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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

299 managers (301 13F filers) reported a position in CGMU shares at 2025-12-31, 148,955,934 shares in all. 40 filers opened a position and 6 filers sold out during the quarter.

Managers
299
13F filers
301
New
40
Added
190
Reduced
26
Sold out
6
Shares held by filers
148,955,934

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Transcendent Capital Group LLC20,430$559K0.25%+49213F-HRTimeline
Sand Hill Global Advisors, LLC20,289$556K0.02%+93013F-HRTimeline
Capital Management Associates, Inc20,191$553K0.12%+17713F-HRTimeline
Allworth Financial LP20,031$548K<0.01%-37413F-HRTimeline
MGO ONE SEVEN LLC20,002$548K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC20,000$548K0.02%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …19,971$547K<0.01%13F-HR/ATimelineGroup
Milestone Investment Advisors LLC19,676$539K0.13%+1,82813F-HRTimeline
Midwest Heritage Bank, FSB19,580$536K0.19%+3,44613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…19,532$535K0.02%+4,04813F-HRTimeline
Bill Few Associates, Inc.19,352$530K0.13%+5,67813F-HRTimeline
Glenview Trust Co18,984$520K0.01%013F-HRTimeline
Merit Financial Group, LLC18,853$516K<0.01%+1,02413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC18,694$512K0.14%+5,94913F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC17,987$492K0.27%new13F-HRTimeline
First Heartland Consultants, Inc.17,697$485K0.04%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC17,286$473K0.15%new13F-HRTimeline
Balboa Wealth Partners17,025$466K0.08%new13F-HRTimeline
Farther Finance Advisors, LLC16,973$465K<0.01%+12,38813F-HRTimeline
NWAM LLC16,459$454K0.03%-1,68813F-HRTimeline
Greenline Wealth Management LLC16,517$452K0.47%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC16,122$441K0.2%+2,95913F-HRTimeline
Elequin Capital, LP16,050$439K0.06%+9,14213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,930$436K<0.01%+1,43013F-HRTimelineGroup
Frazier Financial Advisors, LLC15,601$427K0.25%+513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,507$425K0.01%new13F-HRTimeline
PFG Advisors15,119$414K0.02%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,852$407K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC14,700$402K0.14%013F-HRTimeline
M Wealth Management, LLC14,588$399K0.35%+5,47913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,829$379K0.01%+5,23913F-HRTimeline
Carson Advisory Inc.13,732$376K0.2%+78813F-HRTimeline
CARLSON FINANCIAL, INC.13,324$365K0.21%13F-HRTimeline
Johnson Bixby & Associates, LLC13,304$364K0.05%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,281$364K0.01%+11713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.13,200$361K0.02%+75013F-HRTimeline
DAVENPORT & Co LLC13,056$357K<0.01%-25013F-HRTimeline
Bleakley Financial Group, LLC13,053$357K0.01%013F-HRTimeline
United Advisor Group, LLC13,045$357K0.05%+4,09113F-HRTimeline
CLG LLC12,988$356K0.09%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,747$349K<0.01%new13F-HRTimelineGroup
Essential Investment Partners LLC12,734$349K0.33%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,700$348K<0.01%-1,75013F-HRTimelineGroup
HighTower Advisors, LLC12,700$348K<0.01%+75313F-HRTimeline
Lodestone Wealth Management LLC12,644$346K0.14%+10813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,640$346K0.09%+48513F-HRTimeline
Bare Financial Services, Inc12,395$339K0.09%+8,53813F-HRTimeline
LANARK FINANCIAL, INC.12,338$338K0.03%-22413F-HRTimeline
ProCore Advisors, LLC12,320$337K0.35%13F-HRTimeline
MSH Capital Advisors LLC12,180$333K0.07%-21513F-HRTimeline
Kingsview Wealth Management, LLC11,628$318K<0.01%+3,21913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,603$318K0.02%new13F-HRTimelineGroup
Next Level Wealth Planning, LLC11,001$301K0.16%+3,60813F-HRTimeline
GeoWealth Management, LLC10,804$296K0.01%+1,91913F-HRTimeline
CGN Advisors LLC10,738$294K0.02%+4213F-HRTimeline
Ballew Advisors, Inc10,540$290K0.16%+1,00013F-HRTimeline
Burford Brothers, Inc.10,196$279K0.12%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,039$275K0.01%013F-HRTimelineGroup
Jones Kertz & Associates, Inc.9,897$271K0.14%13F-HRTimeline
Vantus Wealth LLC9,725$266K0.2%13F-HRTimeline
Kovack Advisors, Inc.9,715$266K0.01%new13F-HR/ATimeline
ADVISORTRUST PARTNERS, LLC9,392$257K0.11%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,925$244K0.09%+1,00013F-HRTimeline
Charter Capital Management, LLC\DE8,888$243K0.13%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,442$233K0.01%new13F-HRTimelineGroup
SITTNER & NELSON, LLC8,000$222K0.08%new13F-HRTimeline
Good Harbor Advisors, Inc.8,000$219K0.25%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,967$218K<0.01%-1,03413F-HRTimeline
Saxony Capital Management, LLC7,434$204K0.12%-5,46713F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,220$198K0.01%013F-HRTimeline
Financial Perspectives, Inc6,989$191K0.05%+1,36813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,564$180K<0.01%+38413F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC6,047$166K0.01%new13F-HRTimeline
SIGNATUREFD, LLC4,551$125K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,366$120K0.04%new13F-HRTimeline
AE Wealth Management LLC4,230$116K<0.01%new13F-HRTimeline
Root Financial Partners, LLC3,750$103K0.01%013F-HRTimeline
Golden State Wealth Management, LLC3,430$93.9K0.01%+3013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,838$77.7K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.2,375$65K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,300$63K<0.01%new13F-HRTimelineGroup
Wellington Grp LLC2,135$58.5K0.02%13F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,120$58K<0.01%013F-HRTimelineGroup
MAI Capital Management1,973$54K<0.01%+1,73613F-HRTimeline
Pinnacle Bancorp, Inc.1,962$53.7K0.02%013F-HRTimeline
Clark Wealth Partners1,768$48.4K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton1,628$44.6K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,228$33.6K<0.01%+30013F-HRTimelineGroup
Smartleaf Asset Management LLC1,207$33K<0.01%-35213F-HRTimeline
AMERIFLEX GROUP, INC.1,115$30.5K0.02%-1,33513F-HRTimeline
FMR LLCin group FMR LLC1,100$30.1K<0.01%new13F-HRTimelineGroup
Nvest Wealth Strategies, Inc.864$23.7K0.02%13F-HRTimeline
Arax Advisory Partners433$11.9K<0.01%new13F-HRTimeline
JNBA Financial Advisors320$8.77K<0.01%+313F-HRTimeline
BARRETT & COMPANY, INC.300$8.21K<0.01%013F-HRTimeline
CX Institutional284$8K<0.01%-7313F-HRTimeline
CoreCap Advisors, LLC134$3.67K<0.01%new13F-HRTimeline
Community Bank, N.A.133$3.64K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.60$1.64K<0.01%013F-HRTimeline