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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

344 managers (349 13F filers) reported a position in CGMU shares at 2026-06-30, 193,302,955 shares in all. 29 filers opened a position and 16 filers sold out during the quarter.

Managers
344
13F filers
349
New
29
Added
210
Reduced
64
Sold out
16
Shares held by filers
193,302,955

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Capital International Investorsin group Capital International Investo…50,129,642$1.38B0.28%+3,414,93713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding14,035,209$386M+913,596Timeline
LPL Financial LLC11,590,616$318M0.07%+1,433,77513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,864,259$298M0.02%+543,46213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,893,297$272M0.15%+1,129,79013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,666,614$238M0.04%+1,149,22513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,493,642$151M0.06%+1,542,86413F-HRTimelineGroup
Cetera Investment Advisers5,174,365$142M0.13%+296,67213F-HRTimeline
UBS Group AGgroup of 2 filers holding4,896,084$134M+233,238Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,861,789$106M0.03%+1,035,75813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,929,467$80.5M0.1%-19,03513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,862,085$78.6M0.09%+542,51013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,479,147$68.1M0.14%+418,23313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,412,135$66.3M<0.01%+715,93413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,228,862$61.2M0.05%+136,48613F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,160,787$59.4M0.13%+64,57913F-HR/ATimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,946,260$53.5M0.75%+355,10113F-HRTimelineGroup
Blue Chip Partners, LLC1,585,807$43.6M2.75%-67,19413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,581,945$43.5M0.01%+229,41613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.1,579,564$43.4M0.69%+95,54413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,527,399$42M<0.01%+553,40913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,388,326$38.1M0.07%+134,25513F-HRTimelineGroup
Venturi Wealth Management, LLC1,321,147$36.3M1.4%+53,70313F-HRTimeline
Vestmark Advisory Solutions, Inc.1,308,396$35.9M0.34%-3113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,261,457$34.7M0.04%+437,92013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,204,326$33.1M+146,085Timeline
Confluence Wealth Services, Inc.1,168,831$32.1M0.92%+50,57513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,154,308$31.7M0.03%+189,03213F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,086,840$29.9M0.14%+75,76613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,078,448$29.6M0.68%+119,98413F-HRTimelineGroup
Janney Montgomery Scott LLC946,844$26M0.05%+147,76213F-HRTimeline
Larson Financial Group LLC917,990$25.2M0.67%+157,60913F-HRTimeline
J. Derek Lewis & Associates Inc.885,576$24.3M4.6%+65,36513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP871,296$23.9M0.03%+106,05813F-HRTimelineGroup
Aprio Wealth Management, LLC836,728$23M1.14%-69,41913F-HRTimeline
Orion Porfolio Solutions, LLC742,297$20.4M0.16%+55,19213F-HRTimeline
Private Advisor Group, LLC722,530$19.8M0.09%-186,10413F-HRTimeline
Clear Trail Advisors, LLC663,356$18.2M2.78%+151,17313F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…582,270$16M1.84%+22,44613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC539,112$14.8M0.18%+40,52713F-HRTimelineGroup
EP Wealth Advisors, LLC516,264$14.2M0.05%+21,31413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC461,043$12.7M0.86%+258,28213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC422,343$11.6M4.28%+26,05313F-HRTimeline
EnRich Financial Partners LLC415,313$11.4M2.71%+9,70913F-HRTimeline
RMR Wealth Builders414,630$11.4M0.71%+29,03313F-HRTimeline
&PARTNERS408,202$11.2M0.05%+53,66613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC404,334$11.1M0.1%+69,57513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV402,606$11.1M0.53%+273,82013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.387,615$10.6M0.01%+48,71913F-HRTimelineGroup
Michael Brady & Co., LLC382,401$10.5M9.27%+86,85513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC378,400$10.4M0.01%+356,81013F-HRTimeline
Boulder Wealth Advisors, LLC377,874$10.4M3.78%+37,68613F-HRTimeline
Stonebridge Financial Group, LLC356,633$9.8M0.74%+28,88313F-HRTimeline
Per Stirling Capital Management, LLC.345,566$9.49M0.9%+208,76413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC326,095$8.96M5.37%-23,58913F-HRTimeline
NewEdge Advisors, LLC326,066$8.96M0.03%+101,80413F-HRTimeline
Koshinski Asset Management, Inc.323,544$8.89M0.47%+13,55813F-HRTimeline
Hartmann Taylor Wealth Management, LLC326,554$8.87M5.87%013F-HRTimeline
Jacobi Capital Management LLC317,921$8.73M0.43%-3,24313F-HRTimeline
Alliance Private Wealth, LLC315,801$8.68M3.01%-40,18913F-HRTimeline
McNamara Financial Services, Inc.305,929$8.4M1.45%+46,41813F-HRTimeline
Cannon Financial Strategists, Inc.305,784$8.4M0.96%+156,81013F-HRTimeline
BETO FINANCIAL GROUP, LLC305,624$8.34M4.38%+1,71013F-HRTimeline
New England Capital Financial Advisors …291,291$8M1.91%+8,52613F-HRTimeline
Gutierrez Wealth Advisory, LLC271,595$7.46M4.31%-41,44813F-HRTimeline
Clarity Asset Management, Inc.268,763$7.38M3.62%+230,34313F-HRTimeline
Copper Harbor Investment Advisors, LLC264,359$7.26M1.54%13F-HRTimeline
Envision Financial Planning, LLC263,987$7.25M2.36%+21,48513F-HRTimeline
Visionary Wealth Advisors261,200$7.18M0.28%+6,99113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …257,734$7.08M0.13%+4,53313F-HRTimelineGroup
VAQUERO PRIVATE WEALTH, LTD251,465$6.91M1.42%13F-HRTimeline
Ashton Thomas Private Wealth, LLC247,481$6.8M0.14%+15,89813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…245,076$6.73M0.01%-2,49313F-HRTimelineGroup
Arax Advisory Partners242,504$6.66M0.04%+242,34913F-HRTimeline
Summit Financial, LLC241,477$6.63M0.07%-34,29913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC239,430$6.58M0.04%+68,66913F-HRTimelineGroup
VICUS CAPITAL237,250$6.52M0.42%+139,65413F-HRTimeline
Legacy Private Trust Co.234,091$6.43M0.36%+84,87813F-HRTimeline
Cauble & Harre Wealth Management, Inc.229,441$6.3M5.06%+4,70513F-HRTimeline
IMPACTfolio, LLC224,209$6.16M2.32%+12,59513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …223,595$6.14M0.8%+43,15613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.215,656$5.92M0.04%+59,68913F-HRTimelineGroup
Penney Financial, LLC211,497$5.81M2.03%+26,38213F-HRTimeline
World Investment Advisors205,431$5.58M0.09%+3513F-HRTimeline
ARQ WEALTH ADVISORS, LLC201,026$5.46M0.68%new13F-HRTimeline
Modern Wealth Management, LLC196,849$5.41M0.06%+101,97413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…196,215$5.39M0.06%+82,68013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…195,645$5.36M0.01%-38513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC194,341$5.34M0.01%+27,70913F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.193,766$5.32M0.05%+29,31013F-HRTimelineGroup
KINTRA WEALTH, LLC194,705$5.3M0.28%+127,24413F-HRTimeline
EQ WEALTH ADVISORS, LLC190,366$5.23M2.87%+2,43013F-HRTimeline
Mutual Advisors, LLC189,778$5.21M0.1%+1,71613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…174,513$4.79M0.01%+17,38213F-HRTimelineGroup
Leverty Financial Group, LLC167,503$4.6M0.89%+23,33713F-HRTimeline
Steward Partners Investment Advisory, L…165,717$4.55M0.02%+7,44513F-HRTimeline
Advyzon Investment Management, LLC163,883$4.5M0.33%+10,92913F-HRTimeline
Landmark Wealth Management, LLC156,284$4.29M1.03%+7,95713F-HRTimeline
Total Clarity Wealth Management, Inc.155,828$4.28M0.83%-23,81813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp155,700$4.28M<0.01%+54,61513F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC154,087$4.23M0.29%+12813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…148,803$4.09M0.08%+83,94813F-HRTimelineGroup
AdvisorNet Financial, Inc147,010$4.04M0.18%+10,43313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…143,226$3.93M0.33%+14,21413F-HRTimelineGroup
Trinity Wealth Management, LLC143,162$3.93M1.25%+72113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…140,159$3.85M0.09%-11,42113F-HRTimelineGroup
Global Retirement Partners, LLC137,957$3.79M0.06%13F-HRTimeline
Optimus Capital Advisors, LLC137,509$3.78M2.03%+13,62813F-HRTimeline
LongView Wealth Management136,308$3.74M0.96%-2,35613F-HRTimeline
StrongBox Wealth, LLC133,783$3.68M1.05%+21,69913F-HRTimeline
Skyline Advisors, Inc.132,850$3.65M1.15%-31,49713F-HRTimeline
Capital Planning LLC131,819$3.62M1.05%-37,26713F-HRTimeline
Thrive Wealth Management, LLC129,138$3.55M0.46%+5,42913F-HRTimeline
Gateway Wealth Partners, LLC126,887$3.49M0.21%-23,84913F-HRTimeline
Family Manage LLC126,545$3.48M0.36%+68,52713F-HRTimeline
FWG Holdings, LLC128,242$3.47M1.2%+14,55613F-HRTimeline
Capital Investment Management, Inc.125,713$3.45M1.06%+20,48213F-HRTimeline
Aurdan Capital Management, LLC122,417$3.36M0.85%+50,64013F-HRTimeline
Beacon Capital Management, Inc.120,000$3.3M0.2%013F-HRTimeline
Platt Wealth Management LLC117,391$3.22M2.59%+4,92013F-HRTimeline
Valmark Advisers, Inc.117,301$3.22M0.03%+20,96013F-HRTimeline
Intrua Financial, LLC114,751$3.15M0.3%+64,63313F-HRTimeline
Cornerstone Wealth Management, LLC108,489$2.98M0.13%+31,61313F-HRTimeline
WNY Asset Management, LLC108,335$2.98M0.27%+1,69713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC106,021$2.91M0.2%+7,81313F-HRTimelineGroup
Main Line Retirement Advisors, LLC104,517$2.87M1.32%+4,14413F-HRTimeline
Northwest Financial Advisors103,447$2.84M0.38%+25,30313F-HRTimeline
NavPoint Financial, Inc.102,825$2.82M1.05%+6,95613F-HRTimeline
Tempus Wealth Planning, LLC101,521$2.79M0.55%+5,83013F-HRTimeline
Cedar Point Capital Partners, LLC101,376$2.78M1.6%+9,53413F-HRTimeline
Integrated Wealth Concepts LLC101,332$2.78M0.01%+60,47213F-HRTimeline
Sovran Advisors, LLC97,977$2.66M0.2%+12,23113F-HRTimeline
COFG Advisors, LLC96,242$2.64M0.46%+53,45613F-HRTimeline
NOVEM GROUP95,919$2.63M0.27%+26,74713F-HRTimeline
Financial Council, LLC95,167$2.61M0.85%+10,57613F-HRTimeline
HARBOUR INVESTMENTS, INC.94,852$2.61M0.04%-2,29113F-HRTimeline
GWN SECURITIES INC.93,703$2.57M0.43%+9,92213F-HRTimeline
Snider Financial Group88,906$2.44M0.62%new13F-HRTimeline
Sanctuary Advisors, LLC88,180$2.42M0.01%-91,71413F-HRTimeline
Tribridge Partners Financial LLC87,895$2.38M0.93%+3,42513F-HRTimeline
Freedom Financial Partners LLC85,163$2.34M0.76%-2,59913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…84,849$2.33M0.26%-27,70613F-HRTimeline
Melone Private Wealth, LLC83,852$2.3M0.88%+3,23913F-HRTimeline
WEDBUSH SECURITIES INC82,101$2.25M0.06%+19,01413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC81,472$2.24M0.08%013F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC81,293$2.23M0.7%+35,93913F-HRTimeline
McGlone Suttner Wealth Management, Inc.81,004$2.23M0.26%+2,14713F-HRTimeline
Arkadios Wealth Advisors78,493$2.16M0.03%+5,66713F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…77,402$2.13M0.6%+1,71613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…76,257$2.09M0.07%+41,34213F-HRTimelineGroup
Simplicity Wealth,LLC74,849$2.06M0.07%+42913F-HRTimeline
Interchange Capital Partners, LLC73,758$2.03M0.38%+53,52913F-HRTimeline
Geneos Wealth Management Inc.70,577$1.94M0.04%+4,09113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS69,691$1.91M<0.01%+15,11413F-HRTimeline
AA Financial Advisors, LLC67,338$1.85M0.22%+93813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…64,729$1.78M<0.01%+1613F-HRTimelineGroup
QUANTUM FINANCIAL PARTNERS LLC63,567$1.75M0.89%13F-HRTimeline
SteelPeak Wealth, LLC62,684$1.72M0.05%-7,76113F-HRTimeline
Entruity Wealth, LLC61,666$1.69M1.1%+18,57513F-HRTimeline
IHT Wealth Management, LLC60,483$1.66M0.04%new13F-HRTimeline
Smith Thornton Advisors LLC60,210$1.65M0.73%013F-HRTimeline
Souders Financial Advisors58,578$1.61M0.16%-98013F-HRTimeline
American Financial Advisors, LLC58,170$1.6M0.19%+46413F-HRTimeline
Burton Enright Welch57,966$1.59M0.19%+14,37713F-HRTimeline
Western Wealth Management, LLC57,477$1.58M0.05%-2,02813F-HRTimeline
Mariner, LLCin group Mariner, LLC57,115$1.57M<0.01%-16,64313F-HRTimelineGroup
CALTON & ASSOCIATES, INC.56,145$1.54M0.23%+5,27513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC55,851$1.53M0.06%+36,36813F-HRTimeline
Berger Financial Group, Inc54,028$1.48M0.08%+3,64813F-HRTimeline
Belpointe Asset Management LLC53,550$1.47M0.05%+39613F-HRTimeline
TrueWealth Advisors, LLC53,363$1.47M0.33%+3,55213F-HRTimeline
J.W. COLE ADVISORS, INC.52,129$1.43M0.02%new13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…51,589$1.42M0.95%-10,09213F-HRTimeline
Indivisible Partners48,723$1.34M0.08%-2,41513F-HRTimeline
Spinnaker Investment Group, LLC48,538$1.33M0.21%-8,45413F-HRTimeline
SK Wealth Management, LLC49,033$1.33M0.3%-2,67913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,424$1.3M<0.01%-10,84213F-HRTimelineGroup
Quantinno Capital Management LP47,130$1.29M<0.01%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc46,215$1.27M0.42%-2,84013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC45,951$1.26M<0.01%+39,31313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC45,300$1.24M0.06%+98713F-HRTimeline
Milestone Investment Advisors LLC45,075$1.24M0.27%013F-HRTimeline
Prospera Financial Services Inc44,204$1.21M0.02%-102,41213F-HRTimeline
Intergy Private Wealth, LLC43,641$1.2M0.28%-23413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding43,938$1.19M+29,290Timeline
Ausdal Financial Partners, Inc.43,148$1.19M0.05%+2,41913F-HRTimeline
Madison Wealth Partners, Inc41,831$1.15M0.15%+5313F-HRTimeline
Wood Tarver Financial Group, LLC41,162$1.13M0.27%+5,84113F-HRTimeline
IFG Advisory, LLC41,030$1.13M0.04%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV38,941$1.07M0.05%+3,41613F-HRTimeline
Meridian Wealth Management, LLC37,301$1.02M0.03%+1,29113F-HRTimeline
PRIVATE TRUST CO NA37,084$1.02M0.08%+7,00013F-HRTimeline
Atlas Private Wealth Advisors36,899$1.01M0.22%+1,84413F-HRTimeline
Lineweaver Wealth Advisors, LLC36,097$992K0.12%+4,36813F-HRTimeline
CENTAURUS FINANCIAL, INC.35,111$964K0.04%+12,71713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,595$923K+2,379Timeline
VestGen Advisors, LLC33,072$908K0.03%+1,93913F-HRTimeline
LifeGoal Investments, LLC32,807$901K0.41%-15,40813F-HRTimeline
Equity Wealth Partners, LLC32,679$898K0.32%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC32,559$894K0.03%+2,64613F-HRTimelineGroup