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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
LPL Financial LLC8,175,108$223M0.09%+2,729,76213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,952,233$162M0.01%+1,200,53713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,005,277$109M0.04%+2,510,04713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,790,561$103M+670,503Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,456,661$67.1M0.02%+543,34813F-HRTimelineGroup
Cetera Investment Advisers2,261,512$61.7M0.12%+459,65513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,120,720$57.9M0.08%+406,56613F-HRTimeline
UBS Group AGin group UBS Group AG2,116,694$57.8M0.01%+470,60113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,050,980$56M1.21%+5,49113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,818,245$49.6M0.09%+219,94013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,358,028$37.1M0.08%+332,85513F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,162,124$31.7M0.11%+101,18513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP990,887$27.1M0.03%+494,33913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA764,516$20.9M<0.01%+251,80413F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC753,638$20.6M0.07%+121,49213F-HRTimeline
TrueWealth Advisors, LLC733,355$20M6.58%+111,51513F-HRTimeline
Winch Advisory Services, LLC732,894$20M5.29%+13,65113F-HRTimeline
Mariner, LLCin group Mariner, LLC722,727$19.7M0.03%+35,94613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP708,957$19.4M0.02%+280,57213F-HR/ATimelineGroup
BlueStem Wealth Partners, LLC705,150$19.3M2.63%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.678,875$18.5M0.04%+160,14713F-HRTimelineGroup
TruWealth Advisors, LLC611,032$16.7M1.01%+98,72913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…592,511$16.2M0.24%-13,06813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC592,433$16.2M0.03%+330,13013F-HR/ATimelineGroup
Redhawk Wealth Advisors, Inc.581,749$15.9M2.14%+15,83113F-HRTimeline
Atria Wealth Solutions, Inc.534,954$14.7M0.18%+16,48413F-HRTimeline
Prospera Financial Services Inc529,188$14.4M0.33%+28,16813F-HRTimeline
Private Advisor Group, LLC519,202$14.2M0.09%+127,75613F-HRTimeline
Skyline Advisors, Inc.473,040$12.9M5.09%+11,44513F-HRTimeline
Atria Investments, Inc466,641$12.7M0.16%+32,15313F-HRTimeline
DeDora Capital, Inc.456,359$12.5M3.59%+14,02513F-HRTimeline
Valmark Advisers, Inc.451,647$12.3M0.19%+98,85213F-HRTimeline
EQ WEALTH ADVISORS, LLC424,796$11.6M9.24%+40,73713F-HRTimeline
Smartleaf Asset Management LLC393,161$10.7M1.04%+207,79813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC381,141$10.4M0.15%+50,81213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding370,939$10.1M+129,938Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC344,365$9.4M0.44%+20,40013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV335,249$9.15M0.73%+9,22313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC318,250$8.69M0.72%+61,05813F-HRTimeline
Betterment LLC317,060$8.66M0.02%+19,60313F-HRTimeline
Souders Financial Advisors311,399$8.5M1.19%+32,09413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…309,283$8.44M0.01%+207,31213F-HRTimelineGroup
VestGen Advisors, LLC302,665$8.26M0.38%13F-HRTimeline
Main Line Retirement Advisors, LLC298,896$8.16M5.3%+17,94113F-HRTimeline
VICUS CAPITAL298,150$8.14M0.76%+11,06513F-HRTimeline
Sunbelt Securities, Inc.263,132$7.18M0.64%+27,36013F-HRTimeline
HARBOUR INVESTMENTS, INC.260,296$7.11M0.2%+30,56713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC243,772$6.65M0.01%+167,12013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.229,951$6.28M2.28%+140,61213F-HRTimeline
Swisher Financial Concepts, Inc.226,746$6.19M5.11%+128,92913F-HRTimeline
Bouvel Investment Partners, LLC216,376$6.02M2.27%+1,63213F-HRTimeline
Confluence Wealth Services, Inc.216,395$5.81M0.37%+87,59513F-HRTimeline
Kingsview Wealth Management, LLC209,923$5.73M0.11%+55,35013F-HRTimeline
Onyx Bridge Wealth Group LLC208,061$5.68M0.81%new13F-HRTimeline
Carmel Capital Partners, LLC198,166$5.41M2.13%new13F-HRTimeline
Integrated Wealth Concepts LLC187,630$5.12M0.06%-31,25713F-HRTimeline
Crumly & Associates Inc.186,353$5.09M1.4%+6,24813F-HRTimeline
NWF Advisory Services Inc.178,762$4.88M0.69%new13F-HRTimeline
D.A. DAVIDSON & CO.177,369$4.84M0.04%+29,03713F-HRTimeline
CWM, LLCin group CWM, LLC171,490$4.68M0.02%+130,95313F-HRTimelineGroup
KWB Wealth169,377$4.62M0.56%+71,82413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED168,794$4.61M0.43%-1,55813F-HR/ATimeline
OLD MISSION CAPITAL LLC168,622$4.6M0.09%-19713F-HRTimeline
Entruity Wealth, LLC165,707$4.52M4.26%+11,94713F-HRTimeline
Strategic Family Wealth Counselors, L.L…156,053$4.26M1.39%-3,35713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…155,094$4.23M0.1%-1,01713F-HRTimelineGroup
Blue Investment Partners LLC147,009$4.01M1.51%+51,46113F-HRTimeline
LifeGoal Investments, LLC142,129$3.88M4.19%+60,35713F-HRTimeline
Hartmann Taylor Wealth Management, LLC137,538$3.75M3.37%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …134,837$3.68M0.24%+97,68313F-HRTimelineGroup
Turning Point Benefit Group, Inc.133,144$3.54M3.31%+72,57213F-HRTimeline
Midwest Financial Network, LLC129,046$3.52M3.52%+2,93813F-HRTimeline
&PARTNERS127,860$3.5M0.04%+32,02013F-HRTimeline
Dynamic Advisor Solutions LLC126,328$3.45M0.11%+5,72013F-HRTimeline
FULLCIRCLE WEALTH LLC125,958$3.42M1.41%+24,92313F-HRTimeline
Janney Montgomery Scott LLC121,843$3.33M0.01%+5,73613F-HRTimeline
Capital Planning LLC120,527$3.29M0.92%+7,69113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…118,084$3.22M0.13%+7,40313F-HRTimelineGroup
Forthright Family Wealth Advisory LLC115,869$3.16M2.09%+1,28413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC113,343$3.09M<0.01%+74,64313F-HRTimeline
NOVEM GROUP111,630$3.05M0.43%+16,50513F-HRTimeline
Keystone Financial Services, LLC108,697$2.97M2.51%+1,65213F-HRTimeline
Wayfinding Financial, LLC106,870$2.92M1.28%-14,58313F-HRTimeline
DAVENPORT & Co LLC106,214$2.9M0.02%+7,41813F-HRTimeline
Patriot Financial Group Insurance Agenc…105,387$2.88M0.39%+13,17313F-HRTimeline
Sanctuary Advisors, LLC98,438$2.69M0.02%+16,98813F-HRTimeline
Total Clarity Wealth Management, Inc.96,144$2.62M0.86%-1,24013F-HRTimeline
Synergy Investment Management, LLC95,874$2.62M1.09%+43,69513F-HRTimeline
Prime Capital Investment Advisors, LLC95,065$2.6M0.03%+59,89213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.94,607$2.58M0.04%+13,89313F-HRTimelineGroup
Advisor Resource Council95,720$2.56M0.21%new13F-HRTimeline
Capital International Investorsin group Capital International Investo…91,893$2.51M<0.01%-120,24513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO90,177$2.46M<0.01%-4,32013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC86,850$2.37M0.16%+21,92513F-HRTimeline
INTEGRITY ALLIANCE, LLC.83,961$2.29M0.09%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…82,949$2.26M0.02%+3,99213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.82,345$2.25M0.02%+82313F-HRTimelineGroup
Sharkey, Howes & Javer81,090$2.21M0.32%-6,55013F-HRTimeline
NewEdge Advisors, LLC80,481$2.2M0.01%+17,28813F-HRTimeline
Jacobi Capital Management LLC77,466$2.11M0.16%+59,88513F-HRTimeline
5T Wealth, LLC76,431$2.09M1.19%-5,13213F-HRTimeline
Lodestone Wealth Management LLC75,342$2.06M1.09%+2,40813F-HRTimeline
Transcendent Capital Group LLC67,591$1.85M1.04%+8,32613F-HRTimeline
LongView Wealth Management66,706$1.82M0.55%+12,08413F-HRTimeline
MFA Wealth Services66,655$1.82M1.5%-2,11613F-HRTimeline
Mascagni Wealth Management, Inc.65,028$1.78M1.77%013F-HR/ATimeline
Centennial Wealth Advisory LLC59,407$1.62M0.59%+22,52313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC59,274$1.62M0.04%-3,39113F-HRTimelineGroup
Trilogy Capital Inc.56,972$1.56M0.08%-48,37613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC56,230$1.54M0.18%+6,07813F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC56,106$1.53M1.04%+11,28113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.55,878$1.53M0.01%+4,06613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP54,455$1.49M0.04%new13F-HRTimeline
CoreCap Advisors, LLC53,245$1.45M0.06%-12,58813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS52,099$1.42M<0.01%+8,43113F-HRTimeline
Perennial Investment Advisors, LLC51,909$1.42M0.16%+28,29613F-HRTimeline
Sovran Advisors, LLC50,923$1.36M0.18%new13F-HRTimeline
Merit Financial Group, LLC49,896$1.36M0.02%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV49,766$1.36M0.44%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,095$1.34M<0.01%+6,38413F-HRTimelineGroup
Ausdal Financial Partners, Inc.48,810$1.33M0.1%+2,76313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV48,151$1.31M<0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC47,935$1.31M0.08%+30,03713F-HRTimeline
Sowell Financial Services LLC46,670$1.27M0.06%-84513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…45,788$1.25M0.05%+3,79613F-HRTimelineGroup
CLG LLC44,162$1.21M0.42%-1,10313F-HRTimeline
Von Berge Wealth Management Group, LLC44,000$1.19M0.77%+10,70413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.43,121$1.18M0.64%+8,52013F-HRTimeline
PRIVATE TRUST CO NA42,543$1.16M0.12%+32,05413F-HRTimeline
Cottage Street Advisors LLC42,338$1.16M0.58%+55113F-HRTimeline
Element Wealth, LLC42,231$1.15M0.62%+11,02913F-HRTimeline
AlphaCore Capital LLC40,471$1.1M0.09%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth38,399$1.05M<0.01%-1,38913F-HR/ATimelineGroup
Koshinski Asset Management, Inc.38,295$1.05M0.09%+1,09413F-HRTimeline
SK Wealth Management, LLC39,119$1.04M0.56%+7,02113F-HRTimeline
FLOW TRADERS U.S. LLC36,073$985K0.04%+16,61113F-HRTimeline
Cannon Wealth Management Services, LLC36,352$981K0.88%+3,24613F-HRTimeline
Burford Brothers, Inc.35,116$959K0.47%+4,05313F-HRTimeline
RFG Advisory, LLC34,952$954K0.03%+21,29913F-HRTimeline
Owen LaRue, LLC34,261$935K0.47%-7,82813F-HRTimeline
Geneos Wealth Management Inc.21,660$927K0.01%+18,52013F-HRTimeline
J.W. COLE ADVISORS, INC.33,459$913K0.03%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.32,544$888K0.46%+5,40913F-HRTimeline
Fearless Solutions, LLC dba Best Invest32,526$888K0.69%-31013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV31,035$847K0.06%+5,75713F-HRTimeline
Good Life Advisors, LLC30,082$821K0.06%+1,11613F-HRTimeline
PFG Advisors29,909$817K0.05%+6,14813F-HRTimeline
Moloney Securities Asset Management, LLC29,902$816K0.11%+16,08713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC29,298$800K0.15%+1,90313F-HRTimeline
WEDBUSH SECURITIES INC28,919$789K0.03%-1,87313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC28,855$788K0.03%+1,90113F-HR/ATimeline
WESPAC Advisors, LLC27,909$762K0.62%+6,23713F-HRTimeline
Investment Planning Advisors, Inc.27,407$748K0.3%-2,29513F-HRTimeline
Waterfront Wealth Inc.26,650$728K0.18%+4,85013F-HRTimeline
Milestone Investment Advisors LLC25,853$706K0.2%-1,43013F-HRTimeline
Mutual Advisors, LLC25,811$701K0.02%+7,24113F-HRTimeline
Peterson Wealth Advisors, LLC25,987$691K0.13%-62,82613F-HRTimeline
Tempus Wealth Planning, LLC24,416$667K0.2%+5,37613F-HRTimeline
Pines Wealth Management, LLC23,955$632K0.29%-1,34013F-HRTimeline
Orion Porfolio Solutions, LLC22,480$614K0.01%+8,72413F-HRTimeline
Orion Portfolio Solutions, LLC22,480$614K0.01%+8,72413F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,906$598K0.02%+8513F-HRTimelineGroup
Argyle Capital Partners, LLC21,891$598K0.51%new13F-HRTimeline
CALTON & ASSOCIATES, INC.21,782$595K0.14%new13F-HR/ATimeline
CAP Partners, LLC21,607$590K0.43%+1,91913F-HRTimeline
WealthCare Investment Partners, LLC20,866$556K0.24%-1,23013F-HRTimeline
Wealth Advisors of Iowa, LLC20,255$553K0.24%+7,92413F-HRTimeline
Sigma Planning Corp19,373$529K0.02%+3,63713F-HRTimeline
Steward Partners Investment Advisory, L…18,971$518K<0.01%+1,88313F-HRTimeline
Snowden Capital Advisors LLC17,833$487K0.02%013F-HRTimeline
Financial Advocates Investment Manageme…17,831$487K0.03%+81613F-HRTimeline
McGlone Suttner Wealth Management, Inc.17,574$480K0.08%+7,01113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,519$478K0.01%-2,33913F-HRTimelineGroup
Freedom Investment Management, Inc.17,070$466K0.04%+79913F-HRTimeline
Aurdan Capital Management, LLC16,775$458K0.17%+1,96513F-HRTimeline
Trademark Financial Management, LLC16,297$445K0.34%+2,16813F-HRTimeline
Global Financial Private Client, LLC15,607$426K0.16%013F-HRTimeline
World Investment Advisors15,539$424K0.01%+5,93613F-HRTimeline
GPS Wealth Strategies Group, LLC15,240$416K0.06%-31013F-HRTimeline
M.E. ALLISON & CO., INC.15,053$411K0.41%+6,15813F-HRTimeline
Continuum Advisory, LLC14,975$409K0.05%+1,59913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,834$405K0.01%013F-HRTimelineGroup
Gateway Wealth Partners, LLC14,745$403K0.09%+7,32913F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC14,002$382K0.3%+2,37813F-HRTimeline
Brookwood Investment Group LLC13,925$380K0.07%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,833$378K0.01%+2113F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…13,515$369K0.02%-1,82313F-HRTimeline
Clear Creek Financial Management, LLC13,222$361K0.04%+3,06413F-HRTimeline
MSH Capital Advisors LLC13,134$359K0.11%+3,25213F-HRTimeline
Cooper Financial Group12,715$347K0.05%+16713F-HRTimeline
Kera Capital Partners, Inc.12,674$346K0.1%new13F-HRTimeline
COMERICA BANK12,442$340K<0.01%+99113F-HRTimeline
Klingman & Associates, LLC12,381$338K0.02%new13F-HRTimeline
Bleakley Financial Group, LLC12,173$332K0.01%013F-HRTimeline
Arkadios Wealth Advisors12,084$330K0.01%+36613F-HRTimeline
Fulcrum Equity Management11,877$324K0.35%-1,86013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC11,700$319K0.24%+1,89013F-HRTimeline
Modern Wealth Management, LLC11,558$316K0.01%+3,85713F-HR/ATimeline
Tradition Wealth Management, LLC11,500$314K0.03%013F-HRTimeline
HighTower Advisors, LLC11,184$305K<0.01%+1,37613F-HRTimeline