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Disclosery

CGMS CAPITAL GRP FIXED INCM ETF T

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US MULTI-SECTOR (fund)

329 managers (333 13F filers) reported a position in CGMS shares at 2026-03-31, 123,690,018 shares in all. 35 filers opened a position and 17 filers sold out during the quarter.

Managers
329
13F filers
333
New
35
Added
208
Reduced
63
Sold out
17
Shares held by filers
123,690,018

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
Integrity Advisory Solutions, LLC26,008$708K0.09%-10013F-HRTimeline
MSH Capital Advisors LLC24,649$671K0.14%+28013F-HRTimeline
Clearwave Capital, LLC24,490$667K0.46%+19913F-HRTimeline
Atria Investments, Inc24,389$664K0.01%-403,06813F-HRTimeline
Cornerstone Wealth Management, LLC24,163$658K0.03%+6,65513F-HRTimeline
Barnes Wealth Management Group, Inc23,922$651K0.33%new13F-HRTimeline
Nikulski Financial, Inc.23,107$629K0.16%+14,62513F-HRTimeline
RFG Advisory, LLC22,688$618K0.01%-121,68413F-HRTimeline
CAP Partners, LLC22,029$600K0.34%+62313F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV21,957$598K0.37%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC21,739$592K0.37%+2,68713F-HRTimeline
Richmond Investment Services, LLC21,209$578K0.09%+3,54613F-HRTimeline
WealthCare Investment Partners, LLC20,907$571K0.16%+15813F-HRTimeline
Snowden Capital Advisors LLC20,755$565K0.02%+2013F-HRTimeline
Cooper Financial Group20,751$565K0.06%+24413F-HRTimeline
Bridgewealth Advisory Group, LLC20,519$559K0.12%+4,03313F-HRTimeline
Aurdan Capital Management, LLC20,216$550K0.17%+2,31813F-HRTimeline
McGlone Suttner Wealth Management, Inc.20,079$547K0.07%013F-HRTimeline
CALTON & ASSOCIATES, INC.20,024$545K0.08%-12,28413F-HRTimeline
Brookwood Investment Group LLC19,855$541K0.07%+5,78513F-HRTimeline
Modern Wealth Management, LLC19,799$540K0.01%+2,17013F-HRTimeline
Owen LaRue, LLC19,833$540K0.21%-7,47713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC19,626$534K0.04%+6,77213F-HRTimeline
Tempus Wealth Planning, LLC19,162$522K0.12%+60913F-HRTimeline
Milestone Investment Advisors LLC18,069$492K0.12%-83213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,966$489K<0.01%new13F-HRTimelineGroup
LexAurum Advisors, LLC17,952$489K0.06%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,411$474K0.01%+8,40713F-HRTimelineGroup
HighPoint Advisor Group LLC17,180$468K0.02%+9,80013F-HRTimeline
Western Wealth Management, LLC17,150$467K0.02%+5,12313F-HR/ATimeline
Freestate Advisors LLC16,981$462K0.37%+1,25013F-HRTimeline
Michael Brady & Co., LLC16,638$453K0.46%+7,32913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,568$451K0.01%+3,52713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,347$445K0.01%+28213F-HRTimelineGroup
Midwest Heritage Bank, FSB16,290$444K0.14%-80713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,006$436K0.01%+3,22413F-HRTimeline
CVFG LLC15,667$427K0.05%+7,82613F-HRTimeline
Global Financial Private Client, LLC15,607$425K0.14%013F-HRTimeline
Continuum Advisory, LLC15,573$424K0.04%-2,18213F-HRTimeline
Capital Planning LLC15,514$422K0.14%+5,84013F-HRTimeline
Security Financial Services, INC.15,370$419K0.07%+2,80413F-HRTimeline
Peterson Wealth Advisors, LLC15,290$416K0.06%-8,43113F-HRTimeline
Strategic Investment Solutions, Inc. /IL15,087$411K0.1%013F-HRTimeline
CARLSON FINANCIAL, INC.14,930$407K0.24%-89813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,451$393K0.02%+13,31513F-HRTimeline
IHT Wealth Management, LLC14,450$393K0.01%+3,41213F-HRTimeline
Investment Planning Advisors, Inc.13,329$363K0.1%-4,86213F-HRTimeline
Geneos Wealth Management Inc.13,142$358K0.01%+2,67913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,845$350K0.01%-1,61013F-HR/ATimeline
Redwood Family Wealth LLC12,726$347K0.34%+6613F-HRTimeline
Clear Creek Financial Management, LLC12,621$344K0.03%+1,01813F-HRTimeline
Advyzon Investment Management, LLC12,548$342K0.03%+2,86513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,437$339K<0.01%-1,20813F-HRTimelineGroup
Klingman & Associates, LLC12,381$337K0.02%013F-HRTimeline
Larson Financial Group LLC12,307$335K0.01%+3,60013F-HRTimeline
NORTHLAND SECURITIES, INC.11,827$322K0.31%-1,88813F-HRTimeline
Trademark Financial Management, LLC11,700$319K0.16%+99513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,615$316K0.01%013F-HR/ATimelineGroup
Ascension Capital Advisors, Inc.11,605$316K0.1%013F-HRTimeline
January Capital Advisors LLC11,539$314K0.42%13F-HRTimeline
Beacon Financial Advisory LLC11,480$313K0.07%-49213F-HRTimeline
HighTower Advisors, LLC11,350$309K<0.01%+13813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,300$308K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO11,218$305K0.26%013F-HRTimeline
Carson Advisory Inc.11,062$301K0.16%+1,80513F-HRTimeline
Tradition Wealth Management, LLC11,061$301K0.02%-16113F-HRTimeline
CENTAURUS FINANCIAL, INC.11,003$300K0.01%new13F-HRTimeline
Wealth Management Associates, Inc.10,978$299K0.1%+2,21313F-HRTimeline
Crumly & Associates Inc.10,780$294K0.06%-220,57413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,603$289K0.02%+24713F-HRTimelineGroup
CoreCap Advisors, LLC10,468$285K0.01%+82913F-HRTimeline
Moors & Cabot, Inc.10,346$282K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC10,110$275K0.1%-6113F-HRTimeline
Opal Wealth Advisors, LLC10,102$275K0.06%+5313F-HRTimeline
IFS Group,LLC10,098$275K0.24%13F-HRTimeline
Keystone Financial Group10,007$272K0.02%+65713F-HRTimeline
Qube Research & Technologies Ltd9,982$272K<0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,973$272K0.02%-75013F-HRTimeline
CHOREO, LLC9,814$267K<0.01%+2,40013F-HRTimeline
Kera Capital Partners, Inc.9,742$265K0.03%-2,93213F-HRTimeline
Visionary Wealth Advisors9,689$264K0.01%new13F-HRTimeline
Financial Strategies Group, Inc.9,187$254K0.04%new13F-HRTimeline
Avidian Wealth Enterprises, LLC9,126$249K0.01%new13F-HRTimeline
Sharkey, Howes & Javer9,092$248K0.03%-4,82313F-HRTimeline
Simplicity Wealth,LLC8,983$245K0.01%new13F-HRTimeline
Smith Thornton Advisors LLC8,975$244K0.12%013F-HRTimeline
Financial Perspectives, Inc8,889$242K0.07%+2,42713F-HRTimeline
Todd Wealth Management, LLC8,788$239K0.22%new13F-HRTimeline
Live Oak Investment Partners8,561$233K0.14%+54113F-HRTimeline
Tribridge Partners Financial LLC8,517$233K0.1%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,436$230K<0.01%-4,18813F-HRTimelineGroup
First Heartland Consultants, Inc.8,424$229K0.02%new13F-HRTimeline
Beverly Hills Private Wealth, LLC8,222$224K0.04%new13F-HRTimeline
SMITH, MOORE & CO.7,614$207K0.02%+7213F-HRTimeline
Godfrey Financial Associates, Inc.6,768$184K0.16%+5013F-HRTimeline
Farther Finance Advisors, LLC5,840$159K<0.01%+44713F-HRTimeline
Ashton Thomas Private Wealth, LLC5,849$159K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc4,967$135K0.01%-68313F-HRTimeline
IFP Advisors, Inc4,378$119K<0.01%+7213F-HRTimeline
Capital Investment Advisory Services, L…4,088$111K0.01%+1,40813F-HRTimeline
Aptus Capital Advisors, LLC3,644$99.2K<0.01%+4313F-HRTimeline
Westside Investment Management, Inc.3,375$91.9K0.01%new13F-HRTimeline
AE Wealth Management LLC3,352$91.3K<0.01%new13F-HRTimeline
Olistico Wealth, LLC2,226$60.6K0.03%+26613F-HRTimeline
HHM Wealth Advisors, LLC2,125$57.9K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,994$54.3K0.04%+7313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,900$51.7K0.01%013F-HRTimeline
Bogart Wealth, LLC1,311$35.7K<0.01%+32413F-HRTimeline
LANARK FINANCIAL, INC.1,230$33.5K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1,067$29.1K<0.01%-17213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\750$20.4K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…700$18.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC643$17.5K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.614$16.7K0.01%+50913F-HRTimeline
Arax Advisory Partners600$16.3K<0.01%-36713F-HRTimeline
Allworth Financial LP543$14.8K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC517$14.1K0.01%013F-HRTimeline
Rossby Financial, LCC265$7.23K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.240$6.54K<0.01%013F-HRTimeline
Key Financial Inc160$4.36K<0.01%013F-HRTimeline
Financial Life Planners134$3.65K<0.01%new13F-HRTimeline
Tidemark, LLC91$2.48K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.70$1.91K<0.01%013F-HRTimeline
Abound Wealth Management64$1.75K<0.01%new13F-HRTimeline
CENTRAL TRUST Co39$1.06K<0.01%013F-HRTimeline
MAI Capital Management39$1.06K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29$790<0.01%new13F-HRTimelineGroup
FINANCIAL CONSULATE, INC16$436<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2$54<0.01%new13F-HRTimeline