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Disclosery

CGHM CAPITAL GRP FIXED INCM ETF T

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MUN HIGH ETF (fund)

69 managers (69 13F filers) reported a position in CGHM shares at 2025-06-30, 4,967,777 shares in all. 23 filers opened a position and 3 filers sold out during the quarter.

Managers
69
13F filers
69
New
23
Added
32
Reduced
8
Sold out
3
Shares held by filers
4,967,777

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
Confluence Wealth Services, Inc.613,859$15.1M0.83%-7,02013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC525,775$13M0.02%+180,84513F-HRTimeline
LPL Financial LLC463,619$11.4M<0.01%+261,91213F-HRTimeline
Strata Wealth Advisors, LLC276,334$6.81M1.88%+257,82513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.250,401$6.17M0.01%+153,59913F-HR/ATimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…209,234$5.15M0.04%+191,10013F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC189,095$4.66M3.12%+50,73813F-HRTimeline
Valmark Advisers, Inc.184,941$4.56M0.06%+28,80513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC148,124$3.65M<0.01%+35,54513F-HRTimelineGroup
Keudell/Morrison Wealth Management146,741$3.61M0.8%new13F-HRTimeline
Cambridge Investment Research Advisors,…136,889$3.37M0.01%+56,35013F-HRTimeline
Cetera Investment Advisers120,827$2.98M0.01%+89,05313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA113,414$2.79M<0.01%+30,43613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC112,859$2.78M0.01%-121,25913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …106,428$2.62M0.06%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC104,544$2.58M<0.01%+10,86813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC100,152$2.47M0.03%+23,75513F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…75,000$1.85M<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP69,230$1.7M<0.01%+68,42013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS67,099$1.65M<0.01%-12,93613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,900$1.48M<0.01%+28,38613F-HRTimelineGroup
OLD MISSION CAPITAL LLC46,577$1.15M0.03%+30,16613F-HRTimeline
Koshinski Asset Management, Inc.44,899$1.11M0.08%+17,41613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,287$1.09M<0.01%new13F-HRTimelineGroup
&PARTNERS43,211$1.06M0.01%new13F-HRTimeline
Financial Connections Group, Inc.43,093$1.06M0.44%new13F-HRTimeline
Perennial Investment Advisors, LLC42,836$1.06M0.1%+34,37013F-HRTimeline
Steward Partners Investment Advisory, L…41,305$1.02M0.01%+16,82413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO37,634$927K<0.01%new13F-HRTimelineGroup
LongView Wealth Management36,502$899K0.27%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC34,701$854K0.06%+20,80113F-HRTimeline
Elequin Capital, LP31,656$780K0.11%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers29,606$729K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc27,270$672K0.01%+1,32113F-HRTimeline
EARNED WEALTH ADVISORS, LLC24,987$616K0.12%+28513F-HRTimeline
Advyzon Investment Management, LLC22,244$548K0.12%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21,953$541K0.01%+70513F-HRTimeline
Jacobi Capital Management LLC20,791$512K0.03%+18313F-HRTimeline
Venture Visionary Partners LLC20,688$510K0.02%new13F-HRTimeline
Global Retirement Partners, LLC18,497$456K0.01%13F-HRTimeline
Betterment LLC18,396$453K<0.01%-21,87913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,201$424K<0.01%+6,65913F-HRTimelineGroup
Prentice Wealth Management LLC16,686$411K0.11%new13F-HRTimeline
Orion Porfolio Solutions, LLC15,277$376K<0.01%new13F-HR/ATimeline
VICUS CAPITAL14,058$346K0.03%new13F-HRTimeline
Thrive Wealth Management, LLC14,026$346K0.06%new13F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC12,360$304K0.06%+41513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,008$296K0.21%new13F-HRTimeline
Wayfinding Financial, LLC11,845$290K0.13%-4,15613F-HRTimeline
First Heartland Consultants, Inc.11,627$286K0.03%new13F-HRTimeline
Midwest Heritage Bank, FSB11,089$273K0.1%+2513F-HRTimeline
World Investment Advisors10,890$268K0.01%new13F-HRTimeline
Strategic Blueprint, LLC10,602$261K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,600$261K<0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC10,123$249K0.02%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,067$248K0.02%new13F-HRTimelineGroup
Freedom Financial Partners LLC9,439$233K0.1%-6713F-HRTimeline
Capital Planning LLC9,337$230K0.07%013F-HRTimeline
AdvisorNet Financial, Inc8,892$219K0.01%-1,60013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,325$205K0.02%013F-HRTimeline
Geneos Wealth Management Inc.5,537$136K<0.01%+5,32013F-HRTimeline
EQ WEALTH ADVISORS, LLC2,661$65.6K0.04%new13F-HRTimeline
Opal Wealth Advisors, LLC2,066$50.9K0.01%+1,02213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,818$44.8K<0.01%+1,21813F-HRTimeline
Wood Tarver Financial Group, LLC1,593$39K0.01%+1413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,440$35K<0.01%-12,60613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,400$34.5K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc1,212$29.9K0.01%+1113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.