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Disclosery

CGHM CAPITAL GRP FIXED INCM ETF T

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MUN HIGH ETF (fund)

112 managers (113 13F filers) reported a position in CGHM shares at 2025-09-30, 85,402,461 shares in all. 49 filers opened a position and 4 filers sold out during the quarter.

Managers
112
13F filers
113
New
49
Added
54
Reduced
6
Sold out
4
Shares held by filers
85,402,461

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…58,479,281$1.48B0.24%+58,404,28113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,921,628$251M+9,861,728Timeline
LPL Financial LLC1,948,925$49.3M0.01%+1,485,30613F-HRTimeline
Cetera Investment Advisers1,903,370$48.1M0.06%+1,782,54313F-HRTimeline
Vestmark Advisory Solutions, Inc.1,302,158$32.9M0.63%new13F-HRTimeline
MML INVESTORS SERVICES, LLC1,105,863$28M0.07%+993,00413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,074,537$27.2M0.06%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA741,983$18.8M<0.01%+628,56913F-HRTimelineGroup
Janney Montgomery Scott LLC695,481$17.6M0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.666,466$16.8M0.02%+416,06513F-HRTimelineGroup
Orion Porfolio Solutions, LLC657,125$16.6M0.13%+641,84813F-HRTimeline
Confluence Wealth Services, Inc.631,391$16M0.79%+17,53213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC598,566$15.1M0.02%+72,79113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP525,572$13.3M0.02%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC327,545$8.28M<0.01%+179,42113F-HRTimelineGroup
Steward Partners Investment Advisory, L…327,278$8.28M0.05%+285,97313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC275,604$6.97M0.08%+175,45213F-HRTimelineGroup
Strata Wealth Advisors, LLC274,502$6.94M1.83%-1,83213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC264,921$6.7M0.11%new13F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…246,604$6.24M0.1%+37,37013F-HRTimelineGroup
Valmark Advisers, Inc.216,520$5.48M0.07%+31,57913F-HRTimeline
Gutierrez Wealth Advisory, LLC199,336$5.04M3.22%+10,24113F-HRTimeline
Koshinski Asset Management, Inc.178,027$4.5M0.3%+133,12813F-HRTimeline
Cambridge Investment Research Advisors,…175,705$4.44M0.01%+38,81613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC140,283$3.55M0.03%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …132,393$3.35M0.07%+25,96513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP130,502$3.3M<0.01%+61,27213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS110,593$2.8M0.01%+43,49413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.90,183$2.28M0.03%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO83,436$2.11M<0.01%+45,80213F-HRTimelineGroup
Simplicity Wealth,LLC80,005$2.02M0.12%new13F-HRTimeline
Prentice Wealth Management LLC76,751$1.94M0.48%+60,06513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,283$1.88M<0.01%+29,99613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC72,065$1.82M0.05%+70,62513F-HRTimelineGroup
&PARTNERS70,995$1.8M0.01%+27,78413F-HRTimeline
RFP Financial Group LLC68,976$1.74M0.71%new13F-HRTimeline
WEDBUSH SECURITIES INC68,565$1.73M0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,195$1.29M<0.01%new13F-HRTimelineGroup
Financial Connections Group, Inc.51,027$1.29M0.5%+7,93413F-HRTimeline
LongView Wealth Management49,242$1.25M0.34%+12,74013F-HRTimeline
HARBOUR INVESTMENTS, INC.48,657$1.23M0.03%+26,70413F-HRTimeline
VICUS CAPITAL47,054$1.19M0.09%+32,99613F-HRTimeline
Perennial Investment Advisors, LLC45,727$1.16M0.1%+2,89113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.43,328$1.11M1.64%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,104$964K<0.01%+8,49813F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…36,454$922K0.08%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC35,558$899K0.03%-11,01913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC34,751$878K0.05%+5013F-HRTimeline
NewEdge Advisors, LLC33,849$856K<0.01%new13F-HRTimeline
Thrive Wealth Management, LLC33,823$855K0.13%+19,79713F-HRTimeline
Private Advisor Group, LLC33,148$838K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors32,884$832K0.02%new13F-HRTimeline
VestGen Investment Management31,881$806K0.48%new13F-HRTimeline
GWN SECURITIES INC.31,805$805K0.19%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC31,189$789K0.13%+6,20213F-HRTimeline
Founders Financial Alliance, LLC30,000$759K0.14%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,827$754K<0.01%+12,62613F-HRTimelineGroup
Prospera Financial Services Inc29,174$738K0.01%+1,90413F-HRTimeline
Gateway Wealth Partners, LLC26,091$660K0.09%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC25,811$653K0.02%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC25,747$651K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,556$621K<0.01%-79,98813F-HRTimelineGroup
Advyzon Investment Management, LLC22,525$570K0.1%+28113F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC22,078$558K0.1%+9,71813F-HRTimeline
Global Retirement Partners, LLC21,044$532K0.01%+2,54713F-HRTimeline
Jacobi Capital Management LLC20,950$530K0.03%+15913F-HRTimeline
Venture Visionary Partners LLC20,846$527K0.02%+15813F-HRTimeline
Capital Planning LLC20,122$509K0.15%+10,78513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC19,935$504K0.31%+7,92713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,328$489K<0.01%new13F-HRTimelineGroup
Betterment LLC18,585$470K<0.01%+18913F-HRTimeline
Stokes Family Office, LLC17,773$449K0.04%new13F-HRTimeline
Atria Investments, Inc17,264$437K<0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …15,273$386K0.05%+5,20613F-HR/ATimelineGroup
FINANCIAL MANAGEMENT NETWORK INC15,204$385K0.06%new13F-HRTimeline
Heritage Wealth Management, Inc.15,130$383K0.11%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC15,128$383K0.25%+12,46713F-HRTimeline
Summit Financial, LLC14,975$379K0.01%new13F-HRTimeline
Midwest Heritage Bank, FSB14,791$374K0.13%+3,70213F-HRTimeline
First Heartland Consultants, Inc.14,615$370K0.03%+2,98813F-HRTimeline
Ausdal Financial Partners, Inc.13,834$350K0.02%new13F-HRTimeline
World Investment Advisors13,514$342K0.01%+2,62413F-HRTimeline
Integrated Wealth Concepts LLC12,729$322K<0.01%new13F-HRTimeline
von Borstel & Associates, Inc.12,512$319K0.05%new13F-HRTimeline
Freedom Financial Partners LLC12,088$306K0.12%+2,64913F-HRTimeline
Wayfinding Financial, LLC11,691$295K0.13%-15413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,177$283K<0.01%new13F-HR/ATimelineGroup
BlueStem Wealth Partners, LLC11,025$279K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.10,843$274K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,600$268K<0.01%013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC10,123$256K0.02%013F-HRTimeline
AdvisorNet Financial, Inc9,760$247K0.01%+86813F-HRTimeline
Synergy Investment Management, LLC9,750$247K0.09%new13F-HRTimeline
Strategic Blueprint, LLC9,660$244K0.01%-94213F-HRTimeline
Ashton Thomas Private Wealth, LLC9,326$236K0.01%new13F-HRTimeline
Merit Financial Group, LLC8,985$227K<0.01%new13F-HR/ATimeline
Silver Grove Financial Group, Inc.8,974$227K0.22%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,553$216K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,325$205K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,700$169K0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC6,372$161K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,310$109K<0.01%-1,22713F-HRTimeline
COMERICA BANK4,190$106K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,692$93.4K<0.01%new13F-HRTimeline
Advisory Services Network, LLC2,423$61.3K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,907$48.2K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,844$46.6K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,826$46.2K<0.01%+813F-HRTimeline
Financial Perspectives, Inc1,221$30.9K0.01%+913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC421$10.6K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.200$5.06K<0.01%new13F-HRTimeline
IFP Advisors, Inc20$506<0.01%new13F-HR/ATimeline