Skip to content
Disclosery

CGHM CAPITAL GRP FIXED INCM ETF T

Follow

MUN HIGH ETF (fund)

148 managers (149 13F filers) reported a position in CGHM shares at 2025-12-31, 94,484,656 shares in all. 33 filers opened a position and 8 filers sold out during the quarter.

Managers
148
13F filers
149
New
33
Added
80
Reduced
17
Sold out
8
Shares held by filers
94,484,656

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…59,363,041$1.51B0.24%+883,76013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,931,388$279M+1,009,760Timeline
LPL Financial LLC2,976,899$75.9M0.02%+1,027,97413F-HRTimeline
Cetera Investment Advisers2,129,067$54.2M0.06%+225,69713F-HRTimeline
Cambridge Investment Research Advisors,…1,643,882$41.9M0.11%+1,468,17713F-HRTimeline
Vestmark Advisory Solutions, Inc.1,386,911$35.3M0.48%+84,75313F-HRTimeline
MML INVESTORS SERVICES, LLC1,241,523$31.6M0.08%+135,66013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,128,678$28.8M0.06%+54,14113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA809,856$20.6M<0.01%+67,87313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC758,527$19.3M0.03%+159,96113F-HRTimeline
Janney Montgomery Scott LLC724,130$18.5M0.04%+28,64913F-HRTimeline
Confluence Wealth Services, Inc.698,946$17.8M0.74%+67,55513F-HRTimeline
Orion Porfolio Solutions, LLC695,772$17.7M0.13%+38,64713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.652,379$16.6M0.02%-14,08713F-HRTimelineGroup
Aprio Wealth Management, LLC644,513$16.4M0.94%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP587,828$15M0.02%+62,25613F-HRTimelineGroup
J. Derek Lewis & Associates Inc.527,322$13.4M3.15%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC519,933$13.2M<0.01%+192,38813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC378,269$9.64M0.15%+113,34813F-HRTimelineGroup
Steward Partners Investment Advisory, L…358,697$9.14M0.05%+31,41913F-HRTimeline
Strata Wealth Advisors, LLC277,066$7.06M1.96%+2,56413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC274,055$6.98M0.08%-1,54913F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…245,620$6.26M0.1%-98413F-HRTimelineGroup
Koshinski Asset Management, Inc.244,047$6.22M0.4%+66,02013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…239,778$6.11M<0.01%+188,58313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP231,814$5.91M<0.01%+101,31213F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC219,915$5.6M3.52%+20,57913F-HRTimeline
Keudell/Morrison Wealth Management219,909$5.6M1.18%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC202,258$5.15M0.01%+177,70213F-HRTimelineGroup
Valmark Advisers, Inc.187,282$4.77M0.06%-29,23813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC174,435$4.44M<0.01%+100,15213F-HRTimelineGroup
Platt Wealth Management LLC174,255$4.44M4.4%13F-HRTimeline
Prentice Wealth Management LLC171,470$4.37M1%+94,71913F-HRTimeline
First Interstate Bank160,990$4.1M0.22%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS142,960$3.64M0.01%+32,36713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO125,681$3.2M<0.01%+42,24513F-HRTimelineGroup
Boulder Wealth Advisors, LLC121,969$3.11M1.31%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …112,521$2.87M0.06%-19,87213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC108,589$2.77M0.08%+36,52413F-HR/ATimelineGroup
Capital Investment Management, Inc.98,784$2.52M0.88%13F-HRTimeline
&PARTNERS97,040$2.47M0.01%+26,04513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.94,316$2.4M0.03%+4,13313F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers87,162$2.22M<0.01%+49,05813F-HRTimelineGroup
RFP Financial Group LLC83,621$2.13M1.02%+14,64513F-HRTimeline
Simplicity Wealth,LLC77,425$1.97M0.12%-2,58013F-HRTimeline
BlueStem Wealth Partners, LLC75,965$1.94M0.21%+64,94013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,581$1.82M0.01%+41,75413F-HRTimelineGroup
WEDBUSH SECURITIES INC68,435$1.74M0.05%-13013F-HRTimeline
HARBOUR INVESTMENTS, INC.62,155$1.58M0.03%+13,49813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC60,351$1.54M0.09%+25,60013F-HRTimeline
VICUS CAPITAL56,311$1.43M0.11%+9,25713F-HRTimeline
Perennial Investment Advisors, LLC53,977$1.38M0.11%+8,25013F-HRTimeline
Private Advisor Group, LLC53,646$1.37M0.01%+20,49813F-HRTimeline
Advyzon Investment Management, LLC52,618$1.34M0.16%+30,09313F-HRTimeline
Financial Connections Group, Inc.50,948$1.3M0.45%-7913F-HRTimeline
LongView Wealth Management49,264$1.26M0.3%+2213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…47,867$1.22M0.1%+11,41313F-HRTimelineGroup
NewCorp Financial Services, Inc.46,013$1.17M1.04%13F-HRTimeline
GWN SECURITIES INC.44,627$1.14M0.23%+12,82213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC42,379$1.08M0.12%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.41,428$1.05M1.35%-1,90013F-HRTimeline
NewEdge Advisors, LLC37,469$955K<0.01%+3,62013F-HRTimeline
Thrive Wealth Management, LLC37,292$950K0.14%+3,46913F-HRTimeline
Gateway Wealth Partners, LLC35,021$892K0.1%+8,93013F-HRTimeline
EARNED WEALTH ADVISORS, LLC33,042$842K0.06%+1,85313F-HR/ATimeline
Heritage Wealth Management, Inc.32,421$826K0.23%+17,29113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,381$825K<0.01%new13F-HRTimelineGroup
VestGen Investment Management32,190$820K0.45%+30913F-HRTimeline
Arkadios Wealth Advisors32,065$817K0.02%-81913F-HRTimeline
Founders Financial Alliance, LLC30,000$764K0.14%013F-HRTimeline
Birchwood Financial Partners, Inc.29,679$756K0.75%13F-HRTimeline
HighTower Advisors, LLC29,490$751K<0.01%new13F-HRTimeline
Prospera Financial Services Inc29,324$747K0.01%+15013F-HRTimeline
Midwest Heritage Bank, FSB27,074$690K0.24%+12,28313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC26,288$670K0.03%+19,58813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC25,973$662K0.02%+16213F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC25,782$657K0.39%+5,84713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC25,555$651K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC25,129$640K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,464$623K<0.01%+5,13613F-HR/ATimelineGroup
World Investment Advisors23,331$594K0.01%+9,81713F-HR/ATimeline
D.A. DAVIDSON & CO.22,814$581K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC22,792$581K0.03%+1,84213F-HRTimeline
Integrated Wealth Concepts LLC22,000$561K0.01%+9,27113F-HRTimeline
Global Retirement Partners, LLC21,560$549K0.01%+51613F-HRTimeline
Venture Visionary Partners LLC21,088$537K0.02%+24213F-HRTimeline
Capital Planning LLC20,122$513K0.14%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC19,413$495K0.24%new13F-HRTimeline
Vise Technologies, Inc.18,455$470K0.01%new13F-HRTimeline
Betterment LLC18,376$468K<0.01%-20913F-HRTimeline
MGO ONE SEVEN LLC18,302$466K0.01%new13F-HRTimeline
Atria Investments, Inc16,041$409K<0.01%-1,22313F-HRTimeline
EQ WEALTH ADVISORS, LLC15,483$395K0.23%+35513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC15,357$391K0.06%+15313F-HRTimeline
Summit Financial, LLC15,200$387K0.01%+22513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,059$384K0.02%new13F-HRTimelineGroup
First Heartland Consultants, Inc.14,989$382K0.03%+37413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,612$372K<0.01%+6,05913F-HRTimelineGroup
Ausdal Financial Partners, Inc.14,524$370K0.02%+69013F-HRTimeline
Capital Investment Advisory Services, L…13,780$351K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,772$351K<0.01%+2,59513F-HRTimelineGroup
WILLIAM JOHN SEMPOLINSKI13,700$349K0.17%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,640$348K0.02%+5,31513F-HRTimeline
FLOW TRADERS U.S. LLC13,015$332K0.01%-12,73213F-HRTimeline
EnRich Financial Partners LLC12,918$329K0.09%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,610$321K0.01%new13F-HRTimeline
Freedom Financial Partners LLC12,576$320K0.12%+48813F-HRTimeline
Vantus Wealth LLC12,362$315K0.23%13F-HRTimeline
GeoWealth Management, LLC12,088$308K0.01%+5,71613F-HRTimeline
Walleye Partners, LLC11,756$300K0.33%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,326$289K0.03%-3,94713F-HRTimelineGroup
HBW ADVISORY SERVICES LLC11,036$281K0.03%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC10,912$278K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc10,835$276K0.01%+1,07513F-HRTimeline
IFP Advisors, Inc10,784$275K0.01%+10,76413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,730$273K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC10,599$270K0.01%+1,27313F-HRTimeline
LANARK FINANCIAL, INC.10,270$262K0.02%-57313F-HRTimeline
Merit Financial Group, LLC10,156$259K<0.01%+1,17113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,123$258K0.02%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC10,089$257K0.11%13F-HRTimeline
Synergy Investment Management, LLC9,750$248K0.09%013F-HRTimeline
Silver Grove Financial Group, Inc.8,683$221K0.19%-29113F-HRTimeline
Tempus Wealth Planning, LLC8,606$219K0.05%new13F-HRTimeline
Carson Advisory Inc.8,326$212K0.11%new13F-HRTimeline
Strategic Blueprint, LLC8,266$211K0.01%-1,39413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,043$206K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC7,023$179K<0.01%+3,33113F-HRTimeline
COMERICA BANK6,066$155K<0.01%+1,87613F-HRTimeline
Geneos Wealth Management Inc.5,310$135K<0.01%+1,00013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,191$132K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,454$113K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,656$67.7K<0.01%new13F-HRTimeline
Camelot Portfolios, LLC2,613$66.6K0.04%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,387$60.8K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,907$48.6K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,844$47K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,841$46.9K<0.01%+1513F-HRTimeline
Financial Perspectives, Inc1,235$31.5K0.01%+1413F-HRTimeline
Wellington Grp LLC957$24.4K0.01%13F-HR/ATimeline
Clarity Asset Management, Inc.828$21.1K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC421$10.7K<0.01%013F-HRTimeline
CX Institutional362$9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC289$7K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC174$4.43K<0.01%new13F-HRTimeline
Essential Investment Partners LLC100$2.55K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$32<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$17<0.01%new13F-HRTimelineGroup