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CGCP CAPITAL GRP FIXED INCM ETF T

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CORE PLUS INCM (fund)

236 managers (239 13F filers) reported a position in CGCP shares at 2024-12-31, 134,439,514 shares in all. 25 filers opened a position and 14 filers sold out during the quarter.

Managers
236
13F filers
239
New
25
Added
139
Reduced
37
Sold out
14
Shares held by filers
134,439,514

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
National Wealth Management Group, LLC10,731$238K0.16%+10013F-HRTimeline
Quadcap Wealth Management, LLC10,105$224K0.03%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC9,671$215K0.15%new13F-HRTimeline
MGO ONE SEVEN LLC9,628$214K0.01%-40013F-HRTimeline
Steward Partners Investment Advisory, L…9,261$206K<0.01%-1,14013F-HRTimeline
Integrated Wealth Concepts LLC9,130$203K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC8,584$191K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC8,269$184K0.08%013F-HRTimeline
IFP Advisors, Inc7,081$157K0.01%+1,28013F-HRTimeline
Synergy Investment Management, LLC6,980$155K0.07%13F-HRTimeline
Financial Perspectives, Inc6,925$154K0.05%+1,35413F-HRTimeline
CoreCap Advisors, LLC6,382$142K0.01%+2,88613F-HRTimeline
WR Wealth Planners, LLC6,346$141K0.05%-6,62513F-HRTimeline
BARRETT & COMPANY, INC.4,954$110K0.05%+213F-HRTimeline
Aptus Capital Advisors, LLC4,350$96.6K<0.01%+1,00013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,350$96.6K0.01%+1,00013F-HRTimeline
Olistico Wealth, LLC4,301$95.5K0.06%-23713F-HRTimeline
Winch Advisory Services, LLC2,816$62.5K0.02%+2713F-HRTimeline
Transcendent Capital Group LLC2,594$57.6K0.03%+29113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,556$56.8K<0.01%+78213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,450$54K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.2,236$49.6K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,344$29.8K<0.01%-14813F-HRTimeline
ARVEST INVESTMENTS, INC.1,145$25.4K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,049$23.3K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,000$22.2K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/950$21.1K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC880$19.5K<0.01%+45013F-HRTimeline
ORG Partners LLC785$17.4K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC664$14.7K0.02%13F-HRTimeline
Rosenberg Matthew Hamilton318$7.06K<0.01%new13F-HRTimeline
CAPITAL & PLANNING, LLC300$6.66K<0.01%13F-HRTimeline
LEE DANNER & BASS INC250$5.55K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.123$2.74K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.17$3910.04%-17,94613F-HRTimeline
Blue Trust, Inc.6$140<0.01%new13F-HR/ATimeline