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Disclosery

CGCP CAPITAL GRP FIXED INCM ETF T

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CORE PLUS INCM (fund)

304 managers (312 13F filers) reported a position in CGCP shares at 2026-03-31, 270,190,421 shares in all. 27 filers opened a position and 23 filers sold out during the quarter.

Managers
304
13F filers
312
New
27
Added
195
Reduced
55
Sold out
23
Shares held by filers
270,190,421

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CWS Financial Advisors, LLC34,361$768K0.2%+60813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding33,699$753K+6,121Timeline
HRT FINANCIAL LP32,624$728K<0.01%-27,12713F-HRTimeline
Advisory Services Network, LLC29,882$668K0.01%+8,32613F-HRTimeline
Integrated Wealth Concepts LLC29,526$660K0.01%+5,02813F-HRTimeline
Clearwave Capital, LLC29,400$657K0.45%+20813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources28,858$645K<0.01%013F-HRTimelineGroup
Capital Planning LLC28,254$631K0.21%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,829$622K0.02%+1,06013F-HRTimeline
Capital Investment Advisory Services, L…27,266$609K0.04%+1,96813F-HRTimeline
Security Financial Services, INC.27,185$607K0.1%+5,38113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,942$602K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC26,830$599K0.03%+30113F-HRTimeline
Vestmark Advisory Solutions, Inc.26,757$598K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED24,805$554K0.04%+2,95313F-HRTimeline
Atlas Legacy Advisors, LLC24,058$537K0.1%013F-HRTimeline
Balboa Wealth Partners23,018$514K0.09%new13F-HRTimeline
Lantern Wealth Advisors, LLC22,722$508K0.26%new13F-HRTimeline
Anchor Investment Management, LLC22,203$496K0.04%013F-HRTimeline
Michael Brady & Co., LLC22,087$493K0.5%+10,57713F-HRTimeline
Cannon Financial Strategists, Inc.21,050$470K0.06%new13F-HRTimeline
American Financial Advisors, LLC20,726$463K0.06%+21513F-HRTimeline
Glaxis Capital Management, LLC20,000$447K0.56%013F-HRTimeline
Ridgeline Wealth Planning, LLC18,386$411K0.3%+96613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,245$410K0.02%-50013F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments18,218$407K0.02%+35713F-HRTimelineGroup
Carson Advisory Inc.18,139$405K0.21%+3,42813F-HRTimeline
Bleakley Financial Group, LLC17,930$401K0.01%013F-HRTimeline
Leo Wealth, LLC17,274$386K0.03%new13F-HRTimeline
tru Independence LLC17,037$381K0.19%-7313F-HRTimeline
Peterson Wealth Advisors, LLC16,531$369K0.05%-94513F-HRTimeline
Sterling Investment Advisors, Ltd.16,121$360K0.07%+55013F-HRTimeline
Financial Perspectives, Inc15,656$350K0.1%+2613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC15,600$348K0.12%+11613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,945$334K0.01%-81113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,686$328K0.01%+2,49213F-HRTimeline
Tortuga Wealth Management, Inc14,246$318K0.3%+713F-HRTimeline
Tradition Wealth Management, LLC14,029$313K0.02%013F-HRTimeline
Tudor Financial Inc.13,814$309K0.16%+1113F-HR/ATimeline
NWF Advisory Services Inc.13,467$301K0.03%+1,54813F-HRTimeline
Trilogy Capital Inc.13,364$299K0.01%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT13,084$292K<0.01%new13F-HRTimeline
Equity Wealth Partners, LLC13,006$291K0.19%-22113F-HRTimeline
CoreCap Advisors, LLC12,764$285K0.01%+1,32513F-HRTimeline
Frazier Financial Advisors, LLC12,694$284K0.16%013F-HRTimeline
Cauble & Harre Wealth Management, Inc.12,569$281K0.22%-3,99113F-HRTimeline
SITTNER & NELSON, LLC12,540$280K0.1%+7,77913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,466$278K<0.01%013F-HRTimelineGroup
Atria Investments, Inc12,434$278K<0.01%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,134$272K0.07%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,086$270K<0.01%-1,78613F-HRTimelineGroup
MGO ONE SEVEN LLC11,578$259K0.01%013F-HRTimeline
Integrity Advisory Solutions, LLC11,234$251K0.03%-2,42213F-HRTimeline
Advyzon Investment Management, LLC11,006$246K0.02%new13F-HRTimeline
Stonebridge Financial Group, LLC / MO10,990$246K0.21%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,758$240K0.02%+2313F-HRTimeline
CENTAURUS FINANCIAL, INC.10,615$237K0.01%-1,29813F-HRTimeline
Burford Brothers, Inc.10,483$234K0.1%013F-HRTimeline
BCS Wealth Management10,438$233K0.05%-4,75613F-HRTimeline
CIM, LLC10,413$233K0.03%-90513F-HRTimeline
Ascension Capital Advisors, Inc.9,851$220K0.07%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,427$211K0.09%+10313F-HRTimeline
Etesian Wealth Advisors, Inc.9,350$209K0.07%+15013F-HRTimeline
Breakwater Capital Group9,265$207K0.03%-3213F-HRTimeline
Financial Partners Group, Inc9,003$201K0.02%013F-HRTimeline
Olistico Wealth, LLC7,896$176K0.09%+1,09213F-HRTimeline
Steward Partners Investment Advisory, L…7,644$171K<0.01%+41513F-HRTimeline
Bare Financial Services, Inc7,489$167K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,805$152K0.01%+1,42313F-HRTimeline
CENTRAL TRUST Co5,434$121K<0.01%+4,92513F-HRTimeline
BARRETT & COMPANY, INC.4,954$111K0.04%013F-HRTimeline
Arax Advisory Partners4,464$99.7K<0.01%-9413F-HRTimeline
Aptus Capital Advisors, LLC4,425$98.9K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,425$98.9K0.01%new13F-HRTimeline
Larson Financial Group LLC3,980$88.9K<0.01%+2,20013F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,779$84.4K0.06%+8413F-HRTimeline
CWM, LLCin group CWM, LLC2,972$66.4K<0.01%+42513F-HRTimelineGroup
Winch Advisory Services, LLC2,939$65.7K0.01%+2313F-HRTimeline
Synergy Investment Management, LLC2,871$64.1K0.02%new13F-HRTimeline
Godfrey Financial Associates, Inc.2,871$64.1K0.06%+1813F-HRTimeline
MAI Capital Management2,595$58K<0.01%-2,51213F-HRTimeline
Clearstead Advisors, LLC2,551$57K<0.01%013F-HRTimeline
Westside Investment Management, Inc.2,500$56K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.2,236$50K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,000$45K<0.01%new13F-HRTimelineGroup
ARVEST INVESTMENTS, INC.1,145$25.6K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC888$22.9K0.01%new13F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.952$21K0.01%new13F-HRTimeline
Front Row Advisors LLC900$20.1K0.01%013F-HRTimeline
Hickory Point Bank & Trust778$17.4K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC558$12.5K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC540$12.1K<0.01%-47213F-HRTimeline
Key Financial Inc438$9.79K<0.01%013F-HRTimeline
SYM FINANCIAL Corp338$7.55K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…325$7.26K<0.01%013F-HRTimeline
Financial Life Planners299$6.69K0.01%new13F-HRTimeline
SIGNATUREFD, LLC273$6.1K<0.01%013F-HRTimeline
Rossby Financial, LCC261$5.84K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…147$3.28K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.111$2.48K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC92$2.06K<0.01%013F-HRTimeline
Evolution Advisers, Inc.80$1K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.9$203<0.01%new13F-HRTimeline
Trust Co0$00%-313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.