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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
LPL Financial LLC18,902,820$515M0.14%+3,535,98113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,908,467$215M+1,484,263Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,364,503$201M0.04%+1,959,67613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,181,175$196M0.01%+481,87713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,998,730$191M0.06%+1,796,47113F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,618,936$153M0.03%+1,205,77913F-HRTimelineGroup
Cetera Investment Advisers4,296,149$117M0.12%+646,55113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,455,372$94.1M0.13%+331,28613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,737,834$74.6M1.35%-286,36913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,687,676$73.2M0.11%+241,54113F-HRTimelineGroup
Capital Advantage, Inc.2,498,780$68M8.89%+190,61213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,904,613$51.9M0.05%+512,95513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,825,470$49.4M0.02%+510,28013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,786,838$48.7M0.01%+291,06613F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,731,263$47.1M0.12%+284,05713F-HRTimeline
Beacon Pointe Advisors, LLC1,561,288$42.5M0.23%+17,79213F-HRTimeline
Valmark Advisers, Inc.1,525,745$41.5M0.49%+879,05513F-HRTimeline
MML INVESTORS SERVICES, LLC1,363,172$37.1M0.1%+117,35813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,270,920$34.8M0.08%-457,12213F-HRTimeline
CWM, LLCin group CWM, LLC1,130,597$30.8M0.08%+175,83713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,052,298$28.7M0.04%+162,29613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,050,768$28.6M-78,948Timeline
TruWealth Advisors, LLC870,241$23.7M1.14%+94,37213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…854,690$23.3M0.01%+80,95413F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC837,226$22.8M3.45%+57,95613F-HRTimeline
TrueWealth Advisors, LLC788,795$21.5M5.4%+143,58513F-HRTimeline
Winch Advisory Services, LLC779,954$21.2M4.85%+7,87213F-HRTimeline
Private Advisor Group, LLC770,450$21M0.1%+73,86613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC724,301$19.7M0.2%+135,22413F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.707,785$19.3M2.13%+100,07113F-HRTimeline
J. Derek Lewis & Associates Inc.703,687$19.2M4.32%+87,03013F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…703,100$19.1M0.24%+20,57413F-HRTimelineGroup
BlueStem Wealth Partners, LLC693,961$18.9M2.1%+23,80513F-HRTimeline
EQ WEALTH ADVISORS, LLC638,390$17.4M10.16%+43,97213F-HRTimeline
Janney Montgomery Scott LLC621,055$16.9M0.04%+314,20513F-HRTimeline
Prospera Financial Services Inc609,326$16.6M0.27%+77,45013F-HRTimeline
&PARTNERS566,123$15.4M0.08%+86,22113F-HRTimeline
NewEdge Advisors, LLC535,281$14.6M0.05%+95,82213F-HR/ATimeline
Sunbelt Securities, Inc.516,085$14.1M0.89%+85,16213F-HRTimeline
Per Stirling Capital Management, LLC.510,734$13.9M1.54%+498,94913F-HRTimeline
VICUS CAPITAL497,504$13.5M1%+148,00713F-HRTimeline
Centennial Wealth Advisory LLC453,756$12.4M2.99%+226,31213F-HRTimeline
Smartleaf Asset Management LLC455,538$12.3M0.44%+23,95513F-HRTimeline
RHL GROUP, LLC451,606$12.3M10.5%+281,39813F-HRTimeline
Onyx Bridge Wealth Group LLC428,985$11.7M1.26%+22,83913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…417,804$11.4M0.02%-9,74113F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…414,296$11.3M0.19%+14413F-HRTimelineGroup
Souders Financial Advisors413,626$11.3M1.29%+32,88113F-HRTimeline
Kingsview Wealth Management, LLC404,251$11M0.15%+65,89813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC398,120$10.8M0.8%+18,95813F-HRTimeline
Integrated Wealth Concepts LLC395,509$10.8M0.09%+24,76313F-HRTimeline
Entruity Wealth, LLC395,401$10.8M7.31%+56,03313F-HRTimeline
Sanctuary Advisors, LLC377,176$10.3M0.06%+72,43113F-HRTimeline
Carmel Capital Partners, LLC372,971$10.2M3.67%+28,39813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC368,570$10M0.4%-69913F-HRTimelineGroup
KWB Wealth358,277$9.9M0.98%-19813F-HRTimeline
Clear Trail Advisors, LLC357,224$9.73M1.62%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.344,287$9.37M0.14%+50,49113F-HRTimeline
Summit Financial, LLC343,822$9.36M0.12%+30,78313F-HRTimeline
Skyline Advisors, Inc.343,313$9.35M3.26%-183,57913F-HRTimeline
BNB Wealth Management, LLC338,717$9.22M5.92%+21,75713F-HRTimeline
Gateway Wealth Partners, LLC331,940$9.04M0.35%+275,19213F-HRTimeline
Main Line Retirement Advisors, LLC316,978$8.63M4.31%+37613F-HRTimeline
Clarity Asset Management, Inc.296,946$8.09M4.09%new13F-HRTimeline
Bond & Devick Financial Network, Inc.296,215$8.07M2.25%+4,80313F-HRTimeline
Mariner, LLCin group Mariner, LLC284,746$7.75M0.01%-402,55313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC280,434$7.68M0.01%+156,45113F-HRTimelineGroup
RPg Family Wealth Advisory, LLC278,148$7.57M1.58%+137,66413F-HRTimeline
Swisher Financial Concepts, Inc.277,457$7.56M4.23%+29,71513F-HRTimeline
Compton Financial Group, LLC276,997$7.54M1.67%+261,16213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV271,950$7.41M0.45%+6,34413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…270,327$7.36M0.08%-186,91213F-HRTimelineGroup
Troutman Wealth Management, LLC262,108$7.14M5.95%+4,58613F-HRTimeline
Thayer Financial, L.L.C.249,324$6.79M6.93%-16,54013F-HRTimeline
Merit Financial Group, LLC242,354$6.6M0.05%+11,20513F-HRTimeline
ROTHSCHILD INVESTMENT LLC226,350$6.16M0.32%+34,82713F-HRTimeline
Bouvel Investment Partners, LLC225,998$6.15M1.79%-5,97813F-HRTimeline
Confluence Wealth Services, Inc.222,628$6.06M0.24%-7,07313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.216,147$5.97M0.04%+26,08613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…211,730$5.77M0.19%+36,39713F-HRTimelineGroup
Vigil Wealth Management, LLC210,458$5.73M4.63%+14,76413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.207,948$5.66M0.06%+10,16413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC205,205$5.59M<0.01%+77,30413F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…201,513$5.49M1.44%+4,31213F-HRTimeline
NWF Advisory Services Inc.200,348$5.46M0.62%+1,16313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC194,938$5.31M1.12%-38,01613F-HRTimeline
LCW Services, LLC189,137$5.15M2.56%+28,11813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.188,059$5.12M0.06%+11,10513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED184,881$5.03M0.37%+9,01013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…177,410$4.83M3.78%-50,31813F-HRTimeline
OakTrust Wealth Advisors, LLC176,317$4.8M4.37%+9,10113F-HRTimeline
NOVEM GROUP165,832$4.52M0.52%+18,51913F-HRTimeline
Turning Point Benefit Group, Inc.158,686$4.34M2.76%-114,64313F-HRTimeline
LifeGoal Investments, LLC158,364$4.32M2.47%+22,49213F-HRTimeline
Betterment LLC156,340$4.26M0.01%-159,40713F-HRTimeline
Midwest Financial Network, LLC150,400$4.1M3.25%-10,04513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…146,513$3.99M0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC145,964$3.97M0.02%+24,72813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…144,255$3.93M0.01%+29,06613F-HRTimelineGroup
PFG Advisors143,429$3.91M0.19%-2,84013F-HRTimeline
Sowell Financial Services LLC140,916$3.84M0.14%+9,10413F-HRTimeline
D.A. DAVIDSON & CO.139,988$3.81M0.02%-85,72213F-HRTimeline
NewCorp Financial Services, Inc.139,358$3.79M3.29%+12,78913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP139,058$3.79M0.08%+6,74513F-HRTimeline
LongView Wealth Management133,435$3.69M0.93%+5,96113F-HRTimeline
Perennial Investment Advisors, LLC132,952$3.62M0.29%+4,38913F-HRTimeline
Fiduciary Alliance LLC129,941$3.59M0.22%+6,05613F-HRTimeline
Orion Porfolio Solutions, LLC131,035$3.57M0.03%+4,70913F-HRTimeline
Boyer Financial Services, Inc.131,025$3.57M3.78%-2,02413F-HRTimeline
Steelhead Wealth Management LLC129,687$3.53M1.79%13F-HRTimeline
Keystone Financial Services, LLC124,865$3.4M2.29%+2,12413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …123,067$3.35M0.18%+15,34213F-HRTimelineGroup
Mutual Advisors, LLC121,886$3.32M0.07%+109,08813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP116,324$3.17M<0.01%+29,71413F-HRTimelineGroup
Hartmann Taylor Wealth Management, LLC116,265$3.17M2.09%+4,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO117,101$3.16M<0.01%-6,38513F-HR/ATimelineGroup
Rubicon Advisors, GP111,631$3.04M2.65%-1,87413F-HRTimeline
Total Clarity Wealth Management, Inc.110,996$3.02M0.71%+48813F-HRTimeline
Lodestone Wealth Management LLC109,576$2.98M1.18%+9,69813F-HR/ATimeline
Dynamic Advisor Solutions LLC108,545$2.96M0.09%+41,31613F-HRTimeline
Synergy Investment Management, LLC107,169$2.92M0.95%+3,47013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC104,556$2.85M1.28%+35,14213F-HRTimeline
Mascagni Wealth Management, Inc.102,520$2.79M1.99%+23,21913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC96,924$2.64M0.27%+26,51513F-HRTimeline
5T Wealth, LLC96,200$2.62M1.04%+76313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers95,469$2.6M<0.01%+48,58013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC94,265$2.57M0.01%-1,15413F-HRTimelineGroup
CLG LLC91,958$2.5M0.62%+16,51713F-HRTimeline
Transcendent Capital Group LLC90,868$2.47M1.13%+93113F-HRTimeline
MGO ONE SEVEN LLC90,829$2.47M0.05%+12,37013F-HRTimeline
SK Wealth Management, LLC88,468$2.42M0.67%-1,29813F-HRTimeline
Jacobi Capital Management LLC85,923$2.34M0.13%+92513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS84,439$2.3M<0.01%+5,63113F-HRTimeline
Cassady Wealth & Retirement Planning, L…82,451$2.26M1.17%+32,73313F-HRTimeline
Saiph Capital, LLC82,667$2.25M0.85%-1,69113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding82,197$2.24M+15,229Timeline
Blom & Howell Financial Planning, Inc.77,557$2.11M2.07%+16,84113F-HRTimeline
MFA Wealth Services76,722$2.09M1.38%+1,28213F-HRTimeline
Venture Visionary Partners LLC75,211$2.05M0.07%+5,42713F-HRTimeline
AA Financial Advisors, LLC75,087$2.04M0.29%+56,95713F-HRTimeline
Merited Wealth, LLC73,970$2.01M1.67%+4,99713F-HRTimeline
ProCore Advisors, LLC71,090$1.94M2.97%-21,01113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.69,964$1.91M0.55%+1,64313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC69,565$1.89M0.15%+3,89013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC69,538$1.89M0.02%+11,70513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…68,245$1.86M0.13%+20,92013F-HRTimeline
Greenline Wealth Management LLC68,021$1.85M2.14%-7,01913F-HRTimeline
World Investment Advisors66,116$1.8M0.03%+29,85013F-HRTimeline
Eaton Financial Holdings Company, LLC64,761$1.76M0.58%+10,41213F-HRTimeline
WEDBUSH SECURITIES INC62,146$1.69M0.05%+9,65713F-HRTimeline
9823 Capital, L.P.60,536$1.65M1.24%+9,66713F-HRTimeline
Steward Partners Investment Advisory, L…60,423$1.65M0.01%+15,90013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.59,775$1.63M0.6%-1,55213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC59,783$1.63M0.1%+4,59013F-HRTimeline
Scott Capital Advisors, LLC59,201$1.63M0.33%+3,22413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management59,592$1.62M0.06%+44,14013F-HRTimelineGroup
Element Wealth, LLC57,078$1.55M0.64%+92713F-HRTimeline
Cottage Street Advisors LLC55,769$1.52M0.66%+2,92213F-HRTimeline
Impact Partnership Wealth, LLC55,267$1.5M0.19%+11,11913F-HRTimeline
ADVISORTRUST PARTNERS, LLC54,537$1.49M0.62%+21,16613F-HRTimeline
KINTRA WEALTH, LLC53,038$1.44M0.1%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC52,689$1.43M0.24%+15,73413F-HRTimeline
Hopwood Nicholas Hunter51,532$1.4M0.45%+44613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,908$1.36M<0.01%+45,42213F-HRTimelineGroup
Koshinski Asset Management, Inc.49,610$1.35M0.08%+1,61113F-HRTimeline
Argyle Capital Partners, LLC49,098$1.34M0.96%+10,69013F-HRTimeline
PRIVATE TRUST CO NA49,081$1.34M0.12%+2,25113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC48,915$1.33M0.02%-5,42913F-HRTimelineGroup
Ausdal Financial Partners, Inc.47,618$1.3M0.06%-4,76813F-HRTimeline
Sovran Advisors, LLC46,787$1.28M0.1%-21413F-HRTimeline
Cannon Wealth Management Services, LLC46,357$1.26M0.85%+14,84413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…46,076$1.25M<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.42,277$1.14M0.07%new13F-HRTimeline
VestGen Advisors, LLC41,582$1.14M0.03%-45,78713F-HRTimeline
Arkadios Wealth Advisors40,963$1.12M0.02%+20,83413F-HRTimeline
Independent Advisor Alliance39,932$1.09M0.01%new13F-HRTimeline
Trilogy Capital Inc.39,486$1.08M0.05%-5,13313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,177$1.07M0.02%+9,46613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.38,241$1.04M0.01%new13F-HRTimeline
Sigma Planning Corp36,471$993K0.03%+19,63213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV36,006$980K0.05%+97013F-HRTimeline
M.E. ALLISON & CO., INC.35,178$958K0.63%+4,02113F-HRTimeline
Pines Wealth Management, LLC35,004$953K0.31%+4,32913F-HRTimeline
Lantern Wealth Advisors, LLC34,842$949K0.49%+13,88913F-HRTimeline
Alchemi Wealth, LLC34,406$937K0.52%+7,84313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,874$895K<0.01%-1,45413F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC32,147$875K0.06%+5,38013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding31,641$872K+10,798Timeline
DAYMARK WEALTH PARTNERS, LLC31,629$861K0.03%+34913F-HRTimeline
Burford Brothers, Inc.30,956$843K0.35%+41413F-HRTimeline
Waterfront Wealth Inc.30,721$837K0.15%+2,64413F-HRTimeline
Advisory Services Network, LLC30,586$833K0.01%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC30,463$830K0.36%+3,93213F-HRTimeline
True Blue Financial, LLC30,224$823K0.65%+3,08913F-HRTimeline
Gotham Asset Management, LLC29,430$801K<0.01%013F-HRTimeline
Balboa Wealth Partners29,291$798K0.13%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,029$736K0.01%+2,04413F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest26,885$732K0.44%-1,99513F-HRTimeline
Asset One Wealth Management LLC26,387$730K0.08%-6,80113F-HRTimeline
AlphaCore Capital LLC26,243$715K0.02%-15,85613F-HRTimeline