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Disclosery

CGSM CAPITAL GRP FIXED INCM ETF T

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SHOR DUR MUN ETF (fund)

131 managers (132 13F filers) reported a position in CGSM shares at 2025-12-31, 31,332,962 shares in all. 23 filers opened a position and 7 filers sold out during the quarter.

Managers
131
13F filers
132
New
23
Added
75
Reduced
17
Sold out
7
Shares held by filers
31,332,962

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Capital International Investorsin group Capital International Investo…13,026,702$343M0.05%+125,13413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,829,898$74.5M<0.01%+48,07813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,702,540$71.2M+491,034Timeline
LPL Financial LLC1,589,276$41.9M0.01%+320,32313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS860,845$22.7M0.04%+57,54713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…778,976$20.5M0.33%+133,07513F-HRTimelineGroup
Cetera Investment Advisers701,012$18.5M0.02%+142,68913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN616,156$16.2M<0.01%+176,25013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.402,081$10.6M0.02%+9,64113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP388,248$10.2M0.01%+87,96913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC386,707$10.2M0.02%+36,96613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP386,683$10.2M0.01%+279,65413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…357,693$9.42M0.01%+210,17113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC344,033$9.06M<0.01%+58,55413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC294,740$7.76M0.01%+19,60313F-HRTimeline
Cambridge Investment Research Advisors,…271,763$7.16M0.02%+65,57013F-HRTimeline
Vestmark Advisory Solutions, Inc.230,813$6.08M0.08%+11,74613F-HRTimeline
INTEGRATED WEALTHCARE, LLC195,551$5.15M4.33%13F-HRTimeline
Steward Partners Investment Advisory, L…178,879$4.71M0.03%+17,85713F-HRTimeline
Financial Connections Group, Inc.177,114$4.67M1.6%-1,82613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA176,052$4.64M<0.01%+2,14513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC171,564$4.52M0.07%+73,17913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…164,295$4.34M0.01%+10,80013F-HRTimeline
Hartmann Taylor Wealth Management, LLC164,791$4.34M2.93%+20,69413F-HRTimeline
Private Advisor Group, LLC149,683$3.94M0.02%+18,06413F-HRTimeline
J.W. COLE ADVISORS, INC.145,281$3.83M0.09%+72,37013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC131,774$3.47M0.01%+12,71513F-HRTimelineGroup
Orion Porfolio Solutions, LLC123,729$3.26M0.02%+5,14113F-HRTimeline
Total Clarity Wealth Management, Inc.120,605$3.18M0.77%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.113,285$2.99M0.13%+6,79413F-HRTimelineGroup
Royal Harbor Partners, LLC106,509$2.81M0.93%+2,86313F-HRTimeline
Janney Montgomery Scott LLC101,711$2.68M0.01%+22,64013F-HRTimeline
PUREfi Wealth, LLC98,112$2.58M1.98%+20613F-HRTimeline
Betterment LLC94,005$2.48M<0.01%+1,28813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.92,089$2.43M<0.01%+23,17413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…88,842$2.34M0.04%+22,75413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC88,275$2.33M0.01%+7,59313F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…85,528$2.25M0.78%+3,91313F-HRTimeline
Boulder Wealth Advisors, LLC82,484$2.17M0.92%new13F-HRTimeline
Cauble & Harre Wealth Management, Inc.77,446$2.04M1.71%13F-HRTimeline
&PARTNERS77,190$2.03M0.01%+31,21013F-HRTimeline
Jacobi Capital Management LLC76,981$2.03M0.12%-7,04713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO74,158$1.95M<0.01%+25,86413F-HRTimelineGroup
Tribridge Partners Financial LLC73,017$1.92M0.81%+27,38913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…72,098$1.9M0.07%+13,43713F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC70,790$1.86M1.33%+8,54013F-HRTimeline
Beta Wealth Group, Inc.63,237$1.67M0.67%-11,97013F-HRTimeline
Simplicity Wealth,LLC62,004$1.63M0.1%-6,80613F-HRTimeline
Valmark Advisers, Inc.61,177$1.61M0.02%new13F-HRTimeline
Smith Thornton Advisors LLC59,890$1.58M0.8%+1,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,429$1.46M<0.01%new13F-HR/ATimelineGroup
Bison Wealth, LLC53,696$1.42M0.16%-17,55213F-HRTimeline
FWG Holdings, LLC52,852$1.4M0.53%new13F-HR/ATimeline
NewEdge Advisors, LLC51,790$1.36M<0.01%+5,10613F-HRTimeline
Confluence Wealth Services, Inc.47,009$1.24M0.05%-91313F-HRTimeline
JHP Wealth Management, LLC46,820$1.23M1.19%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC45,025$1.19M0.01%-80,76613F-HRTimelineGroup
Burton Enright Welch42,575$1.12M0.16%+1,14213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…40,276$1.06M0.09%+4,92413F-HRTimelineGroup
WEDBUSH SECURITIES INC38,909$1.02M0.03%+65313F-HRTimeline
Greykasell Wealth Strategies, Inc.38,486$1.01M0.4%+19,19613F-HRTimeline
Sunrise Financial Services, LLC37,278$982K0.74%13F-HRTimeline
Aprio Wealth Management, LLC37,250$981K0.06%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers36,920$972K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.36,071$950K0.01%+7,65113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,249$928K<0.01%-11,30013F-HRTimelineGroup
Advisory Services Network, LLC34,502$909K0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC33,275$876K0.02%+18,59513F-HRTimeline
Acorn Wealth Advisors, LLC32,777$863K0.26%new13F-HRTimeline
LANDAAS & CO /WI /ADV31,220$822K0.18%+21,77913F-HRTimeline
GWN SECURITIES INC.30,131$794K0.16%+8,05813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,400$774K<0.01%+3,87813F-HR/ATimelineGroup
Souders Financial Advisors29,166$768K0.09%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,602$753K<0.01%new13F-HRTimelineGroup
Capital Investment Management, Inc.27,757$731K0.26%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.27,728$730K0.01%+11413F-HRTimelineGroup
Visionary Wealth Advisors26,996$711K0.03%-24313F-HRTimeline
Gateway Wealth Partners, LLC25,607$674K0.08%+14,57013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,475$671K0.01%+3,79513F-HRTimelineGroup
Prospera Financial Services Inc25,254$665K0.01%013F-HRTimeline
Peterson Wealth Advisors, LLC22,956$605K0.08%-94613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.20,825$549K0.21%+92513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC19,507$514K0.3%+15513F-HRTimeline
Astoria Portfolio Advisors LLC.18,988$506K0.12%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.17,794$469K0.01%+713F-HRTimeline
World Investment Advisors17,374$458K0.01%new13F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,700$414K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,237$401K<0.01%+5,54013F-HRTimelineGroup
Integrated Wealth Concepts LLC14,985$395K<0.01%+2,06313F-HRTimeline
TrueWealth Advisors, LLC14,644$386K0.1%-95613F-HRTimeline
Wood Tarver Financial Group, LLC14,314$377K0.11%+3113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,245$375K0.01%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,182$347K<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…13,075$344K<0.01%+1,13513F-HRTimelineGroup
First Heartland Consultants, Inc.12,803$337K0.03%-29213F-HRTimeline
J. Derek Lewis & Associates Inc.12,435$328K0.08%13F-HRTimeline
VestGen Investment Management12,286$324K0.18%+1,52213F-HRTimeline
Elequin Capital, LP11,862$312K0.04%-24,76513F-HRTimeline
Strategic Blueprint, LLC11,803$311K0.02%new13F-HRTimeline
IFP Advisors, Inc11,616$306K0.01%+7,38613F-HRTimeline
Lakeside Advisors, INC.11,500$303K0.19%+2,00013F-HRTimeline
Tempus Wealth Planning, LLC11,256$296K0.07%new13F-HRTimeline
IHT Wealth Management, LLC8,469$223K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,501$223K0.01%-3,82913F-HRTimeline
Stonebridge Financial Group, LLC8,409$221K0.02%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,254$217K0.06%+5213F-HRTimeline
Koshinski Asset Management, Inc.8,171$215K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,000$211K0.01%013F-HRTimeline
SYM FINANCIAL Corp7,739$204K0.02%new13F-HRTimeline
LongView Wealth Management7,700$204K0.05%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,697$203K0.01%+6113F-HRTimeline
Capital Investment Advisory Services, L…7,000$184K0.01%+1,50013F-HRTimeline
Geneos Wealth Management Inc.6,451$170K<0.01%+1,90013F-HRTimeline
AdvisorNet Financial, Inc4,165$110K0.01%+3313F-HRTimeline
LANARK FINANCIAL, INC.2,913$76.7K0.01%+18313F-HRTimeline
Allworth Financial LP2,276$60K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,209$58.2K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,183$57.5K<0.01%+54213F-HRTimelineGroup
Global Retirement Partners, LLC2,045$53.9K<0.01%-33613F-HRTimeline
Lodestone Wealth Management LLC1,950$51.4K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA1,900$50K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,854$49K<0.01%+10913F-HR/ATimelineGroup
AE Wealth Management LLC1,732$45.6K<0.01%new13F-HRTimeline
COMERICA BANK1,705$44.9K<0.01%-1,26813F-HRTimeline
EQ WEALTH ADVISORS, LLC1,154$30.4K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC809$21.3K<0.01%+70313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…594$15.6K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV584$15.4K<0.01%+15013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/179$4.71K<0.01%013F-HRTimelineGroup
CX Institutional56$1K<0.01%-1813F-HRTimeline
CWM, LLCin group CWM, LLC39$1K<0.01%new13F-HRTimelineGroup