CGCP CAPITAL GRP FIXED INCM ETF T
FollowCORE PLUS INCM (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in CGCP shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 1,634,618 | $34.6M | 2.55% | -500,380 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 339,870 | $7.2M | 0.05% | -43,914 | 13F-HRTimeline |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES… | 223,243 | $4.73M | 3.1% | +25,886 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 83,853 | $1.78M | 0.05% | +7,910 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 56,512 | $1.2M | 0.27% | +4,438 | 13F-HRTimeline |
| FINANCIAL MANAGEMENT NETWORK INC | 36,580 | $775K | 0.11% | -90,251 | 13F-HRTimeline |
| Capital Planning LLC | 27,126 | $574K | 0.15% | -1,128 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 15,864 | $336K | 0.09% | +139 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 15,144 | $321K | 0.01% | +2,686 | 13F-HRTimeline |
| Peterson Wealth Advisors, LLC | 14,881 | $315K | 0.04% | -1,406 | 13F-HRTimeline |
| Olistico Wealth, LLC | 11,473 | $243K | 0.1% | +3,514 | 13F-HRTimeline |
| Trust Co | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |