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Disclosery

CGSM CAPITAL GRP FIXED INCM ETF T

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SHOR DUR MUN ETF (fund)

160 managers (162 13F filers) reported a position in CGSM shares at 2026-06-30, 50,128,436 shares in all. 27 filers opened a position and 11 filers sold out during the quarter.

Managers
160
13F filers
162
New
27
Added
91
Reduced
27
Sold out
11
Shares held by filers
50,128,436

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Capital International Investorsin group Capital International Investo…13,144,337$347M0.07%-23,66513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,567,287$305M0.16%+10,462,59713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,577,313$94.4M<0.01%-111,15013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,210,358$84.7M+238,538Timeline
LPL Financial LLC2,710,268$71.5M0.02%+518,86013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,324,006$34.9M0.49%+523,19113F-HRTimelineGroup
Cetera Investment Advisers1,268,729$33.5M0.03%+279,47213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP917,938$24.3M0.01%+261,17713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN846,621$22.3M<0.01%+156,21313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS738,981$19.5M0.03%+26,44613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.518,969$13.7M0.02%+146,25813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC443,224$11.7M0.02%+94,48713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA440,452$11.6M<0.01%+114,33613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC414,001$10.9M0.01%+53,12813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP413,859$10.9M0.01%-5,52613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC389,563$10.3M<0.01%-6,43113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC360,657$9.52M0.03%+50,63313F-HRTimelineGroup
Cambridge Investment Research Advisors,…328,319$8.66M0.02%+37,43613F-HR/ATimeline
Boulder Wealth Advisors, LLC316,322$8.35M3.04%+65,52113F-HRTimeline
Vestmark Advisory Solutions, Inc.304,185$8.03M0.08%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers227,062$5.99M0.01%+84,69813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.209,316$5.52M0.09%new13F-HRTimeline
INTEGRATED WEALTHCARE, LLC199,147$5.25M3.93%+3,17813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…194,857$5.14M0.01%-7,59313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC194,070$5.12M0.06%+5,37513F-HRTimelineGroup
Steward Partners Investment Advisory, L…189,624$5M0.03%-2,00013F-HRTimeline
INTEGRITY ALLIANCE, LLC.189,139$4.99M0.16%new13F-HRTimeline
Janney Montgomery Scott LLC180,077$4.75M0.01%+30,70513F-HRTimeline
Hartmann Taylor Wealth Management, LLC155,916$4.1M2.71%013F-HRTimeline
Apella Capital, LLC152,619$4.03M0.06%+66313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC150,522$3.97M0.04%+56113F-HRTimelineGroup
Prospera Financial Services Inc141,078$3.72M0.05%+115,82413F-HRTimeline
Orion Porfolio Solutions, LLC139,299$3.68M0.03%+16,02313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC137,612$3.63M0.01%+14,85513F-HRTimelineGroup
Cannon Financial Strategists, Inc.136,919$3.61M0.41%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.135,780$3.58M<0.01%+36,36913F-HRTimelineGroup
Total Clarity Wealth Management, Inc.134,940$3.56M0.69%-5,49813F-HRTimeline
FWG Holdings, LLC131,988$3.46M1.2%+15,05413F-HRTimeline
&PARTNERS121,339$3.2M0.01%+3,32213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…115,067$3.04M0.86%+17,14013F-HRTimeline
NewEdge Advisors, LLC107,803$2.84M0.01%+35,00013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.100,211$2.64M0.04%-4,10613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO100,006$2.64M<0.01%+9,73813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,155$2.56M<0.01%+6,62913F-HRTimelineGroup
Elequin Capital, LP95,551$2.52M0.08%new13F-HRTimeline
Betterment LLC89,992$2.38M<0.01%+7,67513F-HRTimeline
Cauble & Harre Wealth Management, Inc.85,683$2.26M1.81%-2,83513F-HRTimeline
Tribridge Partners Financial LLC84,571$2.22M0.87%+3,80613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/83,692$2.21M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC80,859$2.13M0.01%-106,34613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC77,177$2.04M1.23%+2,23613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,571$2.02M<0.01%+37,13813F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC76,570$2.02M0.14%+38,67013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…74,295$1.96M0.17%-13,03613F-HRTimelineGroup
Simplicity Wealth,LLC73,770$1.95M0.07%+6,80913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC73,473$1.94M0.37%new13F-HRTimeline
PUREfi Wealth, LLC68,308$1.8M0.99%+14813F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC67,127$1.77M0.85%+53,92413F-HRTimeline
Bison Wealth, LLC64,823$1.71M0.16%+10,73113F-HRTimeline
Smith Thornton Advisors LLC59,890$1.58M0.7%013F-HRTimeline
UBS Group AGgroup of 2 filers holding59,450$1.57M-2,014Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…52,507$1.39M0.03%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50,868$1.34M0.05%-2,57513F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC46,739$1.34M0.05%+28,34613F-HRTimeline
Integrated Wealth Concepts LLC50,331$1.33M0.01%+30,89313F-HRTimeline
JHP Wealth Management, LLC49,116$1.3M1.06%+3,29013F-HRTimeline
Lakeside Advisors, INC.45,000$1.19M0.75%+12,00013F-HRTimeline
Burton Enright Welch44,124$1.16M0.14%+78113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.43,213$1.14M0.01%+13,73813F-HRTimelineGroup
Sunrise Financial Services, LLC41,967$1.11M0.66%+6,40613F-HRTimeline
Confluence Wealth Services, Inc.41,782$1.1M0.03%+5,68913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,578$1.1M<0.01%-15313F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.41,356$1.09M0.4%013F-HRTimeline
Aprio Wealth Management, LLC37,950$1M0.05%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.37,486$989K0.01%+6,97113F-HRTimelineGroup
D.A. DAVIDSON & CO.37,455$988K0.01%+1,41013F-HRTimeline
Souders Financial Advisors36,786$971K0.1%013F-HRTimeline
Visionary Wealth Advisors35,759$944K0.04%+6,33513F-HRTimeline
Advisory Services Network, LLC35,365$933K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC34,328$906K0.05%-30,11313F-HRTimeline
Arax Advisory Partners34,225$903K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,994$897K<0.01%+33,00613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,670$888K<0.01%new13F-HRTimelineGroup
Acorn Wealth Advisors, LLC32,777$865K0.21%013F-HRTimeline
Geneos Wealth Management Inc.30,755$812K0.02%+24,30413F-HRTimeline
Jacobi Capital Management LLC30,296$799K0.04%-51,58713F-HRTimeline
Capital Investment Management, Inc.30,205$797K0.24%+3,21513F-HRTimeline
GWN SECURITIES INC.30,013$792K0.13%+53213F-HRTimeline
LANDAAS & CO /WI /ADV29,392$776K0.14%+7,61313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…28,506$752K0.01%+7313F-HRTimelineGroup
Vawter Financial, Ltd.28,500$752K0.28%new13F-HRTimeline
Atria Investments, Inc25,910$684K0.01%new13F-HRTimeline
MCF Advisors LLC25,671$677K0.02%+213F-HRTimeline
Wealth Science Advisors LLC25,466$672K0.3%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.24,623$650K0.01%+3,47013F-HRTimeline
WEDBUSH SECURITIES INC24,481$646K0.02%-24,29213F-HRTimeline
Goldstein Advisors, LLC23,616$623K0.06%+14,97213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23,416$618K<0.01%+13,49013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,377$617K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,267$588K<0.01%+6,72513F-HRTimelineGroup
World Investment Advisors21,073$555K0.01%013F-HRTimeline
DAVENPORT & Co LLC20,655$545K<0.01%+3,89113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.20,425$539K0.17%-37513F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC19,857$524K0.29%new13F-HRTimeline
Peterson Wealth Advisors, LLC19,311$510K0.06%-1,64913F-HRTimeline
Astoria Portfolio Advisors LLC.19,211$507K0.09%+12713F-HRTimeline
IFP Advisors, Inc18,550$489K0.01%+1,89313F-HRTimeline
Northwest Financial Advisors17,389$459K0.06%new13F-HRTimeline
BCS Wealth Management16,477$435K0.08%+79313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,938$421K<0.01%-80013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,667$413K0.02%-5713F-HRTimeline
Sugar Maple Asset Management, LLC15,291$403K0.26%+3,88713F-HRTimeline
First Heartland Consultants, Inc.14,815$391K0.03%+60013F-HRTimeline
Wood Tarver Financial Group, LLC14,370$379K0.09%+2713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,320$378K0.01%+7513F-HRTimeline
AdvisorNet Financial, Inc14,317$378K0.02%+3,47513F-HRTimeline
Strategic Blueprint, LLC13,409$354K0.02%+90513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,995$343K<0.01%+10513F-HRTimelineGroup
TrueWealth Advisors, LLC12,978$342K0.08%-68213F-HRTimeline
Capital Investment Advisory Services, L…12,900$340K0.02%+5,90013F-HRTimeline
Birchwood Financial Partners, Inc.12,385$327K0.27%+11613F-HRTimeline
Western Wealth Management, LLC11,618$307K0.01%+12013F-HRTimeline
Beacon Pointe Advisors, LLC11,420$301K<0.01%new13F-HRTimeline
Tempus Wealth Planning, LLC10,851$286K0.06%+19813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,621$280K0.01%+2,37713F-HRTimeline
Koshinski Asset Management, Inc.10,446$276K0.01%+2,27513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,434$275K0.01%+92913F-HRTimeline
Latitude Advisors, LLC10,060$265K0.11%new13F-HRTimeline
J. Derek Lewis & Associates Inc.9,935$262K0.05%-1,75013F-HRTimeline
Burford Brothers, Inc.9,490$250K0.09%-95013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,168$242K<0.01%new13F-HRTimelineGroup
Diversified Portfolios, Inc.9,142$241K0.02%new13F-HRTimeline
Occidental Asset Management, LLC9,000$237K0.02%new13F-HRTimeline
VestGen Advisors, LLC8,746$231K0.01%+42213F-HRTimeline
VestGen Investment Management8,709$230K0.12%-3,66613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,501$224K0.01%013F-HRTimeline
IHT Wealth Management, LLC8,469$223K<0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,000$211K0.01%013F-HRTimeline
Synergy Investment Management, LLC7,741$204K0.05%+1,66113F-HRTimeline
SYM FINANCIAL Corp7,739$204K0.02%013F-HRTimeline
HB Wealth Management, LLC7,700$203K<0.01%new13F-HRTimeline
Snowden Capital Advisors LLC7,593$200K<0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,506$198K0.03%+3,66813F-HRTimeline
AE Wealth Management LLC6,571$173K<0.01%+40713F-HRTimeline
SITTNER & NELSON, LLC5,500$145K0.05%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,166$137K<0.01%+1,42713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC5,028$133K<0.01%+1,80213F-HRTimeline
Farther Finance Advisors, LLC4,199$111K<0.01%+3,23313F-HRTimeline
CoreCap Advisors, LLC4,131$109K<0.01%+16513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,529$93.1K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA2,989$78.9K0.01%+63713F-HRTimeline
LANARK FINANCIAL, INC.2,913$76.9K0.01%013F-HRTimeline
Allworth Financial LP2,139$56.4K<0.01%-5713F-HRTimeline
Global Retirement Partners, LLC2,051$54.1K<0.01%13F-HRTimeline
Continuum Advisory, LLC1,600$42.2K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC1,562$41.2K0.01%-40213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,303$34.4K<0.01%+83113F-HRTimeline
Silver Grove Financial Group, Inc.851$22.5K0.01%new13F-HRTimeline
CX Institutional56$1K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS19$501<0.01%new13F-HRTimeline