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Disclosery

CGMM CAPITAL GROUP EQUITY ETF TR

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ETF (fund)

172 managers (176 13F filers) reported a position in CGMM shares at 2025-12-31, 35,438,998 shares in all. 49 filers opened a position and 7 filers sold out during the quarter.

Managers
172
13F filers
176
New
49
Added
95
Reduced
11
Sold out
7
Shares held by filers
35,438,998

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,408,549$214M+2,114,470Timeline
LPL Financial LLC2,955,064$85.2M0.02%+967,84113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,588,268$45.8M0.01%+1,234,87213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,534,907$44.3M0.06%+730,17313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,477,380$42.6M+1,434,890Timeline
Merit Financial Group, LLC1,360,431$39.2M0.31%+44,39713F-HRTimeline
Cetera Investment Advisers1,169,463$33.7M0.04%+234,74213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,035,503$29.9M0.06%+38,00713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC920,118$26.5M0.04%+197,36613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP889,748$25.7M0.02%+284,66813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC853,145$24.6M0.06%+132,50013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC751,163$21.7M0.04%+216,52513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO750,481$21.6M0.02%+250,10713F-HRTimelineGroup
Ergawealth Advisors, Inc.749,108$21.6M9.94%+416,34413F-HRTimeline
NewEdge Advisors, LLC675,728$19.5M0.07%+113,07113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA634,791$18.3M<0.01%+350,00313F-HRTimelineGroup
Main Line Retirement Advisors, LLC521,504$15M7.61%+4,10913F-HR/ATimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…483,342$13.9M0.22%+117,74113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP469,792$13.6M0.01%+363,87713F-HRTimelineGroup
Strategic Blueprint, LLC435,832$12.6M0.74%+49,42113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…433,709$12.5M0.16%-44,17913F-HRTimelineGroup
Cambridge Investment Research Advisors,…430,900$12.4M0.03%+297,77713F-HRTimeline
Janney Montgomery Scott LLC386,967$11.2M0.03%+120,68913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…369,074$10.6M0.12%+60,17113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC349,600$10.1M0.11%+141,26013F-HRTimelineGroup
&PARTNERS334,182$9.63M0.05%+156,58213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…281,573$8.12M0.01%new13F-HR/ATimelineGroup
Coign Capital Advisors LLC254,941$7.35M3.85%+22,57213F-HRTimeline
National Wealth Management Group, LLC244,462$7.05M2.44%+225,60513F-HRTimeline
Souders Financial Advisors240,721$6.94M0.8%+9,88113F-HRTimeline
Orion Porfolio Solutions, LLC235,612$6.8M0.05%+18,69713F-HRTimeline
Vestmark Advisory Solutions, Inc.221,803$6.4M0.09%+27,23713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…210,722$6.37M0.01%+44,98513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…196,584$5.67M0.14%+6,45613F-HRTimelineGroup
J. Derek Lewis & Associates Inc.170,927$4.93M1.15%13F-HRTimeline
Smartleaf Asset Management LLC143,345$4.18M0.16%+16,93413F-HRTimeline
Valmark Advisers, Inc.141,726$4.09M0.05%+80,82213F-HRTimeline
StoneCrest Wealth Management, Inc.137,152$3.96M1.6%+13,77913F-HRTimeline
Smith Thornton Advisors LLC126,088$3.64M1.85%+4,60213F-HRTimeline
Tradition Wealth Management, LLC120,855$3.49M0.25%+51,49513F-HRTimeline
CMC Financial Group119,727$3.45M6.16%new13F-HRTimeline
BNB Wealth Management, LLC119,097$3.43M2.21%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP112,207$3.24M<0.01%+17,99113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.98,043$2.83M0.03%+22,86313F-HRTimelineGroup
Wealth Science Advisors LLC93,269$2.69M1.55%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.93,039$2.68M0.15%+24,36713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC91,633$2.64M0.06%+21,11613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC90,860$2.62M0.04%+19,42113F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers87,273$2.52M<0.01%+66,29613F-HRTimelineGroup
Entruity Wealth, LLC82,778$2.39M1.7%new13F-HRTimeline
HighTower Advisors, LLC79,964$2.31M<0.01%+1,39413F-HRTimeline
NavPoint Financial, Inc.75,526$2.18M0.93%+15,07113F-HRTimeline
Hopwood Nicholas Hunter70,277$2.03M0.66%13F-HRTimeline
NWF Advisory Services Inc.67,756$1.95M0.22%+12,47413F-HRTimeline
A&I FINANCIAL SERVICES, LLC66,381$1.91M0.91%+3,33213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,725$1.87M<0.01%new13F-HR/ATimelineGroup
Boyer Financial Services, Inc.62,864$1.84M1.95%13F-HRTimeline
Laurel Wealth Planning LLC62,608$1.81M1%-1,08613F-HRTimeline
Beta Wealth Group, Inc.60,364$1.74M0.7%-40113F-HRTimeline
HARBOUR INVESTMENTS, INC.58,572$1.69M0.03%+20,67113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,903$1.67M0.01%+8,46713F-HRTimelineGroup
Wise Wealth Partners57,394$1.66M2.38%+5,53313F-HRTimeline
Mariner, LLCin group Mariner, LLC53,643$1.55M<0.01%+10,38613F-HRTimelineGroup
Sigma Planning Corp52,391$1.51M0.04%+10,95913F-HRTimeline
Private Advisor Group, LLC51,777$1.49M0.01%+19,50113F-HRTimeline
Merited Wealth, LLC51,281$1.48M1.37%13F-HRTimeline
World Investment Advisors50,882$1.47M0.02%+21,97213F-HR/ATimeline
Venture Visionary Partners LLC49,981$1.44M0.05%+31,55713F-HRTimeline
PFG Advisors46,042$1.33M0.06%+31,05013F-HRTimeline
Dynamic Advisor Solutions LLC44,844$1.29M0.04%new13F-HRTimeline
LongView Wealth Management42,025$1.28M0.31%+5,83213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC44,177$1.27M0.02%+10,99613F-HRTimeline
Kingsview Wealth Management, LLC43,916$1.27M0.02%-21,71113F-HRTimeline
Aprio Wealth Management, LLC40,735$1.17M0.07%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding39,867$1.15M+16,457Timeline
ORG Partners LLC39,711$1.15M0.2%+23,34713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,570$1.14M0.01%+21,58813F-HRTimelineGroup
RFG Advisory, LLC38,620$1.11M0.02%+1,61013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC36,425$1.05M0.05%new13F-HRTimeline
Alchemi Wealth, LLC35,915$1.04M0.57%13F-HRTimeline
Koshinski Asset Management, Inc.35,329$1.02M0.07%+14,06813F-HRTimeline
Pines Wealth Management, LLC34,321$990K0.32%+49913F-HRTimeline
Security Financial Services, INC.32,732$944K0.15%+8,22013F-HRTimeline
ROTHSCHILD INVESTMENT LLC31,580$911K0.05%+213F-HRTimeline
Michael Brady & Co., LLC30,151$870K0.87%13F-HRTimeline
D.A. DAVIDSON & CO.29,633$855K0.01%+12,05113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,251$844K<0.01%+21,69013F-HRTimelineGroup
Owen LaRue, LLC28,551$823K0.31%-10,34913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC27,456$792K0.05%+13,98113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,359$789K0.01%+19,94713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,986$778K0.01%new13F-HRTimelineGroup
Latitude Advisors, LLC26,868$775K0.34%+2,69013F-HRTimeline
Forge Financial Services LLC26,684$770K0.33%new13F-HRTimeline
Atria Investments, Inc26,225$756K0.01%new13F-HRTimeline
Tempus Wealth Planning, LLC26,100$753K0.17%+2,57813F-HRTimeline
Sovran Advisors, LLC23,842$736K0.06%+52813F-HRTimeline
Frazier Financial Advisors, LLC24,760$714K0.42%new13F-HRTimeline
Trinity Wealth Management, LLC23,560$679K0.25%+94913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,780$657K0.03%+13,50013F-HRTimeline
Capital Investment Management, Inc.22,678$654K0.23%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,944$633K<0.01%new13F-HR/ATimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …21,940$633K0.06%-2,34513F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…21,632$624K<0.01%-54,48313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,607$594K<0.01%013F-HRTimelineGroup
Advyzon Investment Management, LLC19,915$574K0.07%new13F-HRTimeline
Vantus Wealth LLC19,632$566K0.42%13F-HRTimeline
HighPoint Advisor Group LLC19,130$552K0.01%new13F-HRTimeline
Trademark Financial Management, LLC18,419$531K0.29%new13F-HRTimeline
Western Wealth Management, LLC18,398$531K0.02%+9,33613F-HRTimeline
DAVENPORT & Co LLC16,749$483K<0.01%new13F-HRTimeline
Mutual Advisors, LLC16,556$477K0.01%+2,71413F-HRTimeline
SITTNER & NELSON, LLC15,321$476K0.17%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest16,200$467K0.28%+3,27413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO16,027$462K0.06%new13F-HRTimeline
Balboa Wealth Partners15,117$436K0.07%+2,03813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,987$432K0.02%+11,96513F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …13,796$425K0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.13,878$400K0.13%+3,00213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,797$398K<0.01%+6,74313F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.13,440$388K0.15%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,082$377K0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC12,930$373K0.04%new13F-HRTimeline
HRT FINANCIAL LP12,053$347K<0.01%-8,10613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,929$344K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC11,562$333K0.02%new13F-HRTimeline
Prospera Financial Services Inc10,955$316K0.01%new13F-HRTimeline
Lantern Wealth Advisors, LLC10,563$305K0.16%new13F-HRTimeline
GWN SECURITIES INC.8,939$258K0.05%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,843$255K0.02%+4,03113F-HRTimelineGroup
Summit Investment Advisory Services, LLC8,257$238K0.09%new13F-HRTimeline
CLG LLC7,833$226K0.06%new13F-HRTimeline
JGP Wealth Management, LLC7,770$224K0.02%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,678$221K0.01%+21113F-HRTimelineGroup
WEDBUSH SECURITIES INC7,640$220K0.01%+36313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,547$218K0.01%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC7,500$216K0.1%13F-HRTimeline
Compton Financial Group, LLC7,456$215K0.05%new13F-HRTimeline
MGO ONE SEVEN LLC7,407$214K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,191$207K0.01%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC7,101$205K0.12%new13F-HRTimeline
Sunbelt Securities, Inc.5,200$150K0.01%013F-HRTimeline
McIlrath & Eck, LLC3,820$110K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,768$109K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC3,131$90.3K<0.01%+54913F-HRTimeline
COMERICA BANK3,024$87.2K<0.01%+1,99413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,744$79.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,617$75.5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,406$69.4K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,990$57K<0.01%+54113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,356$39.1K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,361$39K<0.01%+1,24613F-HR/ATimelineGroup
Westside Investment Management, Inc.1,350$38.9K0.01%+20013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,256$36.2K<0.01%+413F-HRTimelineGroup
MAI Capital Management1,003$28.9K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,000$28.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC785$22.6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.618$17.8K<0.01%-313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO578$16.7K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG453$13.1K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…408$11.8K<0.01%+7613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC390$11.2K0.01%013F-HRTimeline
Archer Investment Corp352$10.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV310$8.95K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC308$8.88K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY255$7.35K<0.01%-59313F-HR/ATimelineGroup
Rossby Financial, LCC219$6.32K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC176$5.08K<0.01%new13F-HRTimeline
CENTRAL TRUST Co154$4.44K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc145$4.18K<0.01%-15013F-HRTimeline
CoreCap Advisors, LLC42$1.21K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…14$404<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC9$260<0.01%new13F-HRTimelineGroup