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Disclosery

CGMM CAPITAL GROUP EQUITY ETF TR

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ETF (fund)

82 managers (83 13F filers) reported a position in CGMM shares at 2025-06-30, 9,655,887 shares in all. 38 filers opened a position and 2 filers sold out during the quarter.

Managers
82
13F filers
83
New
38
Added
34
Reduced
4
Sold out
2
Shares held by filers
9,655,887

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,871,514$50.3M+1,068,811Timeline
CAPTRUST FINANCIAL ADVISORS923,440$24.8M0.06%+891,74813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC654,161$17.6M0.02%+412,32613F-HRTimeline
NewEdge Advisors, LLC505,750$13.6M0.07%new13F-HRTimeline
Main Line Retirement Advisors, LLC488,907$13.1M7.48%+477,35713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.414,909$11.2M0.02%+380,06913F-HR/ATimelineGroup
Strategic Blueprint, LLC352,716$9.48M0.47%+143,86013F-HRTimeline
LPL Financial LLC335,707$9.02M<0.01%new13F-HRTimeline
Cetera Investment Advisers281,832$7.58M0.01%new13F-HRTimeline
Beta Wealth Group, Inc.267,824$7.2M2.64%-2,94613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…260,608$7.01M0.1%new13F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…255,947$6.88M0.06%+177,06213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP247,324$6.65M0.01%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO242,983$6.53M0.01%+228,80113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC229,187$6.16M0.02%+62,12913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…193,673$5.21M0.15%new13F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…174,909$4.7M<0.01%-829,98113F-HRTimelineGroup
StoneCrest Wealth Management, Inc.118,935$3.2M1.52%new13F-HRTimeline
Smith Thornton Advisors LLC113,644$3.05M1.76%+52913F-HRTimeline
&PARTNERS102,637$2.78M0.02%+52,93013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…96,946$2.61M0.05%+56,38213F-HRTimelineGroup
Ergawealth Advisors, Inc.96,732$2.6M1.17%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC96,264$2.59M0.03%+55,14913F-HRTimelineGroup
Cambridge Investment Research Advisors,…89,344$2.4M0.01%+79,04713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…83,792$2.3M<0.01%+21,74213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.64,937$1.75M0.01%new13F-HRTimeline
Wise Wealth Partners59,905$1.61M2.69%new13F-HRTimeline
A&I FINANCIAL SERVICES, LLC52,617$1.41M0.8%-2,28213F-HRTimeline
Tradition Wealth Management, LLC50,990$1.37M0.11%+38,84013F-HRTimeline
NavPoint Financial, Inc.50,983$1.37M0.83%+33,72313F-HRTimeline
Kingsview Wealth Management, LLC49,984$1.34M0.02%new13F-HRTimeline
Merit Financial Group, LLC39,691$1.07M0.01%+16,82413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.37,685$1.01M0.01%+9,43413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC37,334$1M<0.01%new13F-HRTimelineGroup
Pines Wealth Management, LLC34,618$951K0.34%+2,09513F-HRTimeline
NWF Advisory Services Inc.33,572$902K0.11%new13F-HRTimeline
Janney Montgomery Scott LLC33,124$890K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC31,651$851K0.01%new13F-HR/ATimeline
HighTower Advisors, LLC31,636$850K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC27,690$744K0.05%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC25,750$692K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC24,050$646K<0.01%013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …23,506$632K0.05%+11,77213F-HRTimelineGroup
RFG Advisory, LLC23,504$632K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.23,334$627K0.04%+13,23913F-HRTimelineGroup
Sovran Advisors, LLC22,424$611K0.06%new13F-HRTimeline
Moloney Securities Asset Management, LLC22,560$606K0.07%+6,83013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,996$591K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,754$585K<0.01%+11,80413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,242$571K<0.01%+1,23813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,010$565K0.01%+12,39213F-HRTimeline
Sigma Planning Corp20,281$545K0.02%+28113F-HRTimeline
Private Advisor Group, LLC19,830$533K<0.01%new13F-HRTimeline
Trinity Wealth Management, LLC19,473$523K0.21%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,315$519K<0.01%+14,52113F-HR/ATimelineGroup
LongView Wealth Management16,861$453K0.14%new13F-HRTimeline
D.A. DAVIDSON & CO.16,720$449K<0.01%new13F-HRTimeline
Latitude Advisors, LLC15,399$414K0.21%+3,05513F-HRTimeline
Midwest Heritage Bank, FSB13,574$365K0.14%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,889$346K0.03%+1,57513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,630$339K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.12,610$339K<0.01%new13F-HRTimeline
Security Financial Services, INC.12,405$333K0.06%new13F-HRTimeline
World Investment Advisors10,812$291K0.01%+1,66213F-HRTimeline
ORG Partners LLC10,189$276K0.06%+9,31913F-HRTimeline
Balboa Wealth Partners10,102$272K0.05%new13F-HRTimeline
Souders Financial Advisors9,724$261K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,969$241K<0.01%new13F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO7,994$215K0.05%13F-HRTimeline
JGP Wealth Management, LLC7,770$209K0.03%new13F-HRTimeline
BARRETT & COMPANY, INC.5,675$153K0.06%+55013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,748$47K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,242$33.4K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,107$29.8K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC390$10.5K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC299$8K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc295$7.93K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…209$5.62K<0.01%+5713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC115$3K<0.01%013F-HRTimelineGroup
Legacy Investment Solutions, LLC14$377<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…14$377<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.