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Disclosery

CGSM CAPITAL GRP FIXED INCM ETF T

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SHOR DUR MUN ETF (fund)

110 managers (111 13F filers) reported a position in CGSM shares at 2025-09-30, 27,758,459 shares in all. 21 filers opened a position and 4 filers sold out during the quarter.

Managers
110
13F filers
111
New
21
Added
65
Reduced
18
Sold out
4
Shares held by filers
27,758,459

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Capital International Investorsin group Capital International Investo…12,901,568$340M0.05%+694,62313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,781,820$73.3M<0.01%+462,70313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,211,506$58.3M+443,123Timeline
LPL Financial LLC1,268,953$33.4M0.01%+296,43713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS803,298$21.2M0.04%+74,56313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…645,901$17M0.28%+300,78713F-HRTimelineGroup
Cetera Investment Advisers558,323$14.7M0.02%+147,64313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN439,906$11.6M<0.01%+413,85213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.392,440$10.3M0.01%+30,25313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC349,741$9.22M0.02%+56,08213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP300,279$7.93M0.01%+117,87713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC285,479$7.53M<0.01%+180,59813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC275,137$7.25M0.01%+74,08313F-HRTimeline
Vestmark Advisory Solutions, Inc.219,067$5.77M0.11%-148,82913F-HRTimeline
Cambridge Investment Research Advisors,…206,193$5.43M0.01%+11,80013F-HRTimeline
Financial Connections Group, Inc.178,940$4.72M1.84%+10,70313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,907$4.58M<0.01%+42,64013F-HRTimelineGroup
Steward Partners Investment Advisory, L…161,022$4.24M0.02%+67,59913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…153,495$4.05M0.01%-3,60113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…147,522$3.89M<0.01%+31,16813F-HRTimelineGroup
Hartmann Taylor Wealth Management, LLC144,097$3.8M2.73%+24,01513F-HRTimeline
Private Advisor Group, LLC131,619$3.47M0.02%+3,72713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC125,791$3.32M0.04%+67,99213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC119,059$3.14M0.01%+5,35913F-HRTimelineGroup
Orion Porfolio Solutions, LLC118,588$3.13M0.02%+29,42513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,029$2.82M<0.01%+11,99013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.106,491$2.81M0.12%+62,26913F-HRTimelineGroup
Royal Harbor Partners, LLC103,646$2.73M0.93%+35,96213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC98,385$2.59M0.04%+26,81613F-HRTimelineGroup
PUREfi Wealth, LLC97,906$2.58M1.99%-333,58313F-HRTimeline
Betterment LLC92,717$2.44M<0.01%-25,84513F-HRTimeline
Jacobi Capital Management LLC84,028$2.21M0.13%+52,14513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…81,615$2.15M0.79%+16,38813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC80,682$2.13M0.01%-141,72513F-HRTimelineGroup
Janney Montgomery Scott LLC79,071$2.08M<0.01%+5,21413F-HRTimeline
Beta Wealth Group, Inc.75,207$1.98M0.78%-13,30413F-HRTimeline
J.W. COLE ADVISORS, INC.72,911$1.92M0.04%+51,49613F-HRTimeline
Bison Wealth, LLC71,248$1.88M0.17%+28,64113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.68,915$1.82M<0.01%+8,11513F-HRTimelineGroup
Simplicity Wealth,LLC68,810$1.81M0.11%-17,39813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…66,088$1.74M0.03%+13,44613F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC62,250$1.64M1.2%-38113F-HRTimeline
Smith Thornton Advisors LLC58,890$1.55M0.81%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…58,661$1.55M0.06%-3,05513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO48,294$1.27M<0.01%+25,04013F-HRTimelineGroup
Confluence Wealth Services, Inc.47,922$1.26M0.06%+5,66313F-HRTimeline
NewEdge Advisors, LLC46,684$1.23M0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,549$1.23M<0.01%-19,01813F-HRTimelineGroup
&PARTNERS45,980$1.21M0.01%+26,15013F-HRTimeline
Tribridge Partners Financial LLC45,628$1.2M0.55%+18,78013F-HRTimeline
OLD MISSION CAPITAL LLC41,439$1.09M0.04%new13F-HRTimeline
Burton Enright Welch41,433$1.09M0.16%+5,83313F-HRTimeline
WEDBUSH SECURITIES INC38,256$1.01M0.03%+5,62113F-HRTimeline
Elequin Capital, LP36,627$965K0.08%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…35,352$932K0.08%new13F-HRTimelineGroup
Advisory Services Network, LLC34,502$909K0.01%+6,36713F-HRTimeline
Souders Financial Advisors29,166$769K0.09%013F-HRTimeline
D.A. DAVIDSON & CO.28,420$749K<0.01%+3,86513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.27,614$728K0.01%+9,47513F-HRTimelineGroup
Visionary Wealth Advisors27,239$718K0.03%+18,55413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC26,553$700K0.13%+8,11913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,522$673K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc25,254$666K0.01%013F-HRTimeline
Peterson Wealth Advisors, LLC23,902$630K0.09%+12,89313F-HRTimeline
GWN SECURITIES INC.22,073$582K0.13%+1,87413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,680$571K0.01%new13F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.19,900$525K0.23%+1,00013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC19,352$510K0.31%+3,13913F-HRTimeline
Greykasell Wealth Strategies, Inc.19,290$508K0.21%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.17,787$469K0.01%+95613F-HRTimeline
TrueWealth Advisors, LLC15,600$411K0.11%+1,48413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,700$410K0.03%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,680$387K0.01%+1,13013F-HRTimeline
Wood Tarver Financial Group, LLC14,283$376K0.11%+3013F-HRTimeline
First Heartland Consultants, Inc.13,095$345K0.03%+62513F-HRTimeline
Embree Financial Group12,977$342K0.05%new13F-HRTimeline
Integrated Wealth Concepts LLC12,922$341K<0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,330$325K0.02%+76113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,940$315K<0.01%-5513F-HRTimelineGroup
Gateway Wealth Partners, LLC11,037$291K0.04%-1,47613F-HRTimeline
VestGen Investment Management10,764$284K0.17%+1,52113F-HRTimeline
FLOW TRADERS U.S. LLC10,617$280K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,697$256K<0.01%new13F-HRTimelineGroup
Lakeside Advisors, INC.9,500$250K0.16%013F-HRTimeline
LANDAAS & CO /WI /ADV9,441$249K0.06%new13F-HRTimeline
Saxony Capital Management, LLC9,368$247K0.16%-79013F-HRTimeline
IHT Wealth Management, LLC8,469$223K0.01%-42513F-HRTimeline
Stonebridge Financial Group, LLC8,409$222K0.02%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,202$216K0.07%new13F-HRTimeline
Koshinski Asset Management, Inc.8,171$215K0.01%+13313F-HRTimeline
Avidian Wealth Enterprises, LLC8,000$211K0.01%new13F-HRTimeline
LongView Wealth Management7,700$203K0.05%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,636$201K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…5,500$145K0.01%+70013F-HRTimeline
Geneos Wealth Management Inc.4,551$120K<0.01%-43,26013F-HRTimeline
IFP Advisors, Inc4,230$112K<0.01%+4,06313F-HR/ATimeline
AdvisorNet Financial, Inc4,132$109K0.01%+3213F-HRTimeline
COMERICA BANK2,973$78.4K<0.01%+2,12013F-HRTimeline
LANARK FINANCIAL, INC.2,730$72K0.01%+52613F-HRTimeline
Global Retirement Partners, LLC2,381$62.8K<0.01%+1,25613F-HRTimeline
Allworth Financial LP2,276$60K<0.01%+2,04213F-HRTimeline
SITTNER & NELSON, LLC2,000$52.7K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,745$46K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,641$43.3K<0.01%+1,31913F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC1,350$35.6K<0.01%-60013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,000$26.4K<0.01%-1,74513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV434$11.4K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/179$4.72K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC106$2.79K<0.01%new13F-HRTimeline
CX Institutional74$2K<0.01%new13F-HRTimeline