Skip to content
Disclosery

CGCP CAPITAL GRP FIXED INCM ETF T

Follow

CORE PLUS INCM (fund)

320 managers (327 13F filers) reported a position in CGCP shares at 2026-06-30, 316,307,674 shares in all. 29 filers opened a position and 14 filers sold out during the quarter.

Managers
320
13F filers
327
New
29
Added
187
Reduced
75
Sold out
14
Shares held by filers
316,307,674

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
AdvisorNet Financial, Inc41,419$923K0.04%-3,68013F-HRTimeline
Asset Allocation Strategies LLC40,932$912K0.14%+2,22113F-HRTimeline
Ethos Capital Management, Inc.40,708$907K0.65%-20,64913F-HRTimeline
Allworth Financial LP40,565$904K<0.01%-3,01213F-HRTimeline
Gutierrez Wealth Advisory, LLC38,873$866K0.5%+32113F-HRTimeline
PRIVATE TRUST CO NA37,963$846K0.07%-22013F-HRTimeline
Vestmark Advisory Solutions, Inc.37,632$839K0.01%+10,87513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC37,099$827K0.45%+31713F-HRTimeline
Arax Advisory Partners36,769$820K0.01%+32,30513F-HRTimeline
Advisory Alpha, LLC36,109$805K0.02%-1,94213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …34,963$779K0.01%new13F-HRTimelineGroup
Madison Wealth Partners, Inc34,770$775K0.1%+2513F-HRTimeline
CWS Financial Advisors, LLC34,642$772K0.17%+28113F-HRTimeline
Integrated Wealth Concepts LLC34,374$766K0.01%+4,84813F-HR/ATimeline
Blueprint Investment Partners LLCgroup of 2 filers holding34,158$761K+459Timeline
EQ WEALTH ADVISORS, LLC32,319$720K0.4%-3,94113F-HRTimeline
Capital Investment Advisory Services, L…30,718$685K0.04%+3,45213F-HRTimeline
Security Financial Services, INC.30,605$682K0.09%+3,42013F-HRTimeline
Clearwave Capital, LLC29,774$664K0.37%+37413F-HRTimeline
Merited Wealth, LLC29,227$651K0.46%-37,65013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources28,858$643K<0.01%013F-HRTimelineGroup
Capital Planning LLC28,254$630K0.18%013F-HRTimeline
Mariner, LLCin group Mariner, LLC28,163$628K<0.01%-266,59813F-HRTimelineGroup
Clear Harbor Asset Management, LLC27,182$606K0.04%-15,81613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…25,789$575K0.02%+10,84413F-HRTimeline
Lantern Wealth Advisors, LLC25,459$567K0.26%+2,73713F-HRTimeline
Balboa Wealth Partners25,356$565K0.08%+2,33813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED24,974$557K0.03%+16913F-HRTimeline
Atlas Legacy Advisors, LLC24,232$540K0.08%+17413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments22,723$506K0.03%+4,50513F-HRTimelineGroup
Anchor Investment Management, LLC22,203$495K0.04%013F-HRTimeline
Cannon Financial Strategists, Inc.21,307$475K0.05%+25713F-HRTimeline
Glaxis Capital Management, LLC20,000$446K0.9%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,337$431K<0.01%+6,87113F-HRTimelineGroup
Carson Advisory Inc.18,721$417K0.19%+58213F-HRTimeline
Ridgeline Wealth Planning, LLC18,030$402K0.25%-35613F-HRTimeline
Jacobi Capital Management LLC17,752$396K0.02%-9,07813F-HRTimeline
Sigma Planning Corp17,523$391K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd16,957$378K<0.01%new13F-HRTimeline
tru Independence LLC16,922$377K0.16%-11513F-HRTimeline
American Financial Advisors, LLC16,865$376K0.05%-3,86113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,505$368K0.01%+1,81913F-HRTimeline
Peterson Wealth Advisors, LLC16,287$363K0.04%-24413F-HRTimeline
Bleakley Financial Group, LLC16,141$360K<0.01%-1,78913F-HRTimeline
Sterling Investment Advisors, Ltd.16,121$359K0.06%013F-HRTimeline
Financial Perspectives, Inc16,098$359K0.09%+44213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,032$357K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC15,725$351K0.11%+12513F-HRTimeline
Atria Investments, Inc15,686$350K<0.01%+3,25213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC14,463$322K0.05%new13F-HRTimeline
Tortuga Wealth Management, Inc14,254$318K0.24%+813F-HRTimeline
Tudor Financial Inc.13,833$308K0.14%+1913F-HR/ATimeline
Moors & Cabot, Inc.13,743$306K0.01%new13F-HRTimeline
Sun Group Wealth Partners13,743$306K0.21%new13F-HRTimeline
NWF Advisory Services Inc.13,707$306K0.03%+24013F-HRTimeline
Tradition Wealth Management, LLC12,992$290K0.02%-1,03713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,807$285K0.01%-5,43813F-HRTimeline
Frazier Financial Advisors, LLC12,694$283K0.14%013F-HRTimeline
CIM, LLC12,687$283K0.04%+2,27413F-HRTimeline
Cauble & Harre Wealth Management, Inc.12,569$280K0.22%013F-HRTimeline
MGO ONE SEVEN LLC12,478$278K<0.01%+90013F-HRTimeline
CoreCap Advisors, LLC12,458$278K0.01%-30613F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,179$271K0.06%+4513F-HR/ATimeline
BCS Wealth Management11,880$265K0.05%+1,44213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,599$259K0.01%new13F-HRTimeline
King Wealth Management Group11,548$257K0.03%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,351$253K<0.01%-73513F-HRTimelineGroup
Integrity Advisory Solutions, LLC11,281$251K0.03%+4713F-HRTimeline
MAI Capital Management11,203$250K<0.01%+8,60813F-HRTimeline
Advyzon Investment Management, LLC11,085$247K0.02%+7913F-HRTimeline
Stonebridge Financial Group, LLC / MO10,990$245K0.16%013F-HRTimeline
Lincoln Capital LLC10,924$243K0.04%new13F-HRTimeline
Vantus Wealth LLC10,903$243K0.13%13F-HRTimeline
Trilogy Capital Inc.10,791$241K0.01%-2,57313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,783$240K0.01%+2513F-HRTimeline
Burford Brothers, Inc.10,483$234K0.09%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,370$231K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,058$224K<0.01%new13F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC9,994$223K0.09%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.9,943$222K0.01%-67213F-HRTimeline
Breakwater Capital Group9,936$221K0.03%+67113F-HRTimeline
Ascension Capital Advisors, Inc.9,851$220K0.06%013F-HRTimeline
MSH Capital Advisors LLC9,790$218K0.04%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,632$215K0.01%new13F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC9,540$211K0.08%+11313F-HRTimeline
Etesian Wealth Advisors, Inc.9,350$208K0.06%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,146$204K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,946$199K0.01%+2,14113F-HRTimeline
Olistico Wealth, LLC7,959$177K0.08%+6313F-HRTimeline
Bare Financial Services, Inc7,489$167K0.04%013F-HRTimeline
Silver Grove Financial Group, Inc.5,342$119K0.06%new13F-HRTimeline
Winch Advisory Services, LLC5,232$117K0.02%+2,29313F-HRTimeline
CENTRAL TRUST Co5,019$112K<0.01%-41513F-HRTimeline
BARRETT & COMPANY, INC.4,954$110K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC4,425$98.6K<0.01%013F-HRTimeline
Larson Financial Group LLC3,980$88.7K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,779$84.2K0.06%013F-HRTimeline
Godfrey Financial Associates, Inc.2,920$65.1K0.05%+4913F-HRTimeline
Synergy Investment Management, LLC2,871$64K0.02%013F-HRTimeline
Westside Investment Management, Inc.2,500$55.7K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,000$45K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors2,003$44.8K0.01%new13F-HRTimelineGroup
CX Institutional1,550$35K<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.1,145$25.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…967$21.6K<0.01%+82013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.960$21K0.01%+813F-HRTimeline
Front Row Advisors LLC900$19.8K0.01%013F-HRTimeline
Hickory Point Bank & Trust778$17.3K0.01%013F-HRTimeline
Key Financial Inc438$9.76K<0.01%013F-HRTimeline
SYM FINANCIAL Corp338$7.53K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…325$7.24K<0.01%013F-HRTimeline
SIGNATUREFD, LLC273$6.08K<0.01%013F-HRTimeline
Rossby Financial, LCC261$5.82K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.176$3.92K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.112$2.5K<0.01%+113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS91$2.03K<0.01%new13F-HRTimeline
Evolution Advisers, Inc.80$1K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.15$339<0.01%+613F-HRTimeline
AE Wealth Management LLC0$6<0.01%-54013F-HRTimelineAmount filed as zero, left out of ratios.
Trust Co0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.