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Disclosery

CGMM CAPITAL GROUP EQUITY ETF TR

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ETF (fund)

120 managers (123 13F filers) reported a position in CGMM shares at 2025-09-30, 22,702,860 shares in all. 45 filers opened a position and 2 filers sold out during the quarter.

Managers
120
13F filers
123
New
45
Added
66
Reduced
7
Sold out
2
Shares held by filers
22,702,860

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding5,294,079$150M+3,422,565Timeline
LPL Financial LLC1,987,223$56.4M0.02%+1,651,51613F-HRTimeline
Merit Financial Group, LLC1,316,034$37.4M0.34%+1,276,34313F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS997,496$28.3M0.06%+74,05613F-HRTimeline
Cetera Investment Advisers934,721$26.5M0.03%+652,88913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.804,734$22.8M0.03%+389,82513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC722,752$20.5M0.03%+68,59113F-HRTimeline
MML INVESTORS SERVICES, LLC720,645$20.5M0.05%+491,45813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP605,080$17.2M0.02%+357,75613F-HRTimelineGroup
NewEdge Advisors, LLC562,657$16M0.07%+56,90713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC534,638$15.2M0.03%+497,30413F-HRTimelineGroup
Main Line Retirement Advisors, LLC517,395$14.7M7.54%+28,48813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO500,374$14.2M0.02%+257,39113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…477,888$13.6M0.17%+217,28013F-HRTimelineGroup
Strategic Blueprint, LLC386,411$11M0.48%+33,69513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…365,601$10.4M0.17%+109,65413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN353,396$10M<0.01%new13F-HRTimelineGroup
Ergawealth Advisors, Inc.332,764$9.45M4.4%+236,03213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…308,903$8.77M0.15%+211,95713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA284,788$8.09M<0.01%+265,47313F-HRTimelineGroup
Janney Montgomery Scott LLC266,278$7.56M0.02%+233,15413F-HRTimeline
Coign Capital Advisors LLC232,369$6.6M3.63%new13F-HRTimeline
Souders Financial Advisors230,840$6.55M0.78%+221,11613F-HRTimeline
Orion Porfolio Solutions, LLC216,915$6.16M0.05%+185,26413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC208,340$5.91M0.07%+112,07613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.194,566$5.52M0.11%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…190,128$5.4M0.14%-3,54513F-HRTimelineGroup
&PARTNERS177,600$5.05M0.03%+74,96313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…165,737$4.68M0.01%+81,94513F-HRTimeline
Cambridge Investment Research Advisors,…133,123$3.78M0.01%+43,77913F-HRTimeline
Smartleaf Asset Management LLC126,411$3.59M0.22%new13F-HRTimeline
StoneCrest Wealth Management, Inc.123,373$3.5M1.53%+4,43813F-HRTimeline
Smith Thornton Advisors LLC121,486$3.45M1.81%+7,84213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105,915$3M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP94,216$2.67M<0.01%+72,97413F-HRTimelineGroup
HighTower Advisors, LLC78,570$2.23M<0.01%+46,93413F-HRTimeline
Capital International Investorsin group Capital International Investo…76,115$2.16M<0.01%-98,79413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.75,180$2.13M0.02%+37,49513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC71,439$2.03M0.03%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC70,517$2M0.05%+48,52113F-HRTimeline
Tradition Wealth Management, LLC69,360$1.97M0.15%+18,37013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.68,672$1.95M0.12%+45,33813F-HRTimelineGroup
Kingsview Wealth Management, LLC65,627$1.86M0.03%+15,64313F-HRTimeline
Laurel Wealth Planning LLC63,694$1.81M0.96%new13F-HRTimeline
A&I FINANCIAL SERVICES, LLC63,049$1.78M0.87%+10,43213F-HRTimeline
Valmark Advisers, Inc.60,904$1.73M0.02%+48,29413F-HRTimeline
Beta Wealth Group, Inc.60,765$1.73M0.68%-207,05913F-HRTimeline
NavPoint Financial, Inc.60,455$1.72M0.9%+9,47213F-HRTimeline
NWF Advisory Services Inc.55,282$1.57M0.17%+21,71013F-HRTimeline
Wise Wealth Partners51,861$1.47M2.25%-8,04413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC49,436$1.4M0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC43,257$1.23M<0.01%+19,20713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding42,490$1.21M+29,860Timeline
Sigma Planning Corp41,432$1.18M0.03%+21,15113F-HRTimeline
Owen LaRue, LLC38,900$1.1M0.43%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.37,901$1.08M0.02%+16,89113F-HRTimeline
RFG Advisory, LLC37,010$1.05M0.02%+13,50613F-HRTimeline
LongView Wealth Management36,193$1.03M0.28%+19,33213F-HRTimeline
Pines Wealth Management, LLC33,822$960K0.32%-79613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC33,181$942K0.02%+7,43113F-HRTimeline
Private Advisor Group, LLC32,276$916K<0.01%+12,44613F-HRTimeline
Moloney Securities Asset Management, LLC32,015$909K0.11%+9,45513F-HRTimeline
ROTHSCHILD INVESTMENT LLC31,578$897K0.05%+3,88813F-HRTimeline
World Investment Advisors28,910$821K0.02%+18,09813F-HRTimeline
Security Financial Services, INC.24,512$696K0.11%+12,10713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,299$690K0.02%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …24,285$689K0.08%+77913F-HR/ATimelineGroup
Latitude Advisors, LLC24,178$686K0.31%+8,77913F-HRTimeline
Tempus Wealth Planning, LLC23,522$668K0.15%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,410$665KnewTimeline
Sovran Advisors, LLC23,314$652K0.06%+89013F-HRTimeline
Trinity Wealth Management, LLC22,611$642K0.24%+3,13813F-HRTimeline
Koshinski Asset Management, Inc.21,261$604K0.04%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,977$596K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,607$585K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP20,159$572K<0.01%new13F-HRTimeline
ORG Partners LLC16,364$537K0.1%+6,17513F-HRTimeline
National Wealth Management Group, LLC18,857$535K0.2%new13F-HRTimeline
Venture Visionary Partners LLC18,424$523K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,982$511K0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.17,582$499K<0.01%+86213F-HRTimeline
PFG Advisors14,992$426K0.02%new13F-HRTimeline
Mutual Advisors, LLC13,842$394K0.01%new13F-HRTimeline
Midwest Heritage Bank, FSB13,610$386K0.14%+3613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,475$383K0.03%+58613F-HRTimeline
Balboa Wealth Partners13,079$371K0.06%+2,97713F-HRTimeline
Fearless Solutions, LLC dba Best Invest12,926$367K0.24%new13F-HRTimeline
BARRETT & COMPANY, INC.10,876$309K0.11%+5,20113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,280$263K0.02%new13F-HRTimeline
Western Wealth Management, LLC9,062$257K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,046$228K<0.01%-92313F-HRTimelineGroup
JGP Wealth Management, LLC7,770$221K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,561$215K<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC7,467$212K0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,412$210K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC7,277$207K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.7,137$203K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,054$200K<0.01%+5,94713F-HRTimelineGroup
Advisory Services Network, LLC6,445$183K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,350$180K<0.01%new13F-HR/ATimelineGroup
Sunbelt Securities, Inc.5,200$148K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,812$137K0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,022$85.8K0.01%new13F-HRTimelineGroup
IFP Advisors, Inc2,617$74.3K<0.01%+1,37513F-HR/ATimeline
Farther Finance Advisors, LLC2,582$73.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,449$41K<0.01%+1,15013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,356$38.5K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,252$35.5K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.1,150$32.6K0.01%new13F-HRTimeline
COMERICA BANK1,030$29.2K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,000$28.4K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY848$24.1K<0.01%-90013F-HR/ATimelineGroup
LANARK FINANCIAL, INC.621$17.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG453$12.9K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC390$11.1K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…332$9.43K<0.01%+12313F-HRTimeline
AdvisorNet Financial, Inc295$8.38K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.140$3.98K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC115$3K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…14$398<0.01%013F-HRTimelineGroup