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Disclosery

CGHM CAPITAL GRP FIXED INCM ETF T

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MUN HIGH ETF (fund)

189 managers (193 13F filers) reported a position in CGHM shares at 2026-06-30, 115,783,574 shares in all. 33 filers opened a position and 7 filers sold out during the quarter.

Managers
189
13F filers
193
New
33
Added
121
Reduced
22
Sold out
7
Shares held by filers
115,783,574

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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…63,675,196$1.65B0.34%+3,674,36713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,654,257$353M+1,278,725Timeline
LPL Financial LLC6,046,346$156M0.04%+1,366,73813F-HRTimeline
Cetera Investment Advisers2,868,376$74.1M0.07%+368,56813F-HRTimeline
Cambridge Investment Research Advisors,…2,025,739$52.4M0.12%+177,42913F-HR/ATimeline
Vestmark Advisory Solutions, Inc.1,550,140$40.1M0.38%-3413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,404,238$36.3M0.01%+431,09213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,390,783$36M0.07%+217,18913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,335,444$34.5M0.06%+135,86613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,204,975$31.1M0.01%+450,30013F-HRTimelineGroup
Janney Montgomery Scott LLC1,102,681$28.5M0.06%+175,27313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.913,813$23.6M0.03%+356,82313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…881,123$22.8M0.01%+379,11813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP852,417$22.1M0.01%+320,68713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC847,522$21.9M0.03%-157,58313F-HRTimeline
Aprio Wealth Management, LLC819,408$21.2M1.05%+100,18613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP766,284$19.8M0.02%+83,17313F-HRTimelineGroup
Orion Porfolio Solutions, LLC764,039$19.8M0.15%+34,96313F-HRTimeline
Confluence Wealth Services, Inc.695,835$18M0.51%+25,21013F-HRTimeline
J. Derek Lewis & Associates Inc.580,244$15M2.83%-213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC505,492$13.1M0.04%+66,57113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC496,159$12.8M0.15%+53,43213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC472,742$12.2M0.11%+92,51113F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…472,102$12.2M0.17%+94,82013F-HRTimelineGroup
Steward Partners Investment Advisory, L…409,155$10.6M0.05%+12,57113F-HRTimeline
Strata Wealth Advisors, LLC392,344$10.1M2.47%+4,55113F-HRTimeline
UBS Group AGgroup of 2 filers holding337,809$8.73M-336Timeline
Koshinski Asset Management, Inc.320,876$8.29M0.44%+44,04313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding310,562$8.03M+235,433Timeline
Valmark Advisers, Inc.309,331$8M0.08%+14,22813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers294,526$7.61M0.01%+113,08013F-HRTimelineGroup
First Interstate Bank290,676$7.51M0.39%+96,29913F-HRTimeline
Prentice Wealth Management LLC267,660$6.92M1.43%+60,21713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC251,000$6.49M0.04%+77,51013F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC241,975$6.26M3.61%+18,85513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.232,676$6.01M0.1%+67,54513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN214,471$5.54M<0.01%+178,97013F-HRTimelineGroup
Platt Wealth Management LLC212,617$5.5M4.42%+17,35813F-HRTimeline
Keudell/Morrison Wealth Management208,098$5.38M1.02%+9,58613F-HRTimeline
Clear Trail Advisors, LLC207,624$5.37M0.82%+15,93813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.199,062$5.15M0.05%+34,49213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO191,440$4.95M<0.01%+30,34313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC187,286$4.84M0.11%+54,38713F-HRTimelineGroup
HighTower Advisors, LLC185,414$4.79M<0.01%+2,91013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS162,473$4.2M0.01%+4,85513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC159,791$4.13M0.28%+99,40613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/153,934$3.98M<0.01%new13F-HRTimelineGroup
Capital Investment Management, Inc.140,319$3.63M1.11%+25,84213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…136,957$3.54M0.3%+30,25613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …134,990$3.49M0.07%+15,33913F-HRTimelineGroup
BlueStem Wealth Partners, LLC127,513$3.3M0.33%-5,33913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC124,944$3.23M<0.01%-28,83413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC124,329$3.21M<0.01%-17,05413F-HRTimelineGroup
&PARTNERS120,587$3.13M0.01%+14,56013F-HRTimeline
Summit Financial, LLC119,731$3.1M0.03%+101,92713F-HRTimeline
Elequin Capital, LP97,437$2.52M0.08%new13F-HRTimeline
Gateway Wealth Partners, LLC87,436$2.26M0.14%-19,29413F-HRTimeline
Boulder Wealth Advisors, LLC87,133$2.25M0.82%new13F-HRTimeline
Simplicity Wealth,LLC85,807$2.22M0.07%-50813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC83,729$2.16M<0.01%+24,99613F-HRTimelineGroup
NewEdge Advisors, LLC82,455$2.13M0.01%+12,70313F-HRTimeline
EQ WEALTH ADVISORS, LLC78,739$2.04M1.12%+47,92713F-HRTimeline
RFP Financial Group LLC75,330$1.95M0.87%-9,27613F-HRTimeline
WEDBUSH SECURITIES INC72,788$1.88M0.05%+2,08913F-HRTimeline
Clarity Asset Management, Inc.70,040$1.81M0.89%+61,62613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,832$1.78M0.01%+18,94413F-HRTimelineGroup
Perennial Investment Advisors, LLC68,175$1.76M0.12%+8,73513F-HRTimeline
VICUS CAPITAL67,987$1.76M0.11%+2,32913F-HRTimeline
Fjell Capital, LLC67,520$1.75M1.19%+9,99513F-HRTimeline
GWN SECURITIES INC.67,098$1.73M0.29%+7,05213F-HRTimeline
Private Advisor Group, LLC66,469$1.72M0.01%+14,55413F-HRTimeline
Integrated Wealth Concepts LLC64,580$1.67M0.01%+37,14213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC60,351$1.56M0.07%013F-HRTimeline
Advyzon Investment Management, LLC57,761$1.49M0.11%+3,45813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC55,805$1.44M0.05%013F-HRTimelineGroup
Thrive Wealth Management, LLC54,624$1.41M0.18%+9,55313F-HRTimeline
Apella Capital, LLC54,456$1.41M0.02%+3,73213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC53,221$1.38M0.21%+13,17413F-HRTimeline
NewCorp Financial Services, Inc.52,820$1.37M1.05%+1,74613F-HRTimeline
Heritage Wealth Management, Inc.51,982$1.34M0.34%+10,14013F-HRTimeline
Birchwood Financial Partners, Inc.50,804$1.31M1.07%+11,15713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,967$1.27M<0.01%+13,60213F-HRTimelineGroup
Jacobi Capital Management LLC48,908$1.26M0.06%+7,39113F-HRTimeline
Global Retirement Partners, LLC47,577$1.23M0.02%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…44,776$1.16M0.02%+33,02613F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC44,344$1.15M0.07%+8,94913F-HRTimeline
HARBOUR INVESTMENTS, INC.43,659$1.13M0.02%-22,26513F-HRTimeline
Main Line Retirement Advisors, LLC43,628$1.13M0.52%+22613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC41,984$1.09M0.04%+12,11013F-HRTimeline
Entruity Wealth, LLC41,340$1.07M0.69%new13F-HRTimeline
HB Wealth Management, LLC38,300$990K0.01%new13F-HRTimeline
VestGen Advisors, LLC35,422$916K0.03%+2,48413F-HRTimeline
IFP Advisors, Inc35,324$913K0.02%+12,13113F-HRTimeline
EnRich Financial Partners LLC33,861$875K0.21%+4,99313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding33,780$863K+15,958Timeline
VestGen Investment Management33,194$858K0.46%+2,06113F-HRTimeline
Arkadios Wealth Advisors32,623$843K0.01%+31413F-HRTimeline
Founders Financial Alliance, LLC30,500$788K0.1%013F-HRTimeline
Nautilus Advisors LLC30,059$776K0.46%+2,90513F-HRTimeline
World Investment Advisors29,337$744K0.01%+4113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,469$736K0.02%+2,66713F-HRTimelineGroup
Smartleaf Asset Management LLC28,334$734K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,260$732K<0.01%+8,91613F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC28,251$730K0.23%+6,36413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp28,022$724K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,002$620K<0.01%+16,08613F-HRTimeline
Betterment LLC23,542$609K<0.01%+4,69413F-HRTimeline
Midwest Heritage Bank, FSB23,202$600K0.17%+21613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,646$585K<0.01%+11,80113F-HRTimelineGroup
Sigma Planning Corp22,114$572K0.01%+2,65213F-HRTimeline
Atria Investments, Inc21,982$568K0.01%+3,08013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC21,967$568K0.06%new13F-HRTimeline
Venture Visionary Partners LLC21,516$556K0.02%+22113F-HRTimeline
Walleye Partners, LLC21,180$548K0.62%+3,74913F-HRTimeline
Prospera Financial Services Inc21,148$547K0.01%-9,91013F-HRTimeline
First Heartland Consultants, Inc.20,705$535K0.03%+4,49013F-HRTimeline
Waverly Advisors, LLC20,522$530K<0.01%-96513F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…19,531$505K0.34%013F-HRTimeline
Advisory Services Network, LLC19,480$504K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,476$503K0.01%new13F-HRTimelineGroup
QUANTUM FINANCIAL PARTNERS LLC19,330$500K0.26%13F-HRTimeline
HBW ADVISORY SERVICES LLC18,485$478K0.04%+3,93513F-HRTimeline
MGO ONE SEVEN LLC18,261$472K0.01%-4713F-HRTimeline
Northwest Financial Advisors18,208$471K0.06%new13F-HRTimeline
Capital Investment Advisory Services, L…18,135$469K0.03%+4,33513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,631$456K0.01%+3,70713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC17,128$441K0.06%+1,64013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI16,900$437K0.18%+40013F-HRTimeline
Vise Technologies, Inc.16,697$432K<0.01%-1,75813F-HRTimeline
Latitude Advisors, LLC16,650$430K0.17%+6,09113F-HRTimeline
AdvisorNet Financial, Inc16,513$427K0.02%+5,45113F-HRTimeline
BCS Wealth Management16,500$427K0.08%+10813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,449$425K0.01%+38913F-HRTimeline
Ausdal Financial Partners, Inc.16,193$419K0.02%+1,42113F-HRTimeline
Lineweaver Wealth Advisors, LLC16,130$417K0.05%new13F-HRTimeline
Farther Finance Advisors, LLC16,104$416K<0.01%+6,63613F-HRTimeline
Freedom Financial Partners LLC14,014$362K0.12%+45913F-HRTimeline
Vantus Wealth LLC13,815$357K0.19%13F-HRTimeline
Kovack Advisors, Inc.13,754$356K0.02%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,716$355K0.04%new13F-HRTimeline
Kingsview Wealth Management, LLC13,335$345K<0.01%+2,57013F-HRTimeline
OLD MISSION CAPITAL LLC13,091$338K0.01%-55,49813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,877$334K0.02%-2,02313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV12,757$330K0.08%new13F-HRTimeline
Arax Advisory Partners12,460$322K<0.01%new13F-HRTimeline
Merit Financial Group, LLC12,036$311K<0.01%+56913F-HR/ATimeline
Evergreen Wealth Partners LLC11,781$305K0.18%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC11,651$301K0.1%+1,56213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,582$299K0.01%+15513F-HRTimelineGroup
GeoWealth Management, LLC11,514$298K0.01%+2513F-HRTimeline
Keystone Financial Group11,303$292K0.02%new13F-HRTimeline
LongView Wealth Management11,001$284K0.07%-29,98113F-HRTimeline
REGATTA CAPITAL GROUP, LLC10,912$282K0.04%013F-HRTimeline
Capital Planning LLC10,785$279K0.08%-9,33713F-HRTimeline
Carson Advisory Inc.10,634$275K0.13%+10313F-HRTimeline
Ashton Thomas Private Wealth, LLC10,555$273K0.01%+1313F-HRTimeline
LANARK FINANCIAL, INC.10,270$265K0.02%013F-HRTimeline
Western Wealth Management, LLC10,189$263K0.01%new13F-HRTimeline
Horizon Wealth Management, LLC9,913$256K0.03%new13F-HRTimeline
Synergy Investment Management, LLC9,750$252K0.06%013F-HRTimeline
Silver Grove Financial Group, Inc.9,300$240K0.13%+41213F-HRTimeline
Tempus Wealth Planning, LLC9,271$240K0.05%+24013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,026$233K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP9,018$233K<0.01%new13F-HRTimeline
Brookwood Investment Group LLC8,935$231K0.03%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,473$219K0.01%-1,65013F-HRTimeline
IFG Advisory, LLC8,357$216K0.01%new13F-HRTimeline
Sovran Advisors, LLC8,427$216K0.02%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.9,968$216K0.17%-16,14113F-HRTimeline
WNY Asset Management, LLC8,259$213K0.02%+8513F-HRTimeline
Members Advisory Group LLC8,124$210K0.06%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,024$207K0.01%+3,29313F-HRTimelineGroup
Opal Wealth Advisors, LLC7,882$204K0.04%+7413F-HRTimeline
Strategic Blueprint, LLC7,869$203K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.6,910$179K<0.01%+1,60013F-HRTimeline
AE Wealth Management LLC4,110$106K<0.01%+10913F-HRTimeline
Financial Perspectives, Inc3,380$87.4K0.02%+1313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,010$52K<0.01%+2,00913F-HRTimelineGroup
FMR LLCin group FMR LLC1,594$41.2K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,318$34.1K<0.01%+1,14313F-HRTimeline
AMERIFLEX GROUP, INC.902$23.3K0.01%new13F-HRTimeline
Kings Path Partners LLC783$20.2K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA507$13.1K<0.01%013F-HRTimeline
CX Institutional354$9K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS319$8.25K<0.01%new13F-HRTimeline
Allworth Financial LP257$6.64K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV174$4.5K<0.01%013F-HRTimeline
Essential Investment Partners LLC100$2.58K<0.01%013F-HRTimeline
Key Financial Inc78$2.02K<0.01%new13F-HRTimeline