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Disclosery

CGCP CAPITAL GRP FIXED INCM ETF T

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CORE PLUS INCM (fund)

263 managers (268 13F filers) reported a position in CGCP shares at 2025-09-30, 203,420,475 shares in all. 23 filers opened a position and 13 filers sold out during the quarter.

Managers
263
13F filers
268
New
23
Added
177
Reduced
55
Sold out
13
Shares held by filers
203,420,475

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FOUNDERS FINANCIAL SECURITIES LLC18,745$426K0.03%-1,61413F-HRTimeline
tru Independence LLC17,604$400K0.1%+87813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,026$387K0.01%new13F-HRTimelineGroup
Ridgeline Wealth Planning, LLC16,865$383K0.29%+41813F-HRTimeline
William Mack & Associates, Inc.16,759$381K0.2%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,693$379K<0.01%-4,04713F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…16,230$369K0.01%+12313F-HRTimeline
Tradition Wealth Management, LLC16,002$364K0.03%-1,50013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,998$363K0.02%+6,33013F-HRTimelineGroup
Sterling Investment Advisors, Ltd.15,571$354K0.07%+1,39613F-HRTimeline
Venture Visionary Partners LLC15,562$354K0.01%+6,07413F-HRTimeline
J.W. COLE ADVISORS, INC.14,362$326K0.01%+10713F-HRTimeline
Tudor Financial Inc.14,119$321K0.17%+2613F-HRTimeline
Mach-1 Financial Group, LLC13,924$316K0.05%new13F-HRTimeline
Integrity Advisory Solutions, LLC13,924$316K0.05%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,734$312K<0.01%new13F-HRTimelineGroup
UPTICK PARTNERS, LLC13,505$307K0.08%-20013F-HRTimeline
Capital Investment Advisory Services, L…12,794$291K0.02%+8,84713F-HRTimeline
Frazier Financial Advisors, LLC12,694$288K0.18%013F-HRTimeline
Carson Advisory Inc.12,576$286K0.15%-1,11313F-HRTimeline
Trilogy Capital Inc.12,041$274K0.01%+83813F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,656$265K0.07%-97813F-HRTimeline
GPS Wealth Strategies Group, LLC11,550$262K0.03%-66513F-HRTimeline
Strategic Blueprint, LLC11,399$259K0.01%+11013F-HRTimeline
Financial Perspectives, Inc11,094$252K0.07%+2,83913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,954$249K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC10,928$248K0.01%+1,10013F-HRTimeline
GM Advisory Group, LLC10,611$241K0.01%new13F-HRTimeline
CoreCap Advisors, LLC10,592$241K0.01%+3,04913F-HRTimeline
Burford Brothers, Inc.10,483$238K0.1%-28413F-HRTimeline
Glaxis Capital Management, LLC10,000$227K0.38%new13F-HRTimeline
CIM, LLC9,953$226K0.03%+63313F-HRTimeline
National Wealth Management Group, LLC9,743$221K0.08%013F-HRTimeline
L.M. KOHN & COMPANY9,600$218K0.26%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC9,505$216K0.14%new13F-HRTimeline
Northwest Financial Advisors9,248$210K0.27%+5513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,199$209K0.1%+12013F-HRTimeline
Breakwater Capital Group9,157$208K0.03%-4,14213F-HRTimeline
Financial Partners Group, Inc9,003$205K0.03%-1,63913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,911$202K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC8,320$189K0.07%+4013F-HR/ATimeline
Steward Partners Investment Advisory, L…6,303$143K<0.01%-1,67113F-HRTimeline
MAI Capital Management5,033$114K<0.01%+3,00613F-HRTimeline
BARRETT & COMPANY, INC.4,954$113K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC4,425$101K<0.01%-97513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.4,211$95.7K0.06%+1,93713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,345$76K0.01%-5,10613F-HRTimeline
CWM, LLCin group CWM, LLC3,058$69K<0.01%-11,72413F-HRTimelineGroup
Winch Advisory Services, LLC2,889$65.6K0.01%+2713F-HRTimeline
Vermillion & White Wealth Management Gr…2,499$56.8K0.03%+3013F-HRTimeline
Sunbelt Securities, Inc.2,236$50.8K<0.01%013F-HRTimeline
Larson Financial Group LLC1,858$42.2K<0.01%+7813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,784$40.5K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,423$32.3K<0.01%new13F-HRTimelineGroup
ARVEST INVESTMENTS, INC.1,145$26K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,042$23.7K<0.01%-71613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…525$11.9K<0.01%new13F-HRTimelineGroup
Key Financial Inc438$9.98K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT335$7.61K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC273$6.2K<0.01%013F-HRTimeline
Rossby Financial, LCC261$5.95K<0.01%+13213F-HRTimeline
Evolution Advisers, Inc.80$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.