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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

329 managers (333 13F filers) reported a position in CGMU shares at 2026-03-31, 173,633,851 shares in all. 44 filers opened a position and 10 filers sold out during the quarter.

Managers
329
13F filers
333
New
44
Added
215
Reduced
41
Sold out
10
Shares held by filers
173,633,851

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
IFP Advisors, Inc27,565$748K0.02%+98813F-HRTimeline
Maia Wealth LLC27,470$746K0.13%+2,69513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC26,717$725K0.2%+3,57613F-HRTimeline
Keystone Financial Group26,650$724K0.05%+2,35413F-HRTimeline
Peterson Wealth Advisors, LLC25,977$705K0.09%+18113F-HRTimeline
Capital Planning Advisors, LLC25,925$704K0.1%013F-HRTimeline
Bank of Marin25,925$704K0.51%013F-HRTimeline
Wealth Group Ltd25,912$704K0.16%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,803$701K<0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC24,946$677K0.05%013F-HRTimeline
Capital Management Associates, Inc24,414$663K0.15%+4,22313F-HRTimeline
ProCore Advisors, LLC23,755$645K0.99%+11,43513F-HRTimeline
HBW ADVISORY SERVICES LLC23,746$645K0.07%+1,69113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,406$635K0.03%+66913F-HRTimeline
Sigma Planning Corp23,124$628K0.02%+1,35413F-HRTimeline
LANARK FINANCIAL, INC.22,844$620K0.05%+10,50613F-HRTimeline
CENTAURUS FINANCIAL, INC.22,394$608K0.03%+9,19413F-HRTimeline
Sunrise Financial Services, LLC22,328$606K0.43%-31313F-HRTimeline
Merit Financial Group, LLC22,157$602K<0.01%+3,30413F-HRTimeline
Synergy Investment Management, LLC21,900$595K0.19%+7,20013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC21,590$586K<0.01%-200,75913F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.20,518$562K0.53%-11,31413F-HRTimeline
Transcendent Capital Group LLC20,499$557K0.25%+6913F-HRTimeline
Carson Advisory Inc.20,298$551K0.29%+6,56613F-HRTimeline
Interchange Capital Partners, LLC20,229$549K0.17%-56,33513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,227$549K0.01%+6,39813F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC20,196$548K0.06%-85013F-HRTimeline
MGO ONE SEVEN LLC20,115$546K0.01%+11313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC20,056$545K0.17%+2,77013F-HRTimeline
Avidian Wealth Enterprises, LLC20,000$543K0.02%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC19,939$541K0.29%+1,95213F-HRTimeline
Greenline Wealth Management LLC19,580$532K0.61%+3,06313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…19,578$532K0.02%+4613F-HRTimeline
Bill Few Associates, Inc.19,495$529K0.13%+14313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,483$529K0.02%+16,64513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC19,462$528K0.24%+3,34013F-HRTimeline
Allworth Financial LP19,027$517K<0.01%-1,00413F-HRTimeline
Glenview Trust Co18,984$515K0.01%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC18,264$496K0.01%new13F-HRTimeline
Sand Hill Global Advisors, LLC18,054$490K0.02%-2,23513F-HRTimeline
Balboa Wealth Partners17,930$487K0.08%+90513F-HRTimeline
Farther Finance Advisors, LLC17,806$484K<0.01%+83313F-HRTimeline
First Heartland Consultants, Inc.17,714$481K0.04%+1713F-HRTimeline
Kingsview Wealth Management, LLC17,702$481K0.01%+6,07413F-HRTimeline
Midwest Heritage Bank, FSB17,282$469K0.15%-2,29813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,722$454K0.01%+1,21513F-HRTimeline
CLG LLC16,534$449K0.11%+3,54613F-HRTimeline
NWAM LLC16,459$447K0.03%013F-HRTimeline
Atria Investments, Inc16,221$440K<0.01%-6,13913F-HRTimeline
Frazier Financial Advisors, LLC16,215$440K0.24%+61413F-HRTimeline
United Advisor Group, LLC15,526$422K0.05%+2,48113F-HRTimeline
Savvy Advisors, Inc.15,270$415K0.01%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC15,266$414K0.11%-3,42813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,995$407K0.07%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,852$403K<0.01%013F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …14,648$401K0.01%+6,20613F-HRTimelineGroup
DAVENPORT & Co LLC14,769$401K<0.01%+1,71313F-HRTimeline
M Wealth Management, LLC14,502$394K0.33%-8613F-HRTimeline
CARLSON FINANCIAL, INC.14,140$384K0.23%+81613F-HRTimeline
PFG Advisors13,891$377K0.02%-1,22813F-HRTimeline
Essential Investment Partners LLC13,734$373K0.35%+1,00013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,433$365K<0.01%-6,53813F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC13,380$363K0.09%+74013F-HRTimeline
Johnson Bixby & Associates, LLC13,304$361K0.04%013F-HRTimeline
Bleakley Financial Group, LLC13,053$354K0.01%013F-HRTimeline
HighTower Advisors, LLC12,713$345K<0.01%+1313F-HRTimeline
Roehl & Yi Investment Advisors, LLC12,519$340K0.13%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,422$337K<0.01%-32513F-HR/ATimelineGroup
Lodestone Wealth Management LLC11,953$325K0.13%-69113F-HR/ATimeline
Patriot Financial Group Insurance Agenc…11,878$322K0.02%new13F-HRTimeline
MSH Capital Advisors LLC11,830$321K0.07%-35013F-HRTimeline
WORLD EQUITY GROUP, INC.11,584$315K0.08%new13F-HRTimeline
DiPaolo Financial Group, Inc.11,501$312K0.23%new13F-HRTimeline
Kovack Advisors, Inc.11,140$303K0.02%+1,42513F-HRTimeline
CGN Advisors LLC11,128$302K0.02%+39013F-HRTimeline
Jones Kertz & Associates, Inc.10,944$297K0.16%+1,04713F-HRTimeline
Lakeridge Wealth Management LLC10,919$296K0.13%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,746$292K<0.01%new13F-HRTimelineGroup
Ballew Advisors, Inc10,540$289K0.16%013F-HRTimeline
GeoWealth Management, LLC10,381$282K0.01%-42313F-HRTimeline
Burford Brothers, Inc.10,196$277K0.11%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,039$273K0.01%013F-HRTimelineGroup
DeDora Capital, Inc.10,006$272K0.07%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC9,392$255K0.11%013F-HRTimeline
Compass Ion Advisors, LLC9,157$249K0.02%new13F-HRTimeline
Strategic Blueprint, LLC9,067$246K0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,925$242K0.09%013F-HRTimeline
Charter Capital Management, LLC\DE8,888$241K0.12%013F-HRTimeline
Stonebridge Financial Group, LLC / MO8,448$229K0.19%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,384$228K0.09%+4,01813F-HRTimeline
CWS Financial Advisors, LLC8,327$226K0.06%new13F-HRTimeline
Waverly Advisors, LLC8,322$226K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC8,000$217K0.08%013F-HRTimeline
Good Harbor Advisors, Inc.8,000$217K0.24%013F-HRTimeline
Mayflower Financial Advisors, LLC7,947$216K0.03%new13F-HRTimeline
Capital Asset Advisory Services LLC7,673$211K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.7,457$202K0.16%new13F-HRTimeline
Financial Perspectives, Inc7,442$202K0.06%+45313F-HRTimeline
Saxony Capital Management, LLC7,416$201K0.12%-1813F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,220$196K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,638$180K<0.01%new13F-HRTimelineGroup
ENTRUST FINANCIAL LLC5,998$163K0.11%new13F-HRTimeline
Advisory Services Network, LLC5,930$161K<0.01%new13F-HRTimeline
AE Wealth Management LLC3,822$104K<0.01%-40813F-HRTimeline
Root Financial Partners, LLC3,756$102K<0.01%+613F-HRTimeline
Golden State Wealth Management, LLC3,449$93.6K0.01%+1913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,182$86.4K<0.01%-3,38213F-HRTimelineGroup
MOTCO3,162$85.8K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,300$62.4K<0.01%013F-HRTimelineGroup
Wellington Grp LLC2,135$58K0.02%013F-HRTimeline
MAI Capital Management1,975$53.6K<0.01%+213F-HRTimeline
Pinnacle Bancorp, Inc.1,962$53.3K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton1,628$44.2K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,228$33.3K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,142$31K<0.01%-1,23313F-HRTimeline
AMERIFLEX GROUP, INC.1,115$30.3K0.02%013F-HRTimeline
FMR LLCin group FMR LLC1,100$29.9K<0.01%013F-HRTimelineGroup
Nvest Wealth Strategies, Inc.979$26.6K0.02%+11513F-HRTimeline
Clark Wealth Partners881$23.9K0.02%-88713F-HRTimeline
Opal Wealth Advisors, LLC805$21.9K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB466$12.7K<0.01%new13F-HRTimeline
JNBA Financial Advisors323$8.77K<0.01%+313F-HRTimeline
BARRETT & COMPANY, INC.300$8.14K<0.01%013F-HRTimeline
CX Institutional284$8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC195$5.3K<0.01%-1,01213F-HRTimeline
Arax Advisory Partners155$4.21K<0.01%-27813F-HRTimeline
CoreCap Advisors, LLC135$3.67K<0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.60$1.63K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$7<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.