CGSD CAPITAL GRP FIXED INCM ETF T
FollowSHORT DURATION (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in CGSD 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Wealth Science Advisors LLC | 670,075 | $16.9M | 7.11% | +317,805 | 13F-HRTimeline |
| Weaver Consulting Group | 92,666 | $2.34M | 0.45% | +8,048 | 13F-HRTimeline |
| Freestate Advisors LLC | 86,157 | $2.18M | 1.67% | +4,817 | 13F-HRTimeline |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES… | 82,126 | $2.07M | 1.36% | +11,678 | 13F-HRTimeline |
| FINANCIAL MANAGEMENT NETWORK INC | 57,146 | $1.44M | 0.21% | -116,608 | 13F-HRTimeline |
| Cooper Financial Group | 14,423 | $364K | 0.03% | new | 13F-HRTimeline |
| RHODES INVESTMENT ADVISORS INC /ADV | 8,240 | $208K | 0.15% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 7,168 | $181K | <0.01% | +6,560 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 332 | $8.38K | <0.01% | +139 | 13F-HRTimeline |