Skip to content
Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

Follow

MUN INM ETF (fund)

185 managers (188 13F filers) reported a position in CGMU shares at 2024-12-31, 82,996,501 shares in all. 31 filers opened a position and 8 filers sold out during the quarter.

Managers
185
13F filers
188
New
31
Added
105
Reduced
20
Sold out
8
Shares held by filers
82,996,501

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Capital International Investorsin group Capital International Investo…39,111,005$1.05B0.2%+1,120,26613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,278,486$196M+745,021Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,609,933$70.3M0.06%+1,053,94813F-HRTimelineGroup
LPL Financial LLC2,466,898$66.4M0.03%+613,61813F-HRTimeline
Cetera Investment Advisers2,316,401$62.4M0.13%+147,35013F-HRTimeline
UBS Group AGin group UBS Group AG2,292,347$61.7M0.01%+26,71213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,018,323$54.3M0.01%+531,84613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,964,602$52.9M0.08%+170,67213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,828,361$49.2M<0.01%+525,92713F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC1,443,344$38.9M0.13%+239,37613F-HRTimeline
Cambridge Investment Research Advisors,…1,282,547$34.5M0.12%+143,53713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,057,917$28.5M0.06%+44,99713F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…983,249$26.5M0.59%+77,95613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP963,413$25.9M0.03%-7,30613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.872,685$23.5M0.81%+135,55613F-HRTimeline
Venturi Wealth Management, LLC767,890$20.7M1.02%+28,35913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC765,126$20.6M0.06%+43,26913F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…688,744$18.5M0.17%+11,16313F-HRTimelineGroup
Confluence Wealth Services, Inc.624,857$16.8M1.09%+578,23613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA560,411$15.1M<0.01%+64,02013F-HRTimelineGroup
Janney Montgomery Scott LLC464,177$12.5M0.03%+39,58413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP455,567$12.3M0.01%+311,81013F-HRTimelineGroup
Orion Porfolio Solutions, LLC436,825$11.8M0.12%+23,05413F-HRTimeline
Orion Portfolio Solutions, LLC436,825$11.8M0.12%+23,05413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC417,261$11.2M<0.01%13F-HR/ATimelineGroup
Private Advisor Group, LLC411,672$11.1M0.06%+34,51113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO300,740$8.1M<0.01%-809,78213F-HRTimelineGroup
Jacobi Capital Management LLC299,973$8.08M0.6%-9,60013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP298,553$8.04M0.01%+16,60313F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC297,999$8.02M6.62%13F-HR/ATimeline
Royal Harbor Partners, LLC285,753$7.69M2.9%-26013F-HRTimeline
Per Stirling Capital Management, LLC.277,250$7.46M1.06%+8,21613F-HRTimeline
Atria Wealth Solutions, Inc.223,625$6.02M0.07%+32,90413F-HRTimeline
Capital Planning LLC203,277$5.47M1.44%+8,13813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC199,048$5.36M4.54%+38,82913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …195,426$5.26M0.15%+10,48213F-HRTimelineGroup
WNY Asset Management, LLC194,612$5.24M0.65%+32,12813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…191,446$5.15M0.01%+38,13213F-HR/ATimeline
Koshinski Asset Management, Inc.191,146$5.15M0.46%+46,57613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC184,556$4.97M0.01%+173,43013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC166,864$4.49M0.06%+8,68013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC165,656$4.46M0.1%+22,83213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding152,303$4.1M+3,374Timeline
World Investment Advisors145,057$3.9M0.11%+10,31613F-HRTimeline
New England Capital Financial Advisors …138,388$3.73M1.82%+8,37813F-HRTimeline
Skyline Advisors, Inc.137,473$3.7M1.44%+109,81913F-HRTimeline
Mutual Advisors, LLC130,354$3.5M0.1%+2,02613F-HRTimeline
OLD MISSION CAPITAL LLC127,616$3.44M0.08%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC123,711$3.33M0.1%+6,52113F-HRTimeline
Betterment LLC112,265$3.02M0.01%new13F-HRTimeline
Atria Investments, Inc111,863$3.01M0.04%+62713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.109,402$2.95M0.01%+29,20113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…107,358$2.89M0.43%new13F-HRTimeline
Landmark Wealth Management, LLC101,922$2.74M1.22%+9,79713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC99,895$2.69M0.34%+1,21313F-HRTimeline
EQ WEALTH ADVISORS, LLC94,762$2.55M2.45%13F-HRTimeline
Ashton Thomas Private Wealth, LLC93,738$2.52M0.1%+34,31513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC78,859$2.12M0.26%+3,47013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC77,851$2.1M0.02%+14,94413F-HRTimelineGroup
Independent Advisor Alliance76,102$2.05M0.03%new13F-HRTimeline
Main Line Retirement Advisors, LLC73,755$1.99M1.31%new13F-HRTimeline
COMERICA BANK70,471$1.9M0.01%+3,91013F-HR/ATimeline
NavPoint Financial, Inc.66,758$1.8M1.42%+20413F-HRTimeline
AdvisorNet Financial, Inc65,694$1.77M0.15%+26,14913F-HRTimeline
Tempus Wealth Planning, LLC65,072$1.75M0.54%+10,37813F-HRTimeline
McGlone Suttner Wealth Management, Inc.63,061$1.7M0.28%+2,64513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS62,874$1.69M<0.01%+48,87413F-HRTimeline
CWM, LLCin group CWM, LLC60,429$1.63M0.01%+56,89513F-HRTimelineGroup
AA Financial Advisors, LLC59,670$1.61M0.43%+3,50913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC59,355$1.6M<0.01%+64213F-HRTimelineGroup
Freedom Financial Partners LLC59,083$1.59M0.77%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.58,667$1.58M0.01%+21,53013F-HRTimeline
NOVEM GROUP54,895$1.48M0.22%13F-HRTimeline
WEDBUSH SECURITIES INC50,869$1.37M0.05%+1,43013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,333$1.33M0.05%new13F-HRTimelineGroup
Smith Thornton Advisors LLC49,210$1.32M0.84%013F-HRTimeline
Entruity Wealth, LLC48,446$1.3M1.29%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…46,840$1.26M0.02%+5,44513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.46,137$1.24M0.04%+13,62513F-HRTimeline
Souders Financial Advisors45,861$1.23M0.17%-1,81913F-HRTimeline
NewEdge Advisors, LLC45,802$1.23M0.01%+35,17913F-HRTimeline
LongView Wealth Management45,491$1.22M0.37%+5,60313F-HRTimeline
Belpointe Asset Management LLC39,782$1.08M0.07%013F-HRTimeline
Valmark Advisers, Inc.39,526$1.06M0.02%new13F-HRTimeline
GWN SECURITIES INC.39,080$1.04M0.28%13F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC38,639$1.04M0.25%new13F-HRTimeline
Envision Financial Planning, LLC38,356$1.03M0.53%new13F-HRTimeline
Intergy Private Wealth, LLC37,994$1.02M0.38%+75113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…37,730$1.02M0.06%+37413F-HRTimeline
LifeGoal Investments, LLC37,278$1M1.09%13F-HRTimeline
&PARTNERS36,855$994K0.01%+6,64413F-HRTimeline
Thrive Wealth Management, LLC36,550$984K0.18%-10,76313F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.36,351$979K1.94%-3,17013F-HRTimeline
Madison Wealth Partners, Inc33,526$903K0.25%-1,18013F-HRTimeline
IFG Advisory, LLC32,784$883K0.05%+8,20413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…31,852$857K0.4%+11,78713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC31,359$844K0.04%+5,04413F-HRTimeline
TrueWealth Advisors, LLC28,111$757K0.25%+4,11813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…28,033$755K0.04%+4,50813F-HRTimelineGroup
Sovran Advisors, LLC28,053$751K0.11%13F-HRTimeline
Avidian Wealth Enterprises, LLC27,632$744K0.03%-3,06413F-HRTimeline
SK Wealth Management, LLC25,036$674K0.34%+21513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC24,946$672K0.07%+5,48213F-HRTimeline
Allworth Financial LP24,875$669K<0.01%new13F-HRTimeline
Burton Enright Welch21,630$582K0.12%+2,57713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,121$569K<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC20,236$545K0.04%-35913F-HRTimelineGroup
Armstrong, Fleming & Moore, Inc19,985$538K0.33%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,445$523K0.03%new13F-HRTimeline
VestGen Investment Management19,033$512K0.14%+6,07013F-HRTimeline
Glenview Trust Co18,984$511K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC18,845$507K0.4%-1,84413F-HRTimeline
M Wealth Management, LLC18,343$494K0.45%13F-HRTimeline
American Financial Advisors, LLC17,818$480K0.07%+1,74113F-HRTimeline
Wood Tarver Financial Group, LLC17,301$465K0.16%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…17,100$460K0.02%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,700$450K0.03%+3,00013F-HRTimeline
Financial Advocates Investment Manageme…16,621$447K0.03%+7,26513F-HRTimeline
RFP Financial Group LLC16,261$438K0.17%-20,38313F-HRTimeline
Midwest Heritage Bank, FSB16,075$433K0.2%+1,28313F-HRTimeline
HighTower Advisors, LLC15,720$423K<0.01%+7,30113F-HRTimeline
Maia Wealth LLC15,277$414K0.09%new13F-HRTimeline
New Century Financial Group, LLC15,164$409K0.17%+24513F-HRTimeline
Steward Partners Investment Advisory, L…15,103$407K<0.01%+10,54913F-HRTimeline
Peterson Wealth Advisors, LLC14,593$393K0.07%+86713F-HRTimeline
Patriot Financial Group Insurance Agenc…14,568$392K0.05%+2,08813F-HRTimeline
Cyndeo Wealth Partners, LLC14,496$390K0.03%+4213F-HRTimeline
Saxony Capital Management, LLC13,986$377K0.33%013F-HRTimeline
NWAM LLC13,912$375K0.02%new13F-HRTimeline
Western Wealth Management, LLC13,835$372K0.02%+2,80913F-HR/ATimeline
Bill Few Associates, Inc.13,674$368K0.13%013F-HRTimeline
Johnson Bixby & Associates, LLC13,304$358K0.05%-2,46113F-HRTimeline
First Heartland Consultants, Inc.13,133$354K0.04%-10313F-HRTimeline
Northwest Financial Advisors12,835$346K0.29%+91013F-HRTimeline
Sigma Planning Corp12,676$341K0.01%+65813F-HRTimeline
DAVENPORT & Co LLC12,239$329K<0.01%+3,49813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC12,177$328K0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,916$321K0.01%+2,43313F-HRTimelineGroup
Lodestone Wealth Management LLC11,837$319K0.16%-32213F-HRTimeline
Global Retirement Partners, LLC11,785$317K0.01%+3,86813F-HRTimeline
Gateway Wealth Partners, LLC11,499$310K0.08%+2,73813F-HRTimeline
Prospera Financial Services Inc11,395$307K0.01%+1,98613F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC11,267$303K0.21%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,103$299K0.03%new13F-HRTimeline
IFP Advisors, Inc10,776$290K0.01%+4513F-HRTimeline
Freedom Investment Management, Inc.10,727$289K0.02%+38213F-HRTimeline
Keystone Financial Group10,403$280K0.03%+2,40213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,039$270K0.01%013F-HRTimelineGroup
Ballew Advisors, Inc9,540$256K0.16%013F-HRTimeline
Modern Wealth Management, LLC9,394$253K0.01%new13F-HR/ATimeline
CGN Advisors LLC9,135$246K0.02%+43413F-HRTimeline
Riggs Capital Management LLC8,794$237K0.23%13F-HRTimeline
Sanctuary Advisors, LLC8,631$234K<0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC8,573$231K0.02%new13F-HRTimeline
Ausdal Financial Partners, Inc.8,500$229K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,220$194K0.01%013F-HRTimeline
Hexagon Capital Partners LLC7,219$194K0.04%013F-HRTimeline
Sunbelt Securities, Inc.6,731$181K0.02%013F-HRTimeline
PRIVATE TRUST CO NA6,542$176K0.02%-11,96513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,075$164K0.09%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,679$126K<0.01%+3,30613F-HRTimelineGroup
First Horizon Advisors, Inc.4,433$119K<0.01%013F-HRTimeline
Bare Financial Services, Inc3,762$101K0.04%-49,57813F-HRTimeline
Elequin Capital, LP3,748$101K0.01%-36,26413F-HRTimeline
WR Wealth Planners, LLC3,637$97.9K0.03%-3,86913F-HRTimeline
Milestone Investment Advisors LLC3,625$97.6K0.03%013F-HRTimeline
WINTRUST INVESTMENTS LLC3,559$95K0.08%+42713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,099$83.4K0.08%13F-HRTimeline
Golden State Wealth Management, LLC2,466$66.4K0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,416$65.1K0.01%+1413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,394$64.4K0.01%+86313F-HRTimeline
Rosenberg Matthew Hamilton2,082$56K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,020$54.4K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,316$35.4K0.01%new13F-HRTimeline
Continuum Advisory, LLC1,295$34.9K<0.01%013F-HRTimeline
Transcendent Capital Group LLC1,182$31.8K0.02%+1513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management928$25K<0.01%new13F-HRTimelineGroup
ORG Partners LLC917$24.7K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.726$19.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC329$8.86K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.300$8.08K<0.01%new13F-HRTimeline
JNBA Financial Advisors220$5.92K<0.01%+3613F-HRTimeline
Fourth Dimension Wealth, LLC200$5.38K<0.01%13F-HRTimeline
New Millennium Group LLC44$1.18K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3$850.01%new13F-HRTimeline