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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

299 managers (301 13F filers) reported a position in CGMU shares at 2025-12-31, 148,955,934 shares in all. 40 filers opened a position and 6 filers sold out during the quarter.

Managers
299
13F filers
301
New
40
Added
190
Reduced
26
Sold out
6
Shares held by filers
148,955,934

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…46,328,510$1.27B0.2%+743,87513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,370,934$311M+1,101,877Timeline
MORGAN STANLEYin group MORGAN STANLEY8,991,680$246M0.01%+2,484,29613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,596,372$208M0.13%+998,60613F-HR/ATimelineGroup
LPL Financial LLC6,756,622$185M0.05%+1,479,52813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,742,102$130M0.03%+679,21713F-HRTimelineGroup
Cetera Investment Advisers4,157,316$114M0.12%+606,85713F-HRTimeline
UBS Group AGin group UBS Group AG4,032,770$110M0.02%+450,07413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,597,865$71.1M0.09%+236,28013F-HRTimeline
MML INVESTORS SERVICES, LLC2,377,012$65.1M0.16%+265,40613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,246,187$61.5M0.04%+782,07413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,215,616$60.7M0.09%-20,71013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,034,518$55.7M0.05%+236,59513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,931,271$52.9M0.02%+429,95213F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,902,883$52.1M0.14%+318,51513F-HRTimeline
Blue Chip Partners, LLC1,635,685$44.8M3.25%+70,63813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,556,081$42.6M0.68%+51,72713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,250,925$34.3M0.66%+18,92613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,207,850$33.1M0.07%+125,59213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,153,421$31.6M0.01%+230,24313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,149,959$31.5M0.42%+91,01413F-HRTimeline
Confluence Wealth Services, Inc.1,117,976$30.6M1.27%+371,57313F-HRTimeline
Venturi Wealth Management, LLC1,024,941$28.1M1.25%-8,81913F-HRTimeline
Private Advisor Group, LLC841,827$23M0.11%+127,60013F-HRTimeline
Aprio Wealth Management, LLC810,412$22.2M1.27%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO773,710$21.2M0.02%+263,76913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/771,497$21.1M<0.01%+221,18913F-HRTimelineGroup
J. Derek Lewis & Associates Inc.748,857$20.5M4.8%13F-HRTimeline
Beacon Pointe Advisors, LLC745,742$20.4M0.14%+180,52213F-HRTimeline
Janney Montgomery Scott LLC688,364$18.8M0.04%+34,44113F-HRTimeline
Orion Porfolio Solutions, LLC656,578$18M0.13%+34,37813F-HRTimeline
Larson Financial Group LLC649,681$17.8M0.59%+91,74913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC621,927$17M0.02%+499,52513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding602,225$16.5M+84,843Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO580,336$15.9M<0.01%+295,90713F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…499,912$13.7M1.83%+146,95013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP486,674$13.3M0.02%+52,94613F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC479,150$13.1M2.78%-26,61213F-HRTimeline
Royal Harbor Partners, LLC443,171$12.1M4.01%+18,46513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC437,990$12M0.19%+135,91213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC432,799$11.8M0.33%+70,60313F-HR/ATimelineGroup
EnRich Financial Partners LLC392,181$10.7M2.93%+7,92113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers363,738$9.96M0.01%+246,37213F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC359,449$9.84M4.14%+81,41213F-HRTimeline
Alliance Private Wealth, LLC351,266$9.71M3.38%13F-HRTimeline
&PARTNERS347,029$9.51M0.05%+77,63113F-HRTimeline
Boulder Wealth Advisors, LLC345,208$9.45M3.99%new13F-HRTimeline
RMR Wealth Builders337,891$9.25M0.74%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC332,407$9.1M6.22%+34,79713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.324,169$8.88M0.01%+52,02613F-HRTimelineGroup
Stonebridge Financial Group, LLC319,696$8.75M0.75%-3,04013F-HRTimeline
Jacobi Capital Management LLC316,999$8.68M0.5%-3,82613F-HRTimeline
Koshinski Asset Management, Inc.304,416$8.33M0.54%+46,37313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC293,757$8.04M0.09%-3,03813F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC283,157$7.75M4.87%+19,26513F-HRTimeline
BETO FINANCIAL GROUP, LLC270,680$7.47M5.04%13F-HRTimeline
Michael Brady & Co., LLC272,757$7.47M7.45%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…263,179$7.21M0.01%+146,44013F-HR/ATimelineGroup
McNamara Financial Services, Inc.257,169$7.04M1.34%new13F-HRTimeline
Hartmann Taylor Wealth Management, LLC231,519$6.34M4.28%+52,66313F-HRTimeline
Envision Financial Planning, LLC227,931$6.24M2.36%+12,37413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC222,349$6.09M0.01%+49,14913F-HRTimeline
U.S. Capital Wealth Advisors, LLC220,288$6.03M0.16%+10,94013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …214,781$5.88M0.12%-19,76513F-HRTimelineGroup
Cauble & Harre Wealth Management, Inc.214,701$5.88M4.93%13F-HRTimeline
Ashton Thomas Private Wealth, LLC214,339$5.87M0.14%+34,85413F-HRTimeline
Visionary Wealth Advisors209,764$5.74M0.26%+108,70613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…202,188$5.55M0.01%+6,36213F-HRTimeline
World Investment Advisors196,510$5.38M0.09%+30,29713F-HR/ATimeline
EQ WEALTH ADVISORS, LLC181,680$4.97M2.94%+56,11413F-HRTimeline
NewEdge Advisors, LLC180,042$4.93M0.02%+1,08313F-HRTimeline
Capital Planning LLC179,441$4.92M1.38%+1,40213F-HRTimeline
Mutual Advisors, LLC173,847$4.76M0.1%+10,03913F-HRTimeline
Skyline Advisors, Inc.171,962$4.71M1.57%+5,96313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC164,948$4.52M0.01%+104,30613F-HRTimelineGroup
Penney Financial, LLC164,085$4.49M1.73%+105,31913F-HRTimeline
Total Clarity Wealth Management, Inc.158,661$4.34M1.05%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …157,437$4.31M0.7%+9,16113F-HRTimeline
New England Capital Financial Advisors …155,516$4.26M1.66%+14,37313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC154,279$4.22M0.46%new13F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC153,949$4.22M0.33%+14,66913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC153,714$4.21M0.04%+14,53313F-HRTimelineGroup
Advyzon Investment Management, LLC149,302$4.09M0.47%+35,25613F-HRTimeline
Prospera Financial Services Inc144,509$3.96M0.06%+14,73513F-HRTimeline
Trinity Wealth Management, LLC138,256$3.79M1.39%+1,95013F-HRTimeline
Modern Wealth Management, LLC130,455$3.57M0.07%-60813F-HRTimeline
COMERICA BANK129,574$3.55M0.01%+29,61113F-HRTimeline
Beacon Capital Management, Inc.120,000$3.29M0.18%013F-HRTimeline
AdvisorNet Financial, Inc119,687$3.28M0.17%+19,13813F-HRTimeline
OLD MISSION CAPITAL LLC119,415$3.27M0.13%+72,16313F-HRTimeline
Platt Wealth Management LLC118,471$3.24M3.22%13F-HRTimeline
Steward Partners Investment Advisory, L…115,253$3.16M0.02%+3,44113F-HRTimeline
Landmark Wealth Management, LLC114,733$3.14M1.2%+1,22013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.112,604$3.08M0.02%+20,89813F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.108,745$2.98M0.03%+4,32713F-HRTimelineGroup
Summit Financial, LLC108,494$2.97M0.04%+71,49213F-HRTimeline
NavPoint Financial, Inc.106,399$2.91M1.25%+8,31313F-HRTimeline
Optimus Capital Advisors, LLC103,343$2.83M1.66%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…102,601$2.81M0.34%+7,65313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV102,246$2.8M0.18%+3,91313F-HRTimeline
Global Retirement Partners, LLC102,011$2.79M0.05%+7,81613F-HRTimeline
LongView Wealth Management100,530$2.77M0.67%+38,80313F-HRTimeline
Thrive Wealth Management, LLC94,581$2.59M0.38%+7,00713F-HRTimeline
Capital Investment Management, Inc.92,891$2.54M0.89%13F-HRTimeline
Tempus Wealth Planning, LLC92,641$2.54M0.58%-5,14113F-HRTimeline
VICUS CAPITAL91,972$2.52M0.19%+21,71213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC91,718$2.51M0.23%+11,65113F-HRTimelineGroup
Legacy Private Trust Co.90,740$2.48M0.15%new13F-HRTimeline
Sanctuary Advisors, LLC86,052$2.36M0.01%+77,15213F-HRTimeline
Freedom Financial Partners LLC85,830$2.35M0.85%+4,55213F-HRTimeline
Financial Council, LLC83,806$2.29M0.92%new13F-HRTimeline
Tribridge Partners Financial LLC79,249$2.17M0.91%+15,43313F-HRTimeline
Interchange Capital Partners, LLC76,564$2.1M0.39%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…75,745$2.07M0.03%+22,83513F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…75,142$2.06M0.71%+1,49613F-HRTimeline
McGlone Suttner Wealth Management, Inc.75,056$2.06M0.28%+5,83213F-HRTimeline
HARBOUR INVESTMENTS, INC.74,966$2.05M0.04%+12,53013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV74,774$2.05M<0.01%013F-HRTimeline
Main Line Retirement Advisors, LLC72,582$1.99M1.01%-9,64013F-HR/ATimeline
Leverty Financial Group, LLC72,154$1.98M0.47%+22,58713F-HRTimeline
Valmark Advisers, Inc.71,326$1.95M0.02%+11,63213F-HRTimeline
Aurdan Capital Management, LLC71,073$1.95M0.6%+32513F-HRTimeline
Simplicity Wealth,LLC70,935$1.94M0.12%+1,10513F-HRTimeline
Arkadios Wealth Advisors70,542$1.93M0.04%+18913F-HRTimeline
Sovran Advisors, LLC69,853$1.93M0.16%+10,63913F-HRTimeline
CWM, LLCin group CWM, LLC68,898$1.89M0.01%+3,66813F-HRTimelineGroup
GWN SECURITIES INC.68,007$1.86M0.38%+19,12413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…66,161$1.81M0.04%new13F-HRTimelineGroup
NOVEM GROUP65,861$1.8M0.21%-6,39313F-HRTimeline
Geneos Wealth Management Inc.65,099$1.78M0.04%+31,28613F-HRTimeline
AA Financial Advisors, LLC64,918$1.78M0.33%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…64,671$1.77M0.07%+26,94013F-HRTimelineGroup
Cornerstone Wealth Management, LLC64,079$1.75M0.09%+27,44713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,328$1.68M<0.01%+13,24613F-HRTimelineGroup
WEDBUSH SECURITIES INC60,918$1.67M0.05%+61013F-HRTimeline
Smith Thornton Advisors LLC60,210$1.65M0.84%+1,00013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…58,052$1.59M0.13%+12,97413F-HRTimelineGroup
American Financial Advisors, LLC55,417$1.52M0.2%+5,30113F-HRTimeline
SK Wealth Management, LLC54,019$1.49M0.42%+4,82513F-HRTimeline
Souders Financial Advisors54,392$1.49M0.17%+5,11013F-HRTimeline
Northwest Financial Advisors52,846$1.45M2.98%+12,50913F-HRTimeline
FWG Holdings, LLC51,510$1.42M0.54%new13F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS51,640$1.41M<0.01%+14,50913F-HRTimeline
Armstrong, Fleming & Moore, Inc51,221$1.4M0.65%+4613F-HRTimeline
Spinnaker Investment Group, LLC51,175$1.4M0.25%+1,68413F-HRTimeline
Berger Financial Group, Inc50,290$1.38M0.08%+26,04813F-HRTimeline
Per Stirling Capital Management, LLC.50,190$1.37M0.15%+10,11613F-HRTimeline
Belpointe Asset Management LLC50,156$1.37M0.05%+3,75413F-HRTimeline
Indivisible Partners49,163$1.35M0.15%13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC48,971$1.34M0.41%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC48,189$1.32M0.05%+19,01213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.46,020$1.26M0.03%+2,28213F-HRTimeline
Intrua Financial, LLC45,775$1.25M0.14%+5,87913F-HRTimeline
LifeGoal Investments, LLC45,200$1.24M0.82%+7,91113F-HRTimeline
Entruity Wealth, LLC43,487$1.19M0.85%+1,32913F-HRTimeline
Mariner, LLCin group Mariner, LLC42,544$1.16M<0.01%+2,39013F-HRTimelineGroup
TrueWealth Advisors, LLC42,098$1.15M0.3%+9,56513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC42,085$1.15M0.07%+1,39013F-HRTimeline
Intergy Private Wealth, LLC41,274$1.13M0.34%+6,36813F-HRTimeline
Madison Wealth Partners, Inc39,664$1.09M0.2%-1,23813F-HRTimeline
Gateway Wealth Partners, LLC39,099$1.07M0.12%+14,14313F-HRTimeline
CALTON & ASSOCIATES, INC.38,644$1.06M0.16%new13F-HRTimeline
IFG Advisory, LLC38,484$1.05M0.05%+5,47113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…37,901$1.04M0.04%+6,41513F-HRTimelineGroup
KWB Wealth37,534$1.03M0.1%new13F-HRTimeline
Duncan Williams Asset Management, LLC36,975$1.02M0.25%+10,02013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC35,936$984K0.49%+20,56013F-HRTimeline
Atlas Private Wealth Advisors35,016$959K0.22%+40213F-HRTimeline
Melone Private Wealth, LLC32,647$894K0.38%+16,44813F-HRTimeline
VestGen Investment Management32,086$879K0.49%+95413F-HRTimeline
Integrated Wealth Concepts LLC31,856$872K0.01%+10,60313F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.31,832$872K1.12%-3,62613F-HRTimeline
COFG Advisors, LLC31,316$857K0.21%13F-HRTimeline
Wood Tarver Financial Group, LLC31,297$856K0.24%+9613F-HRTimeline
Western Wealth Management, LLC31,101$852K0.04%+11,07213F-HRTimeline
Burton Enright Welch30,239$828K0.12%+6,91313F-HRTimeline
D.A. DAVIDSON & CO.30,066$823K0.01%+19,02413F-HRTimeline
PRIVATE TRUST CO NA29,651$812K0.07%+12,05613F-HRTimeline
Betterment LLC28,313$775K<0.01%+71113F-HRTimeline
Meridian Wealth Management, LLC28,173$771K0.03%+51213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV27,455$752K0.04%+2,00013F-HRTimeline
Family Manage LLC27,322$748K0.09%new13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…26,819$734K0.62%13F-HRTimeline
IFP Advisors, Inc26,577$728K0.02%+6,30713F-HRTimeline
Capital Planning Advisors, LLC25,925$710K0.09%+3,67413F-HRTimeline
Bank of Marin25,925$710K0.49%+3,67413F-HRTimeline
Peterson Wealth Advisors, LLC25,796$706K0.09%+3,63913F-HRTimeline
Maia Wealth LLC24,775$689K0.12%+74313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC25,054$686K0.02%+29313F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC24,946$683K0.05%013F-HRTimeline
Keystone Financial Group24,296$665K0.05%new13F-HRTimeline
KINTRA WEALTH, LLC24,284$665K0.09%+8,50413F-HRTimeline
Ausdal Financial Partners, Inc.23,503$644K0.03%+66013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC23,141$634K0.18%+8,05013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,737$623K0.03%new13F-HRTimeline
Sunrise Financial Services, LLC22,641$620K0.47%13F-HRTimeline
Atria Investments, Inc22,360$612K0.01%-1,44313F-HRTimeline
HBW ADVISORY SERVICES LLC22,055$604K0.07%+2,71213F-HRTimeline
Sigma Planning Corp21,770$596K0.02%+2,01013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,046$576K0.06%-39213F-HRTimeline