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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

201 managers (203 13F filers) reported a position in CGMU shares at 2025-03-31, 93,322,388 shares in all. 31 filers opened a position and 13 filers sold out during the quarter.

Managers
201
13F filers
203
New
31
Added
114
Reduced
33
Sold out
13
Shares held by filers
93,322,388

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital International Investorsin group Capital International Investo…39,868,327$1.07B0.21%+757,32213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,791,520$209M+513,034Timeline
MORGAN STANLEYin group MORGAN STANLEY3,900,590$105M0.01%+2,072,22913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,663,217$98.2M0.08%+1,053,28413F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,127,011$83.9M0.02%+834,66413F-HRTimelineGroup
LPL Financial LLC2,984,823$80.1M0.03%+517,92513F-HRTimeline
Cetera Investment Advisers2,575,859$69.1M0.13%+259,45813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,384,005$63.9M0.02%+365,68213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,074,151$55.6M0.08%+109,54913F-HRTimeline
MML INVESTORS SERVICES, LLC1,545,854$41.5M0.14%+102,51013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,490,293$40M0.09%+432,37613F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,352,426$36.3M0.12%+69,87913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,063,973$28.5M0.61%+80,72413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP953,349$25.6M0.03%-10,06413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.921,729$24.7M0.64%+49,04413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC831,795$22.3M0.06%+66,66913F-HRTimelineGroup
Venturi Wealth Management, LLC818,109$21.9M1.14%+50,21913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC791,591$21.2M0.01%+374,33013F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…705,214$18.9M0.18%+16,47013F-HRTimelineGroup
Confluence Wealth Services, Inc.703,135$18.5M1.17%+78,27813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP654,073$17.5M0.02%+198,50613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA620,848$16.7M<0.01%+60,43713F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC525,933$14.1M0.14%+89,10813F-HRTimeline
Orion Portfolio Solutions, LLC525,933$14.1M0.14%+89,10813F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO523,025$14M<0.01%+222,28513F-HRTimelineGroup
Janney Montgomery Scott LLC501,199$13.4M0.04%+37,02213F-HRTimeline
Private Advisor Group, LLC464,408$12.5M0.08%+52,73613F-HRTimeline
Gutierrez Wealth Advisory, LLC336,418$9.02M7.32%+38,41913F-HRTimeline
Jacobi Capital Management LLC333,944$8.96M0.66%+33,97113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP331,516$8.89M0.01%+32,96313F-HRTimelineGroup
Per Stirling Capital Management, LLC.319,036$8.56M1.23%+41,78613F-HRTimeline
Royal Harbor Partners, LLC284,521$7.63M2.96%-1,23213F-HRTimeline
Atria Wealth Solutions, Inc.257,096$6.91M0.08%+33,47113F-HRTimeline
Capital Planning LLC228,727$6.13M1.72%+25,45013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC228,094$6.12M0.01%+43,53813F-HR/ATimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC219,978$5.9M4.94%+20,93013F-HR/ATimeline
WNY Asset Management, LLC211,598$5.68M0.67%+16,98613F-HRTimeline
Hartmann Taylor Wealth Management, LLC209,814$5.63M5.04%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…202,901$5.44M0.01%+11,45513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …200,336$5.37M0.14%+4,91013F-HRTimelineGroup
Koshinski Asset Management, Inc.190,196$5.1M0.43%-95013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.189,474$5.08M0.01%+80,07213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC174,299$4.67M0.07%+7,43513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC165,656$4.46M0.1%013F-HRTimelineGroup
Leverty Financial Group, LLC163,260$4.38M1.79%new13F-HRTimeline
Atria Investments, Inc150,800$4.04M0.05%+38,93713F-HRTimeline
World Investment Advisors148,518$3.98M0.1%+3,46113F-HRTimeline
Skyline Advisors, Inc.143,918$3.86M1.52%+6,44513F-HRTimeline
Mutual Advisors, LLC136,806$3.63M0.1%+6,45213F-HRTimeline
U.S. Capital Wealth Advisors, LLC133,281$3.57M0.11%+9,57013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding131,822$3.54M-20,481Timeline
New England Capital Financial Advisors …123,033$3.3M1.68%-15,35513F-HRTimeline
Prospera Financial Services Inc121,547$3.26M0.07%+110,15213F-HRTimeline
Beacon Capital Management, Inc.120,000$3.19M0.16%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …117,686$3.16M0.65%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC116,898$3.13M0.12%+67,56513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC115,766$3.1M0.12%+22,02813F-HRTimeline
Betterment LLC114,470$3.07M0.01%+2,20513F-HRTimeline
Landmark Wealth Management, LLC113,942$3.06M1.35%+12,02013F-HRTimeline
EQ WEALTH ADVISORS, LLC108,531$2.91M2.32%+13,76913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…101,656$2.72M0.41%-5,70213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC96,381$2.58M0.35%-3,51413F-HRTimeline
Tempus Wealth Planning, LLC89,378$2.4M0.72%+24,30613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC85,972$2.31M0.03%+8,12113F-HRTimelineGroup
AdvisorNet Financial, Inc85,555$2.29M0.17%+19,86113F-HRTimeline
NavPoint Financial, Inc.83,661$2.24M1.58%+16,90313F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC81,664$2.19M0.51%+43,02513F-HRTimeline
NOVEM GROUP81,084$2.17M0.31%+26,18913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC78,283$2.1M0.24%-57613F-HRTimelineGroup
Main Line Retirement Advisors, LLC74,808$2.01M1.3%+1,05313F-HRTimeline
Simplicity Wealth,LLC74,481$2M0.16%new13F-HRTimeline
COMERICA BANK71,263$1.91M0.01%+79213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS70,508$1.89M<0.01%+7,63413F-HRTimeline
Freedom Financial Partners LLC70,261$1.88M0.88%+11,17813F-HRTimeline
Blue Chip Partners, LLC69,215$1.86M0.16%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.66,556$1.79M0.01%+7,88913F-HRTimeline
McGlone Suttner Wealth Management, Inc.62,070$1.66M0.27%-99113F-HRTimeline
CWM, LLCin group CWM, LLC61,417$1.65M0.01%+98813F-HRTimelineGroup
NewEdge Advisors, LLC60,064$1.61M0.01%+14,26213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC59,769$1.6M<0.01%+41413F-HRTimelineGroup
AA Financial Advisors, LLC59,670$1.6M0.39%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…55,085$1.48M0.02%+8,24513F-HRTimelineGroup
WEDBUSH SECURITIES INC51,529$1.38M0.05%+66013F-HRTimeline
&PARTNERS52,517$1.36M0.01%+15,66213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50,388$1.35M0.07%+22,35513F-HRTimelineGroup
Spinnaker Investment Group, LLC49,555$1.33M0.3%new13F-HRTimeline
Smith Thornton Advisors LLC49,210$1.32M0.82%013F-HRTimeline
Elequin Capital, LP48,924$1.31M0.25%+45,17613F-HRTimeline
LifeGoal Investments, LLC48,003$1.29M1.39%+10,72513F-HRTimeline
Entruity Wealth, LLC47,697$1.28M1.21%-74913F-HRTimeline
Valmark Advisers, Inc.45,844$1.23M0.02%+6,31813F-HRTimeline
Souders Financial Advisors43,880$1.18M0.16%-1,98113F-HRTimeline
HARBOUR INVESTMENTS, INC.43,277$1.16M0.03%-2,86013F-HRTimeline
LongView Wealth Management41,932$1.12M0.34%-3,55913F-HRTimeline
Belpointe Asset Management LLC41,002$1.1M0.06%+1,22013F-HRTimeline
Envision Financial Planning, LLC40,084$1.08M0.55%+1,72813F-HRTimeline
Thrive Wealth Management, LLC37,854$1.02M0.19%+1,30413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…37,396$1M0.45%+5,54413F-HRTimeline
J.W. COLE ADVISORS, INC.34,617$928K0.03%new13F-HRTimeline
Intergy Private Wealth, LLC34,332$921K0.35%-3,66213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC34,324$921K0.05%+2,96513F-HRTimeline
Geneos Wealth Management Inc.34,202$917K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.33,890$909K0.01%+29,21113F-HRTimelineGroup
Sovran Advisors, LLC34,327$906K0.12%+6,27413F-HRTimeline
IFG Advisory, LLC33,445$897K0.05%+66113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.32,389$869K1.73%-3,96213F-HRTimeline
Mariner, LLCin group Mariner, LLC31,434$843K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…30,199$810K0.01%+15,09613F-HRTimeline
OLD MISSION CAPITAL LLC29,869$801K0.02%-97,74713F-HRTimeline
Madison Wealth Partners, Inc29,829$800K0.2%-3,69713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC29,732$797K0.05%+10,28713F-HRTimeline
TrueWealth Advisors, LLC29,051$779K0.26%+94013F-HRTimeline
Modern Wealth Management, LLC26,230$703K0.02%+16,83613F-HR/ATimeline
Burton Enright Welch26,046$699K0.14%+4,41613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,924$695K<0.01%+23,90413F-HRTimelineGroup
SK Wealth Management, LLC25,511$671K0.36%+47513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC24,946$669K0.07%013F-HRTimeline
Allworth Financial LP25,327$669K<0.01%+45213F-HRTimeline
Wood Tarver Financial Group, LLC24,009$644K0.21%+6,70813F-HRTimeline
American Financial Advisors, LLC21,649$581K0.08%+3,83113F-HRTimeline
Meridian Wealth Management, LLC21,520$577K0.03%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,454$575K0.02%+1,21813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,279$571K0.01%new13F-HRTimelineGroup
CW Advisors, LLC21,095$566K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,468$549K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC20,306$545K0.03%new13F-HRTimeline
VestGen Investment Management19,610$526K0.4%+57713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,600$526K0.04%+2,90013F-HRTimeline
Glenview Trust Co18,984$509K0.01%013F-HR/ATimeline
NWAM LLC17,708$475K0.04%+3,79613F-HRTimeline
Frazier Financial Advisors, LLC17,707$475K0.37%-1,13813F-HRTimeline
Financial Advocates Investment Manageme…16,484$442K0.03%-13713F-HRTimeline
Midwest Heritage Bank, FSB16,094$432K0.18%+1913F-HRTimeline
Keystone Financial Group15,905$427K0.04%+5,50213F-HRTimeline
Western Wealth Management, LLC15,904$427K0.03%+2,06913F-HRTimeline
Patriot Financial Group Insurance Agenc…15,798$424K0.06%+1,23013F-HRTimeline
Cornerstone Wealth Management, LLC15,648$420K0.03%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…15,393$413K0.02%-1,70713F-HRTimeline
Peterson Wealth Advisors, LLC14,956$397K0.08%+36313F-HRTimeline
Synergy Investment Management, LLC14,700$394K0.16%new13F-HRTimeline
Sigma Planning Corp14,603$392K0.01%+1,92713F-HRTimeline
PRIVATE TRUST CO NA14,496$389K0.04%+7,95413F-HRTimeline
HighTower Advisors, LLC14,485$389K<0.01%-1,23513F-HRTimeline
Gateway Wealth Partners, LLC14,333$384K0.09%+2,83413F-HRTimeline
Saxony Capital Management, LLC13,986$375K0.33%013F-HRTimeline
Bill Few Associates, Inc.13,674$367K0.13%013F-HRTimeline
Northwest Financial Advisors13,555$364K0.3%+72013F-HRTimeline
Johnson Bixby & Associates, LLC13,304$357K0.05%013F-HRTimeline
First Heartland Consultants, Inc.13,258$356K0.04%+12513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,946$347K0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC12,487$335K<0.01%+24813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC12,177$327K0.02%013F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC12,123$325K0.22%+85613F-HRTimeline
KINTRA WEALTH, LLC11,680$313K0.21%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,427$307K0.01%-48913F-HRTimelineGroup
Cyndeo Wealth Partners, LLC11,430$307K0.02%-3,06613F-HRTimeline
Lodestone Wealth Management LLC11,430$307K0.16%-40713F-HRTimeline
IFP Advisors, Inc11,337$304K0.01%+56113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC10,709$287K0.09%new13F-HRTimeline
M Wealth Management, LLC10,444$280K0.26%-7,89913F-HRTimeline
GWN SECURITIES INC.10,115$271K0.02%-28,96513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,039$269K0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.9,965$267K0.02%new13F-HRTimeline
Maia Wealth LLC10,042$264K0.06%-5,23513F-HRTimeline
Freedom Investment Management, Inc.9,726$261K0.02%-1,00113F-HRTimeline
Ballew Advisors, Inc9,540$250K0.17%013F-HRTimeline
Intrua Financial, LLC9,177$246K0.04%new13F-HRTimeline
CGN Advisors LLC9,018$242K0.02%-11713F-HRTimeline
Sanctuary Advisors, LLC8,636$232K<0.01%+513F-HRTimeline
HBW ADVISORY SERVICES LLC8,502$228K0.03%-7113F-HRTimeline
Ausdal Financial Partners, Inc.8,500$228K0.02%013F-HRTimeline
Latitude Advisors, LLC7,815$210K0.12%new13F-HRTimeline
Carson Advisory Inc.7,564$203K0.14%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,220$194K0.01%013F-HRTimeline
Hexagon Capital Partners LLC7,219$194K0.04%013F-HRTimeline
Sunbelt Securities, Inc.6,583$177K0.02%-14813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,075$163K0.08%013F-HRTimeline
First Horizon Advisors, Inc.4,433$119K<0.01%013F-HRTimeline
Bare Financial Services, Inc3,793$102K0.04%+3113F-HRTimeline
Milestone Investment Advisors LLC3,625$97.2K0.03%013F-HRTimeline
Golden State Wealth Management, LLC3,391$91K0.01%+92513F-HR/ATimeline
LANARK FINANCIAL, INC.3,165$84K0.01%+3,16213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,418$64.9K0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,400$64.4K0.01%+613F-HRTimeline
Rosenberg Matthew Hamilton2,082$55.8K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC1,715$46K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,466$39.3K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,316$35.3K0.01%013F-HRTimeline
Continuum Advisory, LLC1,295$34.7K<0.01%013F-HRTimeline
Financial Perspectives, Inc1,247$33.4K0.01%new13F-HRTimeline
Arax Advisory Partners1,122$30.1K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management928$24.9K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.726$19.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC507$13.6K<0.01%+17813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.364$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARRETT & COMPANY, INC.300$8.05K<0.01%013F-HRTimeline
JNBA Financial Advisors220$5.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC107$2.87K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.60$1.61K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC28$751<0.01%new13F-HRTimeline