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Disclosery

CGCP CAPITAL GRP FIXED INCM ETF T

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CORE PLUS INCM (fund)

260 managers (264 13F filers) reported a position in CGCP shares at 2025-06-30, 179,417,386 shares in all. 26 filers opened a position and 11 filers sold out during the quarter.

Managers
260
13F filers
264
New
26
Added
154
Reduced
66
Sold out
11
Shares held by filers
179,417,386

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ridgeline Wealth Planning, LLC16,447$370K0.3%-29613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,107$362K0.01%-3,60913F-HRTimeline
Aspire Growth Partners LLC15,703$353K0.29%new13F-HRTimeline
PRIVATE TRUST CO NA15,488$348K0.03%-2,40113F-HRTimeline
CWM, LLCin group CWM, LLC14,782$333K<0.01%+11,05213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.14,255$321K0.01%+3,24113F-HRTimeline
Sterling Investment Advisors, Ltd.14,175$319K0.07%+2,20013F-HRTimeline
Tudor Financial Inc.14,093$317K0.18%+3113F-HRTimeline
UPTICK PARTNERS, LLC13,705$308K0.09%013F-HRTimeline
Carson Advisory Inc.13,689$308K0.2%+4,73013F-HRTimeline
Breakwater Capital Group13,299$299K0.05%+63813F-HRTimeline
ORG Partners LLC13,118$295K0.06%+10,90113F-HRTimeline
Frazier Financial Advisors, LLC12,694$286K0.2%013F-HRTimeline
Balboa Wealth Partners12,661$285K0.06%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,634$284K0.08%new13F-HRTimeline
GPS Wealth Strategies Group, LLC12,215$275K0.03%-10013F-HRTimeline
Good Life Advisors, LLC11,768$265K0.02%-14,93913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,739$264K0.01%+2,37013F-HRTimelineGroup
Security Financial Services, INC.11,445$258K0.05%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,400$256K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC11,289$254K0.01%new13F-HRTimeline
Trilogy Capital Inc.11,203$252K0.01%013F-HRTimeline
Burford Brothers, Inc.10,767$242K0.11%-56613F-HRTimeline
Financial Partners Group, Inc10,642$239K0.03%-15113F-HRTimeline
Wambolt & Associates, LLC10,628$239K0.08%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,837$221K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC9,828$221K0.01%+20013F-HRTimeline
National Wealth Management Group, LLC9,743$219K0.12%-88813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,668$218K0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC9,488$213K0.01%new13F-HRTimeline
CIM, LLC9,320$210K0.03%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,305$209K<0.01%new13F-HRTimelineGroup
Northwest Financial Advisors9,193$207K0.29%-16413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,079$204K0.11%+11113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,451$190K0.01%+72313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC8,280$186K0.07%+1113F-HRTimeline
Financial Perspectives, Inc8,255$186K0.06%+79913F-HRTimeline
Steward Partners Investment Advisory, L…7,974$179K<0.01%+37213F-HRTimeline
CoreCap Advisors, LLC7,543$170K0.01%+74813F-HRTimeline
Olistico Wealth, LLC6,440$145K0.08%+1,09413F-HRTimeline
ACIMA PRIVATE WEALTH, LLC6,275$141K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC5,400$122K<0.01%+97513F-HRTimeline
Arax Advisory Partners5,392$121K0.01%+2,73413F-HRTimeline
BARRETT & COMPANY, INC.4,954$111K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,490$101K0.01%+2,94313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,425$99.6K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…3,947$88.8K0.01%+2,60313F-HRTimeline
Winch Advisory Services, LLC2,862$64.4K0.02%+2413F-HRTimeline
Vermillion & White Wealth Management Gr…2,469$55.6K0.04%+10813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,274$51.2K0.03%+34313F-HRTimeline
Sunbelt Securities, Inc.2,236$49.6K<0.01%013F-HRTimeline
MAI Capital Management2,027$45.6K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,780$40K<0.01%+90013F-HRTimeline
LANARK FINANCIAL, INC.1,758$39K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.1,145$25.8K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,049$23.6K0.01%013F-HRTimeline
SIGNATUREFD, LLC273$6.14K<0.01%013F-HRTimeline
Rossby Financial, LCC129$2.9K<0.01%new13F-HRTimeline
Evolution Advisers, Inc.80$1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.