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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

244 managers (246 13F filers) reported a position in CGMU shares at 2025-09-30, 127,833,776 shares in all. 35 filers opened a position and 10 filers sold out during the quarter.

Managers
244
13F filers
246
New
35
Added
150
Reduced
43
Sold out
10
Shares held by filers
127,833,776

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…45,584,635$1.24B0.2%+5,890,07413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,269,057$280M+1,534,265Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,597,766$180M0.12%+1,620,21913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,507,384$178M0.01%+1,787,21413F-HR/ATimelineGroup
LPL Financial LLC5,277,094$144M0.04%+1,603,78613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,062,885$111M0.02%+1,202,30013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,582,696$97.8M0.02%+393,04213F-HRTimelineGroup
Cetera Investment Advisers3,550,459$96.9M0.11%+596,37913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,361,585$64.4M0.08%+69,68513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,236,326$60.6M0.08%+202,69513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,111,606$57.6M0.15%+286,20613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,797,923$49.1M0.04%+786,94813F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,584,368$43.2M0.12%+120,41913F-HRTimeline
Blue Chip Partners, LLC1,565,047$42.7M3.19%+47,13613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,504,354$41.1M0.69%+197,52113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,501,319$41M0.01%+348,95813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,464,113$39.8M0.03%+474,35013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,231,999$33.6M0.67%+284,89813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,082,258$29.5M0.06%+183,61513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,058,945$28.9M0.55%-889,80513F-HRTimeline
Venturi Wealth Management, LLC1,033,760$28.2M1.31%+277,19113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA923,178$25.2M<0.01%+244,00813F-HRTimelineGroup
Confluence Wealth Services, Inc.746,403$20.4M1%+37,39413F-HRTimeline
Private Advisor Group, LLC714,227$19.5M0.1%+73,31113F-HRTimeline
Janney Montgomery Scott LLC653,923$17.8M0.04%+92,52213F-HRTimeline
Orion Porfolio Solutions, LLC622,200$17M0.13%+87,84113F-HRTimeline
Beacon Pointe Advisors, LLC565,220$15.4M0.13%+408,36113F-HRTimeline
Larson Financial Group LLC557,932$15.2M0.53%+180,32913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/550,308$15M<0.01%+323,63513F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding517,382$14.1M-251,154Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO509,941$13.9M0.01%+279,36213F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC505,762$13.8M2.29%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP433,728$11.8M0.02%+45,41813F-HRTimelineGroup
Royal Harbor Partners, LLC424,706$11.6M3.93%+141,97113F-HRTimeline
EnRich Financial Partners LLC384,260$10.5M2.98%+12,42313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC362,196$9.88M0.29%+45,36813F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…352,962$9.63M1.34%+35,99613F-HRTimeline
Stonebridge Financial Group, LLC322,736$8.81M0.78%-9,90313F-HRTimeline
Jacobi Capital Management LLC320,825$8.76M0.53%-74313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC302,078$8.24M0.14%+59,60313F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC297,610$8.12M5.83%+62,27813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC296,795$8.1M0.09%+70,12413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO284,429$7.76M<0.01%-198,29613F-HR/ATimelineGroup
MB, LEVIS & ASSOCIATES, LLC278,037$7.59M3.28%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.272,143$7.43M0.01%+38,78713F-HRTimelineGroup
&PARTNERS269,398$7.35M0.05%+21,54613F-HRTimeline
Gutierrez Wealth Advisory, LLC263,892$7.2M4.61%+20,19813F-HRTimeline
WNY Asset Management, LLC262,906$7.17M0.69%+11,59513F-HRTimeline
Koshinski Asset Management, Inc.258,043$7.04M0.47%+44,78713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …234,546$6.4M0.13%+18,16913F-HRTimelineGroup
Envision Financial Planning, LLC215,557$5.88M2.49%+96,61113F-HRTimeline
U.S. Capital Wealth Advisors, LLC209,348$5.71M0.15%+35,66913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…195,826$5.33M0.01%-2,53313F-HRTimeline
Ashton Thomas Private Wealth, LLC179,485$4.9M0.13%+27,81313F-HRTimeline
NewEdge Advisors, LLC178,959$4.88M0.02%+55,42213F-HRTimeline
Hartmann Taylor Wealth Management, LLC178,856$4.88M3.5%-6,68413F-HRTimeline
Capital Planning LLC178,039$4.86M1.42%-42,68313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC173,200$4.73M0.01%+76,28113F-HRTimeline
World Investment Advisors166,213$4.54M0.09%+10,52413F-HRTimeline
Skyline Advisors, Inc.165,999$4.53M1.56%+45,43413F-HRTimeline
Mutual Advisors, LLC163,808$4.5M0.1%+25,53013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …148,276$4.05M0.71%+9,29113F-HRTimeline
New England Capital Financial Advisors …141,143$3.85M1.64%+6,24013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC139,280$3.8M0.31%+55,98013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC139,181$3.8M0.03%+39,30013F-HRTimelineGroup
Trinity Wealth Management, LLC136,306$3.72M1.39%+8,20913F-HRTimeline
Modern Wealth Management, LLC131,063$3.58M0.07%+45,96913F-HRTimeline
Prospera Financial Services Inc129,774$3.54M0.06%+28913F-HRTimeline
EQ WEALTH ADVISORS, LLC125,566$3.43M2.25%+18,44613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC122,402$3.34M<0.01%-213,97013F-HRTimelineGroup
Beacon Capital Management, Inc.120,000$3.27M0.16%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers117,366$3.2M<0.01%+85,15913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…116,739$3.19M0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC114,046$3.11M0.53%+98913F-HRTimeline
Landmark Wealth Management, LLC113,513$3.1M1.23%+14,76813F-HRTimeline
Steward Partners Investment Advisory, L…111,812$3.05M0.02%+35,97813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.104,418$2.85M0.03%+48,49213F-HRTimelineGroup
Visionary Wealth Advisors101,058$2.76M0.13%new13F-HRTimeline
AdvisorNet Financial, Inc100,549$2.74M0.16%+11,45713F-HRTimeline
COMERICA BANK99,963$2.73M0.01%+18,29613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV98,333$2.68M0.18%+6,59313F-HRTimeline
NavPoint Financial, Inc.98,086$2.68M1.4%+6,26813F-HRTimeline
Tempus Wealth Planning, LLC97,782$2.67M0.61%-19913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…94,948$2.59M0.31%-6,85913F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC94,489$2.58M0.48%+23,70513F-HRTimeline
Global Retirement Partners, LLC94,195$2.57M0.06%+24,87513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.91,706$2.5M0.02%+13,27213F-HRTimelineGroup
Thrive Wealth Management, LLC87,574$2.39M0.36%+21,23813F-HRTimeline
Main Line Retirement Advisors, LLC82,222$2.24M1.15%-53613F-HRTimeline
Freedom Financial Partners LLC81,278$2.22M0.85%+8,11213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC80,067$2.19M0.21%+4,70013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,964$2.13M<0.01%+22,35013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV74,774$2.04M<0.01%013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…73,646$2.01M0.74%-1,46213F-HRTimeline
NOVEM GROUP72,254$1.97M0.23%-5,08513F-HRTimeline
Aurdan Capital Management, LLC70,748$1.93M0.61%+56,02413F-HRTimeline
Arkadios Wealth Advisors70,353$1.92M0.05%+62,19513F-HRTimeline
VICUS CAPITAL70,260$1.92M0.15%+42,69213F-HRTimeline
Simplicity Wealth,LLC69,830$1.91M0.11%-63,30613F-HRTimeline
McGlone Suttner Wealth Management, Inc.69,224$1.89M0.26%+2,62813F-HRTimeline
CWM, LLCin group CWM, LLC65,230$1.78M0.01%+3,35613F-HRTimelineGroup
AA Financial Advisors, LLC64,918$1.77M0.35%+3,74313F-HRTimeline
Tribridge Partners Financial LLC63,816$1.74M0.8%+21,87613F-HRTimeline
HARBOUR INVESTMENTS, INC.62,436$1.7M0.04%+34,55013F-HRTimeline
LongView Wealth Management61,727$1.68M0.46%+18,46513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC60,642$1.65M<0.01%+44013F-HRTimelineGroup
WEDBUSH SECURITIES INC60,308$1.65M0.05%+5,05913F-HRTimeline
Valmark Advisers, Inc.59,694$1.63M0.02%+9,47713F-HRTimeline
Sovran Advisors, LLC59,214$1.63M0.14%+14,22413F-HRTimeline
Smith Thornton Advisors LLC59,210$1.62M0.85%+10,00013F-HRTimeline
Penney Financial, LLC58,766$1.6M0.72%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…52,910$1.44M0.02%+2,78513F-HRTimelineGroup
Armstrong, Fleming & Moore, Inc51,175$1.4M0.67%+2,92613F-HRTimeline
American Financial Advisors, LLC50,116$1.37M0.18%+2,24013F-HRTimeline
Leverty Financial Group, LLC49,567$1.35M0.35%+27,93213F-HRTimeline
Spinnaker Investment Group, LLC49,491$1.35M0.25%+1,20713F-HRTimeline
Souders Financial Advisors49,282$1.34M0.16%+6,34213F-HRTimeline
SK Wealth Management, LLC49,194$1.34M0.5%+24,41413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC48,971$1.34M0.45%+36,62113F-HRTimeline
GWN SECURITIES INC.48,883$1.33M0.31%+5,14913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,082$1.31M<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC47,252$1.29M0.05%-27,77513F-HRTimeline
Belpointe Asset Management LLC46,402$1.27M0.05%+1,60013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…45,078$1.23M0.1%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.43,738$1.19M0.02%+1,30913F-HRTimeline
Entruity Wealth, LLC42,158$1.15M0.89%+33213F-HRTimeline
Madison Wealth Partners, Inc40,902$1.12M0.22%+2,12613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC40,695$1.11M0.07%+2,20513F-HRTimeline
Northwest Financial Advisors40,337$1.1M1.41%+6,11513F-HRTimeline
Mariner, LLCin group Mariner, LLC40,154$1.1M<0.01%+9,05513F-HRTimelineGroup
Per Stirling Capital Management, LLC.40,074$1.09M0.13%+3,71813F-HRTimeline
Intrua Financial, LLC39,896$1.09M0.13%+6,87313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…37,731$1.03M0.07%+26,85313F-HRTimelineGroup
LifeGoal Investments, LLC37,289$1.02M0.85%-99913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,131$1.01M<0.01%-40,76413F-HRTimeline
Summit Financial, LLC37,002$1.01M0.02%new13F-HRTimeline
Cornerstone Wealth Management, LLC36,632$1000K0.06%+20,01313F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.35,458$973K1.44%+2,38013F-HRTimeline
Intergy Private Wealth, LLC34,906$953K0.3%+1,75213F-HRTimeline
Atlas Private Wealth Advisors34,614$945K0.23%-18,23313F-HRTimeline
Geneos Wealth Management Inc.33,813$923K0.02%-41,12313F-HRTimeline
IFG Advisory, LLC33,013$901K0.04%-69813F-HRTimeline
TrueWealth Advisors, LLC32,533$888K0.24%+5,34113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…31,486$859K0.03%-13413F-HRTimelineGroup
Wood Tarver Financial Group, LLC31,201$851K0.25%+2,49713F-HRTimeline
VestGen Investment Management31,132$850K0.51%+3,90113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29,177$796K0.03%+17,00013F-HRTimelineGroup
Meridian Wealth Management, LLC27,661$755K0.03%+2,00013F-HRTimeline
Betterment LLC27,602$753K<0.01%-26,08113F-HRTimeline
Duncan Williams Asset Management, LLC26,955$736K0.21%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,455$695K0.04%+1,85513F-HRTimeline
Gateway Wealth Partners, LLC24,956$681K0.09%+43613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC24,946$681K0.05%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC24,761$676K0.02%+3,39213F-HRTimelineGroup
Berger Financial Group, Inc24,242$662K0.04%-41313F-HRTimeline
Maia Wealth LLC24,032$658K0.11%+9,38313F-HRTimeline
Atria Investments, Inc23,803$650K0.01%-4,00813F-HRTimeline
Burton Enright Welch23,326$637K0.1%-4,68513F-HRTimeline
Ausdal Financial Partners, Inc.22,843$623K0.03%+14,34313F-HRTimeline
Capital Planning Advisors, LLC22,251$607K0.08%new13F-HRTimeline
Bank of Marin22,251$607K0.43%new13F-HRTimeline
Peterson Wealth Advisors, LLC22,157$603K0.09%+11,16213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,438$585K0.07%-2,90013F-HRTimeline
Integrated Wealth Concepts LLC21,253$580K0.01%new13F-HRTimeline
Allworth Financial LP20,405$557K<0.01%-2,44713F-HRTimeline
IFP Advisors, Inc20,270$553K0.01%+4,82213F-HR/ATimeline
Western Wealth Management, LLC20,029$547K0.03%+3,99813F-HRTimeline
Capital Management Associates, Inc20,014$546K0.15%new13F-HRTimeline
Avidian Wealth Enterprises, LLC20,000$546K0.02%013F-HRTimeline
Transcendent Capital Group LLC19,938$544K0.24%+85813F-HRTimeline
Sigma Planning Corp19,760$539K0.02%+79713F-HRTimeline
Sand Hill Global Advisors, LLC19,359$528K0.02%+21813F-HRTimeline
HBW ADVISORY SERVICES LLC19,343$528K0.06%+6,15113F-HRTimeline
Glenview Trust Co18,984$518K0.01%013F-HRTimeline
NWAM LLC18,147$498K0.03%013F-HR/ATimeline
Milestone Investment Advisors LLC17,848$487K0.12%-11,00013F-HRTimeline
Merit Financial Group, LLC17,829$487K<0.01%-1,77813F-HR/ATimeline
First Heartland Consultants, Inc.17,697$483K0.04%+1,24013F-HRTimeline
PRIVATE TRUST CO NA17,595$480K0.04%+3,09913F-HRTimeline
Melone Private Wealth, LLC16,199$442K0.2%new13F-HRTimeline
Midwest Heritage Bank, FSB16,134$440K0.16%+2013F-HRTimeline
KINTRA WEALTH, LLC15,780$431K0.24%+1,15013F-HRTimeline
Frazier Financial Advisors, LLC15,596$426K0.26%-1,44313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…15,484$423K0.01%+4613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC15,376$420K0.23%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC15,091$412K0.12%new13F-HRTimeline
Synergy Investment Management, LLC14,700$401K0.15%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,500$396K<0.01%+4,12113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,450$394K<0.01%new13F-HRTimelineGroup
Bill Few Associates, Inc.13,674$373K0.1%013F-HRTimeline
DAVENPORT & Co LLC13,306$363K<0.01%+43313F-HRTimeline
Johnson Bixby & Associates, LLC13,304$363K0.05%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,164$359K0.01%+11013F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC13,163$359K0.17%+46413F-HRTimeline
Bleakley Financial Group, LLC13,053$356K0.01%new13F-HRTimeline
Carson Advisory Inc.12,944$353K0.19%+5,22513F-HRTimeline
Saxony Capital Management, LLC12,901$352K0.23%-1,08513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC12,745$348K0.1%+1,94613F-HRTimeline
LANARK FINANCIAL, INC.12,562$343K0.03%+4,28413F-HRTimeline
Lodestone Wealth Management LLC12,536$342K0.15%+1,14713F-HRTimeline