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Disclosery

CGSD CAPITAL GRP FIXED INCM ETF T

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SHORT DURATION (fund)

184 managers (188 13F filers) reported a position in CGSD shares at 2026-03-31, 56,418,151 shares in all. 33 filers opened a position and 11 filers sold out during the quarter.

Managers
184
13F filers
188
New
33
Added
95
Reduced
39
Sold out
11
Shares held by filers
56,418,151

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
MORGAN STANLEYin group MORGAN STANLEY6,887,009$178M0.01%+942,03813F-HRTimelineGroup
LPL Financial LLC6,881,847$177M0.05%+646,14113F-HRTimeline
Cetera Investment Advisers2,487,155$64.1M0.07%+157,32613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,399,835$61.9M0.09%+255,01813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,389,077$61.6M1.04%+42,16913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,249,365$58M0.01%+517,44513F-HR/ATimelineGroup
Merit Financial Group, LLC1,982,361$51.1M0.38%+71,43313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,937,347$50M+668,390Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,724,483$44.5M0.02%+412,24613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,615,083$41.7M0.41%+1,404,05213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,530,347$39.5M0.01%+236,25613F-HRTimelineGroup
Wood Tarver Financial Group, LLC1,506,166$38.8M10.73%+129,92213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,354,082$34.9M0.01%+74,47113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,276,227$32.9M0.01%-5,35113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,203,344$31M0.05%+814,49213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,193,021$30.8M0.05%-62,68913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,071,160$27.6M+426,631Timeline
Bridgewealth Advisory Group, LLC1,034,744$26.7M5.53%+70,20913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP869,383$22.4M0.02%+94,57313F-HRTimelineGroup
McIlrath & Eck, LLC866,459$22.3M1.66%-11,71713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…588,870$15.2M0.03%-239,72713F-HRTimeline
LANDAAS & CO /WI /ADV581,816$15M3.29%+39,94013F-HRTimeline
IAM Advisory, LLC568,019$14.6M3.28%+10,93713F-HRTimeline
Private Advisor Group, LLC520,838$13.4M0.06%+50,68513F-HRTimeline
Souders Financial Advisors489,982$12.6M1.44%+34,11413F-HRTimeline
Valmark Advisers, Inc.488,831$12.6M0.15%+159,16013F-HRTimeline
MML INVESTORS SERVICES, LLC461,050$11.9M0.03%-41,66813F-HRTimeline
Cambridge Investment Research Advisors,…459,061$11.8M0.03%-12,67913F-HRTimeline
NewEdge Advisors, LLC440,502$11.4M0.04%+57,09613F-HR/ATimeline
Thayer Financial, L.L.C.438,992$11.3M11.55%+26,24713F-HRTimeline
&PARTNERS350,870$9.06M0.04%+56,61913F-HRTimeline
Conservest Capital Advisors, Inc.343,833$8.87M0.8%+259,85513F-HRTimeline
Cauble & Harre Wealth Management, Inc.342,329$8.84M7.04%-3,57313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…336,296$8.67M0.01%+25,50813F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC282,033$7.3M1.12%+11,83113F-HRTimeline
Integras Partners LLC266,927$6.88M4.52%new13F-HRTimeline
Lodestone Wealth Management LLC257,275$6.64M2.63%+22,09913F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…244,334$6.3M0.11%-22,88413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC243,445$6.28M0.01%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO223,627$5.77M0.01%+39,03313F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC193,112$4.98M0.41%-16,61913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.186,984$4.82M1.77%+62,65213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC186,127$4.8M0.01%+156,53113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC168,869$4.36M0.23%+13,18613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS166,111$4.28M0.01%-867,00013F-HRTimeline
NWF Advisory Services Inc.165,054$4.26M0.48%-4,16013F-HRTimeline
J HAGAN CAPITAL, INC.161,576$4.17M2.25%-3,24613F-HRTimeline
World Investment Advisors145,523$3.75M0.06%+51,16013F-HRTimeline
Saxony Capital Management, LLC141,747$3.66M2.12%+5,87813F-HRTimeline
EQ WEALTH ADVISORS, LLC140,897$3.63M2.12%+15113F-HRTimeline
Entruity Wealth, LLC138,840$3.58M2.43%-86913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC136,707$3.53M<0.01%new13F-HRTimelineGroup
Sovran Advisors, LLC132,869$3.43M0.27%-1,24013F-HRTimeline
Mariner, LLCin group Mariner, LLC128,083$3.3M<0.01%+14,62613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…125,051$3.23M0.23%-1,85713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC113,738$2.93M0.24%+2,08013F-HRTimelineGroup
BlackDiamond Wealth Management, LLC109,552$2.83M1.36%+70513F-HRTimeline
DeDora Capital, Inc.98,429$2.54M0.62%+5,10813F-HRTimeline
Troutman Wealth Management, LLC95,877$2.47M2.06%+14413F-HRTimeline
CLG LLC93,054$2.4M0.6%+2,02813F-HRTimeline
HARBOUR INVESTMENTS, INC.89,285$2.3M0.04%+35,82013F-HRTimeline
UPTICK PARTNERS, LLC87,628$2.26M0.45%new13F-HRTimeline
Wealth Science Advisors LLC86,043$2.24M1.26%013F-HRTimeline
IFP Advisors, Inc85,729$2.21M0.05%+67,92213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.85,049$2.19M0.01%+49,16913F-HRTimelineGroup
Janney Montgomery Scott LLC79,918$2.06M0.01%+26,54513F-HRTimeline
Cannon Financial Strategists, Inc.77,816$2.01M0.26%+48,35813F-HRTimeline
Freestate Advisors LLC74,558$1.92M1.54%+14,72913F-HRTimeline
New England Capital Financial Advisors …74,129$1.91M0.52%-184,77213F-HRTimeline
Capital International Investorsin group Capital International Investo…73,415$1.89M<0.01%+2,37513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …68,058$1.76M0.02%+57,66013F-HRTimelineGroup
Smith Thornton Advisors LLC67,273$1.73M0.87%+113F-HRTimeline
WNY Asset Management, LLC64,388$1.66M0.17%13F-HRTimeline
Independent Advisor Alliance63,956$1.65M0.02%new13F-HRTimeline
Werba Rubin Papier Wealth Management60,941$1.57M0.22%+5,62613F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding59,036$1.52M+28,582Timeline
Perennial Investment Advisors, LLC57,599$1.49M0.12%+3,95513F-HRTimeline
Founders Financial Alliance, LLC57,314$1.48M0.27%+7013F-HRTimeline
Summit Financial, LLC57,004$1.47M0.02%+83613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,674$1.46M<0.01%+14,90913F-HRTimelineGroup
Western Wealth Management, LLC54,326$1.4M0.05%+3,97513F-HR/ATimeline
MAI Capital Management51,586$1.33M0.01%+32,07413F-HRTimeline
Orion Porfolio Solutions, LLC50,784$1.31M0.01%-3,71113F-HRTimeline
Weaver Consulting Group45,712$1.18M0.28%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers43,899$1.13M<0.01%+22,03113F-HRTimelineGroup
Confluence Wealth Services, Inc.40,802$1.05M0.04%013F-HRTimeline
Prospera Financial Services Inc39,252$1.01M0.02%+28,08013F-HRTimeline
Pines Wealth Management, LLC38,079$982K0.32%+7,03913F-HRTimeline
Cyndeo Wealth Partners, LLC37,718$973K0.05%+3,69613F-HRTimeline
LongView Wealth Management37,447$971K0.24%+3,62713F-HRTimeline
Clearwave Capital, LLC37,435$965K0.66%+22813F-HRTimeline
Eaton Financial Holdings Company, LLC36,870$951K0.31%+4,68913F-HRTimeline
Boyer Financial Services, Inc.36,834$950K1.01%+8,28513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC35,102$905K0.02%-24013F-HR/ATimeline
D.A. DAVIDSON & CO.34,958$902K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…34,893$900K<0.01%+22,70313F-HRTimeline
Gateway Wealth Partners, LLC33,471$863K0.03%+20,08813F-HRTimeline
DAVENPORT & Co LLC31,388$810K<0.01%+2,97213F-HRTimeline
Integrated Wealth Concepts LLC30,030$774K0.01%+8,84213F-HRTimeline
CGN Advisors LLC28,841$744K0.06%+5,28213F-HRTimeline
Bleakley Financial Group, LLC28,728$741K0.01%-1,35413F-HRTimeline
Dynamic Advisor Solutions LLC28,707$740K0.02%+36713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…27,013$697K0.09%+2,30113F-HRTimeline
Capital Planning Advisors, LLC26,242$677K0.1%013F-HRTimeline
Tortuga Wealth Management, Inc25,993$670K0.63%+5,69913F-HRTimeline
Burford Brothers, Inc.25,617$661K0.27%+2,24513F-HRTimeline
Keudell/Morrison Wealth Management24,716$637K0.13%new13F-HRTimeline
Aurdan Capital Management, LLC24,455$631K0.19%+5,80113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,116$622K<0.01%new13F-HRTimelineGroup
RFP Financial Group LLC23,612$609K0.33%-773,50613F-HRTimeline
Jacobi Capital Management LLC23,366$603K0.03%new13F-HRTimeline
Mutual Advisors, LLC21,575$556K0.01%-2,19413F-HRTimeline
Advisory Services Network, LLC21,292$549K0.01%new13F-HRTimeline
Arax Advisory Partners20,542$530K0.01%+10,24813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.20,268$523K0.01%+4,85413F-HRTimelineGroup
Sowell Financial Services LLC19,632$506K0.02%-2,10113F-HRTimeline
J. Derek Lewis & Associates Inc.18,785$484K0.11%-1,07913F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC18,619$480K0.01%-2,00013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.18,132$468K0.13%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…17,623$454K0.12%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,420$449K0.01%+2,57413F-HRTimelineGroup
Ausdal Financial Partners, Inc.17,398$449K0.02%+1,02813F-HRTimeline
Continuum Advisory, LLC17,159$443K0.04%-2,99213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,837$434K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…15,882$410K<0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.15,864$409K0.03%-4,29313F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…15,671$404K0.32%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,084$389K<0.01%-66113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,031$388K0.02%+1,00413F-HRTimeline
Beacon Financial Advisory LLC14,684$379K0.09%-44513F-HRTimeline
KWB Wealth14,232$370K0.04%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC14,063$363K0.15%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,022$362K<0.01%+1,97813F-HRTimelineGroup
Compton Financial Group, LLC13,914$359K0.08%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,611$351K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors12,745$329K0.01%+80113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding12,530$324K+3,267Timeline
CITIGROUP INCin group CITIGROUP INC11,900$307K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC11,470$296K0.02%-66213F-HRTimeline
Atria Investments, Inc11,346$293K<0.01%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,221$289K0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,092$286K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA10,694$276K0.02%+7,95613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,624$274K0.02%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …10,422$269K0.01%new13F-HRTimelineGroup
Kercheville Advisors, LLC10,220$264K0.08%+1,50013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,106$261K0.01%+68413F-HRTimelineGroup
Aptus Capital Advisors, LLC10,000$258K<0.01%-18,65013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,000$258K0.02%-18,65013F-HRTimeline
ProCore Advisors, LLC9,900$255K0.39%-7,46513F-HRTimeline
Ashton Thomas Private Wealth, LLC9,752$252K0.01%013F-HRTimeline
AE Wealth Management LLC9,687$250K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,962$231K0.01%+4,89113F-HRTimeline
Hartmann Taylor Wealth Management, LLC8,950$231K0.15%new13F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV8,240$213K0.18%new13F-HRTimeline
Global Financial Private Client, LLC8,215$212K0.07%013F-HRTimeline
Geneos Wealth Management Inc.8,092$209K<0.01%013F-HRTimeline
CVFG LLC8,075$208K0.03%new13F-HRTimeline
Rather & Kittrell, Inc.7,971$206K0.03%+19013F-HRTimeline
Johnson Bixby & Associates, LLC7,779$201K0.02%013F-HRTimeline
Bare Financial Services, Inc6,521$168K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,386$165K0.05%+1,40613F-HRTimeline
Allworth Financial LP6,149$159K<0.01%-3,31113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,126$132K<0.01%+3113F-HRTimelineGroup
Smartleaf Asset Management LLC5,089$131K<0.01%+31913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,967$102K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC3,408$87.9K0.05%+47513F-HRTimeline
AMERIFLEX GROUP, INC.3,180$82K0.04%-82013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,900$74.8K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC2,900$74.8K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…2,760$71.2K0.01%-34713F-HRTimeline
Signature Resources Capital Management,…2,128$54.9K0.03%+113F-HRTimeline
Sound Income Strategies, LLC1,495$38.6K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,359$35K<0.01%+7313F-HRTimeline
Birchwood Financial Partners, Inc.1,216$31.4K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.888$22.9K<0.01%-1713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…586$15.1K<0.01%-12,79213F-HRTimelineGroup
Signature Equity Partners, LLC549$14.2K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…395$10.2K0.01%013F-HRTimeline
CoreCap Advisors, LLC193$4.98K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…117$3.02K<0.01%013F-HR/ATimelineGroup
Financial Life Planners71$1.84K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5$129<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$15<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.