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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
Capital International Investorsin group Capital International Investo…26,791,883$603M0.1%+5,953,62913F-HRTimelineGroup
LPL Financial LLC14,741,294$332M0.11%+2,336,07313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,411,181$324M0.02%+618,87813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,646,088$262M0.06%-364,57913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,631,341$172M+2,327,516Timeline
Johnson Bixby & Associates, LLC5,631,675$127M17.4%+94,69113F-HRTimeline
Cetera Investment Advisers5,312,064$120M0.2%+452,42113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,979,795$112M0.08%+374,21913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,606,095$104M0.04%+133,30513F-HRTimelineGroup
WNY Asset Management, LLC4,048,556$91.1M10.04%+27,06313F-HRTimeline
UBS Group AGin group UBS Group AG3,940,972$88.7M0.02%-354,67913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,702,965$83.3M0.11%+538,55113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,929,323$65.9M0.01%+227,09413F-HR/ATimelineGroup
&PARTNERS2,899,033$65.4M0.5%+2,441,11513F-HRTimeline
Janney Montgomery Scott LLC2,871,186$64.6M0.17%+207,85813F-HRTimeline
Souders Financial Advisors2,811,977$63.3M8.05%+133,69713F-HRTimeline
MML INVESTORS SERVICES, LLC2,318,254$52.2M0.15%+144,05413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,194,246$49.4M0.05%+313,66913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,967,746$44.3M1.12%-166,65313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,961,509$44.1M0.08%-74,33413F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,924,689$43.3M0.13%+33,71113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,796,177$40.3M0.03%+404,85713F-HRTimelineGroup
Stonebridge Financial Group, LLC1,637,195$36.8M3.58%+551,38913F-HRTimeline
Wood Tarver Financial Group, LLC1,565,837$35.2M10.6%-70,76013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,555,988$34.9M0.06%+2,62513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,541,135$34.7M0.06%+63,24313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,540,954$34.7M0.08%+129,70613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,521,146$34.2M+231,162Timeline
McGlone Suttner Wealth Management, Inc.1,302,354$29.3M4.42%+46,08013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,261,494$28.4M8.23%+43,92613F-HRTimeline
Confluence Wealth Services, Inc.1,236,582$27.8M1.52%+61,92613F-HRTimeline
IAM Advisory, LLC1,200,730$27M6.49%+36,99913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,082,767$24.4M1.05%-31,81513F-HRTimelineGroup
Bernardo Wealth Planning LLC1,058,461$23.8M5.17%-104,73213F-HRTimeline
Midwest Heritage Bank, FSB1,010,208$22.7M8.55%+28,92613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC985,556$22.2M0.04%+463,56313F-HRTimelineGroup
Investment Planning Advisors, Inc.841,368$18.9M6.69%-24,21113F-HRTimeline
Quadcap Wealth Management, LLC808,253$18.2M2.31%+77,18513F-HRTimeline
Main Line Retirement Advisors, LLC799,723$18M10.25%-16,52613F-HRTimeline
Stadion Money Management, LLC774,924$17.3M1.42%-49,80013F-HRTimeline
CONDOR CAPITAL MANAGEMENT754,231$17M1.47%+24,77213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …751,401$16.9M1.05%+72,87913F-HRTimelineGroup
AA Financial Advisors, LLC747,854$16.8M3.63%-5,33213F-HRTimeline
FinDec Wealth Services, Inc.741,825$16.7M17.45%+6,65713F-HRTimeline
D.A. DAVIDSON & CO.741,373$16.7M0.12%+46,43213F-HRTimeline
Ruggaard & Associates LLC674,361$15.2M6.1%+22,30413F-HRTimeline
NavPoint Financial, Inc.559,271$12.6M7.6%+172,13513F-HRTimeline
Clearview Wealth Advisors LLC549,551$12.4M8.61%+16,82413F-HRTimeline
New England Capital Financial Advisors …543,893$12.2M5.6%+41,88813F-HRTimeline
Convergence Financial, LLC484,386$10.9M1.88%-10,10413F-HRTimeline
Mutual Advisors, LLC482,686$10.8M0.27%-7,69213F-HRTimeline
Tribridge Partners Financial LLC478,431$10.8M6.32%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding461,746$10.4M+66,320Timeline
Sovran Advisors, LLC462,510$10.3M1.08%+201,08213F-HRTimeline
WBH ADVISORY INC429,060$9.65M0.82%+15,57913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…424,878$9.56M0.43%+19,24713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC421,487$9.48M<0.01%+292,13113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…404,483$9.1M0.13%new13F-HRTimelineGroup
Private Advisor Group, LLC394,643$8.88M0.05%+12,26113F-HRTimeline
Valmark Advisers, Inc.393,014$8.84M0.12%+88,93213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…382,594$8.61M0.17%+22,45413F-HRTimelineGroup
Freedom Financial Partners LLC369,927$8.32M3.51%+13,28513F-HRTimeline
Bridgewealth Advisory Group, LLC359,069$8.08M2.05%+303,16813F-HRTimeline
Greenbush Financial Group, LLC357,203$8.04M3.5%+25,03113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP345,341$7.77M0.01%+195,90613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC340,967$7.67M0.27%+82,39113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC320,599$7.21M0.09%+5,16413F-HRTimelineGroup
Compass Financial Group, Inc.299,384$6.74M3.38%-1,12013F-HRTimeline
Atria Wealth Solutions, Inc.292,485$6.57M0.15%-63,52813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.271,468$6.11M0.03%+15,40213F-HRTimeline
Fearless Solutions, LLC dba Best Invest266,654$6M4.2%+17,85213F-HRTimeline
SOL Capital Management CO259,928$5.85M0.57%-25,06513F-HRTimeline
Swisher Financial Concepts, Inc.258,879$5.82M3.76%+2,61013F-HRTimeline
Geneos Wealth Management Inc.256,672$5.78M0.14%-216,68213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC250,790$5.64M2.38%-41313F-HRTimeline
Smartleaf Asset Management LLC246,400$5.53M0.49%+20,75613F-HRTimeline
Kera Capital Partners, Inc.245,081$5.51M1.09%-4,38113F-HRTimeline
Landmark Wealth Management, LLC236,887$5.33M2.27%-4,10413F-HRTimeline
Mariner, LLCin group Mariner, LLC233,377$5.25M0.01%+3,16213F-HRTimelineGroup
IHT Wealth Management, LLC233,083$5.24M0.14%+37,48813F-HRTimeline
Core Wealth Partners LLC230,007$5.18M2.63%+84,81613F-HRTimeline
Smith Thornton Advisors LLC220,283$4.96M2.85%+86813F-HRTimeline
Lodestone Wealth Management LLC220,201$4.95M2.41%-3,66213F-HRTimeline
Entruity Wealth, LLC218,672$4.92M4.18%+14,58913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.209,912$4.72M0.04%+10,01013F-HRTimelineGroup
Midwest Financial Network, LLC206,507$4.65M4.61%-1,30213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/198,801$4.47M<0.01%-4,99313F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC193,308$4.35M0.87%+3,58913F-HRTimeline
Merit Financial Group, LLC191,658$4.31M0.05%+58,64613F-HRTimeline
Kingsview Wealth Management, LLC180,221$4.05M0.07%+7,22913F-HRTimeline
NewEdge Advisors, LLC177,883$4M0.02%+78,55313F-HRTimeline
CENTAURUS FINANCIAL, INC.176,162$3.96M0.23%+67,36413F-HRTimeline
Global Retirement Partners, LLC173,824$3.91M0.1%13F-HRTimeline
VestGen Advisors, LLC172,093$3.87M0.15%+5,24813F-HRTimeline
Affiance Financial, LLC170,480$3.84M0.78%+11,12613F-HRTimeline
LEIGH BALDWIN & CO., LLC169,911$3.82M2.51%+40,83713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC169,236$3.81M0.4%+2,42213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…166,554$3.75M0.14%+30,60713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …160,559$3.61M0.05%+54,90213F-HRTimelineGroup
Prospera Financial Services Inc145,024$3.26M0.06%+7,23113F-HRTimeline
Belpointe Asset Management LLC135,816$3.06M0.13%+3,45013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC135,528$3.05M<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV135,280$3.04M0.21%+3,11813F-HRTimeline
Continuum Advisory, LLC127,094$2.86M0.34%-3,38213F-HRTimeline
ROTHSCHILD INVESTMENT LLC123,090$2.77M0.17%+1,20013F-HRTimeline
Western Wealth Management, LLC122,245$2.75M0.16%-13,88013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…122,128$2.75M0.02%+16,14113F-HRTimelineGroup
IFP Advisors, Inc119,937$2.7M0.08%+17,22013F-HRTimeline
Forge Financial Services LLC120,548$2.68M2.02%-2,00413F-HRTimeline
DAVENPORT & Co LLC107,741$2.42M0.01%+1,03813F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.107,480$2.42M0.3%+16,22513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…104,318$2.35M0.35%+11,43813F-HRTimeline
Dynamic Advisor Solutions LLC101,908$2.29M0.07%+11,28513F-HRTimeline
COMERICA BANK101,785$2.29M0.01%-84513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.99,251$2.23M1.06%+22,77313F-HRTimeline
CLG LLC99,046$2.23M0.7%+5,45413F-HRTimeline
AdvisorNet Financial, Inc97,742$2.2M0.14%-5,90213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC96,143$2.16M0.39%+18,97913F-HRTimeline
Cornerstone Wealth Management, LLC94,754$2.13M0.13%-9,65413F-HRTimeline
LongView Wealth Management92,896$2.09M0.63%+5,88113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.87,190$1.96M0.02%+23,68213F-HRTimelineGroup
OLD MISSION CAPITAL LLC81,825$1.84M0.05%+68,04313F-HRTimeline
Moloney Securities Asset Management, LLC81,153$1.83M0.23%-7,57713F-HRTimeline
Priebe Wealth Holdings LLC80,988$1.82M1.58%+22,80013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC77,900$1.75M0.05%+3,98013F-HRTimeline
Perennial Investment Advisors, LLC76,767$1.73M0.17%+28,15213F-HRTimeline
Cyndeo Wealth Partners, LLC75,374$1.7M0.1%+2,14213F-HRTimeline
AlphaCore Capital LLC74,771$1.68M0.06%-52913F-HRTimeline
Magnus Financial Group LLC74,190$1.67M0.15%+6,75913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC73,230$1.65M0.48%+60213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC73,022$1.64M0.12%+3,62913F-HRTimeline
Allworth Financial LP70,040$1.58M0.01%-19,86813F-HRTimeline
Fiduciary Alliance LLC69,337$1.56M0.12%new13F-HRTimeline
Ausdal Financial Partners, Inc.68,419$1.54M0.1%-2,27013F-HRTimeline
IFG Advisory, LLC66,799$1.5M0.08%+21,18813F-HRTimeline
Alpha Financial Advisors, LLC65,004$1.46M0.57%+14113F-HRTimeline
Meridian Wealth Management, LLC63,588$1.43M0.06%-8,11613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC58,441$1.31M0.04%+20,78613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,428$1.29M<0.01%+11,51613F-HRTimelineGroup
Trinity Wealth Management, LLC55,056$1.24M0.49%+29,83913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.54,651$1.23M0.58%+13,63513F-HRTimeline
Premier Path Wealth Partners, LLC53,060$1.19M0.17%+2013F-HRTimeline
Orion Porfolio Solutions, LLC50,513$1.14M0.01%+16,72713F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC48,752$1.1M0.02%+11,12613F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…48,567$1.09M0.15%-24213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources48,155$1.08M<0.01%new13F-HRTimelineGroup
Tyler-Stone Wealth Management48,101$1.08M0.17%+54013F-HRTimeline
Strategic Family Wealth Counselors, L.L…47,927$1.08M0.31%-11,81213F-HRTimeline
PFG Advisors46,863$1.05M0.05%+4,47113F-HRTimeline
CW Advisors, LLC46,702$1.05M0.01%+10,87613F-HRTimeline
Fortress Wealth Management, Inc.44,486$1M0.48%-2,94513F-HRTimeline
World Investment Advisors44,194$994K0.02%+2,36913F-HRTimeline
CVFG LLC44,033$991K0.79%+2,77813F-HRTimeline
5T Wealth, LLC43,852$987K0.5%+7,66613F-HRTimeline
Parsonex Advisory Services, Inc.43,786$985K0.82%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC42,251$951K0.1%+3813F-HRTimeline
Tempus Wealth Planning, LLC41,522$934K0.23%-3013F-HRTimeline
TrueWealth Advisors, LLC40,298$907K0.27%-2,57413F-HRTimeline
Intergy Private Wealth, LLC39,837$896K0.31%-75813F-HRTimeline
EQ WEALTH ADVISORS, LLC38,332$862K0.59%+9,26813F-HRTimeline
Advisory Alpha, LLC38,036$856K0.03%-9,75913F-HRTimeline
Asset Allocation Strategies LLC37,548$845K0.19%-24,55413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…35,690$803K0.04%-17,76813F-HRTimelineGroup
Madison Wealth Partners, Inc35,602$801K0.17%+21913F-HRTimeline
FLOW TRADERS U.S. LLC34,550$777K0.03%-122,92513F-HRTimeline
Koshinski Asset Management, Inc.32,687$735K0.06%+4,86013F-HRTimeline
United Advisor Group, LLC31,383$706K0.12%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.30,871$695K0.01%new13F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC30,667$685K0.14%new13F-HRTimeline
CWS Financial Advisors, LLC30,443$685K0.2%+6,20613F-HRTimeline
Capital Planning LLC28,254$636K0.2%-76,57113F-HRTimeline
RFG Advisory, LLC28,126$633K0.01%+2,00513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC27,449$618K0.47%-43913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,223$613K<0.01%+5,84413F-HR/ATimelineGroup
GTS SECURITIES LLC26,783$603K0.03%new13F-HRTimeline
Ground Swell Capital, LLC26,425$595K0.97%new13F-HRTimeline
Jacobi Capital Management LLC25,981$585K0.04%+1,21613F-HRTimeline
Integrated Wealth Concepts LLC24,894$560K0.01%+9,97413F-HRTimeline
Arkadios Wealth Advisors23,717$534K0.02%+1,27313F-HRTimeline
Richmond Investment Services, LLC23,369$526K0.11%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,241$523K0.02%+2,67813F-HRTimeline
WealthCare Investment Partners, LLC22,963$516K0.19%-8613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,311$502K0.04%+1,88313F-HRTimeline
Anchor Investment Management, LLC22,203$500K0.04%013F-HRTimeline
American Financial Advisors, LLC21,032$473K0.07%-18913F-HRTimeline
Sanctuary Advisors, LLC20,959$472K<0.01%-6,47613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management20,740$467K0.01%+8,31513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC20,359$458K0.03%-1,36113F-HRTimeline
Bleakley Financial Group, LLC20,204$455K0.01%-2,02613F-HRTimeline
Farther Finance Advisors, LLC20,011$450K0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC19,410$437K0.08%+4,98813F-HRTimeline
Hartmann Taylor Wealth Management, LLC19,400$436K0.36%+8,00013F-HRTimeline
Peterson Wealth Advisors, LLC18,835$424K0.07%-50513F-HRTimeline
Atria Investments, Inc18,137$408K<0.01%-5,24313F-HRTimeline
Advisory Services Network, LLC18,140$406K0.01%-4,23113F-HRTimeline
Tradition Wealth Management, LLC17,502$394K0.03%-6,10013F-HRTimeline
VICUS CAPITAL17,446$393K0.03%+4,46513F-HRTimeline
Atlas Legacy Advisors, LLC16,969$382K0.08%013F-HRTimeline
William Mack & Associates, Inc.16,759$377K0.24%new13F-HRTimeline
tru Independence LLC16,726$376K0.11%+6413F-HRTimeline