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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

329 managers (333 13F filers) reported a position in CGMU shares at 2026-03-31, 173,633,851 shares in all. 44 filers opened a position and 10 filers sold out during the quarter.

Managers
329
13F filers
333
New
44
Added
215
Reduced
41
Sold out
10
Shares held by filers
173,633,851

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…46,714,705$1.27B0.3%+386,19513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,121,613$356M+1,750,679Timeline
MORGAN STANLEYin group MORGAN STANLEY10,320,797$280M0.02%+1,329,11713F-HRTimelineGroup
LPL Financial LLC10,156,841$276M0.07%+3,400,21913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,763,507$238M0.15%+1,167,13513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,517,389$204M0.04%+2,775,28713F-HR/ATimelineGroup
Cetera Investment Advisers4,877,693$132M0.14%+720,37713F-HRTimeline
UBS Group AGgroup of 2 filers holding4,662,846$127M+630,076Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,950,778$107M0.05%+1,704,59113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,948,502$80.1M0.11%+350,63713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,826,031$76.7M0.02%+894,76013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,319,575$63M0.09%+103,95913F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,096,208$56.9M0.15%+193,32513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,092,376$56.8M0.05%+57,85813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,060,914$56M0.16%-316,09813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,696,201$46.1M<0.01%+924,70413F-HRTimelineGroup
Blue Chip Partners, LLC1,653,001$44.9M3.23%+17,31613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,591,159$43.2M0.73%+35,07813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,484,020$40.3M0.73%+233,09513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,352,529$36.7M0.01%+199,10813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,308,427$35.5M0.39%+158,46813F-HRTimeline
Venturi Wealth Management, LLC1,267,444$34.4M1.55%+242,50313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,254,071$34M0.07%+46,22113F-HRTimelineGroup
Confluence Wealth Services, Inc.1,118,256$30.4M1.18%+28013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,058,241$28.7M+456,016Timeline
Beacon Pointe Advisors, LLC1,011,074$27.5M0.15%+265,33213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO973,990$26.4M<0.01%+393,65413F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO965,276$26.2M0.02%+191,56613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC958,464$26M0.68%+525,66513F-HRTimelineGroup
Private Advisor Group, LLC908,634$24.7M0.12%+66,80713F-HRTimeline
Aprio Wealth Management, LLC906,147$24.6M1.34%+95,73513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers823,537$22.4M0.03%+459,79913F-HRTimelineGroup
J. Derek Lewis & Associates Inc.820,211$22.2M5%+71,35413F-HR/ATimeline
Janney Montgomery Scott LLC799,082$21.7M0.05%+110,71813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP765,238$20.8M0.03%+278,56413F-HRTimelineGroup
Larson Financial Group LLC760,381$20.6M0.66%+110,70013F-HRTimeline
Orion Porfolio Solutions, LLC687,105$18.7M0.16%+30,52713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC647,849$17.6M0.02%+25,92213F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…559,824$15.2M2.01%+59,91213F-HRTimeline
Clear Trail Advisors, LLC512,183$13.9M2.32%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC498,585$13.5M0.2%+60,59513F-HRTimelineGroup
EP Wealth Advisors, LLC494,950$13.4M0.07%new13F-HRTimeline
Royal Harbor Partners, LLC453,277$12.3M4.17%+10,10613F-HRTimeline
EnRich Financial Partners LLC405,604$11M2.92%+13,42313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC396,290$10.8M4.49%+36,84113F-HRTimeline
RMR Wealth Builders385,597$10.5M0.83%+47,70613F-HRTimeline
Alliance Private Wealth, LLC355,990$9.67M3.47%+4,72413F-HRTimeline
&PARTNERS354,536$9.63M0.05%+7,50713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC349,684$9.49M6.42%+17,27713F-HRTimeline
Boulder Wealth Advisors, LLC340,188$9.24M3.69%-5,02013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.338,896$9.2M0.01%+14,72713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC334,759$9.09M0.09%+41,00213F-HRTimelineGroup
Stonebridge Financial Group, LLC327,750$8.9M0.73%+8,05413F-HRTimeline
Hartmann Taylor Wealth Management, LLC326,554$8.87M5.86%+95,03513F-HRTimeline
Jacobi Capital Management LLC321,164$8.72M0.49%+4,16513F-HRTimeline
Gutierrez Wealth Advisory, LLC313,043$8.5M5.28%+29,88613F-HRTimeline
Koshinski Asset Management, Inc.309,986$8.42M0.52%+5,57013F-HRTimeline
BETO FINANCIAL GROUP, LLC303,914$8.32M4.87%+33,23413F-HRTimeline
Michael Brady & Co., LLC295,546$8.02M8.06%+22,78913F-HRTimeline
New England Capital Financial Advisors …282,765$7.68M2.1%+127,24913F-HRTimeline
Summit Financial, LLC275,776$7.49M0.1%+167,28213F-HRTimeline
Elequin Capital, LP274,283$7.22M0.66%+258,23313F-HRTimeline
McNamara Financial Services, Inc.259,511$7.05M1.33%+2,34213F-HRTimeline
Visionary Wealth Advisors254,209$6.9M0.31%+44,44513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …253,201$6.87M0.13%+38,42013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…247,569$6.72M0.01%-15,61013F-HRTimelineGroup
Envision Financial Planning, LLC242,502$6.58M2.38%+14,57113F-HRTimeline
Ashton Thomas Private Wealth, LLC231,583$6.29M0.15%+17,24413F-HRTimeline
U.S. Capital Wealth Advisors, LLC230,602$6.26M0.16%+10,31413F-HRTimeline
Cauble & Harre Wealth Management, Inc.224,736$6.14M4.89%+10,03513F-HRTimeline
NewEdge Advisors, LLC224,262$6.09M0.02%+44,22013F-HR/ATimeline
IMPACTfolio, LLC211,614$5.75M2.44%new13F-HRTimeline
World Investment Advisors205,396$5.58M0.09%+8,88613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC202,761$5.5M0.56%+48,48213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…196,030$5.34M0.01%-6,15813F-HRTimeline
Mutual Advisors, LLC188,062$5.11M0.11%+14,21513F-HRTimeline
EQ WEALTH ADVISORS, LLC187,936$5.1M2.98%+6,25613F-HRTimeline
Penney Financial, LLC185,115$5.03M1.93%+21,03013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …180,439$4.9M0.76%+23,00213F-HRTimeline
Sanctuary Advisors, LLC179,894$4.88M0.03%+93,84213F-HRTimeline
Total Clarity Wealth Management, Inc.179,646$4.88M1.15%+20,98513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC170,761$4.64M0.04%+17,04713F-HRTimelineGroup
Capital Planning LLC169,086$4.59M1.49%-10,35513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC166,632$4.52M0.01%+1,68413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.164,456$4.46M0.05%+55,71113F-HRTimelineGroup
Skyline Advisors, Inc.164,347$4.46M1.56%-7,61513F-HRTimeline
Steward Partners Investment Advisory, L…158,272$4.3M0.02%+43,01913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.155,967$4.27M0.03%+43,36313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…157,131$4.27M0.01%new13F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC153,959$4.18M0.34%+1013F-HRTimeline
Advyzon Investment Management, LLC152,954$4.15M0.37%+3,65213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…151,580$4.12M0.11%+85,41913F-HRTimelineGroup
Gateway Wealth Partners, LLC150,736$4.09M0.16%+111,63713F-HRTimeline
Legacy Private Trust Co.149,213$4.05M0.25%+58,47313F-HRTimeline
Cannon Financial Strategists, Inc.148,974$4.04M0.53%new13F-HRTimeline
Landmark Wealth Management, LLC148,327$4.03M1.08%+33,59413F-HRTimeline
Prospera Financial Services Inc146,616$3.98M0.06%+2,10713F-HRTimeline
Leverty Financial Group, LLC144,166$3.91M0.87%+72,01213F-HRTimeline
Trinity Wealth Management, LLC142,441$3.87M1.42%+4,18513F-HRTimeline
LongView Wealth Management138,664$3.8M0.96%+38,13413F-HRTimeline
Per Stirling Capital Management, LLC.136,802$3.71M0.41%+86,61213F-HRTimeline
AdvisorNet Financial, Inc136,577$3.71M0.19%+16,89013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…129,012$3.5M0.3%+70,96013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV128,786$3.5M0.21%+26,54013F-HRTimeline
Optimus Capital Advisors, LLC123,881$3.36M1.99%+20,53813F-HRTimeline
Thrive Wealth Management, LLC123,709$3.36M0.5%+29,12813F-HRTimeline
Independent Advisor Alliance122,711$3.33M0.04%new13F-HRTimeline
Beacon Capital Management, Inc.120,000$3.26M0.18%013F-HR/ATimeline
FWG Holdings, LLC113,686$3.1M1.17%+62,17613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…113,535$3.08M0.04%+37,79013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…112,555$3.06M0.37%+9,95413F-HRTimeline
Platt Wealth Management LLC112,471$3.05M2.98%-6,00013F-HRTimeline
StrongBox Wealth, LLC112,084$3.04M0.97%new13F-HRTimeline
WNY Asset Management, LLC106,638$2.9M0.3%13F-HRTimeline
Capital Investment Management, Inc.105,231$2.86M0.98%+12,34013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV101,647$2.76M1.73%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp101,085$2.74M<0.01%new13F-HRTimelineGroup
Main Line Retirement Advisors, LLC100,373$2.73M1.36%+27,79113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC98,208$2.67M0.22%+6,49013F-HRTimelineGroup
VICUS CAPITAL97,596$2.65M0.19%+5,62413F-HRTimeline
CWM, LLCin group CWM, LLC97,197$2.64M0.01%+28,29913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.97,143$2.64M0.04%+22,17713F-HRTimeline
Valmark Advisers, Inc.96,341$2.62M0.03%+25,01513F-HRTimeline
NavPoint Financial, Inc.95,869$2.6M1.05%-10,53013F-HRTimeline
Tempus Wealth Planning, LLC95,691$2.6M0.6%+3,05013F-HRTimeline
Modern Wealth Management, LLC94,875$2.58M0.04%-35,58013F-HRTimeline
Cedar Point Capital Partners, LLC91,842$2.49M1.62%new13F-HRTimeline
OLD MISSION CAPITAL LLC88,458$2.4M0.06%-30,95713F-HRTimeline
Freedom Financial Partners LLC87,762$2.38M0.85%+1,93213F-HRTimeline
Sovran Advisors, LLC85,746$2.34M0.18%+15,89313F-HRTimeline
Tribridge Partners Financial LLC84,470$2.3M0.95%+5,22113F-HRTimeline
Financial Council, LLC84,591$2.3M0.89%+78513F-HRTimeline
GWN SECURITIES INC.83,781$2.27M0.44%+15,77413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC81,472$2.21M0.09%+33,28313F-HRTimelineGroup
Melone Private Wealth, LLC80,613$2.19M0.89%+47,96613F-HRTimeline
McGlone Suttner Wealth Management, Inc.78,857$2.14M0.28%+3,80113F-HRTimeline
Northwest Financial Advisors78,144$2.12M4.09%+25,29813F-HRTimeline
Cornerstone Wealth Management, LLC76,876$2.09M0.1%+12,79713F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…75,686$2.05M0.7%+54413F-HRTimeline
Simplicity Wealth,LLC74,420$2.02M0.11%+3,48513F-HRTimeline
Mariner, LLCin group Mariner, LLC73,758$2M<0.01%+31,21413F-HRTimelineGroup
Arkadios Wealth Advisors72,826$1.98M0.03%+2,28413F-HRTimeline
Aurdan Capital Management, LLC71,777$1.95M0.58%+70413F-HRTimeline
SteelPeak Wealth, LLC70,445$1.91M0.06%new13F-HRTimeline
NOVEM GROUP69,172$1.88M0.22%+3,31113F-HRTimeline
KINTRA WEALTH, LLC67,461$1.83M0.13%+43,17713F-HRTimeline
Geneos Wealth Management Inc.66,486$1.81M0.04%+1,38713F-HRTimeline
AA Financial Advisors, LLC66,400$1.8M0.25%+1,48213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…64,855$1.76M0.07%+18413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…64,713$1.76M<0.01%+3,38513F-HRTimelineGroup
WEDBUSH SECURITIES INC63,087$1.71M0.05%+2,16913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…61,681$1.67M1.31%+34,86213F-HRTimeline
Smith Thornton Advisors LLC60,210$1.63M0.82%013F-HRTimeline
Souders Financial Advisors59,558$1.62M0.18%+5,16613F-HRTimeline
Western Wealth Management, LLC59,505$1.62M0.06%+28,40413F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,266$1.58M<0.01%new13F-HRTimelineGroup
Family Manage LLC58,018$1.58M0.19%+30,69613F-HRTimeline
American Financial Advisors, LLC57,706$1.57M0.21%+2,28913F-HRTimeline
Spinnaker Investment Group, LLC56,992$1.55M0.32%+5,81713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,577$1.48M<0.01%+2,93713F-HRTimeline
Belpointe Asset Management LLC53,154$1.44M0.05%+2,99813F-HRTimeline
SK Wealth Management, LLC51,712$1.41M0.39%-2,30713F-HRTimeline
Indivisible Partners51,138$1.39M0.12%+1,97513F-HRTimeline
CALTON & ASSOCIATES, INC.50,870$1.38M0.2%+12,22613F-HRTimeline
Berger Financial Group, Inc50,380$1.37M0.08%+9013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC50,187$1.36M0.39%+1,21613F-HRTimeline
Intrua Financial, LLC50,118$1.36M0.15%+4,34313F-HRTimeline
TrueWealth Advisors, LLC49,811$1.35M0.34%+7,71313F-HRTimeline
Armstrong, Fleming & Moore, Inc49,055$1.33M0.57%-2,16613F-HRTimeline
LifeGoal Investments, LLC48,215$1.31M0.75%+3,01513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC45,354$1.23M0.54%+9,41813F-HRTimeline
Milestone Investment Advisors LLC45,075$1.22M0.3%+25,39913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC44,313$1.2M0.07%+2,22813F-HRTimeline
Intergy Private Wealth, LLC43,875$1.19M0.35%+2,60113F-HRTimeline
Burton Enright Welch43,589$1.18M0.16%+13,35013F-HRTimeline
Entruity Wealth, LLC43,091$1.17M0.79%-39613F-HRTimeline
COFG Advisors, LLC42,786$1.16M0.29%+11,47013F-HRTimeline
Madison Wealth Partners, Inc41,778$1.13M0.18%+2,11413F-HRTimeline
Integrated Wealth Concepts LLC40,860$1.11M0.01%+9,00413F-HRTimeline
Ausdal Financial Partners, Inc.40,729$1.11M0.05%+17,22613F-HRTimeline
Duncan Williams Asset Management, LLC38,461$1.04M0.29%+1,48613F-HRTimeline
Clarity Asset Management, Inc.38,420$1.04M0.53%new13F-HRTimeline
KWB Wealth37,534$1.03M0.1%013F-HRTimeline
Meridian Wealth Management, LLC36,010$978K0.03%+7,83713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV35,525$965K0.05%+8,07013F-HRTimeline
Wood Tarver Financial Group, LLC35,321$958K0.26%+4,02413F-HRTimeline
Atlas Private Wealth Advisors35,055$952K0.22%+3913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34,915$948K0.03%-2,98613F-HR/ATimelineGroup
Lineweaver Wealth Advisors, LLC31,729$861K0.12%new13F-HRTimeline
VestGen Advisors, LLC31,133$851K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding31,216$848K+15,286Timeline
VestGen Investment Management31,118$845K0.47%-96813F-HRTimeline
Bare Financial Services, Inc30,150$819K0.22%+17,75513F-HRTimeline
PRIVATE TRUST CO NA30,084$817K0.07%+43313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC29,913$812K0.03%+4,85913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,848$810K0.02%+16,56713F-HRTimelineGroup
Betterment LLC29,767$808K<0.01%+1,45413F-HRTimeline
D.A. DAVIDSON & CO.29,028$788K<0.01%-1,03813F-HRTimeline
Next Level Wealth Planning, LLC28,362$770K0.4%+17,36113F-HRTimeline
January Capital Advisors LLC28,143$764K1.03%13F-HRTimeline