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Disclosery

CGMS CAPITAL GRP FIXED INCM ETF T

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US MULTI-SECTOR (fund)

241 managers (244 13F filers) reported a position in CGMS shares at 2025-03-31, 65,478,683 shares in all. 34 filers opened a position and 12 filers sold out during the quarter.

Managers
241
13F filers
244
New
34
Added
157
Reduced
34
Sold out
12
Shares held by filers
65,478,683

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Beacon Financial Advisory LLC11,072$302K0.09%+7413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,723$293K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC10,266$280K0.02%+1,02313F-HRTimeline
LexAurum Advisors, LLC10,193$278K0.05%+2,22713F-HRTimeline
AA Financial Advisors, LLC9,906$270K0.07%013F-HRTimeline
Balboa Wealth Partners9,852$269K0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,504$232K0.01%new13F-HRTimeline
IFG Advisory, LLC8,255$225K0.01%new13F-HRTimeline
Midwest Heritage Bank, FSB8,103$221K0.09%013F-HRTimeline
Oliver Luxxe Assets LLC8,000$218K0.04%new13F-HRTimeline
Johnson Bixby & Associates, LLC7,892$215K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,850$214K<0.01%+2,20013F-HRTimelineGroup
Western Wealth Management, LLC7,649$209K0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC7,277$199K0.06%new13F-HRTimeline
Hexagon Capital Partners LLC7,138$195K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…7,080$193K0.02%+68513F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,472$177K0.05%+3,76513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,229$143K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,952$135K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC3,178$86.8K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…3,127$85.4K0.06%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,111$84.9K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3,000$82K<0.01%013F-HRTimeline
IFP Advisors, Inc2,959$80.8K<0.01%+2013F-HRTimeline
AdvisorNet Financial, Inc2,715$74.1K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,653$72.4K0.01%+78813F-HRTimeline
Larson Financial Group LLC2,621$71.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,500$68.2K<0.01%new13F-HRTimeline
Olistico Wealth, LLC1,638$44.7K0.03%+33313F-HRTimeline
ORG Partners LLC1,494$40.8K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,230$33K<0.01%+1,22913F-HRTimeline
Financial Perspectives, Inc1,161$31.7K0.01%+1513F-HRTimeline
Arax Advisory Partners1,113$30.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…976$26.6K<0.01%new13F-HRTimelineGroup
Capital A Wealth Management, LLC834$22.8K0.02%-6713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.521$14.2K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC117$3.19K<0.01%013F-HRTimeline
Beacon Capital Management, LLC93$2.54K<0.01%-6213F-HRTimeline
Rosenberg Matthew Hamilton71$1.94K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.70$1.91K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-37,84613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.