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Disclosery

CGSD CAPITAL GRP FIXED INCM ETF T

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SHORT DURATION (fund)

134 managers (136 13F filers) reported a position in CGSD shares at 2025-03-31, 28,054,514 shares in all. 25 filers opened a position and 8 filers sold out during the quarter.

Managers
134
13F filers
136
New
25
Added
72
Reduced
26
Sold out
8
Shares held by filers
28,054,514

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC2,823,430$72.9M0.03%+665,18513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,520,542$65.1M<0.01%+1,487,31913F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,171,542$56M0.55%+23,40213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,824,041$47.1M0.07%+217,28213F-HRTimeline
Cetera Investment Advisers1,517,599$39.2M0.08%+197,75413F-HRTimeline
McIlrath & Eck, LLC1,204,461$31.1M3.82%-30,21413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.921,615$23.8M0.05%-153,14313F-HRTimelineGroup
WNY Asset Management, LLC901,933$23.3M2.77%+35,32413F-HRTimeline
UBS Group AGin group UBS Group AG886,008$22.9M0.01%+7,56613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC853,312$22M0.01%+294,90513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS738,686$19.1M0.05%+228,61513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC648,315$16.7M0.01%+104,52113F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC593,172$15.3M0.16%new13F-HRTimeline
NORDEN GROUP LLC591,127$15.3M1.76%new13F-HRTimeline
Beta Wealth Group, Inc.498,556$12.9M4.62%+197,17013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN491,775$12.7M<0.01%+350,60213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding484,354$12.5M+86,964Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA473,615$12.2M<0.01%+24,50513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…466,899$12.1M0.02%+161,07113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP417,160$10.8M0.01%+182,22613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC392,878$10.1M0.03%+130,40413F-HRTimeline
Souders Financial Advisors365,103$9.42M1.32%+51,76813F-HRTimeline
Private Advisor Group, LLC339,276$8.76M0.05%+130,93213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…294,667$7.6M0.16%+25,87113F-HRTimelineGroup
New England Capital Financial Advisors …242,969$6.27M3.19%+1,83313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…241,034$6.22M0.01%+24,65513F-HRTimelineGroup
Entruity Wealth, LLC228,184$5.89M5.55%+4,14013F-HRTimeline
Geneos Wealth Management Inc.108,945$5.58M0.08%+108,91913F-HRTimelineAmount filed as zero, left out of ratios.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP202,065$5.22M0.01%+27,54613F-HRTimelineGroup
Cambridge Investment Research Advisors,…199,048$5.14M0.02%+55,20413F-HRTimeline
NWF Advisory Services Inc.182,365$4.71M0.66%new13F-HRTimeline
J HAGAN CAPITAL, INC.176,837$4.53M3.69%13F-HRTimeline
Lodestone Wealth Management LLC173,060$4.47M2.38%+1,24513F-HRTimeline
NewEdge Advisors, LLC172,356$4.45M0.03%+57,10413F-HRTimeline
ROTHSCHILD INVESTMENT LLC159,919$4.13M0.28%-5,01113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC159,133$4.11M<0.01%+73,53313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC157,046$4.05M0.06%+17,96913F-HRTimelineGroup
SOL Capital Management CO143,845$3.71M0.41%+11,00313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.142,244$3.67M0.2%+134,28813F-HR/ATimelineGroup
FINANCIAL MANAGEMENT NETWORK INC133,891$3.45M0.78%+8,60413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC128,815$3.32M0.01%+47,59013F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.128,041$3.3M0.04%-1,70413F-HRTimeline
EQ WEALTH ADVISORS, LLC127,560$3.29M2.62%+19,78013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…126,418$3.26M0.29%-8,38613F-HRTimeline
BlackDiamond Wealth Management, LLC116,492$3.01M2.03%-13,19613F-HRTimeline
Wood Tarver Financial Group, LLC107,119$2.76M0.9%+37,41613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC96,528$2.49M0.29%+13,27113F-HRTimelineGroup
Bridgewealth Advisory Group, LLC93,219$2.41M3.16%-661,86413F-HRTimeline
Saxony Capital Management, LLC92,282$2.38M2.09%-2,78013F-HRTimeline
Capital International Investorsin group Capital International Investo…91,995$2.37M<0.01%+11,00413F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.75,286$1.94M1.01%+3,97813F-HRTimeline
DeDora Capital, Inc.67,216$1.73M0.5%+6,52813F-HRTimeline
CLG LLC63,565$1.64M0.57%+3,08713F-HRTimeline
Valmark Advisers, Inc.57,762$1.49M0.02%+21,80213F-HRTimeline
Mariner, LLCin group Mariner, LLC56,192$1.45M<0.01%+2,33013F-HRTimelineGroup
LongView Wealth Management55,139$1.42M0.43%+46613F-HRTimeline
Sovran Advisors, LLC52,604$1.36M0.18%new13F-HRTimeline
Smith Thornton Advisors LLC51,538$1.33M0.83%+27313F-HRTimeline
Bleakley Financial Group, LLC45,352$1.17M0.04%-3,27613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.44,672$1.15M0.01%+5,26913F-HRTimeline
Western Wealth Management, LLC43,624$1.13M0.07%+1,82513F-HRTimeline
Dynamic Advisor Solutions LLC40,551$1.05M0.03%+1,00013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,028$981K<0.01%+14913F-HRTimelineGroup
Confluence Wealth Services, Inc.37,850$975K0.06%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,110$958K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.35,959$928K0.03%+7,30013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…33,022$853K0.13%-72813F-HRTimeline
Cyndeo Wealth Partners, LLC32,345$835K0.05%new13F-HRTimeline
Mutual Advisors, LLC32,219$834K0.02%-2,29813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC30,347$783K0.39%+2613F-HRTimelineGroup
Burford Brothers, Inc.29,507$762K0.37%-1,99813F-HRTimeline
RFP Financial Group LLC28,949$747K0.3%-223,47613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,729$741K0.03%+7,27213F-HRTimeline
Aptus Capital Advisors, LLC28,650$739K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC28,650$739K0.06%013F-HRTimeline
Pines Wealth Management, LLC25,684$662K0.31%-70313F-HRTimeline
RFG Advisory, LLC25,309$653K0.02%new13F-HRTimeline
Perennial Investment Advisors, LLC25,290$653K0.07%new13F-HRTimeline
Stonebridge Financial Group, LLC24,822$641K0.07%+74613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,372$629K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC23,745$613K<0.01%-83713F-HRTimeline
CW Advisors, LLC23,342$603K0.01%new13F-HRTimeline
Continuum Advisory, LLC22,420$579K0.07%+7,61013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,027$542K0.02%-19,08813F-HRTimelineGroup
Founders Financial Alliance, LLC20,900$539K0.13%new13F-HRTimeline
Janney Montgomery Scott LLC19,944$515K<0.01%+3,82113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,648$481K0.01%-2,55913F-HRTimelineGroup
Aurdan Capital Management, LLC17,948$463K0.17%+2,02413F-HRTimeline
Strategic Family Wealth Counselors, L.L…17,623$455K0.15%013F-HRTimeline
Prospera Financial Services Inc16,458$425K0.01%-66813F-HRTimeline
Sowell Financial Services LLC15,636$404K0.02%+22213F-HRTimeline
Ausdal Financial Partners, Inc.15,427$398K0.03%+67013F-HRTimeline
MGO ONE SEVEN LLC14,550$376K0.01%-60013F-HRTimeline
CGN Advisors LLC13,490$348K0.03%+1,08113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12,645$326K0.24%+1,07413F-HRTimeline
Moloney Securities Asset Management, LLC12,112$313K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,989$309K<0.01%+1,80013F-HRTimelineGroup
Delta Financial Group, Inc.11,671$302K0.07%+52613F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,970$283K0.01%-50013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,441$269K0.02%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,095$261K0.03%-2,71113F-HRTimeline
Hartmann Taylor Wealth Management, LLC10,000$258K0.23%13F-HRTimeline
Allworth Financial LP9,923$257K<0.01%-6,05913F-HRTimeline
Gateway Wealth Partners, LLC9,894$255K0.06%+1,39013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,752$252K0.01%013F-HRTimeline
Freestate Advisors LLC9,691$250K0.25%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,825$228K<0.01%+12513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,300$213K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC8,215$212K0.08%013F-HRTimeline
Integrated Wealth Concepts LLC8,028$207K<0.01%new13F-HRTimeline
World Investment Advisors7,964$206K0.01%new13F-HRTimeline
MSH Capital Advisors LLC7,837$202K0.06%new13F-HRTimeline
Rather & Kittrell, Inc.7,781$201K0.04%new13F-HRTimeline
Johnson Bixby & Associates, LLC7,779$201K0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,674$198K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,512$194K<0.01%+96313F-HRTimeline
COMERICA BANK6,663$172K<0.01%+5,89013F-HRTimeline
Smartleaf Asset Management LLC5,134$133K0.01%-40713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,903$127K<0.01%+7213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,900$74.8K<0.01%-71913F-HRTimelineGroup
Synergy Investment Management, LLC2,900$74.8K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,680$69.2K<0.01%+62713F-HRTimelineGroup
LANARK FINANCIAL, INC.1,574$40K<0.01%+1,55813F-HRTimeline
PRIVATE TRUST CO NA1,000$25.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.910$23.5K0.01%+54113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\878$22.7K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc869$22.4K<0.01%+813F-HRTimeline
AdvisorNet Financial, Inc780$20.1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…768$19.8K0.02%013F-HRTimeline
CoreCap Advisors, LLC193$4.98K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…190$4.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…97$2.5K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$15<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-22,31913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.