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Disclosery

CGCP CAPITAL GRP FIXED INCM ETF T

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CORE PLUS INCM (fund)

244 managers (248 13F filers) reported a position in CGCP shares at 2025-03-31, 158,677,892 shares in all. 22 filers opened a position and 13 filers sold out during the quarter.

Managers
244
13F filers
248
New
22
Added
151
Reduced
57
Sold out
13
Shares held by filers
158,677,892

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
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,789$264K0.01%+35913F-HRTimelineGroup
Hartmann Taylor Wealth Management, LLC11,400$256K0.23%13F-HRTimeline
Burford Brothers, Inc.11,333$254K0.12%new13F-HRTimeline
Trilogy Capital Inc.11,203$252K0.01%-1,64013F-HRTimeline
J.W. COLE ADVISORS, INC.11,014$247K0.01%new13F-HRTimeline
Financial Partners Group, Inc10,793$242K0.04%-1,06113F-HRTimeline
National Wealth Management Group, LLC10,631$239K0.16%-10013F-HRTimeline
Qube Research & Technologies Ltd10,320$232K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC9,628$216K0.01%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC9,604$216K0.15%-6713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,369$210K0.01%new13F-HRTimelineGroup
Northwest Financial Advisors9,357$210K0.17%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC8,968$201K0.12%new13F-HRTimeline
Carson Advisory Inc.8,959$201K0.14%new13F-HRTimeline
Hexagon Capital Partners LLC8,584$193K0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC8,269$186K0.08%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,728$173K0.01%+5,17213F-HRTimeline
Steward Partners Investment Advisory, L…7,602$171K<0.01%-1,65913F-HRTimeline
Financial Perspectives, Inc7,456$167K0.06%+53113F-HRTimeline
Synergy Investment Management, LLC6,980$157K0.07%013F-HRTimeline
CoreCap Advisors, LLC6,795$153K0.01%+41313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC6,275$141K0.05%-40,52013F-HRTimeline
Olistico Wealth, LLC5,346$120K0.07%+1,04513F-HRTimeline
BARRETT & COMPANY, INC.4,954$111K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC4,425$99.3K<0.01%+7513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,425$99.3K0.01%+7513F-HRTimeline
CWM, LLCin group CWM, LLC3,730$84K<0.01%new13F-HRTimelineGroup
Winch Advisory Services, LLC2,838$63.7K0.02%+2213F-HRTimeline
Arax Advisory Partners2,658$59.7K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…2,361$53K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.2,236$50.2K<0.01%013F-HRTimeline
ORG Partners LLC2,217$49.9K0.01%+1,43213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,931$43.4K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.1,758$39K<0.01%+1,74113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,547$34.7K0.01%+54713F-HRTimeline
Capital Investment Advisory Services, L…1,344$30.2K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.1,145$25.7K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,049$23.6K0.01%013F-HRTimeline
Larson Financial Group LLC880$19.8K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC618$13.9K0.01%-4613F-HRTimeline
SIGNATUREFD, LLC273$6.13K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.123$2.76K<0.01%013F-HRTimeline
Evolution Advisers, Inc.80$1K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-77,63013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.