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Disclosery

CGMM CAPITAL GROUP EQUITY ETF TR

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ETF (fund)

194 managers (200 13F filers) reported a position in CGMM shares at 2026-03-31, 58,694,044 shares in all. 36 filers opened a position and 10 filers sold out during the quarter.

Managers
194
13F filers
200
New
36
Added
131
Reduced
15
Sold out
10
Shares held by filers
58,694,044

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC13,218,454$388M0.1%+10,263,39013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,238,027$271M+1,829,478Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,031,453$89M0.02%+1,443,18513F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding2,017,981$59.2M+540,601Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,685,749$49.5M0.07%+150,84213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,679,370$49.3M0.2%+1,667,44113F-HRTimelineGroup
Cetera Investment Advisers1,520,291$44.6M0.05%+350,82813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,478,890$42.5M0.02%+1,009,09813F-HRTimelineGroup
Merit Financial Group, LLC1,404,021$41.2M0.31%+43,59013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,370,903$40.2M0.06%+450,78513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,112,599$32.7M0.06%+77,09613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO977,455$28.7M0.03%+226,97413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC946,539$27.8M0.08%+93,39413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…937,734$27.5M0.02%+656,16113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP926,659$27.2M0.03%+36,91113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC890,379$26.1M0.05%+139,21613F-HRTimelineGroup
Ergawealth Advisors, Inc.794,117$23.3M10.31%+45,00913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA793,978$23.3M<0.01%+159,18713F-HRTimelineGroup
NewEdge Advisors, LLC743,518$21.8M0.08%+67,79013F-HR/ATimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…738,682$21.7M0.37%+255,34013F-HRTimelineGroup
Presper Financial Architects, LLC641,703$18.8M11.2%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC534,271$15.7M0.16%+184,67113F-HRTimelineGroup
Main Line Retirement Advisors, LLC523,944$15.4M7.68%+2,44013F-HRTimeline
Cambridge Investment Research Advisors,…518,250$15.2M0.04%+87,35013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC495,747$14.6M<0.01%+481,95013F-HRTimelineGroup
Strategic Blueprint, LLC449,631$13.2M0.77%+13,79913F-HRTimeline
&PARTNERS435,324$12.8M0.06%+101,14213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…396,342$11.6M0.15%-37,36713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…317,661$9.33M0.1%-51,41313F-HRTimelineGroup
Souders Financial Advisors287,605$8.44M0.96%+46,88413F-HRTimeline
Vestmark Advisory Solutions, Inc.286,242$8.4M0.09%+64,43913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…281,245$8.35M0.02%+70,52313F-HRTimeline
Coign Capital Advisors LLC278,294$8.17M4.29%+23,35313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers267,919$7.87M0.01%+180,64613F-HRTimelineGroup
Orion Porfolio Solutions, LLC265,374$7.79M0.07%+29,76213F-HRTimeline
National Wealth Management Group, LLC249,900$7.34M2.73%+5,43813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…230,107$6.76M0.12%new13F-HRTimelineGroup
J. Derek Lewis & Associates Inc.225,804$6.66M1.5%+54,87713F-HR/ATimeline
Valmark Advisers, Inc.208,654$6.13M0.07%+66,92813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…206,541$6.06M0.01%+141,81613F-HRTimelineGroup
Compton Financial Group, LLC195,976$5.75M1.27%+188,52013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…180,562$5.3M0.13%-16,02213F-HRTimelineGroup
Royal Harbor Partners, LLC174,194$5.11M1.73%new13F-HRTimeline
Per Stirling Capital Management, LLC.161,057$4.73M0.52%new13F-HRTimeline
Smartleaf Asset Management LLC164,361$4.67M0.17%+21,01613F-HRTimeline
StoneCrest Wealth Management, Inc.139,692$4.1M1.73%+2,54013F-HRTimeline
BNB Wealth Management, LLC133,176$3.91M2.51%+14,07913F-HRTimeline
Smith Thornton Advisors LLC133,010$3.91M1.97%+6,92213F-HRTimeline
HARBOUR INVESTMENTS, INC.128,667$3.78M0.06%+70,09513F-HRTimeline
Tradition Wealth Management, LLC124,585$3.66M0.26%+3,73013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP123,791$3.63M<0.01%+11,58413F-HRTimelineGroup
Laurel Wealth Planning LLC121,831$3.58M1.89%+59,22313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.121,501$3.57M0.04%+23,45813F-HRTimelineGroup
Sigma Planning Corp117,049$3.44M0.1%+64,65813F-HRTimeline
Gateway Wealth Partners, LLC109,720$3.22M0.13%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC108,495$3.19M0.07%+16,86213F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.108,398$3.18M0.18%+15,35913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC103,089$3.03M0.04%+12,22913F-HRTimelineGroup
NavPoint Financial, Inc.102,614$3.01M1.22%+27,08813F-HRTimeline
Mariner, LLCin group Mariner, LLC97,935$2.88M<0.01%+44,29213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.94,707$2.78M<0.01%new13F-HRTimelineGroup
Wealth Science Advisors LLC93,269$2.69M1.51%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.92,520$2.67M0.02%+65,16113F-HRTimelineGroup
Private Advisor Group, LLC90,217$2.65M0.01%+38,44013F-HRTimeline
HighTower Advisors, LLC84,797$2.49M<0.01%+4,83313F-HRTimeline
Entruity Wealth, LLC81,501$2.39M1.62%-1,27713F-HRTimeline
World Investment Advisors77,140$2.26M0.04%+26,25813F-HRTimeline
Boyer Financial Services, Inc.76,231$2.24M2.37%+13,36713F-HRTimeline
NWF Advisory Services Inc.73,623$2.16M0.24%+5,86713F-HRTimeline
A&I FINANCIAL SERVICES, LLC73,051$2.14M1.02%+6,67013F-HRTimeline
Hopwood Nicholas Hunter71,558$2.1M0.67%+1,28113F-HRTimeline
Kingsview Wealth Management, LLC67,771$1.99M0.03%+23,85513F-HRTimeline
Mutual Advisors, LLC67,588$1.98M0.04%+51,03213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,282$1.77M0.02%+33,29613F-HRTimelineGroup
Wise Wealth Partners59,689$1.75M2.37%+2,29513F-HRTimeline
D.A. DAVIDSON & CO.59,616$1.75M0.01%+29,98313F-HRTimeline
Beta Wealth Group, Inc.58,683$1.72M0.71%-1,68113F-HRTimeline
PFG Advisors58,462$1.72M0.08%+12,42013F-HRTimeline
Aprio Wealth Management, LLC55,771$1.64M0.09%+15,03613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC52,974$1.63M0.09%+25,51813F-HR/ATimeline
UBS Group AGgroup of 2 filers holding55,051$1.62M+54,598Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding54,978$1.61M+15,408Timeline
Venture Visionary Partners LLC53,642$1.57M0.05%+3,66113F-HRTimeline
Trademark Financial Management, LLC51,685$1.52M0.74%+33,26613F-HRTimeline
Merited Wealth, LLC50,370$1.48M1.23%-91113F-HRTimeline
Atria Investments, Inc49,198$1.44M0.02%+22,97313F-HRTimeline
Dynamic Advisor Solutions LLC47,291$1.39M0.04%+2,44713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC47,232$1.39M0.03%+3,05513F-HRTimeline
LongView Wealth Management44,245$1.39M0.35%+2,22013F-HRTimeline
Koshinski Asset Management, Inc.44,070$1.29M0.08%+8,74113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding42,129$1.24M+2,262Timeline
Michael Brady & Co., LLC42,104$1.24M1.24%+11,95313F-HRTimeline
HighPoint Advisor Group LLC41,740$1.23M0.05%+22,61013F-HRTimeline
RFG Advisory, LLC40,306$1.18M0.02%+1,68613F-HRTimeline
Alchemi Wealth, LLC39,041$1.15M0.64%+3,12613F-HRTimeline
Security Financial Services, INC.38,149$1.12M0.18%+5,41713F-HRTimeline
Forge Financial Services LLC36,904$1.08M0.11%+10,22013F-HRTimeline
ROTHSCHILD INVESTMENT LLC36,630$1.08M0.06%+5,05013F-HRTimeline
DAVENPORT & Co LLC35,983$1.06M0.01%+19,23413F-HRTimeline
Latitude Advisors, LLC33,818$993K0.45%+6,95013F-HRTimeline
Pines Wealth Management, LLC32,825$964K0.31%-1,49613F-HRTimeline
Richmond Investment Services, LLC32,020$940K0.15%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding28,000$871K+14,204Timeline
Frazier Financial Advisors, LLC28,591$839K0.46%+3,83113F-HRTimeline
SITTNER & NELSON, LLC27,975$821K0.3%+12,65413F-HRTimeline
Trinity Wealth Management, LLC27,901$819K0.3%+4,34113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,510$808K0.04%+5,57013F-HRTimelineGroup
Tempus Wealth Planning, LLC26,289$772K0.18%+18913F-HRTimeline
Sovran Advisors, LLC24,365$770K0.06%+52313F-HRTimeline
Capital Investment Management, Inc.25,463$748K0.26%+2,78513F-HRTimeline
Owen LaRue, LLC24,801$728K0.28%-3,75013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,230$682K0.04%+45013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,211$681K0.03%-13,21413F-HRTimeline
Summit Investment Advisory Services, LLC22,284$654K0.24%+14,02713F-HRTimeline
Advyzon Investment Management, LLC21,849$641K0.06%+1,93413F-HRTimeline
Western Wealth Management, LLC21,432$629K0.02%+3,03413F-HR/ATimeline
BARRETT & COMPANY, INC.21,399$628K0.22%+7,52113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.21,290$625K0.23%+7,85013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,654$606K<0.01%-1,29013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,607$605K<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc19,287$566K0.01%+8,33213F-HRTimeline
Fearless Solutions, LLC dba Best Invest18,657$548K0.33%+2,45713F-HRTimeline
Junk Investment Group, LLC18,549$545K0.29%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,232$535K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC18,157$533K0.01%+16,79613F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17,976$528K0.04%+9,13313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.16,934$497K0.02%+3,85213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO16,899$496K0.05%+87213F-HRTimeline
Balboa Wealth Partners15,805$464K0.08%+68813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,759$463K0.02%+77213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,423$453K0.01%new13F-HRTimelineGroup
WNY Asset Management, LLC15,293$449K0.05%13F-HRTimeline
HBW ADVISORY SERVICES LLC15,147$445K0.05%+2,21713F-HRTimeline
Cornerstone Wealth Management, LLC15,086$443K0.02%+3,52413F-HRTimeline
Lantern Wealth Advisors, LLC13,642$401K0.21%+3,07913F-HRTimeline
Sanctuary Advisors, LLC13,142$386K<0.01%new13F-HRTimeline
Sterling Investment Advisors, Ltd.12,920$379K0.07%new13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…11,725$344K0.27%new13F-HRTimeline
PRIVATE TRUST CO NA11,099$326K0.03%+10,09913F-HRTimeline
GWN SECURITIES INC.10,815$318K0.06%+1,87613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,674$313K0.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,345$304K<0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.10,071$296K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC9,703$285K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC9,617$285K<0.01%+6,48613F-HRTimeline
KINTRA WEALTH, LLC9,401$276K0.02%new13F-HRTimeline
Trilogy Capital Inc.9,261$272K0.01%new13F-HRTimeline
CLG LLC9,077$267K0.07%+1,24413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,064$266K<0.01%new13F-HRTimelineGroup
LexAurum Advisors, LLC8,983$264K0.03%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,758$257K<0.01%new13F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC8,588$252K0.01%+1,04113F-HRTimeline
Clark Capital Management Group, Inc.8,415$247K<0.01%new13F-HRTimeline
JGP Wealth Management, LLC7,770$228K0.02%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,504$220K0.01%-17413F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC7,500$220K0.09%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,426$218K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC7,398$217K<0.01%-913F-HRTimeline
WEDBUSH SECURITIES INC7,305$214K0.01%-33513F-HRTimeline
VestGen Advisors, LLC6,817$213K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,202$213K0.01%+1113F-HRTimeline
Belpointe Asset Management LLC7,150$210K0.01%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC7,100$208K0.01%-113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,912$203K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC6,907$203K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5,200$153K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,003$147K0.06%+1,23513F-HRTimeline
Root Financial Partners, LLC4,935$145K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,952$112K<0.01%+3,37413F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,886$84.7K0.01%+48013F-HRTimeline
MOTCO2,750$80.7K0.01%new13F-HRTimeline
IFP Advisors, Inc2,684$78.8K<0.01%+6713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,247$66K<0.01%+1,93713F-HRTimeline
CWM, LLCin group CWM, LLC1,503$44.1K<0.01%-48713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,353$39.7K<0.01%+9713F-HR/ATimelineGroup
Westside Investment Management, Inc.1,350$39.6K0.01%013F-HRTimeline
MAI Capital Management1,003$29.4K<0.01%013F-HRTimeline
Rossby Financial, LCC782$23.1K<0.01%+56313F-HRTimeline
LANARK FINANCIAL, INC.618$18.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…495$14.5K<0.01%+8713F-HRTimeline
IAG Wealth Partners, LLC434$12.7K<0.01%+25813F-HRTimeline
Archer Investment Corp352$10.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…344$10.1K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC308$9.04K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB299$8.78K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY255$7.49K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.222$6.52K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC164$4.82K<0.01%+15513F-HRTimelineGroup
CENTRAL TRUST Co154$4.52K<0.01%013F-HRTimeline
Financial Life Planners149$4.38K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc145$4.26K<0.01%013F-HRTimeline
CoreCap Advisors, LLC42$1.23K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…14$412<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$147<0.01%new13F-HRTimelineGroup