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Disclosery

CGMU CAPITAL GRP FIXED INCM ETF T

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MUN INM ETF (fund)

Filings received so far for Q3 2026: 30 13F filers report a position in CGMU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Stonebridge Financial Group, LLC765,597$19.9M1.46%+408,96413F-HRTimeline
Leverty Financial Group, LLC301,063$7.81M1.42%+133,56013F-HRTimeline
Legacy Private Trust Co.184,373$4.78M0.26%-49,71813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…175,815$4.56M0.01%-19,83013F-HRTimeline
Farther Finance Advisors, LLC159,237$4.13M0.03%+137,40513F-HRTimeline
Trinity Wealth Management, LLC143,525$3.72M1.18%+36313F-HRTimeline
Beacon Capital Management, Inc.120,000$3.11M0.2%013F-HRTimeline
Capital Planning LLC116,651$3.03M0.8%-15,16813F-HRTimeline
Thrive Wealth Management, LLC102,200$2.65M0.33%-26,93813F-HRTimeline
McGlone Suttner Wealth Management, Inc.81,614$2.12M0.25%+61013F-HRTimeline
Lineweaver Wealth Advisors, LLC59,156$1.53M0.18%+23,05913F-HRTimeline
TrueWealth Advisors, LLC56,701$1.47M0.33%+3,33813F-HRTimeline
Spinnaker Investment Group, LLC53,067$1.38M0.22%+4,52913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…49,902$1.29M0.85%-1,68713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…43,339$1.12M0.02%+13,25013F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC32,466$842K0.2%+3,04013F-HRTimeline
Avidian Wealth Enterprises, LLC30,476$791K0.02%+10,47613F-HRTimeline
Bill Few Associates, Inc.30,416$789K0.16%+6,63813F-HRTimeline
Sunburst Financial Group, LLC27,075$702K0.11%new13F-HRTimeline
Peterson Wealth Advisors, LLC25,492$661K0.08%-47213F-HRTimeline
Wealth Group Ltd23,793$619K0.11%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,241$577K0.01%+5,65713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC18,264$474K<0.01%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC17,887$464K0.06%new13F-HRTimeline
CLG LLC15,542$403K0.08%-2,03913F-HRTimeline
First Heartland Consultants, Inc.14,829$385K0.03%-2,28213F-HRTimeline
LifeGoal Investments, LLC13,878$360K0.11%-18,92913F-HRTimeline
Ballew Advisors, Inc11,240$292K0.15%013F-HRTimeline
CoreCap Advisors, LLC1,893$49.1K<0.01%+85013F-HRTimeline
Rosenberg Matthew Hamilton1,628$42.2K0.01%013F-HRTimeline