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Disclosery

CGMS CAPITAL GRP FIXED INCM ETF T

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US MULTI-SECTOR (fund)

264 managers (268 13F filers) reported a position in CGMS shares at 2025-09-30, 87,823,784 shares in all. 29 filers opened a position and 16 filers sold out during the quarter.

Managers
264
13F filers
268
New
29
Added
181
Reduced
43
Sold out
16
Shares held by filers
87,823,784

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
INDEPENDENT FINANCIAL GROUP, LLC14,727$409K0.01%-26613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,614$406K0.01%+74413F-HRTimelineGroup
Midwest Heritage Bank, FSB14,601$405K0.14%+3,73013F-HRTimeline
Brookwood Investment Group LLC14,070$390K0.05%013F-HRTimeline
Arkadios Wealth Advisors13,304$369K0.01%+25213F-HRTimeline
Mutual Advisors, LLC12,750$355K0.01%+1,16013F-HRTimeline
Parsonex Advisory Services, Inc.12,785$355K0.24%new13F-HRTimeline
Kera Capital Partners, Inc.12,674$352K0.05%013F-HRTimeline
Cornerstone Wealth Management, LLC12,546$348K0.02%+1,21713F-HRTimeline
HighTower Advisors, LLC12,504$347K<0.01%-4,49713F-HRTimeline
Klingman & Associates, LLC12,381$344K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC12,348$343K0.03%-77413F-HRTimeline
Freestate Advisors LLC12,009$333K0.28%+1,94113F-HRTimeline
Strategic Investment Solutions, Inc. /IL11,972$332K0.09%+5,50013F-HRTimeline
Tradition Wealth Management, LLC11,900$330K0.02%+50013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,592$322K0.01%+4,19213F-HRTimeline
REGATTA CAPITAL GROUP, LLC11,535$320K0.05%+1,29013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,520$320K0.01%+23613F-HRTimelineGroup
Security Financial Services, INC.11,462$318K0.05%+3,99113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,300$314K<0.01%+2,00013F-HRTimelineGroup
Beacon Financial Advisory LLC11,167$310K0.07%+1713F-HRTimeline
Western Wealth Management, LLC11,166$310K0.02%+3,53813F-HRTimeline
ORG Partners LLC9,846$310K0.06%+2,23613F-HRTimeline
Moloney Securities Asset Management, LLC11,030$306K0.04%+7013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,723$298K0.02%013F-HRTimeline
Gutierrez Wealth Advisory, LLC10,428$289K0.19%new13F-HRTimeline
Bleakley Financial Group, LLC10,325$287K0.01%013F-HRTimeline
AA Financial Advisors, LLC10,001$278K0.05%+9513F-HRTimeline
Richmond Investment Services, LLC9,939$276K0.05%new13F-HRTimeline
CoreCap Advisors, LLC9,551$265K0.01%+2,77213F-HRTimeline
Larson Financial Group LLC9,521$264K0.01%+3,79413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,503$264K0.02%new13F-HRTimelineGroup
Trademark Financial Management, LLC8,656$240K0.14%+23713F-HRTimeline
Farther Finance Advisors, LLC8,544$237K<0.01%+30013F-HRTimeline
IHT Wealth Management, LLC8,469$235K0.01%+13713F-HRTimeline
Geneos Wealth Management Inc.8,105$225K0.01%-13,96513F-HRTimeline
Capital Investment Advisory Services, L…7,940$220K0.02%+86013F-HRTimeline
Consolidated Portfolio Review Corp7,353$211K0.03%new13F-HRTimeline
RFP Financial Group LLC7,711$210K0.09%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,570$210K0.01%-2,92413F-HRTimeline
NorthRock Partners, LLC7,501$208K<0.01%new13F-HRTimeline
SMITH, MOORE & CO.7,443$207K0.02%new13F-HRTimeline
Opal Wealth Advisors, LLC7,407$206K0.06%+7113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,380$205K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc4,551$126K0.01%013F-HRTimeline
Financial Perspectives, Inc4,498$125K0.03%+2,64513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,386$122K<0.01%+2,55113F-HRTimelineGroup
IFP Advisors, Inc3,751$104K<0.01%-34013F-HR/ATimeline
Advisory Services Network, LLC3,671$102K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,509$97.4K0.01%-38,64813F-HRTimelineGroup
Vermillion & White Wealth Management Gr…3,329$92.4K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC3,276$90.9K<0.01%+5313F-HRTimeline
Cape Investment Advisory, Inc.2,629$72.9K0.07%+2,12613F-HRTimeline
HHM Wealth Advisors, LLC2,125$59K0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,900$52.7K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,230$34.1K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,061$29.4K0.02%+47713F-HRTimeline
Center for Financial Planning, Inc.813$22.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\750$20.8K<0.01%-4,47913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…700$19.4K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC429$11.9K<0.01%13F-HRTimeline
Rossby Financial, LCC288$8.01K<0.01%-19013F-HRTimeline
AMERIFLEX GROUP, INC.206$5.72K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.70$1.94K<0.01%013F-HRTimeline