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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
Capital International Investorsin group Capital International Investo…33,082,005$752M0.12%+6,290,12213F-HRTimelineGroup
LPL Financial LLC18,964,709$431M0.13%+4,223,41513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16,099,062$366M0.02%+1,687,88113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,035,824$296M0.06%+1,389,73613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,066,489$206M+1,435,148Timeline
Johnson Bixby & Associates, LLC5,811,902$132M16.92%+180,22713F-HRTimeline
Cetera Investment Advisers5,776,171$131M0.15%+464,10713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,396,909$123M0.04%+790,81413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,243,014$119M0.08%+263,21913F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,266,533$96.9M0.02%+325,56113F-HRTimelineGroup
WNY Asset Management, LLC4,169,081$94.7M9.12%+120,52513F-HRTimeline
Janney Montgomery Scott LLC3,601,418$81.8M0.19%+730,23213F-HRTimeline
&PARTNERS3,280,177$74.5M0.48%+381,14413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,178,918$72.2M0.01%+249,59513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,006,578$68.3M0.09%-696,38713F-HRTimeline
Souders Financial Advisors2,944,032$66.9M7.95%+132,05513F-HRTimeline
MML INVESTORS SERVICES, LLC2,438,289$55.4M0.15%+120,03513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,400,741$54.5M0.05%+206,49513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,367,516$53.7M0.08%+406,00713F-HRTimelineGroup
Merit Financial Group, LLC2,259,377$51.3M0.47%+2,067,71913F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,248,226$51.2M0.03%+452,04913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,107,760$47.9M1.09%+140,01413F-HRTimeline
Cambridge Investment Research Advisors,…1,984,437$45.1M0.12%+59,74813F-HRTimeline
Stonebridge Financial Group, LLC1,887,197$42.9M3.78%+250,00213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,816,732$41.3M+295,586Timeline
CAPTRUST FINANCIAL ADVISORS1,647,824$37.4M0.08%+106,87013F-HRTimeline
Wood Tarver Financial Group, LLC1,612,249$36.6M10.81%+46,41213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,491,911$33.9M0.05%-49,22413F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC1,457,043$33.1M9.12%+195,54913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,362,975$31M0.05%-193,01313F-HRTimeline
Confluence Wealth Services, Inc.1,362,371$31M1.53%+125,78913F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,335,471$30.3M4.25%+33,11713F-HRTimeline
IAM Advisory, LLC1,220,665$27.7M6.24%+19,93513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,126,360$25.6M1.02%+43,59313F-HRTimelineGroup
Bernardo Wealth Planning LLC1,125,315$25.6M5.01%+66,85413F-HRTimeline
Midwest Heritage Bank, FSB1,029,090$23.4M8.28%+18,88213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…928,603$21.1M0.03%new13F-HRTimelineGroup
Quadcap Wealth Management, LLC874,900$19.9M2.35%+66,64713F-HRTimeline
Main Line Retirement Advisors, LLC841,468$19.1M9.81%+41,74513F-HRTimeline
AA Financial Advisors, LLC825,640$18.8M3.69%+77,78613F-HRTimeline
D.A. DAVIDSON & CO.803,865$18.3M0.12%+62,49213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …797,120$18.1M1.04%+45,71913F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT767,165$17.4M1.43%+12,93413F-HRTimeline
Stadion Money Management, LLC759,999$17.3M1.38%-14,92513F-HRTimeline
FinDec Wealth Services, Inc.742,467$16.9M17.47%+64213F-HRTimeline
Ruggaard & Associates LLC683,731$15.5M5.81%+9,37013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/649,951$14.8M<0.01%+451,15013F-HR/ATimelineGroup
NavPoint Financial, Inc.614,447$14M7.32%+55,17613F-HRTimeline
Clearview Wealth Advisors LLC601,461$13.7M8.75%+51,91013F-HRTimeline
Tribridge Partners Financial LLC590,032$13.4M6.18%+111,60113F-HRTimeline
New England Capital Financial Advisors …567,985$12.9M5.48%+24,09213F-HRTimeline
Sovran Advisors, LLC563,992$12.9M1.14%+101,48213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding544,803$12.4M+83,057Timeline
Valmark Advisers, Inc.533,240$12.1M0.16%+140,22613F-HRTimeline
Convergence Financial, LLC516,158$11.7M1.76%+31,77213F-HRTimeline
Mutual Advisors, LLC500,932$11.5M0.25%+18,24613F-HRTimeline
WBH ADVISORY INC480,559$10.9M0.83%+51,49913F-HRTimeline
Private Advisor Group, LLC445,422$10.1M0.05%+50,77913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…444,303$10.1M0.4%+19,42513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…391,665$8.9M0.11%-12,81813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC388,457$8.83M0.23%+47,49013F-HRTimeline
Greenbush Financial Group, LLC386,937$8.79M3.37%+29,73413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC385,664$8.76M0.1%+65,06513F-HRTimelineGroup
Freedom Financial Partners LLC382,934$8.7M3.32%+13,00713F-HRTimeline
Bridgewealth Advisory Group, LLC377,639$8.58M1.99%+18,57013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC365,003$8.29M0.01%-620,55313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP355,256$8.07M0.01%+9,91513F-HRTimelineGroup
Compass Financial Group, Inc.293,242$6.66M2.99%-6,14213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…290,552$6.6M0.11%-92,04213F-HRTimelineGroup
Swisher Financial Concepts, Inc.275,050$6.25M3.75%+16,17113F-HRTimeline
Fearless Solutions, LLC dba Best Invest271,520$6.17M3.96%+4,86613F-HRTimeline
Kera Capital Partners, Inc.261,308$5.94M0.89%+16,22713F-HRTimeline
Smartleaf Asset Management LLC258,522$5.88M0.36%+12,12213F-HRTimeline
Mariner, LLCin group Mariner, LLC258,370$5.87M0.01%+24,99313F-HRTimelineGroup
IHT Wealth Management, LLC256,189$5.82M0.15%+23,10613F-HRTimeline
Landmark Wealth Management, LLC248,642$5.65M2.24%+11,75513F-HRTimeline
Geneos Wealth Management Inc.248,475$5.65M0.14%-8,19713F-HRTimeline
Core Wealth Partners LLC244,871$5.56M2.56%+14,86413F-HRTimeline
NewEdge Advisors, LLC243,155$5.52M0.03%+65,27213F-HRTimeline
SOL Capital Management CO241,731$5.49M0.49%-18,19713F-HRTimeline
Lodestone Wealth Management LLC241,069$5.48M2.46%+20,86813F-HRTimeline
Smith Thornton Advisors LLC240,290$5.46M2.86%+20,00713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC235,997$5.36M<0.01%+100,46913F-HRTimelineGroup
Entruity Wealth, LLC232,998$5.29M4.11%+14,32613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.231,429$5.26M0.04%+21,51713F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC228,478$5.19M1.92%-22,31213F-HRTimeline
Investment Planning Advisors, Inc.228,154$5.18M1.63%-613,21413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC209,952$4.77M0.9%+16,64413F-HRTimeline
CENTAURUS FINANCIAL, INC.205,682$4.67M0.22%+29,52013F-HRTimeline
Global Retirement Partners, LLC195,474$4.44M0.1%+21,65013F-HRTimeline
Affiance Financial, LLC192,243$4.37M0.8%+21,76313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC190,167$4.32M0.41%+20,93113F-HRTimelineGroup
Midwest Financial Network, LLC185,774$4.22M3.43%-20,73313F-HRTimeline
LEIGH BALDWIN & CO., LLC183,892$4.18M2.35%+13,98113F-HR/ATimeline
VestGen Advisors, LLC182,803$4.15M0.14%+10,71013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …173,897$3.95M0.05%+13,33813F-HRTimelineGroup
DAVENPORT & Co LLC172,643$3.92M0.02%+64,90213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…172,322$3.92M0.13%+5,76813F-HRTimelineGroup
Kingsview Wealth Management, LLC168,820$3.84M0.06%-11,40113F-HRTimeline
Prospera Financial Services Inc163,545$3.72M0.06%+18,52113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV135,302$3.07M0.19%+2213F-HRTimeline
Belpointe Asset Management LLC132,796$3.02M0.12%-3,02013F-HRTimeline
Continuum Advisory, LLC131,443$2.99M0.32%+4,34913F-HRTimeline
Summit Financial, LLC129,845$2.95M0.05%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…124,977$2.84M0.05%+2,84913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC124,590$2.83M0.16%+1,50013F-HRTimeline
Western Wealth Management, LLC122,399$2.78M0.15%+15413F-HRTimeline
Forge Financial Services LLC121,974$2.78M1.3%+1,42613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO119,078$2.71M<0.01%+61,65013F-HR/ATimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…117,735$2.68M0.37%+13,41713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.117,449$2.67M0.03%+30,25913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC116,154$2.64M0.08%+57,71313F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.116,085$2.64M0.32%+8,60513F-HRTimeline
CLG LLC113,466$2.58M0.7%+14,42013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.112,959$2.57M0.79%+13,70813F-HRTimeline
IFP Advisors, Inc110,169$2.5M0.07%-9,76813F-HR/ATimeline
LongView Wealth Management107,715$2.45M0.66%+14,81913F-HRTimeline
Dynamic Advisor Solutions LLC102,545$2.33M0.07%+63713F-HRTimeline
COMERICA BANK101,456$2.31M0.01%-32913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC100,024$2.28M0.38%+3,88113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC96,097$2.18M<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC93,512$2.12M0.12%-1,24213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.93,262$2.12M0.02%+62,39113F-HRTimelineGroup
Perennial Investment Advisors, LLC91,989$2.09M0.17%+15,22213F-HRTimeline
Farther Finance Advisors, LLC85,688$1.95M0.03%+65,67713F-HRTimeline
Ausdal Financial Partners, Inc.80,994$1.84M0.09%+12,57513F-HRTimeline
Cyndeo Wealth Partners, LLC80,268$1.82M0.1%+4,89413F-HRTimeline
Magnus Financial Group LLC79,393$1.8M0.14%+5,20313F-HRTimeline
AdvisorNet Financial, Inc78,956$1.79M0.1%-18,78613F-HRTimeline
IFG Advisory, LLC78,285$1.78M0.08%+11,48613F-HRTimeline
Moloney Securities Asset Management, LLC77,420$1.76M0.21%-3,73313F-HRTimeline
Fiduciary Alliance LLC74,463$1.69M0.11%+5,12613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC73,517$1.67M0.04%-4,38313F-HRTimeline
AlphaCore Capital LLC73,075$1.66M0.06%-1,69613F-HRTimeline
Orion Porfolio Solutions, LLC72,679$1.65M0.01%+22,16613F-HRTimeline
Meridian Wealth Management, LLC72,308$1.64M0.06%+8,72013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC69,971$1.59M0.11%-3,05113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC69,276$1.57M0.39%-3,95413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC66,095$1.5M0.28%+35,42813F-HRTimeline
Alpha Financial Advisors, LLC66,025$1.5M0.53%+1,02113F-HRTimeline
Allworth Financial LP63,070$1.43M0.01%-6,97013F-HRTimeline
Trinity Wealth Management, LLC60,150$1.37M0.51%+5,09413F-HRTimeline
Wise Wealth Partners59,769$1.36M2.07%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC57,400$1.3M<0.01%+46,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC57,384$1.3M0.02%+8,63213F-HRTimelineGroup
PFG Advisors56,649$1.29M0.05%+9,78613F-HRTimeline
5T Wealth, LLC54,918$1.25M0.54%+11,06613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.54,651$1.24M0.54%013F-HRTimeline
CVFG LLC54,510$1.24M0.89%+10,47713F-HRTimeline
Premier Path Wealth Partners, LLC53,614$1.22M0.16%+55413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…50,044$1.14M0.13%+1,47713F-HRTimeline
World Investment Advisors47,966$1.09M0.02%+3,77213F-HRTimeline
United Advisor Group, LLC47,427$1.08M0.14%+16,04413F-HRTimeline
OLD MISSION CAPITAL LLC45,515$1.03M0.04%-36,31013F-HRTimeline
Strategic Family Wealth Counselors, L.L…44,411$1.01M0.26%-3,51613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,075$1M<0.01%+34,23813F-HRTimelineGroup
Parsonex Advisory Services, Inc.43,259$983K0.67%-52713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC42,990$977K0.1%+73913F-HRTimeline
Intergy Private Wealth, LLC41,449$942K0.29%+1,61213F-HRTimeline
TrueWealth Advisors, LLC40,639$923K0.25%+34113F-HRTimeline
Mann Financial Group, Inc.39,975$908K0.9%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…39,478$897K0.06%+3,78813F-HRTimelineGroup
Advisory Alpha, LLC38,863$886K0.02%+82713F-HRTimeline
Asset Allocation Strategies LLC38,089$865K0.17%+54113F-HRTimeline
Richmond Investment Services, LLC37,404$850K0.16%+14,03513F-HRTimeline
EQ WEALTH ADVISORS, LLC37,205$845K0.56%-1,12713F-HRTimeline
Tempus Wealth Planning, LLC37,116$843K0.19%-4,40613F-HRTimeline
Koshinski Asset Management, Inc.36,389$827K0.06%+3,70213F-HRTimeline
RFG Advisory, LLC35,451$805K0.02%+7,32513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources33,333$757K<0.01%-14,82213F-HRTimelineGroup
Aspire Growth Partners LLC33,290$756K0.55%+17,58713F-HRTimeline
CWS Financial Advisors, LLC33,178$754K0.21%+2,73513F-HRTimeline
Madison Wealth Partners, Inc32,789$745K0.15%-2,81313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,500$738K<0.01%+23,19513F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC32,354$735K0.5%+4,90513F-HRTimeline
Gateway Wealth Partners, LLC32,191$731K0.1%+12,78113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,186$709K<0.01%+3,96313F-HRTimelineGroup
Hartmann Taylor Wealth Management, LLC30,333$689K0.49%+10,93313F-HRTimeline
Capital Planning LLC28,254$642K0.19%013F-HRTimeline
Fortress Wealth Management, Inc.28,009$636K0.28%-16,47713F-HRTimeline
FLOW TRADERS U.S. LLC27,552$626K0.03%-6,99813F-HRTimeline
Jacobi Capital Management LLC26,332$598K0.04%+35113F-HRTimeline
PRIVATE TRUST CO NA25,995$591K0.05%+10,50713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC25,775$586K0.23%new13F-HR/ATimelineGroup
U.S. Capital Wealth Advisors, LLC25,209$573K0.02%+1,96813F-HRTimeline
Atlas Legacy Advisors, LLC25,109$570K0.11%+8,14013F-HRTimeline
WealthCare Investment Partners, LLC23,274$530K0.17%+31113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,582$513K0.04%+27113F-HRTimeline
Arkadios Wealth Advisors22,531$512K0.01%-1,18613F-HRTimeline
Integrated Wealth Concepts LLC22,388$509K<0.01%-2,50613F-HRTimeline
Anchor Investment Management, LLC22,203$504K0.04%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding21,382$486KnewTimeline
Advisory Services Network, LLC21,344$485K0.01%+3,20413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,878$474K<0.01%new13F-HRTimelineGroup
VICUS CAPITAL20,625$469K0.04%+3,17913F-HRTimeline
ORG Partners LLC17,845$464K0.08%+4,72713F-HRTimeline
American Financial Advisors, LLC20,249$460K0.06%-78313F-HRTimeline
Bleakley Financial Group, LLC20,179$458K0.01%-2513F-HRTimeline
Security Financial Services, INC.19,949$453K0.07%+8,50413F-HRTimeline
Peterson Wealth Advisors, LLC18,804$428K0.06%-3113F-HRTimeline