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CGMS CAPITAL GRP FIXED INCM ETF T

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US MULTI-SECTOR (fund)

218 managers (221 13F filers) reported a position in CGMS shares at 2024-12-31, 49,328,146 shares in all. 41 filers opened a position and 6 filers sold out during the quarter.

Managers
218
13F filers
221
New
41
Added
118
Reduced
32
Sold out
6
Shares held by filers
49,328,146

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Farther Finance Advisors, LLC3,000$81.8K<0.01%013F-HRTimeline
IFP Advisors, Inc2,939$80.2K<0.01%+27313F-HRTimeline
HHM Wealth Advisors, LLC2,727$74.4K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,715$74.1K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,707$73.8K0.02%+90713F-HRTimeline
Larson Financial Group LLC2,621$71.5K<0.01%+55113F-HRTimeline
GeoWealth Management, LLC2,237$61K<0.01%new13F-HRTimeline
Balefire, LLC2,162$58.9K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,865$50.9K0.01%new13F-HRTimeline
Olistico Wealth, LLC1,305$35.6K0.02%-6713F-HRTimeline
Financial Perspectives, Inc1,146$31.3K0.01%+22613F-HRTimeline
Capital A Wealth Management, LLC901$24.6K0.04%13F-HRTimeline
MAI Capital Management406$11.1K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC155$4.22K<0.01%+6313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC117$3.19K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.70$1.91K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1$33<0.01%-1,22913F-HRTimeline
FMR LLCin group FMR LLC1$27<0.01%013F-HRTimelineGroup