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Disclosery

CGMM CAPITAL GROUP EQUITY ETF TR

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ETF (fund)

44 managers (45 13F filers) reported a position in CGMM shares at 2025-03-31, 3,530,600 shares in all. 45 filers opened a position and 0 filers sold out during the quarter.

Managers
44
13F filers
45
New
45
Added
0
Reduced
0
Sold out
0
Shares held by filers
3,530,600

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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…1,004,890$24M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding802,703$19.2MnewTimeline
Beta Wealth Group, Inc.270,770$6.47M2.32%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC241,835$5.78M0.01%new13F-HRTimeline
Strategic Blueprint, LLC208,856$4.99M0.27%new13F-HRTimeline
MML INVESTORS SERVICES, LLC167,058$3.99M0.01%new13F-HRTimeline
Smith Thornton Advisors LLC113,115$2.7M1.68%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…78,885$1.88M0.02%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…62,050$1.48M<0.01%new13F-HRTimeline
A&I FINANCIAL SERVICES, LLC54,899$1.31M0.89%new13F-HRTimeline
&PARTNERS49,707$1.19M0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,115$982K0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,564$969K0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,840$832K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS31,692$757K<0.01%new13F-HRTimeline
Pines Wealth Management, LLC32,523$682K0.32%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28,251$675K0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC24,050$575K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC22,867$546K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,004$478K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp20,000$478K0.02%new13F-HRTimeline
NavPoint Financial, Inc.17,260$412K0.29%new13F-HRTimeline
Moloney Securities Asset Management, LLC15,730$376K0.05%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,182$339K<0.01%new13F-HR/ATimelineGroup
GWN SECURITIES INC.12,344$295K0.02%new13F-HRTimeline
Latitude Advisors, LLC12,344$295K0.17%new13F-HRTimeline
Tradition Wealth Management, LLC12,150$290K0.03%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,734$280K0.02%new13F-HRTimelineGroup
Main Line Retirement Advisors, LLC11,550$276K0.18%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,314$264K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,297$246K<0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,095$241K0.02%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,950$238K<0.01%new13F-HRTimelineGroup
World Investment Advisors9,150$219K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,618$206K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.5,125$122K0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,794$115K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc1,242$29.7K<0.01%new13F-HRTimeline
ORG Partners LLC870$20.9K0.01%new13F-HRTimeline
Capital A Wealth Management, LLC520$12.4K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC390$9.32K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…152$3.63K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC115$3K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.