68M0.01%+180,23613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC215,320$5.65M0.09%+67,09913F-HRTimelineGroup
Boyer Financial Services, Inc.193,633$5.08M5.39%+5,40213F-HRTimeline
Vigil Wealth Management, LLC191,859$5.04M4.07%+14,53413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…188,727$4.96M0.05%-166,23913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.185,119$4.86M0.06%+17,71513F-HRTimelineGroup
Keystone Financial Services, LLC176,721$4.64M3.12%+2,05613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…176,099$4.62M0.09%-7,38413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.164,400$4.32M0.05%+14,39113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.162,283$4.3M0.03%+18,95513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO147,692$3.87M<0.01%+1,58113F-HR/ATimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.147,259$3.87M1.11%+13,98113F-HRTimeline
Advance Capital Management, Inc.146,277$3.84M0.15%-12,45413F-HRTimeline
COFG Advisors, LLC146,211$3.84M0.95%+30,49713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP144,073$3.78M0.08%+7,11913F-HRTimeline
Dynamic Advisor Solutions LLC137,878$3.62M0.11%+2,67913F-HRTimeline
Fiduciary Alliance LLC136,146$3.6M0.22%+6,33213F-HRTimeline
InTrack Investment Management Inc136,634$3.59M2.04%+24,89713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Western Wealth Management, LLC135,369$3.55M0.14%+14,00513F-HR/ATimeline
Integrated Wealth Concepts LLC129,808$3.41M0.03%+25,45313F-HRTimeline
Saxony Capital Management, LLC129,063$3.39M1.97%+7,76113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…128,213$3.37M0.06%+49,60513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC125,976$3.31M0.17%+18,22913F-HRTimeline
HighPoint Advisor Group LLC124,632$3.27M0.14%+79,23013F-HRTimeline
EQ WEALTH ADVISORS, LLC123,931$3.25M1.9%+99,49213F-HRTimeline
HighTower Advisors, LLC111,880$2.94M<0.01%-9,13513F-HRTimeline
Mutual Advisors, LLC106,724$2.8M0.06%+10613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC103,133$2.71M0.06%-15,70913F-HRTimelineGroup
Berger Financial Group, Inc100,430$2.64M0.15%+2,89513F-HRTimeline
United Advisor Group, LLC100,192$2.63M0.33%+4,94513F-HRTimeline
World Investment Advisors99,393$2.61M0.04%+16,85413F-HRTimeline
Merited Wealth, LLC99,030$2.6M2.16%-1,68113F-HRTimeline
Meridian Wealth Management, LLC98,832$2.6M0.09%-12613F-HRTimeline
True Blue Financial, LLC98,401$2.58M2.04%+16,13813F-HRTimeline
LongView Wealth Management96,002$2.54M0.64%+3,27913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC92,440$2.43M0.05%+6,62313F-HR/ATimeline
Lodestone Wealth Management LLC91,110$2.39M0.95%+49513F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.90,763$2.38M0.87%+4,86013F-HRTimeline
SITTNER & NELSON, LLC90,357$2.37M0.87%+63,98313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC90,311$2.37M<0.01%+23,52713F-HRTimelineGroup
KPP Advisory Services LLC89,277$2.34M0.34%+2,64813F-HRTimeline
Heritage Wealth Management, Inc.89,185$2.34M1.16%+17,50313F-HRTimeline
Prospera Financial Services Inc88,346$2.32M0.04%+42,87413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers87,801$2.31M<0.01%+57,60713F-HRTimelineGroup
Saiph Capital, LLC87,706$2.3M0.87%-1,63313F-HRTimeline
Venture Visionary Partners LLC84,425$2.22M0.07%+6,43613F-HRTimeline
OLD MISSION CAPITAL LLC82,220$2.16M0.05%+70,64213F-HRTimeline
Capital Planning Advisors, LLC80,713$2.12M0.31%+16,41713F-HRTimeline
Hopwood Nicholas Hunter76,245$2M0.64%+2,78913F-HRTimeline
U.S. Capital Wealth Advisors, LLC74,989$1.97M0.05%+10,64013F-HRTimeline
Orion Porfolio Solutions, LLC71,763$1.88M0.02%+12,93513F-HRTimeline
CWS Financial Advisors, LLC70,914$1.86M0.48%+2,02213F-HRTimeline
Richmond Investment Services, LLC69,905$1.84M0.3%+9,08813F-HRTimeline
Wood Tarver Financial Group, LLC69,373$1.82M0.5%+1,82513F-HRTimeline
Synergy Investment Management, LLC68,945$1.81M0.59%+2,15013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding65,937$1.73M+17,661Timeline
REGATTA CAPITAL GROUP, LLC63,738$1.67M0.25%-15,38613F-HRTimeline
Confluence Wealth Services, Inc.63,278$1.66M0.06%+84513F-HRTimeline
Cauble & Harre Wealth Management, Inc.56,185$1.47M1.17%+10,24313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding53,049$1.39M+8,760Timeline
GARRISON POINT ADVISORS, LLC52,761$1.39M0.63%new13F-HRTimeline
AA Financial Advisors, LLC52,424$1.38M0.19%-4,45213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…52,219$1.37M0.51%+9,49913F-HRTimelineGroup
Accretive Wealth Partners, LLC51,827$1.36M0.38%new13F-HRTimeline
Sunbelt Securities, Inc.50,146$1.32M0.08%+17,36513F-HRTimeline
Sun Financial Inc50,006$1.31M0.66%+94413F-HRTimeline
Bill Few Associates, Inc.49,676$1.3M0.31%+2,00513F-HRTimeline
Pines Wealth Management, LLC45,582$1.2M0.39%+6,49713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…45,360$1.19M0.05%+14,87913F-HRTimelineGroup
Perennial Investment Advisors, LLC41,642$1.09M0.09%+6,38513F-HRTimeline
Cornerstone Wealth Management, LLC41,343$1.09M0.05%+6,79113F-HRTimeline
Vestmark Advisory Solutions, Inc.40,430$1.06M0.01%new13F-HRTimeline
Alchemi Wealth, LLC36,972$971K0.54%+8,42113F-HRTimeline
OneDigital Investment Advisors LLC36,174$950K0.01%+32413F-HRTimeline
Capital Management Associates, Inc35,892$943K0.21%+3,33713F-HRTimeline
Farther Finance Advisors, LLC35,270$927K0.01%-14313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35,109$922K<0.01%+31,43113F-HRTimelineGroup
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…34,879$916K0.72%new13F-HRTimeline
Aurdan Capital Management, LLC33,560$881K0.26%+1,51213F-HRTimeline
Birchwood Financial Partners, Inc.30,428$799K0.77%+2,90113F-HRTimeline
Keystone Financial Group30,023$788K0.05%+16,72213F-HRTimeline
MSH Capital Advisors LLC29,970$787K0.17%+2613F-HRTimeline
Jacobi Capital Management LLC28,834$757K0.04%-24113F-HRTimeline
Tempus Wealth Planning, LLC27,283$716K0.16%+57413F-HRTimeline
FLOW TRADERS U.S. LLC27,037$710K0.02%-25,45713F-HRTimeline
Gutierrez Wealth Advisory, LLC26,915$707K0.44%+7,12013F-HRTimeline
PFG Advisors26,756$703K0.03%+3,13913F-HRTimeline
Sigma Planning Corp26,429$694K0.02%+36613F-HRTimeline
Lantern Wealth Advisors, LLC26,281$690K0.35%+16,47413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26,233$689K0.05%+5,83413F-HRTimeline
Kovack Advisors, Inc.25,118$660K0.04%-72513F-HRTimeline
Koshinski Asset Management, Inc.24,955$655K0.04%+5,75213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…24,665$648K0.02%+10413F-HRTimeline
Evergreen Wealth Partners LLC23,574$619K0.47%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC23,316$612K0.02%+3,17113F-HRTimeline
NewCorp Financial Services, Inc.23,073$606K0.53%+1,18013F-HRTimeline
Perigon Wealth Management, LLC23,032$605K0.01%+7,79013F-HRTimeline
Clearwave Capital, LLC22,775$598K0.41%+13213F-HRTimeline
Financial Perspectives, Inc21,944$576K0.16%+89213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC21,800$572K<0.01%new13F-HRTimeline
Freestate Advisors LLC20,373$535K0.43%+9113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,985$525K0.01%+3,42113F-HRTimeline
Advisory Services Network, LLC18,767$493K0.01%+9,05613F-HRTimeline
Carson Advisory Inc.18,608$489K0.25%+6,95313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,560$461K<0.01%new13F-HRTimelineGroup
Security Financial Services, INC.16,651$437K0.07%+2,92113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,518$434K<0.01%-1,49913F-HR/ATimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…16,259$427K0.14%-14,76513F-HRTimeline
PRIVATE TRUST CO NA15,955$419K0.04%+3,00913F-HRTimeline
IHT Wealth Management, LLC15,929$418K0.01%+3,03813F-HRTimeline
MGO ONE SEVEN LLC15,436$405K0.01%+6,00013F-HRTimeline
Hartmann Taylor Wealth Management, LLC15,404$405K0.27%+4,00013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…14,580$384K0.05%+5,45013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments14,133$371K0.02%+56513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC14,044$368K0.01%+4,69513F-HRTimelineGroup
Aspire Growth Partners LLC13,873$364K0.25%new13F-HRTimeline
WARNER FINANCIAL, INC13,415$352K0.12%new13F-HRTimeline
Advyzon Investment Management, LLC13,373$351K0.03%+3,29213F-HRTimeline
VICUS CAPITAL13,083$344K0.03%+5,21513F-HRTimeline
William Mack & Associates, Inc.12,803$336K0.19%-19,33613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,773$335K0.02%-3313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,726$334K<0.01%+48113F-HRTimelineGroup
Trilogy Capital Inc.12,662$333K0.01%+213F-HRTimeline
Snowden Capital Advisors LLC11,776$309K0.01%+8113F-HRTimeline
Rather & Kittrell, Inc.11,147$293K0.05%+1,69213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,043$290K<0.01%+1,46813F-HRTimelineGroup
Midwest Heritage Bank, FSB10,895$286K0.09%+9913F-HRTimeline