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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

244 managers (246 13F filers) reported a position in CGMU shares at 2025-09-30, 127,833,776 shares in all. 35 filers opened a position and 10 filers sold out during the quarter.

Managers
244
13F filers
246
New
35
Added
150
Reduced
43
Sold out
10
Shares held by filers
127,833,776

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CENTAURUS FINANCIAL, INC.12,450$340K0.02%-5013F-HRTimeline
MSH Capital Advisors LLC12,395$338K0.09%+3,06813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,155$332K0.1%new13F-HRTimeline
HighTower Advisors, LLC11,947$326K<0.01%-2,99113F-HRTimeline
Cyndeo Wealth Partners, LLC11,357$310K0.02%-10813F-HRTimeline
D.A. DAVIDSON & CO.11,042$301K<0.01%+2,01113F-HRTimeline
CGN Advisors LLC10,696$292K0.02%+1,31813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,039$274K0.01%013F-HRTimelineGroup
Ballew Advisors, Inc9,540$261K0.15%013F-HRTimeline
M Wealth Management, LLC9,109$249K0.22%-1,33513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,001$246K<0.01%new13F-HRTimeline
United Advisor Group, LLC8,954$244K0.03%+1,44113F-HRTimeline
Sanctuary Advisors, LLC8,900$243K<0.01%-1,54613F-HR/ATimeline
Charter Capital Management, LLC\DE8,888$243K0.13%013F-HRTimeline
GeoWealth Management, LLC8,885$242K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,590$234K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC8,409$229K<0.01%-19013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,925$216K0.09%013F-HRTimeline
Silver Grove Financial Group, Inc.7,733$211K0.2%13F-HRTimeline
Strategic Blueprint, LLC7,597$207K0.01%-61013F-HRTimeline
Next Level Wealth Planning, LLC7,393$202K0.11%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,220$197K0.01%013F-HRTimeline
Elequin Capital, LP6,908$189K0.02%-42,12613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,180$169K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc5,621$153K0.04%+61313F-HRTimeline
Advisory Services Network, LLC4,732$129K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,585$125K<0.01%new13F-HRTimeline
Bare Financial Services, Inc3,857$105K0.03%+3213F-HRTimeline
Root Financial Partners, LLC3,750$102K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC3,400$92.8K0.01%+2913F-HRTimeline
AMERIFLEX GROUP, INC.2,450$66.9K0.03%new13F-HRTimeline
Sunbelt Securities, Inc.2,375$64.8K<0.01%-4,35613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,120$57.9K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,962$53.5K0.02%013F-HRTimeline
Clark Wealth Partners1,768$48.4K0.03%new13F-HRTimeline
Rosenberg Matthew Hamilton1,628$44.4K0.01%-15113F-HRTimeline
Smartleaf Asset Management LLC1,559$42.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management928$25.3K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…386$10.5K<0.01%new13F-HRTimeline
CX Institutional357$10K<0.01%new13F-HRTimeline
JNBA Financial Advisors317$8.66K<0.01%+213F-HRTimeline
BARRETT & COMPANY, INC.300$8.19K<0.01%013F-HRTimeline
MAI Capital Management237$6.47K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.60$1.64K<0.01%013F-HRTimeline