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CGMS CAPITAL GRP FIXED INCM ETF T

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US MULTI-SECTOR (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in CGMS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
TrueWealth Advisors, LLC831,862$21.8M4.9%+35,79513F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…190,745$5M3.28%+5,37913F-HRTimeline
LifeGoal Investments, LLC173,716$4.56M1.39%+15,95013F-HRTimeline
Venture Visionary Partners LLC114,236$3M0.08%+10,91613F-HRTimeline
Cadent Capital Advisors, LLC107,055$2.81M0.6%new13F-HRTimeline
Farther Finance Advisors, LLC58,549$1.54M0.01%+24,56313F-HRTimeline
Stonebridge Financial Group, LLC54,434$1.43M0.11%+30,84413F-HRTimeline
M.E. ALLISON & CO., INC.39,340$1.03M0.58%+4,08713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC26,095$684K0.04%-3,78313F-HRTimeline
Capital Planning LLC21,760$571K0.15%+9813F-HRTimeline
Cooper Financial Group21,424$562K0.04%+34013F-HRTimeline
Freestate Advisors LLC17,362$455K0.35%+20313F-HRTimeline
Avidian Wealth Enterprises, LLC15,005$394K0.01%+20613F-HRTimeline
ACT WEALTH MANAGEMENT, LLC14,980$393K0.12%+4,50413F-HRTimeline
First Heartland Consultants, Inc.13,660$358K0.02%+4,48913F-HRTimeline
Meadowbrook Wealth Management, LLC13,650$358K0.38%+75013F-HRTimeline
CoreCap Advisors, LLC12,295$323K0.01%+1,92513F-HRTimeline
Peterson Wealth Advisors, LLC12,228$321K0.04%-2,94213F-HRTimeline
Olistico Wealth, LLC3,230$84.7K0.04%+1,04213F-HRTimeline
GK Wealth Management LLC2,000$52.5K0.03%new13F-HRTimeline
CX Institutional300$8K<0.01%-2,18013F-HRTimeline