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Disclosery

CGHM CAPITAL GRP FIXED INCM ETF T

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MUN HIGH ETF (fund)

164 managers (166 13F filers) reported a position in CGHM shares at 2026-03-31, 103,695,390 shares in all. 28 filers opened a position and 8 filers sold out during the quarter.

Managers
164
13F filers
166
New
28
Added
102
Reduced
22
Sold out
8
Shares held by filers
103,695,390

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…60,000,829$1.52B0.36%+637,78813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,375,532$313M+1,444,144Timeline
LPL Financial LLC4,679,608$118M0.03%+1,702,70913F-HRTimeline
Cetera Investment Advisers2,499,808$63.3M0.07%+370,74113F-HRTimeline
Cambridge Investment Research Advisors,…1,848,310$46.8M0.12%+204,42813F-HRTimeline
Vestmark Advisory Solutions, Inc.1,550,174$39.3M0.44%+163,26313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,199,578$30.4M0.06%+70,90013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,173,594$29.7M0.08%-67,92913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,005,105$25.4M0.04%+246,57813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA973,146$24.6M<0.01%+163,29013F-HRTimelineGroup
Janney Montgomery Scott LLC927,408$23.5M0.06%+203,27813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC754,675$19.1M0.01%+234,74213F-HRTimelineGroup
Orion Porfolio Solutions, LLC729,076$18.5M0.16%+33,30413F-HRTimeline
Aprio Wealth Management, LLC719,222$18.2M0.99%+74,70913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP683,111$17.3M0.02%+95,28313F-HRTimelineGroup
Confluence Wealth Services, Inc.670,625$17M0.66%-28,32113F-HRTimeline
J. Derek Lewis & Associates Inc.580,246$14.7M3.3%+52,92413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.556,990$14.1M0.02%-95,38913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP531,730$13.4M0.01%+299,91613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…502,005$12.7M0.01%+262,22713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC442,727$11.2M0.16%+64,45813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC438,921$11.1M0.04%+367,34013F-HRTimelineGroup
Steward Partners Investment Advisory, L…396,584$10M0.05%+37,88713F-HRTimeline
Strata Wealth Advisors, LLC387,793$9.82M2.69%+110,72713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC380,231$9.63M0.1%+106,17613F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…377,282$9.55M0.16%+131,66213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding338,145$8.56M+336,301Timeline
Valmark Advisers, Inc.295,103$7.47M0.09%+107,82113F-HRTimeline
Koshinski Asset Management, Inc.276,833$7.01M0.44%+32,78613F-HRTimeline
Gutierrez Wealth Advisory, LLC223,120$5.65M3.51%+3,20513F-HRTimeline
Prentice Wealth Management LLC207,443$5.25M1.19%+35,97313F-HRTimeline
Keudell/Morrison Wealth Management198,512$5.03M1.03%-21,39713F-HRTimeline
Platt Wealth Management LLC195,259$4.94M4.82%+21,00413F-HRTimeline
First Interstate Bank194,377$4.92M0.28%+33,38713F-HRTimeline
Clear Trail Advisors, LLC191,686$4.85M0.81%new13F-HRTimeline
HighTower Advisors, LLC182,504$4.62M<0.01%+153,01413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers181,446$4.59M0.01%+94,28413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC173,490$4.39M0.03%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…165,131$4.18M0.08%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.164,570$4.17M0.05%+70,25413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO161,097$4.08M<0.01%+35,41613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS157,618$3.99M0.01%+14,65813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC153,778$3.89M<0.01%-20,65713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC141,383$3.58M<0.01%-60,87513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC132,899$3.37M0.09%+24,31013F-HRTimelineGroup
BlueStem Wealth Partners, LLC132,852$3.36M0.37%+56,88713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …119,651$3.03M0.06%+7,13013F-HRTimelineGroup
Capital Investment Management, Inc.114,477$2.9M1%+15,69313F-HRTimeline
Gateway Wealth Partners, LLC106,730$2.7M0.11%+71,70913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…106,701$2.7M0.23%+58,83413F-HRTimelineGroup
&PARTNERS106,027$2.69M0.01%+8,98713F-HRTimeline
Simplicity Wealth,LLC86,315$2.19M0.12%+8,89013F-HRTimeline
RFP Financial Group LLC84,606$2.14M1.16%+98513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC75,129$1.9M0.03%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC70,699$1.79M0.05%+2,26413F-HRTimeline
NewEdge Advisors, LLC69,752$1.77M0.01%+32,28313F-HR/ATimeline
OLD MISSION CAPITAL LLC68,589$1.74M0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.65,924$1.67M0.03%+3,76913F-HRTimeline
VICUS CAPITAL65,658$1.66M0.12%+9,34713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC60,385$1.53M0.16%+18,00613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC60,351$1.53M0.09%013F-HRTimeline
GWN SECURITIES INC.60,046$1.52M0.29%+15,41913F-HRTimeline
Perennial Investment Advisors, LLC59,440$1.51M0.12%+5,46313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC58,733$1.49M<0.01%+33,17813F-HRTimelineGroup
Fjell Capital, LLC57,525$1.46M1.12%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC55,805$1.41M0.06%+29,51713F-HRTimelineGroup
Advyzon Investment Management, LLC54,303$1.37M0.12%+1,68513F-HRTimeline
Private Advisor Group, LLC51,915$1.31M0.01%-1,73113F-HRTimeline
Apella Capital, LLC50,724$1.3M0.02%new13F-HRTimeline
NewCorp Financial Services, Inc.51,074$1.29M1.12%+5,06113F-HRTimeline
Financial Connections Group, Inc.50,510$1.28M0.44%-43813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,888$1.27M0.01%+35,27613F-HRTimelineGroup
Thrive Wealth Management, LLC45,071$1.14M0.17%+7,77913F-HRTimeline
Main Line Retirement Advisors, LLC43,402$1.1M0.55%new13F-HRTimeline
Heritage Wealth Management, Inc.41,842$1.06M0.52%+9,42113F-HRTimeline
Jacobi Capital Management LLC41,517$1.05M0.06%+18,72513F-HRTimeline
LongView Wealth Management40,982$1.05M0.26%-8,28213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC40,047$1.01M0.17%new13F-HRTimeline
Birchwood Financial Partners, Inc.39,647$1M0.97%+9,96813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,501$899K<0.01%+35,50013F-HR/ATimelineGroup
EARNED WEALTH ADVISORS, LLC35,395$896K0.06%+2,35313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,365$895K<0.01%+2,98413F-HRTimelineGroup
VestGen Advisors, LLC32,938$842K0.02%new13F-HRTimeline
Arkadios Wealth Advisors32,309$818K0.01%+24413F-HRTimeline
VestGen Investment Management31,133$788K0.43%-1,05713F-HRTimeline
Prospera Financial Services Inc31,058$786K0.01%+1,73413F-HRTimeline
EQ WEALTH ADVISORS, LLC30,812$780K0.46%+15,32913F-HRTimeline
Founders Financial Alliance, LLC30,500$772K0.14%+50013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC29,874$756K0.05%+4,09213F-HRTimeline
World Investment Advisors29,296$742K0.01%+5,96513F-HRTimeline
EnRich Financial Partners LLC28,868$731K0.19%+15,95013F-HRTimeline
Smartleaf Asset Management LLC28,334$715K0.03%+3,20513F-HRTimeline
Integrated Wealth Concepts LLC27,438$695K0.01%+5,43813F-HRTimeline
Nautilus Advisors LLC27,154$688K0.47%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.26,109$669K0.63%-15,31913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC25,802$653K0.02%-17113F-HRTimelineGroup
IFP Advisors, Inc23,193$587K0.01%+12,40913F-HRTimeline
Midwest Heritage Bank, FSB22,986$582K0.19%-4,08813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC21,887$554K0.24%+2,47413F-HRTimeline
D.A. DAVIDSON & CO.21,643$548K<0.01%-1,17113F-HRTimeline
Waverly Advisors, LLC21,487$544K<0.01%new13F-HRTimeline
Venture Visionary Partners LLC21,295$539K0.02%+20713F-HRTimeline
Capital Planning LLC20,122$509K0.17%013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…19,531$495K0.39%new13F-HRTimeline
Sigma Planning Corp19,462$493K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,344$488K<0.01%+5,57213F-HR/ATimelineGroup
Atria Investments, Inc18,902$479K0.01%+2,86113F-HRTimeline
Betterment LLC18,848$477K<0.01%+47213F-HRTimeline
Vise Technologies, Inc.18,455$470K0.01%013F-HRTimeline
MGO ONE SEVEN LLC18,308$464K0.01%+613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …17,822$456K0.01%+9,77913F-HRTimelineGroup
Summit Financial, LLC17,804$451K0.01%+2,60413F-HRTimeline
Walleye Partners, LLC17,431$441K0.54%+5,67513F-HRTimeline
WILLIAM JOHN SEMPOLINSKI16,500$418K0.21%+2,80013F-HRTimeline
BCS Wealth Management16,392$415K0.08%new13F-HRTimeline
First Heartland Consultants, Inc.16,215$411K0.03%+1,22613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,060$407K0.01%+5,33013F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC15,488$396K0.06%+13113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,900$378K0.03%+1,26013F-HRTimeline
Ausdal Financial Partners, Inc.14,772$374K0.02%+24813F-HRTimeline
HBW ADVISORY SERVICES LLC14,550$368K0.04%+3,51413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,924$353K0.01%+1,31413F-HRTimeline
Capital Investment Advisory Services, L…13,800$349K0.03%+2013F-HRTimeline
Freedom Financial Partners LLC13,555$343K0.12%+97913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,750$298K0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC11,489$291K0.01%-59913F-HRTimeline
Merit Financial Group, LLC11,467$290K<0.01%+1,31113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,427$289K0.02%+10113F-HRTimelineGroup
WORLD EQUITY GROUP, INC.11,106$281K0.07%new13F-HRTimeline
AdvisorNet Financial, Inc11,062$280K0.01%+22713F-HRTimeline
REGATTA CAPITAL GROUP, LLC10,912$276K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,845$275K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC10,765$273K<0.01%new13F-HRTimeline
Latitude Advisors, LLC10,559$267K0.12%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC10,542$267K0.01%-5713F-HRTimeline
Carson Advisory Inc.10,531$267K0.14%+2,20513F-HRTimeline
Synergy Financial Group, LTD10,373$263K0.2%new13F-HRTimeline
LANARK FINANCIAL, INC.10,270$260K0.02%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,123$256K0.02%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC10,089$255K0.11%013F-HRTimeline
Synergy Investment Management, LLC9,750$247K0.08%013F-HRTimeline
Farther Finance Advisors, LLC9,468$240K<0.01%+2,44513F-HRTimeline
Tempus Wealth Planning, LLC9,031$229K0.05%+42513F-HRTimeline
Silver Grove Financial Group, Inc.8,888$225K0.18%+20513F-HRTimeline
Clarity Asset Management, Inc.8,414$213K0.11%+7,58613F-HRTimeline
WNY Asset Management, LLC8,174$207K0.02%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,916$201K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC7,808$198K0.04%new13F-HRTimeline
Geneos Wealth Management Inc.5,310$134K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,731$120K<0.01%-46013F-HRTimelineGroup
AE Wealth Management LLC4,001$101K<0.01%-45313F-HRTimeline
MOTCO3,958$100K0.01%new13F-HRTimeline
Financial Perspectives, Inc3,367$85.3K0.02%+2,13213F-HRTimeline
Wellington Grp LLC957$24.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA507$12.8K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB430$10.9K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC421$10.7K<0.01%013F-HRTimeline
CX Institutional354$9K<0.01%-813F-HRTimeline
CWM, LLCin group CWM, LLC305$7.72K<0.01%+1613F-HRTimelineGroup
Allworth Financial LP257$6.51K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC175$4.43K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV174$4.41K<0.01%-1,66713F-HRTimeline
Essential Investment Partners LLC100$2.53K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$41<0.01%013F-HRTimelineGroup