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CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

224 managers (226 13F filers) reported a position in CGMU shares at 2025-06-30, 106,911,376 shares in all. 32 filers opened a position and 11 filers sold out during the quarter.

Managers
224
13F filers
226
New
32
Added
125
Reduced
47
Sold out
11
Shares held by filers
106,911,376

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Arkadios Wealth Advisors8,158$218K0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,925$212K0.1%+1,85013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,863$210K0.09%new13F-HRTimeline
Carson Advisory Inc.7,719$206K0.13%+15513F-HRTimeline
United Advisor Group, LLC7,513$201K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,220$193K0.01%013F-HRTimeline
Sunbelt Securities, Inc.6,731$181K0.02%+14813F-HRTimeline
Financial Perspectives, Inc5,008$134K0.04%+3,76113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,395$117K0.02%+1,97713F-HRTimeline
Bare Financial Services, Inc3,825$102K0.03%+3213F-HRTimeline
First Horizon Advisors, Inc.3,709$99K<0.01%-72413F-HRTimeline
Golden State Wealth Management, LLC3,371$90K0.01%-2013F-HRTimeline
Arax Advisory Partners2,158$57.6K<0.01%+1,03613F-HRTimeline
Pinnacle Bancorp, Inc.1,962$52.4K0.02%+64613F-HRTimeline
Rosenberg Matthew Hamilton1,779$47.5K0.01%-30313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management928$24.8K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC805$21.5K0.01%-91013F-HRTimeline
JNBA Financial Advisors315$8.4K<0.01%+9513F-HRTimeline
BARRETT & COMPANY, INC.300$8.01K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC142$3.79K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.60$1.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC28$751<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$133<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.