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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
Capital International Investorsin group Capital International Investo…20,838,254$468M0.09%+7,276,78513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,792,303$310M0.02%+2,946,14713F-HRTimelineGroup
LPL Financial LLC12,405,221$278M0.11%+3,884,00513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,010,667$270M0.07%+1,595,94713F-HRTimelineGroup
Johnson Bixby & Associates, LLC5,536,984$124M18.59%+1,134,80513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,303,825$119M+769,680Timeline
Cetera Investment Advisers4,859,643$109M0.21%+568,69613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,605,576$103M0.08%+453,51313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,472,790$100M0.04%+263,31313F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,295,651$96.4M0.02%+261,54813F-HRTimelineGroup
WNY Asset Management, LLC4,021,493$90.3M10.74%+185,92113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,164,414$71M0.1%+218,09913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,702,229$60.7M0.01%+286,82813F-HR/ATimelineGroup
Souders Financial Advisors2,678,280$60.1M8.39%+182,09213F-HRTimeline
Janney Montgomery Scott LLC2,663,328$59.8M0.17%+248,30813F-HRTimeline
MML INVESTORS SERVICES, LLC2,174,200$48.8M0.16%-65,10613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,134,399$47.9M1.37%+179,33713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,035,843$45.7M0.1%+340,72013F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,890,978$42.5M0.14%+51,17613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,880,577$42.2M0.04%+182,03713F-HRTimelineGroup
Wood Tarver Financial Group, LLC1,636,597$36.7M11.96%+79,90213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,553,363$34.9M0.07%+16,13213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,477,892$33.2M0.06%-107,69313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,411,248$31.7M0.08%+260,59213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,391,320$31.2M0.03%+396,88913F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,289,984$29M+201,787Timeline
McGlone Suttner Wealth Management, Inc.1,256,274$28.2M4.63%+47,45813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,217,568$27.3M8.59%+43,10513F-HRTimeline
IAM Advisory, LLC1,163,731$26.1M6.79%+22,16713F-HRTimeline
Bernardo Wealth Planning LLC1,163,193$26.1M6.25%+23,22413F-HR/ATimeline
Confluence Wealth Services, Inc.1,174,656$26M1.64%+127,28513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,114,582$25M1.18%+151,04013F-HRTimelineGroup
Stonebridge Financial Group, LLC1,085,806$24.4M2.59%+33,47713F-HRTimeline
Midwest Heritage Bank, FSB981,282$22M9.07%+168,15513F-HRTimeline
Investment Planning Advisors, Inc.865,579$19.4M7.9%-20,53113F-HRTimeline
Stadion Money Management, LLC824,724$18.5M1.85%-40,20013F-HRTimeline
Main Line Retirement Advisors, LLC816,249$18.3M11.9%+20,60913F-HRTimeline
AA Financial Advisors, LLC753,186$16.9M4.13%+160,21113F-HRTimeline
FinDec Wealth Services, Inc.735,168$16.5M16.32%-99,59613F-HRTimeline
Quadcap Wealth Management, LLC731,068$16.4M2.38%+720,96313F-HRTimeline
CONDOR CAPITAL MANAGEMENT729,459$16.4M1.53%+29,97913F-HRTimeline
D.A. DAVIDSON & CO.694,941$15.6M0.13%+98,40813F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …678,522$15.2M1.13%+21,03213F-HRTimelineGroup
Ruggaard & Associates LLC652,057$14.6M6.41%+4,67213F-HRTimeline
Clearview Wealth Advisors LLC532,727$12M8.94%-11,44813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC521,993$11.7M0.02%+243,96313F-HR/ATimelineGroup
New England Capital Financial Advisors …502,005$11.3M5.73%-25,00513F-HRTimeline
Convergence Financial, LLC494,490$11.1M2.18%+9,54813F-HRTimeline
Mutual Advisors, LLC490,378$11M0.31%-4,66013F-HRTimeline
Geneos Wealth Management Inc.473,354$10.6M0.16%+283,64613F-HRTimeline
&PARTNERS457,918$10.3M0.11%+53,63613F-HRTimeline
WBH ADVISORY INC413,481$9.28M0.87%+25,81813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…405,631$9.11M0.5%+83,19713F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding395,426$8.88M+58,707Timeline
NavPoint Financial, Inc.387,136$8.69M6.11%+78,03313F-HRTimeline
Private Advisor Group, LLC382,382$8.58M0.05%+34,57113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…360,140$8.09M0.2%+18,19913F-HRTimelineGroup
Freedom Financial Partners LLC356,642$8.01M3.73%+19,04413F-HRTimeline
Atria Wealth Solutions, Inc.356,013$8M0.1%+144,12813F-HRTimeline
Greenbush Financial Group, LLC332,172$7.46M3.71%+16,11413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC315,435$7.08M0.1%+42,32613F-HRTimelineGroup
Valmark Advisers, Inc.304,082$6.83M0.1%+148,81213F-HRTimeline
Compass Financial Group, Inc.300,504$6.75M3.46%-4,82113F-HRTimeline
SOL Capital Management CO284,993$6.4M0.71%+48,72013F-HRTimeline
Ashton Thomas Private Wealth, LLC258,576$5.81M0.22%+35,42813F-HRTimeline
Sovran Advisors, LLC261,428$5.79M0.75%+104,56213F-HRTimeline
Swisher Financial Concepts, Inc.256,269$5.75M4.75%+131,89513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.256,066$5.75M0.03%+38,99713F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC251,203$5.64M2.59%+220,99713F-HRTimeline
Kera Capital Partners, Inc.249,462$5.6M1.66%-10,01513F-HRTimeline
Fearless Solutions, LLC dba Best Invest248,802$5.59M4.34%-11,48913F-HRTimeline
Landmark Wealth Management, LLC240,991$5.41M2.39%-3,92413F-HRTimeline
Mariner, LLCin group Mariner, LLC230,215$5.17M0.01%+8,88013F-HRTimelineGroup
Smartleaf Asset Management LLC225,644$5.06M0.49%+101,97613F-HRTimeline
Lodestone Wealth Management LLC223,863$5.03M2.67%+5,43613F-HRTimeline
Smith Thornton Advisors LLC219,415$4.93M3.07%+194,47413F-HRTimeline
Midwest Financial Network, LLC207,809$4.67M4.66%+5,10113F-HRTimeline
Entruity Wealth, LLC204,083$4.58M4.32%+8,88813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/203,794$4.58M<0.01%+202,84413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.199,902$4.49M0.04%+43,69113F-HRTimelineGroup
IHT Wealth Management, LLC195,595$4.39M0.14%+167,63013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC189,719$4.26M0.88%+11,12813F-HRTimeline
Kingsview Wealth Management, LLC172,992$3.88M0.07%-8,10013F-HRTimeline
VestGen Advisors, LLC166,845$3.75M0.17%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC166,814$3.74M0.43%+20,82513F-HRTimelineGroup
Affiance Financial, LLC159,354$3.58M0.83%+28,21313F-HRTimeline
FLOW TRADERS U.S. LLC157,475$3.54M0.15%+17,21913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP149,435$3.35M0.01%+33,45513F-HRTimelineGroup
Core Wealth Partners LLC145,191$3.26M1.9%-99,97413F-HRTimeline
Prospera Financial Services Inc137,793$3.09M0.07%+13,47313F-HRTimeline
Western Wealth Management, LLC136,125$3.06M0.2%+6,02513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…135,947$3.05M0.13%+5,89913F-HRTimelineGroup
Merit Financial Group, LLC133,012$2.99M0.04%+44,26713F-HRTimeline
Belpointe Asset Management LLC132,366$2.97M0.15%+4,30013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV132,162$2.97M0.23%+20,32813F-HRTimeline
Continuum Advisory, LLC130,476$2.93M0.38%-25213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC129,356$2.9M<0.01%new13F-HR/ATimelineGroup
LEIGH BALDWIN & CO., LLC129,074$2.9M2.33%+28,42013F-HRTimeline
Forge Financial Services LLC122,552$2.75M2.43%-26713F-HRTimeline
ROTHSCHILD INVESTMENT LLC121,890$2.74M0.18%+1,95013F-HRTimeline
Wise Wealth Partners110,461$2.48M5.92%+24,26913F-HRTimeline
CENTAURUS FINANCIAL, INC.108,798$2.44M0.15%new13F-HRTimeline
DAVENPORT & Co LLC106,703$2.4M0.01%+5,14613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…105,987$2.38M0.02%-21,04413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …105,657$2.37M0.04%+17,06913F-HRTimelineGroup
Capital Planning LLC104,825$2.35M0.66%+72,43413F-HRTimeline
Cornerstone Wealth Management, LLC104,408$2.34M0.16%-3,11913F-HRTimeline
AdvisorNet Financial, Inc103,644$2.33M0.17%+30,20213F-HRTimeline
IFP Advisors, Inc102,717$2.31M0.07%+95,63613F-HRTimeline
COMERICA BANK102,630$2.3M0.01%-70713F-HRTimeline
NewEdge Advisors, LLC99,330$2.23M0.01%+14,12313F-HRTimeline
CLG LLC93,592$2.1M0.73%+8,16113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…92,880$2.08M0.32%+6,93813F-HRTimeline
BlackDiamond Wealth Management, LLC92,797$2.06M1.39%+4,03513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.91,255$2.05M0.28%+19,26513F-HRTimeline
Dynamic Advisor Solutions LLC90,623$2.03M0.07%+6,99413F-HRTimeline
Allworth Financial LP89,908$2M0.01%-7,31113F-HRTimeline
Moloney Securities Asset Management, LLC88,730$1.99M0.27%+1,09413F-HRTimeline
LongView Wealth Management87,015$1.95M0.59%+2,55413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.76,478$1.72M0.93%+15,24013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC77,164$1.71M0.38%+22,35213F-HRTimeline
AlphaCore Capital LLC75,300$1.69M0.14%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC73,920$1.66M0.06%-35213F-HRTimeline
Cyndeo Wealth Partners, LLC73,232$1.64M0.11%+17,42413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC72,628$1.63M0.63%-4,74713F-HRTimeline
Meridian Wealth Management, LLC71,704$1.61M0.08%+22,39513F-HRTimeline
Ausdal Financial Partners, Inc.70,689$1.59M0.12%+6,32413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC69,393$1.56M0.13%-4,11813F-HRTimeline
Magnus Financial Group LLC67,431$1.51M0.15%+3,70213F-HRTimeline
Alpha Financial Advisors, LLC64,863$1.46M0.65%+47,97413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.63,508$1.43M0.02%+10,16013F-HRTimelineGroup
Asset Allocation Strategies LLC62,102$1.39M0.35%+26,66813F-HRTimeline
Strategic Family Wealth Counselors, L.L…59,739$1.34M0.44%+2,69113F-HRTimeline
Priebe Wealth Holdings LLC58,188$1.31M0.81%new13F-HRTimeline
Bridgewealth Advisory Group, LLC55,901$1.25M1.65%-336,88613F-HRTimeline
Premier Path Wealth Partners, LLC53,040$1.19M0.19%+3,47613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…53,458$1.19M0.05%-66413F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…48,809$1.09M0.17%-10,89013F-HRTimeline
Perennial Investment Advisors, LLC48,615$1.09M0.12%new13F-HRTimeline
Advisory Alpha, LLC47,795$1.07M0.04%-4,68013F-HR/ATimeline
Tyler-Stone Wealth Management47,561$1.07M0.19%+98513F-HRTimeline
Fortress Wealth Management, Inc.47,431$1.06M0.55%-207,69513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,912$1.03M<0.01%+80813F-HRTimelineGroup
IFG Advisory, LLC45,611$1.02M0.06%+7,78213F-HRTimeline
TrueWealth Advisors, LLC42,872$962K0.32%-4,26513F-HRTimeline
PFG Advisors42,392$952K0.05%+7,90913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC42,213$948K0.1%+12,64913F-HRTimeline
World Investment Advisors41,825$939K0.02%-1,28013F-HRTimeline
Tempus Wealth Planning, LLC41,552$933K0.28%+7,86713F-HRTimeline
CVFG LLC41,255$926K0.84%+1,30413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.41,016$921K0.48%+4,55013F-HRTimeline
Intergy Private Wealth, LLC40,595$911K0.35%-7213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC37,655$845K0.03%+35,20513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC37,626$835K0.02%013F-HRTimelineGroup
5T Wealth, LLC36,186$812K0.46%+2,18013F-HRTimeline
CW Advisors, LLC35,826$805K0.01%new13F-HRTimeline
Madison Wealth Partners, Inc35,383$794K0.2%+36613F-HRTimeline
Orion Porfolio Solutions, LLC33,786$758K0.01%+16,91613F-HRTimeline
Orion Portfolio Solutions, LLC33,786$758K0.01%+16,91613F-HR/ATimeline
EQ WEALTH ADVISORS, LLC29,064$652K0.52%+13013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC28,843$648K0.14%-313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC27,888$626K0.52%+41613F-HRTimeline
Koshinski Asset Management, Inc.27,827$625K0.05%+10,05313F-HRTimeline
Sanctuary Advisors, LLC27,435$616K<0.01%-526,41813F-HRTimeline
Good Life Advisors, LLC26,707$600K0.04%+1,22113F-HRTimeline
RFG Advisory, LLC26,121$586K0.02%-13013F-HRTimeline
Trinity Wealth Management, LLC25,217$566K0.26%+7,36213F-HRTimeline
Jacobi Capital Management LLC24,765$556K0.04%+28113F-HRTimeline
CWS Financial Advisors, LLC24,237$544K0.17%+23713F-HRTimeline
Tradition Wealth Management, LLC23,602$530K0.05%-60013F-HRTimeline
Atria Investments, Inc23,380$525K0.01%-19,35213F-HRTimeline
WealthCare Investment Partners, LLC23,049$508K0.22%+26113F-HRTimeline
Arkadios Wealth Advisors22,444$504K0.02%+57913F-HRTimeline
Advisory Services Network, LLC22,371$502K0.01%-98,84813F-HRTimeline
Bleakley Financial Group, LLC22,230$499K0.02%013F-HRTimeline
Anchor Investment Management, LLC22,203$498K0.05%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,720$487K0.04%-1,88213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,379$480K<0.01%+14413F-HRTimelineGroup
American Financial Advisors, LLC21,221$476K0.07%+23313F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,563$462K0.01%+5,78113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,428$458K0.04%-413F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…19,716$443K0.02%-16,70013F-HRTimeline
Peterson Wealth Advisors, LLC19,340$428K0.08%+18813F-HRTimeline
Delta Financial Group, Inc.17,914$403K0.09%-43913F-HRTimeline
PRIVATE TRUST CO NA17,889$402K0.04%013F-HRTimeline
Atlas Legacy Advisors, LLC16,969$382K0.1%-17113F-HRTimeline
Ridgeline Wealth Planning, LLC16,743$376K0.37%-76613F-HRTimeline
tru Independence LLC16,662$374K0.12%+7513F-HRTimeline
Integrated Wealth Concepts LLC14,920$335K<0.01%+5,79013F-HRTimeline
Gateway Wealth Partners, LLC14,422$324K0.07%new13F-HRTimeline
Tudor Financial Inc.14,062$316K0.19%+1713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,927$313K<0.01%+79013F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC13,782$309K0.01%-99,46213F-HRTimeline
UPTICK PARTNERS, LLC13,705$308K0.1%+1,20013F-HRTimeline
VICUS CAPITAL12,981$291K0.03%new13F-HRTimeline
Frazier Financial Advisors, LLC12,694$285K0.22%013F-HRTimeline
Breakwater Capital Group12,661$284K0.05%-3,77513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,425$279K<0.01%-11,82513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC12,315$276K0.04%-1,07513F-HRTimeline
Sterling Investment Advisors, Ltd.11,975$269K0.06%+25013F-HRTimeline