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Disclosery

CGMM CAPITAL GROUP EQUITY ETF TR

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ETF (fund)

219 managers (226 13F filers) reported a position in CGMM shares at 2026-06-30, 82,585,812 shares in all. 38 filers opened a position and 12 filers sold out during the quarter.

Managers
219
13F filers
226
New
38
Added
144
Reduced
27
Sold out
12
Shares held by filers
82,585,812

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
LPL Financial LLC21,475,187$708M0.16%+8,256,73313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,618,953$350M+1,380,926Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,714,240$155M0.03%+1,682,78713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,904,910$95.8M0.28%+1,225,54013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,507,602$81.3M0.03%+1,028,71213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,443,779$80.6M0.09%+758,03013F-HRTimelineGroup
Cetera Investment Advisers2,276,254$75M0.07%+755,96313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,787,589$58.9M-230,392Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,573,652$51.9M0.07%+202,74913F-HRTimeline
Merit Financial Group, LLC1,407,335$46.4M0.29%+3,31413F-HR/ATimeline
MML INVESTORS SERVICES, LLC1,325,925$43.7M0.09%+379,38613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,235,373$40.7M0.02%+297,63913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,218,875$40.2M0.01%+723,12813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,192,327$39.3M0.03%+214,87213F-HRTimelineGroup
Janney Montgomery Scott LLC1,171,983$38.6M0.07%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,131,525$37.3M0.06%+18,92613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,104,735$36.4M0.06%+214,35613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,077,007$35.5M0.01%+283,02913F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,070,088$35.3M0.08%+551,83813F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP955,775$31.5M0.03%+29,11613F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…955,714$31.5M0.44%+217,03213F-HRTimelineGroup
NewEdge Advisors, LLC824,209$27.2M0.08%+80,69113F-HRTimeline
Ergawealth Advisors, Inc.815,624$26.9M10.44%+21,50713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC801,560$26.4M0.24%+267,28913F-HRTimelineGroup
Presper Financial Architects, LLC641,960$21.2M11.04%+25713F-HRTimeline
&PARTNERS552,692$18.3M0.07%+117,36813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers522,131$17.2M0.02%+254,21213F-HRTimelineGroup
Main Line Retirement Advisors, LLC511,035$16.8M7.73%-12,90913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.509,926$16.8M0.02%+415,21913F-HRTimelineGroup
Valmark Advisers, Inc.468,806$15.5M0.16%+260,15213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD460,000$15.2M0.07%new13F-HRTimelineGroup
Strategic Blueprint, LLC458,668$15.1M0.76%+9,03713F-HRTimeline
Compton Financial Group, LLC457,700$15.1M2.91%+261,72413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…404,504$13.3M0.15%+8,16213F-HRTimelineGroup
KWB Wealth379,650$12.5M1.07%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…372,277$12.3M0.02%+165,73613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…311,525$10.1M0.02%+30,28013F-HRTimeline
Souders Financial Advisors305,649$10.1M1.01%+18,04413F-HRTimeline
Vestmark Advisory Solutions, Inc.303,954$10M0.09%+17,71213F-HRTimeline
Coign Capital Advisors LLC286,923$9.46M4.26%+8,62913F-HRTimeline
Orion Porfolio Solutions, LLC282,307$9.31M0.07%+16,93313F-HRTimeline
J. Derek Lewis & Associates Inc.281,626$9.29M1.75%+55,82213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.270,456$8.92M0.14%+40,34913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.215,247$7.1M0.35%+106,84913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.213,117$7.03M0.04%+120,59713F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…190,437$6.28M0.14%+9,87513F-HRTimelineGroup
Private Advisor Group, LLC190,130$6.27M0.03%+99,91313F-HRTimeline
National Wealth Management Group, LLC179,661$5.92M1.83%-70,23913F-HRTimeline
Royal Harbor Partners, LLC175,902$5.8M1.8%+1,70813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…165,625$5.46M0.05%-152,03613F-HRTimelineGroup
Smartleaf Asset Management LLC164,361$5.37M0.17%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/159,931$5.27M<0.01%new13F-HRTimelineGroup
Per Stirling Capital Management, LLC.156,930$5.17M0.49%-4,12713F-HRTimeline
HARBOUR INVESTMENTS, INC.155,166$5.12M0.07%+26,49913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP148,932$4.91M0.01%+25,14113F-HRTimelineGroup
DAVENPORT & Co LLC146,308$4.82M0.02%+110,32513F-HRTimeline
Aprio Wealth Management, LLC143,654$4.74M0.23%+87,88313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC143,030$4.72M0.09%+34,53513F-HRTimeline
Smith Thornton Advisors LLC145,026$4.69M2.06%+12,01613F-HRTimeline
Laurel Wealth Planning LLC140,924$4.65M2.06%+19,09313F-HRTimeline
StoneCrest Wealth Management, Inc.139,716$4.61M1.47%+2413F-HRTimeline
Sigma Planning Corp139,127$4.59M0.12%+22,07813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.133,823$4.41M0.04%+12,32213F-HRTimelineGroup
BNB Wealth Management, LLC130,610$4.31M2.35%-2,56613F-HRTimeline
Wealth Science Advisors LLC130,103$4.29M1.91%+36,83413F-HRTimeline
NavPoint Financial, Inc.127,106$4.19M1.55%+24,49213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125,820$4.15M0.05%+22,73113F-HRTimelineGroup
Tradition Wealth Management, LLC124,541$4.11M0.25%-4413F-HRTimeline
Mutual Advisors, LLC111,477$3.68M0.07%+43,88913F-HRTimeline
HighTower Advisors, LLC101,139$3.33M<0.01%+16,34213F-HRTimeline
Boyer Financial Services, Inc.98,023$3.21M2.71%+21,79213F-HRTimeline
Atria Investments, Inc92,004$3.03M0.03%+42,80613F-HRTimeline
Gateway Wealth Partners, LLC91,946$3.03M0.18%-17,77413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC86,589$2.85M0.02%new13F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC83,521$2.75M1.2%+10,47013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …83,390$2.75M0.03%+23,10813F-HRTimelineGroup
PFG Advisors82,104$2.71M0.14%+23,64213F-HRTimeline
NWF Advisory Services Inc.80,560$2.66M0.25%+6,93713F-HRTimeline
Entruity Wealth, LLC80,520$2.65M1.72%-98113F-HRTimeline
Venture Visionary Partners LLC74,576$2.46M0.07%+20,93413F-HRTimeline
Hopwood Nicholas Hunter74,531$2.46M0.67%+2,97313F-HRTimeline
World Investment Advisors77,386$2.29M0.04%+24613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC61,354$2.02M0.1%+8,38013F-HRTimeline
Wise Wealth Partners60,388$1.99M3.38%+69913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding58,741$1.94M+3,763Timeline
Beta Wealth Group, Inc.58,683$1.93M0.73%013F-HRTimeline
Kingsview Wealth Management, LLC56,101$1.85M0.02%-11,67013F-HRTimeline
UBS Group AGgroup of 2 filers holding55,565$1.83M+514Timeline
Sanctuary Advisors, LLC54,711$1.8M0.01%+41,56913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp54,557$1.8M<0.01%+36,32513F-HRTimelineGroup
Vise Technologies, Inc.53,549$1.77M0.02%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding54,616$1.75M+26,616Timeline
Steward Partners Investment Advisory, L…51,746$1.71M0.01%+51,25113F-HRTimeline
HighPoint Advisor Group LLC49,758$1.64M0.06%+8,01813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC48,819$1.61M0.02%+1,58713F-HRTimeline
KINTRA WEALTH, LLC47,672$1.61M0.08%+38,27113F-HRTimeline
R2 Capital Strategies, LLC48,614$1.6M0.73%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC48,470$1.6M<0.01%+27,86313F-HRTimelineGroup
D.A. DAVIDSON & CO.48,399$1.6M0.01%-11,21713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC48,283$1.59M0.02%+32,86013F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding48,230$1.59M+6,101Timeline
Dynamic Advisor Solutions LLC48,005$1.58M0.05%+71413F-HRTimeline
Frazier Financial Advisors, LLC47,081$1.55M0.78%+18,49013F-HRTimeline
Koshinski Asset Management, Inc.46,239$1.52M0.08%+2,16913F-HRTimeline
IFG Advisory, LLC45,854$1.51M0.05%new13F-HRTimeline
LongView Wealth Management45,765$1.51M0.39%+1,52013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC45,195$1.49M0.03%+27,03813F-HRTimelineGroup
Michael Brady & Co., LLC45,150$1.49M1.31%+3,04613F-HRTimeline
Waverly Advisors, LLC44,821$1.48M0.01%new13F-HRTimeline
RFG Advisory, LLC44,150$1.46M0.02%+3,84413F-HRTimeline
Security Financial Services, INC.42,035$1.39M0.19%+3,88613F-HRTimeline
Alchemi Wealth, LLC41,611$1.37M0.64%+2,57013F-HRTimeline
Latitude Advisors, LLC41,457$1.37M0.55%+7,63913F-HRTimeline
Trademark Financial Management, LLC40,398$1.33M0.55%-11,28713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC40,098$1.32M0.05%+16,88713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…39,975$1.32M0.89%+28,25013F-HRTimeline
SITTNER & NELSON, LLC39,090$1.29M0.41%+11,11513F-HRTimeline
ROTHSCHILD INVESTMENT LLC37,130$1.22M0.05%+50013F-HRTimeline
Mariner, LLCin group Mariner, LLC36,367$1.2M<0.01%-61,56813F-HRTimelineGroup
Forge Financial Services LLC35,646$1.18M0.1%-1,25813F-HRTimeline
Farther Finance Advisors, LLC35,540$1.17M0.01%+25,92313F-HRTimeline
Summit Investment Advisory Services, LLC34,426$1.14M0.28%+12,14213F-HRTimeline
Pines Wealth Management, LLC32,732$1.08M0.31%-9313F-HRTimeline
INTEGRITY ALLIANCE, LLC.32,011$1.06M0.03%+15,07713F-HRTimeline
Global Retirement Partners, LLC31,162$1.03M0.02%13F-HRTimeline
Prospera Financial Services Inc31,039$1.02M0.01%+11,75213F-HRTimeline
Qube Research & Technologies Ltd30,729$1.01M<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.30,373$1M0.28%+8,97413F-HRTimeline
Trinity Wealth Management, LLC28,578$942K0.3%+67713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV27,830$918K0.04%+4,60013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,008$890K0.04%-50213F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,684$880K<0.01%new13F-HRTimelineGroup
Tempus Wealth Planning, LLC26,553$875K0.17%+26413F-HRTimeline
Capital Investment Management, Inc.26,247$865K0.27%+78413F-HRTimeline
Sovran Advisors, LLC26,003$837K0.06%+1,63813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…24,755$817K0.07%+6,77913F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.24,770$817K0.26%+3,48013F-HRTimeline
Owen LaRue, LLC23,801$785K0.27%-1,00013F-HRTimeline
Advyzon Investment Management, LLC23,389$771K0.06%+1,54013F-HRTimeline
Vantus Wealth LLC22,188$732K0.39%13F-HRTimeline
Western Wealth Management, LLC20,385$672K0.02%-1,04713F-HRTimeline
Fearless Solutions, LLC dba Best Invest19,693$649K0.34%+1,03613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,566$645K0.01%+3,80713F-HRTimelineGroup
Cornerstone Wealth Management, LLC19,455$641K0.03%+4,36913F-HRTimeline
Integrated Wealth Concepts LLC18,972$626K<0.01%+9,26913F-HRTimeline
Carson Advisory Inc.18,911$623K0.29%new13F-HRTimeline
Junk Investment Group, LLC18,549$612K0.27%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,902$590K<0.01%+7,55713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,499$577K<0.01%new13F-HRTimelineGroup
WNY Asset Management, LLC17,122$565K0.05%+1,82913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO16,800$554K0.05%-9913F-HRTimeline
Balboa Wealth Partners16,374$540K0.07%+56913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC15,536$512K0.09%+4,86213F-HRTimeline
Merited Wealth, LLC15,153$500K0.35%-35,21713F-HRTimeline
Arax Advisory Partners14,847$490K<0.01%new13F-HRTimeline
Lantern Wealth Advisors, LLC14,658$483K0.22%+1,01613F-HRTimeline
HBW ADVISORY SERVICES LLC14,609$482K0.04%-53813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,600$477K<0.01%+10,64813F-HRTimelineGroup
Advisory Services Network, LLC13,820$456K0.01%+6,91313F-HRTimeline
PRIVATE TRUST CO NA13,014$429K0.03%+1,91513F-HRTimeline
Sterling Investment Advisors, Ltd.12,920$426K0.07%013F-HRTimeline
First Heartland Consultants, Inc.12,794$422K0.03%+2,72313F-HRTimeline
GWN SECURITIES INC.12,672$418K0.07%+1,85713F-HRTimeline
Trilogy Capital Inc.12,263$404K0.02%+3,00213F-HRTimeline
Clark Capital Management Group, Inc.12,091$399K<0.01%+3,67613F-HRTimeline
Harborfront Financial Group LLC10,685$352K1.33%13F-HRTimeline
J.W. COLE ADVISORS, INC.10,556$348K0.01%new13F-HRTimeline
SilverOak Wealth Management LLC10,253$338K0.04%new13F-HRTimeline
Lincoln Capital LLC10,206$336K0.06%new13F-HRTimeline
CLG LLC9,931$327K0.07%+85413F-HRTimeline
Capital Investment Advisory Services, L…9,902$326K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,504$313K<0.01%+74613F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC8,882$293K0.03%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,811$290K0.02%new13F-HRTimeline
Savant Capital, LLC8,614$284K<0.01%new13F-HRTimeline
Belpointe Asset Management LLC8,530$281K0.01%+1,38013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments8,425$278K0.02%+1,51313F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC7,959$262K0.07%new13F-HRTimeline
JGP Wealth Management, LLC7,770$256K0.02%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,696$254K<0.01%new13F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC7,500$247K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC7,347$242K0.01%+4213F-HRTimeline
Ausdal Financial Partners, Inc.7,255$239K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC7,252$239K<0.01%-14613F-HRTimeline
Visionary Wealth Advisors7,225$238K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,162$236K0.01%-4013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC7,101$234K0.01%+113F-HRTimeline
Perigon Wealth Management, LLC6,911$228K<0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,865$226K0.01%-63913F-HRTimelineGroup
LexAurum Advisors, LLC6,849$226K0.03%-2,13413F-HRTimeline
VestGen Advisors, LLC6,722$222K0.01%-9513F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC6,495$214K0.03%new13F-HRTimeline
High Net Worth Advisory Group LLC6,359$210K0.04%new13F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC6,348$209K0.07%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…5,814$192K0.07%+81113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,598$185K0.01%+2,71213F-HRTimeline
IFP Advisors, Inc5,377$177K<0.01%+2,69313F-HRTimeline
Milestone Investment Advisors LLC5,370$177K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,249$140K0.01%+2,00213F-HRTimeline
Continuum Advisory, LLC3,728$123K0.01%new13F-HRTimeline