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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

224 managers (226 13F filers) reported a position in CGMU shares at 2025-06-30, 106,911,376 shares in all. 32 filers opened a position and 11 filers sold out during the quarter.

Managers
224
13F filers
226
New
32
Added
125
Reduced
47
Sold out
11
Shares held by filers
106,911,376

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital International Investorsin group Capital International Investo…39,694,561$1.06B0.18%-173,76613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,734,792$233M+943,272Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,977,547$133M0.1%+1,314,33013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,720,170$126M0.01%+819,58013F-HRTimelineGroup
LPL Financial LLC3,673,308$98M0.03%+688,48513F-HRTimeline
UBS Group AGin group UBS Group AG3,189,654$85.1M0.02%+62,64313F-HRTimelineGroup
Cetera Investment Advisers2,954,080$78.8M0.13%+378,22113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,860,585$76.3M0.02%+476,58013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,291,900$61.2M0.08%+217,74913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,033,631$54.3M0.1%+543,33813F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.1,948,750$52M0.75%+1,027,02113F-HRTimeline
MML INVESTORS SERVICES, LLC1,825,400$48.7M0.14%+279,54613F-HRTimeline
Blue Chip Partners, LLC1,517,911$40.5M3.3%+1,448,69613F-HRTimeline
Cambridge Investment Research Advisors,…1,463,949$39.1M0.12%+111,52313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,306,833$34.9M0.3%+601,61913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,152,361$30.8M0.01%+360,77013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,010,975$27M0.03%+57,62613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP989,763$26.4M0.02%+335,69013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…947,101$25.3M0.56%-116,87213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC898,643$24M0.06%+66,84813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding768,536$20.5M+636,714Timeline
Venturi Wealth Management, LLC756,569$20.2M1%-61,54013F-HRTimeline
Confluence Wealth Services, Inc.709,009$18.9M1.03%+5,87413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA679,170$18.1M<0.01%+58,32213F-HR/ATimelineGroup
Private Advisor Group, LLC640,916$17.1M0.09%+176,50813F-HRTimeline
Janney Montgomery Scott LLC561,401$15M0.04%+60,20213F-HRTimeline
Orion Porfolio Solutions, LLC534,359$14.3M0.12%+8,42613F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO482,725$12.9M<0.01%-40,30013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP388,310$10.4M0.02%+56,79413F-HRTimelineGroup
Larson Financial Group LLC377,603$10.1M0.4%+357,29713F-HRTimeline
EnRich Financial Partners LLC371,837$9.92M3.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC336,372$8.98M0.01%+108,27813F-HRTimelineGroup
Stonebridge Financial Group, LLC332,639$8.88M0.86%new13F-HRTimeline
Jacobi Capital Management LLC321,568$8.58M0.57%-12,37613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…316,966$8.46M1.25%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC316,828$8.46M0.28%+199,93013F-HRTimelineGroup
Royal Harbor Partners, LLC282,735$7.55M2.76%-1,78613F-HRTimeline
WNY Asset Management, LLC251,311$6.71M0.74%+39,71313F-HRTimeline
&PARTNERS247,852$6.59M0.05%+195,33513F-HRTimeline
Gutierrez Wealth Advisory, LLC243,694$6.5M4.36%-92,72413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC242,475$6.47M0.12%+76,81913F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC235,332$6.28M5.02%+15,35413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.233,356$6.23M0.01%+43,88213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO230,579$6.15M0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/226,673$6.05M<0.01%+200,74913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC226,671$6.05M0.08%+52,37213F-HRTimelineGroup
Capital Planning LLC220,722$5.89M1.85%-8,00513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …216,377$5.78M0.13%+16,04113F-HRTimelineGroup
Koshinski Asset Management, Inc.213,256$5.69M0.43%+23,06013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…198,359$5.3M0.01%-4,54213F-HRTimeline
Atria Wealth Solutions, Inc.192,286$5.14M0.12%-64,81013F-HRTimeline
Hartmann Taylor Wealth Management, LLC185,540$4.95M4.12%-24,27413F-HRTimeline
U.S. Capital Wealth Advisors, LLC173,679$4.64M0.14%+40,39813F-HRTimeline
Beacon Pointe Advisors, LLC156,859$4.19M0.04%new13F-HRTimeline
World Investment Advisors155,689$4.16M0.09%+7,17113F-HRTimeline
Ashton Thomas Private Wealth, LLC151,672$4.05M0.14%+35,90613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …138,985$3.71M0.71%+21,29913F-HRTimeline
Mutual Advisors, LLC138,278$3.69M0.09%+1,47213F-HRTimeline
New England Capital Financial Advisors …134,903$3.6M1.65%+11,87013F-HRTimeline
Simplicity Wealth,LLC133,136$3.55M0.15%+58,65513F-HRTimeline
Prospera Financial Services Inc129,485$3.46M0.06%+7,93813F-HRTimeline
Trinity Wealth Management, LLC128,097$3.42M1.36%new13F-HRTimeline
NewEdge Advisors, LLC123,537$3.3M0.02%+63,47313F-HRTimeline
Skyline Advisors, Inc.120,565$3.22M1.19%-23,35313F-HRTimeline
Beacon Capital Management, Inc.120,000$3.2M0.17%013F-HRTimeline
Envision Financial Planning, LLC118,946$3.17M1.48%+78,86213F-HRTimeline
Advyzon Investment Management, LLC113,057$3.02M0.67%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC107,120$2.86M1.95%-1,41113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…101,807$2.72M0.38%+15113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC99,881$2.67M0.02%+13,90913F-HRTimelineGroup
Landmark Wealth Management, LLC98,745$2.63M1.12%-15,19713F-HRTimeline
Tempus Wealth Planning, LLC97,981$2.62M0.65%+8,60313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.97,501$2.6M0.01%+30,94513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC96,919$2.59M<0.01%new13F-HRTimeline
NavPoint Financial, Inc.91,818$2.45M1.48%+8,15713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV91,740$2.45M0.18%+89,34013F-HRTimeline
AdvisorNet Financial, Inc89,092$2.38M0.15%+3,53713F-HRTimeline
Modern Wealth Management, LLC85,094$2.27M0.06%+58,86413F-HR/ATimeline
PETREDIS INVESTMENT ADVISORS LLC83,300$2.22M0.19%new13F-HRTimeline
Main Line Retirement Advisors, LLC82,758$2.21M1.26%+7,95013F-HRTimeline
COMERICA BANK81,667$2.18M0.01%+10,40413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.78,434$2.09M0.02%+57,15513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS77,895$2.08M<0.01%+7,38713F-HRTimeline
NOVEM GROUP77,339$2.06M0.26%-3,74513F-HRTimeline
Steward Partners Investment Advisory, L…75,834$2.02M0.02%+45,63513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC75,367$2.01M0.21%-2,91613F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…75,108$2M0.8%+37,71213F-HRTimeline
OLD MISSION CAPITAL LLC75,027$2M0.05%+45,15813F-HRTimeline
Geneos Wealth Management Inc.74,936$2M0.05%+40,73413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV74,774$2M<0.01%new13F-HRTimeline
Freedom Financial Partners LLC73,166$1.95M0.82%+2,90513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC70,784$1.89M0.39%-10,88013F-HRTimeline
Global Retirement Partners, LLC69,320$1.85M0.05%13F-HRTimeline
McGlone Suttner Wealth Management, Inc.66,596$1.78M0.27%+4,52613F-HRTimeline
Thrive Wealth Management, LLC66,336$1.77M0.29%+28,48213F-HRTimeline
CWM, LLCin group CWM, LLC61,874$1.65M0.01%+45713F-HRTimelineGroup
AA Financial Advisors, LLC61,175$1.63M0.35%+1,50513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC60,202$1.61M<0.01%+43313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.55,926$1.49M0.02%+22,03613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,614$1.48M<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC55,249$1.48M0.05%+3,72013F-HRTimeline
Betterment LLC53,683$1.43M<0.01%-60,78713F-HRTimeline
Atlas Private Wealth Advisors52,847$1.41M0.18%new13F-HRTimeline
Valmark Advisers, Inc.50,217$1.34M0.02%+4,37313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…50,125$1.34M0.02%-4,96013F-HRTimelineGroup
Smith Thornton Advisors LLC49,210$1.31M0.76%013F-HRTimeline
Elequin Capital, LP49,034$1.31M0.18%+11013F-HRTimeline
Spinnaker Investment Group, LLC48,284$1.29M0.3%-1,27113F-HRTimeline
Armstrong, Fleming & Moore, Inc48,249$1.29M0.7%new13F-HRTimeline
American Financial Advisors, LLC47,876$1.28M0.18%+26,22713F-HRTimeline
Sovran Advisors, LLC44,990$1.2M0.13%+10,66313F-HRTimeline
Belpointe Asset Management LLC44,802$1.2M0.05%+3,80013F-HRTimeline
GWN SECURITIES INC.43,734$1.17M0.22%+33,61913F-HRTimeline
LongView Wealth Management43,262$1.15M0.35%+1,33013F-HRTimeline
Souders Financial Advisors42,940$1.15M0.15%-94013F-HRTimeline
J.W. COLE ADVISORS, INC.42,429$1.13M0.02%+7,81213F-HRTimeline
Tribridge Partners Financial LLC41,940$1.12M0.66%13F-HRTimeline
Entruity Wealth, LLC41,826$1.12M0.95%-5,87113F-HRTimeline
Madison Wealth Partners, Inc38,776$1.03M0.23%+8,94713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC38,490$1.03M0.07%+8,75813F-HRTimeline
LifeGoal Investments, LLC38,288$1.02M0.97%-9,71513F-HRTimeline
Per Stirling Capital Management, LLC.36,356$970K0.13%-282,68013F-HRTimeline
Northwest Financial Advisors34,222$913K1.27%+20,66713F-HRTimeline
IFG Advisory, LLC33,711$900K0.05%+26613F-HRTimeline
Intergy Private Wealth, LLC33,154$885K0.3%-1,17813F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.33,078$883K1.59%+68913F-HRTimeline
Intrua Financial, LLC33,023$881K0.13%+23,84613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers32,207$860K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…31,620$844K0.04%-18,76813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC31,099$830K<0.01%-33513F-HRTimelineGroup
Milestone Investment Advisors LLC28,848$770K0.2%+25,22313F-HRTimeline
Wood Tarver Financial Group, LLC28,704$766K0.23%+4,69513F-HRTimeline
Burton Enright Welch28,011$748K0.13%+1,96513F-HRTimeline
HARBOUR INVESTMENTS, INC.27,886$744K0.02%-15,39113F-HRTimeline
Atria Investments, Inc27,811$742K0.01%-122,98913F-HRTimeline
VICUS CAPITAL27,568$736K0.06%new13F-HRTimeline
VestGen Investment Management27,231$727K0.52%+7,62113F-HRTimeline
TrueWealth Advisors, LLC27,192$726K0.21%-1,85913F-HRTimeline
Meridian Wealth Management, LLC25,661$685K0.03%+4,14113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC24,946$666K0.06%013F-HRTimeline
SK Wealth Management, LLC24,780$663K0.29%-73113F-HRTimeline
Berger Financial Group, Inc24,655$658K0.04%new13F-HRTimeline
Gateway Wealth Partners, LLC24,520$654K0.12%+10,18713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC24,338$650K0.08%-72,04313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,600$630K0.04%+4,00013F-HRTimeline
Allworth Financial LP22,852$610K<0.01%-2,47513F-HRTimeline
Leverty Financial Group, LLC21,635$577K0.17%-141,62513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,369$570K0.02%-8513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC20,000$534K0.02%new13F-HRTimeline
Merit Financial Group, LLC19,607$523K0.01%new13F-HRTimeline
Sand Hill Global Advisors, LLC19,141$511K0.02%new13F-HRTimeline
Transcendent Capital Group LLC19,080$509K0.26%new13F-HRTimeline
Glenview Trust Co18,984$507K0.01%013F-HRTimeline
Sigma Planning Corp18,963$506K0.02%+4,36013F-HRTimeline
Keystone Financial Group18,182$485K0.04%+2,27713F-HRTimeline
NWAM LLC18,147$483K0.03%+43913F-HR/ATimeline
CW Advisors, LLC17,193$459K<0.01%-3,90213F-HRTimeline
Frazier Financial Advisors, LLC17,039$455K0.32%-66813F-HRTimeline
Cornerstone Wealth Management, LLC16,619$444K0.03%+97113F-HRTimeline
First Heartland Consultants, Inc.16,457$439K0.04%+3,19913F-HRTimeline
Midwest Heritage Bank, FSB16,114$430K0.16%+2013F-HRTimeline
Western Wealth Management, LLC16,031$428K0.03%+12713F-HRTimeline
Patriot Financial Group Insurance Agenc…15,993$427K0.05%+19513F-HRTimeline
IFP Advisors, Inc15,448$412K0.01%+4,11113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…15,438$412K0.02%+4513F-HRTimeline
HighTower Advisors, LLC14,938$399K<0.01%+45313F-HRTimeline
Aurdan Capital Management, LLC14,724$393K0.13%new13F-HRTimeline
Maia Wealth LLC14,649$391K0.07%+4,60713F-HRTimeline
KINTRA WEALTH, LLC14,630$390K0.24%+2,95013F-HRTimeline
PRIVATE TRUST CO NA14,496$387K0.04%013F-HRTimeline
Saxony Capital Management, LLC13,986$373K0.29%013F-HRTimeline
Bill Few Associates, Inc.13,674$365K0.1%013F-HRTimeline
Johnson Bixby & Associates, LLC13,304$355K0.05%013F-HRTimeline
Financial Advocates Investment Manageme…13,201$352K0.03%-3,28313F-HRTimeline
HBW ADVISORY SERVICES LLC13,192$352K0.04%+4,69013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,054$348K0.01%+10813F-HRTimelineGroup
DAVENPORT & Co LLC12,873$344K<0.01%+38613F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC12,699$339K0.17%+57613F-HRTimeline
CENTAURUS FINANCIAL, INC.12,500$334K0.02%+2,53513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC12,350$330K0.12%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC12,177$325K0.01%013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC11,465$306K0.02%+3513F-HRTimeline
Lodestone Wealth Management LLC11,389$304K0.15%-4113F-HRTimeline
Peterson Wealth Advisors, LLC10,995$293K0.05%-3,96113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,878$290K0.02%-54913F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC10,799$288K0.08%+9013F-HRTimeline
Sanctuary Advisors, LLC10,446$279K<0.01%+1,81013F-HRTimeline
M Wealth Management, LLC10,444$279K0.26%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,379$277K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,039$268K0.01%013F-HRTimelineGroup
Freedom Investment Management, Inc.9,706$259K0.02%-2013F-HRTimeline
Ballew Advisors, Inc9,540$255K0.15%013F-HRTimeline
CGN Advisors LLC9,378$250K0.02%+36013F-HRTimeline
MSH Capital Advisors LLC9,327$249K0.07%new13F-HRTimeline
D.A. DAVIDSON & CO.9,031$241K<0.01%new13F-HRTimeline
Charter Capital Management, LLC\DE8,888$237K0.14%13F-HRTimeline
Kingsview Wealth Management, LLC8,599$230K<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.8,500$227K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.8,278$220K0.02%+5,11313F-HRTimeline
Strategic Blueprint, LLC8,207$219K0.01%new13F-HRTimeline