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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
Capital International Investorsin group Capital International Investo…52,096,653$1.16B0.27%+10,830,04913F-HRTimelineGroup
LPL Financial LLC29,704,133$664M0.18%+5,981,44813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,494,863$458M0.03%+2,108,21613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,245,444$385M0.08%+2,348,13613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,558,992$258M+1,117,612Timeline
Cetera Investment Advisers7,319,089$164M0.17%+814,93913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,948,087$155M0.05%+839,29613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,426,218$144M0.09%+677,07513F-HRTimelineGroup
&PARTNERS4,901,409$110M0.54%+603,68413F-HRTimeline
UBS Group AGgroup of 2 filers holding4,916,836$110M+190,382Timeline
Janney Montgomery Scott LLC4,915,821$110M0.27%+520,46113F-HRTimeline
WNY Asset Management, LLC4,208,726$94M9.72%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,989,237$89.1M0.02%+439,68213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,726,877$82.8M0.04%+934,10613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,537,792$79M0.11%+225,57513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,237,956$72.3M0.72%+2,750,09813F-HRTimelineGroup
Souders Financial Advisors3,225,990$72.1M8.22%+175,44513F-HRTimeline
HARBOUR INVESTMENTS, INC.3,217,996$71.9M1.11%+398,43313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,078,811$68.8M0.1%+416,58413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,624,185$58.6M0.05%+209,33713F-HRTimelineGroup
Merit Financial Group, LLC2,487,719$55.6M0.41%+101,32113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,454,810$54.8M+413,737Timeline
MML INVESTORS SERVICES, LLC2,432,159$54.3M0.15%-191,38013F-HRTimeline
Cambridge Investment Research Advisors,…2,355,079$52.6M0.14%+72,69413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,095,162$46.8M0.07%+548,18213F-HRTimelineGroup
Valmark Advisers, Inc.2,084,059$46.6M0.55%+1,036,58713F-HRTimeline
Stonebridge Financial Group, LLC2,063,417$46.1M3.79%+81,71913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,956,875$43.7M0.08%+300,95013F-HRTimeline
Confluence Wealth Services, Inc.1,671,683$37.3M1.45%+210,99713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,458,719$32.6M<0.01%+445,93513F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.1,431,489$32M4.23%+50,49813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,328,773$29.8M0.07%-152,93113F-HRTimeline
Midwest Heritage Bank, FSB1,326,985$29.6M9.51%+242,41113F-HRTimeline
IAM Advisory, LLC1,274,871$28.5M6.38%+17,38813F-HRTimeline
Bernardo Wealth Planning LLC1,194,615$26.7M5.22%+35,79213F-HRTimeline
Wood Tarver Financial Group, LLC1,191,768$26.6M7.36%+78,25913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,159,800$25.9M1.03%+19,08013F-HRTimelineGroup
MCF Advisors LLC1,142,834$25.5M1.12%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding972,363$21.8M+96,082Timeline
Aprio Wealth Management, LLC960,231$21.5M1.17%+40,25313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC919,620$20.5M1.1%+158,31913F-HRTimeline
D.A. DAVIDSON & CO.901,411$20.1M0.12%+14,20113F-HRTimeline
Main Line Retirement Advisors, LLC835,729$18.7M9.32%+47513F-HRTimeline
CONDOR CAPITAL MANAGEMENT815,358$18.2M1.52%+29,11713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding780,116$17.4M+94,539Timeline
Johnson Bixby & Associates, LLC775,621$17.3M2.15%-107,80513F-HRTimeline
Troutman Wealth Management, LLC767,349$17.1M14.29%+13,65613F-HRTimeline
Tribridge Partners Financial LLC692,792$15.5M6.42%+14,17413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…692,902$15.5M0.47%+71,05713F-HR/ATimelineGroup
NavPoint Financial, Inc.685,901$15.3M6.2%+25,95713F-HRTimeline
J. Derek Lewis & Associates Inc.660,252$14.8M3.33%+24,76413F-HR/ATimeline
FinDec Wealth Services, Inc.644,522$14.4M17.61%-67,12013F-HRTimeline
Independent Advisor Alliance635,412$14.2M0.15%new13F-HRTimeline
Ruggaard & Associates LLC634,983$14.2M5.62%+10,24513F-HRTimeline
Sovran Advisors, LLC628,910$14M1.1%+33,45713F-HRTimeline
Stadion Money Management, LLC627,733$14M1.41%+12,48013F-HRTimeline
January Capital Advisors LLC594,252$13.3M17.9%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP591,450$13.2M0.02%+162,40213F-HRTimelineGroup
Private Advisor Group, LLC590,466$13.2M0.06%+49,29513F-HRTimeline
EP Wealth Advisors, LLC587,687$13.1M0.06%-12,64913F-HRTimeline
Bridgewealth Advisory Group, LLC568,795$12.7M2.64%+80,14413F-HRTimeline
Greenbush Financial Group, LLC565,832$12.6M4.19%+113,87213F-HRTimeline
Convergence Financial, LLC551,351$12.3M1.31%+15,44713F-HRTimeline
WBH ADVISORY INC527,177$11.8M0.88%+18,81613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.511,081$11.5M0.07%+267,02113F-HRTimelineGroup
Mutual Advisors, LLC512,067$11.4M0.25%+15,69713F-HRTimeline
Ashton Thomas Private Wealth, LLC492,684$11M0.26%+57,24013F-HRTimeline
AA Financial Advisors, LLC487,639$10.9M1.53%-323,68713F-HRTimeline
Entruity Wealth, LLC461,768$10.3M7%+27,19913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…447,118$9.99M0.12%+13,37113F-HRTimelineGroup
Compton Financial Group, LLC436,438$9.75M2.15%+414,36113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC430,029$9.61M0.01%+92,38313F-HRTimelineGroup
Freedom Financial Partners LLC425,071$9.5M3.38%+16,31113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…412,691$9.22M0.02%+21,17113F-HRTimelineGroup
NewEdge Advisors, LLC400,168$8.94M0.03%+40,46813F-HR/ATimeline
ADAMSBROWN WEALTH CONSULTANTS LLC390,884$8.73M2.31%-37,68813F-HRTimeline
Lodestone Wealth Management LLC368,478$8.23M3.26%+60,10113F-HR/ATimeline
Affiance Financial, LLC351,792$7.86M1.27%+106,43513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC351,117$7.84M0.01%+273,22613F-HRTimelineGroup
Landmark Wealth Management, LLC338,426$7.56M2.02%+73,02713F-HRTimeline
Investment Planning Advisors, Inc.336,728$7.52M2.07%+3,94513F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV331,524$7.41M7.05%+1,42113F-HRTimeline
Swisher Financial Concepts, Inc.322,053$7.19M4.03%+32,01713F-HRTimeline
Farther Finance Advisors, LLC306,339$6.85M0.06%+87,91613F-HRTimeline
Mariner, LLCin group Mariner, LLC294,761$6.58M0.01%+12,07413F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC290,406$6.49M2.07%+53,00013F-HRTimeline
Compass Financial Group, Inc.288,473$6.44M2.91%-2,36613F-HRTimeline
Geneos Wealth Management Inc.281,626$6.29M0.15%+10,49913F-HRTimeline
IHT Wealth Management, LLC276,974$6.19M0.14%+11,94613F-HRTimeline
Smartleaf Asset Management LLC277,792$6.18M0.22%+15,50113F-HRTimeline
Core Wealth Partners LLC272,691$6.09M2.83%+17413F-HRTimeline
Gateway Wealth Partners, LLC266,681$5.96M0.23%+218,13013F-HRTimeline
Smith Thornton Advisors LLC264,820$5.92M2.98%+8,42313F-HRTimeline
New England Capital Financial Advisors …262,984$5.88M1.61%-291,93213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…261,158$5.83M0.01%new13F-HRTimelineGroup
Kera Capital Partners, Inc.256,748$5.74M0.7%+2,94713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC255,608$5.71M1.03%+22,34613F-HR/ATimeline
Fearless Solutions, LLC dba Best Invest255,419$5.71M3.44%-11,54913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…242,720$5.42M0.72%+45,53413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…241,797$5.4M0.06%-196,82013F-HRTimelineGroup
Vigil Wealth Management, LLC230,601$5.15M4.16%+17,00813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers226,807$5.07M0.01%+116,88413F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC208,060$4.65M3.01%+19,27213F-HRTimeline
Boyer Financial Services, Inc.207,303$4.63M4.91%+11,30713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC204,404$4.57M0.37%+9,44913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC198,988$4.45M0.12%+35,91013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …190,322$4.25M0.05%+14,88213F-HRTimelineGroup
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…183,017$4.09M3.2%+32,35013F-HRTimeline
Midwest Financial Network, LLC182,987$4.09M3.25%-12,23713F-HRTimeline
DAVENPORT & Co LLC175,433$3.92M0.02%-6,06913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…174,146$3.89M0.01%+172,72313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.170,136$3.8M0.04%+9,33313F-HRTimelineGroup
Western Wealth Management, LLC167,656$3.75M0.14%+40,58313F-HR/ATimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …167,533$3.74M0.58%+17,60513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…162,697$3.63M0.12%-2,33213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC160,160$3.58M<0.01%-17,26813F-HR/ATimelineGroup
CLG LLC159,323$3.56M0.88%+21,08213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV155,672$3.48M0.18%+14,31513F-HRTimeline
Perennial Investment Advisors, LLC154,767$3.46M0.28%+11,03513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…151,932$3.39M0.06%+6713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.146,628$3.28M0.04%+10,21413F-HRTimelineGroup
Summit Financial, LLC146,029$3.26M0.04%-3,61013F-HRTimeline
IFP Advisors, Inc144,430$3.23M0.07%+16,97813F-HRTimeline
Prospera Financial Services Inc143,409$3.2M0.05%+7,81813F-HRTimeline
Continuum Advisory, LLC142,153$3.18M0.3%-3,33613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.141,907$3.17M0.91%+22,15513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.141,824$3.17M0.37%+9,48913F-HRTimeline
ROTHSCHILD INVESTMENT LLC135,660$3.03M0.16%+8,94513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…131,286$2.93M0.05%+111,74113F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC124,718$2.8M0.43%+4,30413F-HRTimeline
Belpointe Asset Management LLC125,123$2.8M0.1%-9,98313F-HRTimeline
World Investment Advisors124,349$2.78M0.04%+39,12113F-HRTimeline
LongView Wealth Management118,509$2.67M0.67%+1,13913F-HRTimeline
Hopwood Nicholas Hunter117,047$2.61M0.83%+1,24413F-HRTimeline
Forge Financial Services LLC116,515$2.6M0.26%-4,56513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC116,223$2.6M<0.01%+6,64013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC116,158$2.59M0.01%+27,84513F-HRTimelineGroup
Kingsview Wealth Management, LLC109,927$2.46M0.03%-13,30313F-HRTimeline
Bristlecone Value Partners, LLC108,967$2.43M2.14%+20,19913F-HRTimeline
CVFG LLC105,787$2.36M0.29%+31,45313F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding101,492$2.27M+52,802Timeline
Magnus Financial Group LLC99,267$2.22M0.18%+17,68913F-HRTimeline
Orion Porfolio Solutions, LLC93,609$2.09M0.02%+9,50013F-HRTimeline
Cornerstone Wealth Management, LLC92,172$2.06M0.1%-7,12313F-HRTimeline
Cyndeo Wealth Partners, LLC91,138$2.04M0.11%+9,03313F-HRTimeline
Dynamic Advisor Solutions LLC87,854$1.96M0.06%+2,76313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87,707$1.95M<0.01%-57,06513F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.85,600$1.91M0.09%+5,24213F-HRTimeline
Fiduciary Alliance LLC78,385$1.77M0.11%+3,73913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding78,002$1.74M+68,636Timeline
KMG FIDUCIARY PARTNERS, LLC77,882$1.74M0.13%+3,13413F-HRTimeline
True Blue Financial, LLC77,872$1.74M1.37%+13,83413F-HRTimeline
ADVISORTRUST PARTNERS, LLC76,960$1.72M0.72%+7,09213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC76,958$1.72M0.36%+3,38713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC76,040$1.7M0.02%+10,82513F-HRTimelineGroup
United Advisor Group, LLC73,969$1.65M0.2%+13,96813F-HRTimeline
Trinity Wealth Management, LLC72,666$1.62M0.6%+8,01913F-HRTimeline
5T Wealth, LLC69,267$1.55M0.61%+4,39513F-HRTimeline
Richmond Investment Services, LLC68,384$1.53M0.25%+8,90213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …67,358$1.5M0.08%new13F-HRTimelineGroup
Wealth Intelligence, LLC66,881$1.49M0.72%+1,18713F-HRTimeline
Merited Wealth, LLC66,877$1.49M1.24%+1,27713F-HRTimeline
Meridian Wealth Management, LLC64,519$1.44M0.05%-3,83313F-HRTimeline
Alpha Financial Advisors, LLC61,929$1.38M0.42%-4,09613F-HRTimeline
ProCore Advisors, LLC61,905$1.38M2.12%-10,20313F-HRTimeline
LANARK FINANCIAL, INC.61,763$1.38M0.1%+60,72113F-HRTimeline
Ethos Capital Management, Inc.61,357$1.37M1.18%-9,45913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC61,298$1.37M0.03%-13,45813F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.59,191$1.32M0.49%+1,45013F-HRTimeline
Wise Wealth Partners58,158$1.3M1.76%-64013F-HRTimeline
Strategic Family Wealth Counselors, L.L…56,252$1.26M0.33%+2,29613F-HRTimeline
Arkadios Wealth Advisors55,603$1.24M0.02%+27,72513F-HRTimeline
AlphaCore Capital LLC55,447$1.24M0.03%-16,81513F-HRTimeline
Venture Visionary Partners LLC55,277$1.23M0.04%+3,96713F-HRTimeline
VICUS CAPITAL52,885$1.18M0.09%+11,01813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…52,057$1.16M0.14%+1,53913F-HRTimeline
WealthCare Investment Partners, LLC51,578$1.15M0.32%-1,48913F-HRTimeline
TrueWealth Advisors, LLC50,565$1.13M0.28%+4,86113F-HRTimeline
PFG Advisors49,194$1.1M0.05%+1,16513F-HRTimeline
Koshinski Asset Management, Inc.49,071$1.1M0.07%+4,14613F-HRTimeline
Aspire Growth Partners LLC47,211$1.05M0.72%+13,71913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC45,120$1.01M0.1%-51813F-HRTimeline
AdvisorNet Financial, Inc45,099$1.01M0.05%-34,82413F-HRTimeline
KINTRA WEALTH, LLC44,004$983K0.07%new13F-HRTimeline
Allworth Financial LP43,577$974K<0.01%-16,02713F-HRTimeline
Intergy Private Wealth, LLC43,341$968K0.28%+2,25813F-HRTimeline
OLD MISSION CAPITAL LLC43,307$967K0.02%-6,97913F-HRTimeline
Clear Harbor Asset Management, LLC42,998$961K0.07%-2,24613F-HRTimeline
Mann Financial Group, Inc.42,975$960K0.9%013F-HRTimeline
HighPoint Advisor Group LLC42,324$946K0.04%+18,45813F-HRTimeline
Hartmann Taylor Wealth Management, LLC41,859$935K0.62%+3,75813F-HRTimeline
RFG Advisory, LLC40,507$905K0.02%+5,61813F-HRTimeline
Tempus Wealth Planning, LLC40,312$901K0.21%+1,25613F-HRTimeline
Asset Allocation Strategies LLC38,711$865K0.15%+2,94813F-HRTimeline
Gutierrez Wealth Advisory, LLC38,552$861K0.54%+10,07313F-HRTimeline
PRIVATE TRUST CO NA38,183$853K0.08%-40713F-HRTimeline
Advisory Alpha, LLC38,051$850K0.02%-9213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC36,782$822K0.52%+96413F-HRTimeline
EQ WEALTH ADVISORS, LLC36,260$810K0.47%-58613F-HRTimeline
Madison Wealth Partners, Inc34,745$776K0.12%+1,67313F-HRTimeline