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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, 193,254,276 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
193,254,276

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
Betterment LLC31,754$872K<0.01%+1,98713F-HRTimeline
VestGen Investment Management30,652$842K0.45%-46613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC30,479$837K0.24%+10,42313F-HRTimeline
HBW ADVISORY SERVICES LLC30,298$832K0.08%+6,55213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,251$831K0.01%new13F-HRTimeline
Bare Financial Services, Inc30,150$828K0.19%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…30,089$827K0.01%+24113F-HRTimelineGroup
Duncan Williams Asset Management, LLC29,866$820K0.18%-8,59513F-HRTimeline
IFP Advisors, Inc29,432$808K0.01%+1,86713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC29,426$808K0.2%+2,70913F-HRTimeline
Next Level Wealth Planning, LLC29,318$805K0.35%+95613F-HRTimeline
HB Wealth Management, LLC29,100$799K<0.01%new13F-HRTimeline
January Capital Advisors LLC28,076$771K0.64%-6713F-HRTimeline
Carson Advisory Inc.27,444$754K0.35%+7,14613F-HRTimeline
LANARK FINANCIAL, INC.27,142$746K0.05%+4,29813F-HRTimeline
Keystone Financial Group27,104$745K0.04%+45413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC27,031$743K0.12%+12,03613F-HRTimeline
Snowden Capital Advisors LLC26,784$736K0.02%new13F-HRTimeline
Greenline Wealth Management LLC26,422$726K0.6%+6,84213F-HRTimeline
Sigma Planning Corp26,418$726K0.02%+3,29413F-HRTimeline
Peterson Wealth Advisors, LLC25,964$713K0.08%-1313F-HRTimeline
Bank of Marin25,925$712K0.5%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,452$699K0.03%+2,04613F-HRTimeline
SITTNER & NELSON, LLC24,795$681K0.21%+16,79513F-HRTimeline
Capital Management Associates, Inc24,611$676K0.14%+19713F-HRTimeline
Advisory Services Network, LLC24,307$668K0.01%+18,37713F-HRTimeline
Wealth Group Ltd23,793$654K0.13%-2,11913F-HRTimeline
Bill Few Associates, Inc.23,778$653K0.14%+4,28313F-HRTimeline
ProCore Advisors, LLC23,755$653K0.81%013F-HRTimeline
Kovack Advisors, Inc.23,643$649K0.03%+12,50313F-HRTimeline
Sunrise Financial Services, LLC23,357$642K0.38%+1,02913F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC23,301$640K0.26%+3,83913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC23,146$636K0.02%-1,80013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,011$632K0.01%+12,26513F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC22,891$629K0.24%new13F-HRTimeline
Merit Financial Group, LLC21,834$600K<0.01%-32313F-HR/ATimeline
Farther Finance Advisors, LLC21,832$600K<0.01%+4,02613F-HRTimeline
Roehl & Yi Investment Advisors, LLC21,508$591K0.2%+8,98913F-HRTimeline
Family Office Research LLC21,415$588K0.22%new13F-HRTimeline
Transcendent Capital Group LLC20,392$560K0.22%-10713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP20,223$556K0.01%+3,50113F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC20,099$552K0.26%+16013F-HRTimeline
MGO ONE SEVEN LLC20,074$551K0.01%-4113F-HRTimeline
Avidian Wealth Enterprises, LLC20,000$549K0.02%013F-HRTimeline
M Wealth Management, LLC19,759$543K0.43%+5,25713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC19,451$534K0.06%new13F-HRTimeline
Atria Investments, Inc19,172$527K0.01%+2,95113F-HRTimeline
Glenview Trust Co18,984$521K0.01%013F-HR/ATimeline
Balboa Wealth Partners18,665$513K0.07%+73513F-HRTimeline
Savvy Advisors, Inc.18,649$512K0.01%+3,37913F-HRTimeline
Sand Hill Global Advisors, LLC18,645$512K0.02%+59113F-HRTimeline
Synergy Investment Management, LLC18,400$505K0.12%-3,50013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC18,264$502K<0.01%013F-HRTimeline
SUCCESSION FINANCIAL, INC.18,162$499K0.48%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…18,111$498K0.01%-1,46713F-HRTimeline
Elequin Capital, LP17,857$491K0.02%-256,42613F-HRTimeline
CLG LLC17,581$483K0.11%+1,04713F-HRTimeline
Essential Investment Partners LLC17,534$482K0.39%+3,80013F-HRTimeline
Midwest Heritage Bank, FSB17,402$478K0.14%+12013F-HRTimeline
NWAM LLC17,328$476K0.02%+86913F-HRTimeline
Allworth Financial LP17,258$474K<0.01%-1,76913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …17,156$471K<0.01%+3,72313F-HRTimelineGroup
First Heartland Consultants, Inc.17,111$470K0.03%-60313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,987$467K<0.01%new13F-HRTimelineGroup
Maia Wealth LLC16,710$459K0.07%-10,76013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,584$456K0.01%-3,64313F-HRTimeline
MSH Capital Advisors LLC16,450$452K0.08%+4,62013F-HRTimeline
United Advisor Group, LLC16,287$447K0.05%+76113F-HRTimeline
PFG Advisors16,267$447K0.02%+2,37613F-HRTimeline
Kingsview Wealth Management, LLC16,105$442K0.01%-1,59713F-HRTimeline
Spectrum Investment Advisors, Inc.15,978$439K0.18%new13F-HRTimeline
Stonebridge Financial Group, LLC / MO15,953$438K0.29%+7,50513F-HRTimeline
HighTower Advisors, LLC15,678$431K<0.01%+2,96513F-HRTimeline
Frazier Financial Advisors, LLC15,525$426K0.22%-69013F-HRTimeline
DAVENPORT & Co LLC15,294$420K<0.01%+52513F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC15,290$420K0.23%new13F-HRTimeline
Vigil Wealth Management, LLC15,084$414K0.3%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,983$385K<0.01%+1,56113F-HRTimelineGroup
CGN Advisors LLC13,776$378K0.03%+2,64813F-HRTimeline
OLD MISSION CAPITAL LLC13,557$372K0.01%-74,90113F-HRTimeline
Johnson Bixby & Associates, LLC13,304$365K0.04%013F-HRTimeline
KWB Wealth13,184$362K0.03%-24,35013F-HRTimeline
Bleakley Financial Group, LLC13,053$359K<0.01%013F-HRTimeline
CARLSON FINANCIAL, INC.12,876$354K0.18%-1,26413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC11,993$329K0.06%-1,38713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC11,693$321K0.06%-3,57313F-HRTimeline
DiPaolo Financial Group, Inc.11,501$316K0.21%013F-HRTimeline
DeDora Capital, Inc.11,475$315K0.07%+1,46913F-HRTimeline
Vantus Wealth LLC11,323$311K0.17%13F-HRTimeline
Ballew Advisors, Inc11,240$309K0.16%+70013F-HRTimeline
Jones Kertz & Associates, Inc.11,053$304K0.14%+10913F-HRTimeline
Lodestone Wealth Management LLC11,004$302K0.11%-94913F-HRTimeline
Lakeridge Wealth Management LLC10,919$300K0.11%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC10,853$298K0.1%+1,46113F-HRTimeline
Latitude Advisors, LLC10,601$291K0.12%new13F-HRTimeline
GeoWealth Management, LLC10,391$285K0.01%+1013F-HRTimeline
Burford Brothers, Inc.10,196$280K0.1%013F-HRTimeline
Faithward Advisors, LLC10,057$276K0.03%new13F-HRTimeline
Gladstone Institutional Advisory LLC10,047$276K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,039$276K0.01%013F-HRTimelineGroup
Retirement Planning Group, LLC9,513$261K0.01%new13F-HRTimeline
Vise Technologies, Inc.9,492$261K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.9,414$259K<0.01%-19,61413F-HRTimeline
Compass Ion Advisors, LLC9,157$252K0.02%013F-HRTimeline
Strategic Blueprint, LLC9,067$249K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,925$245K0.08%013F-HRTimeline
Charter Capital Management, LLC\DE8,888$244K0.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,833$243K<0.01%-639,01613F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…8,401$231K0.08%+1713F-HRTimeline
CWS Financial Advisors, LLC8,345$229K0.05%+1813F-HRTimeline
Waverly Advisors, LLC8,322$229K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.8,031$221K0.12%+57413F-HRTimeline
Good Harbor Advisors, Inc.8,000$220K0.21%013F-HRTimeline
Affiance Financial, LLC7,989$219K0.03%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC7,798$214K0.01%new13F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC7,711$212K0.21%13F-HR/ATimeline
Capital Asset Advisory Services LLC7,673$211K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,498$206K<0.01%new13F-HR/ATimeline
Financial Perspectives, Inc7,442$204K0.05%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,220$198K0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC6,046$166K0.11%+4813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,995$137K<0.01%+1,81313F-HRTimelineGroup
AE Wealth Management LLC3,815$105K<0.01%-713F-HRTimeline
Golden State Wealth Management, LLC3,449$94.8K0.01%013F-HRTimeline
MOTCO3,162$86.9K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,300$63.2K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,856$51K0.01%-10613F-HRTimeline
AMERIFLEX GROUP, INC.1,838$50.5K0.02%+72313F-HRTimeline
Harborfront Financial Group LLC1,663$45.7K0.17%13F-HRTimeline
Rosenberg Matthew Hamilton1,628$44.7K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,228$33.7K<0.01%013F-HRTimelineGroup
Nvest Wealth Strategies, Inc.1,159$31.8K0.02%+18013F-HRTimeline
FMR LLCin group FMR LLC1,100$30.2K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,043$28.7K<0.01%+90813F-HRTimeline
Continuum Advisory, LLC704$19.3K<0.01%new13F-HRTimeline
Clark Wealth Partners637$17.5K0.01%-24413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS328$9.01K<0.01%new13F-HRTimeline
JNBA Financial Advisors324$8.9K<0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.300$8.24K<0.01%013F-HRTimeline
CX Institutional284$8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC195$5.38K<0.01%013F-HRTimeline
Key Financial Inc86$2.36K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.60$1.65K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$7<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.