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Disclosery

CGSM CAPITAL GRP FIXED INCM ETF T

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SHOR DUR MUN ETF (fund)

146 managers (148 13F filers) reported a position in CGSM shares at 2026-03-31, 36,334,069 shares in all. 27 filers opened a position and 9 filers sold out during the quarter.

Managers
146
13F filers
148
New
27
Added
77
Reduced
28
Sold out
9
Shares held by filers
36,334,069

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
Capital International Investorsin group Capital International Investo…13,168,002$346M0.08%+141,30013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,688,463$96.9M0.01%+858,56513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,971,820$78.1M+269,280Timeline
LPL Financial LLC2,191,408$57.6M0.02%+602,13213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,104,690$29M0.02%+746,99713F-HRTimelineGroup
Cetera Investment Advisers989,257$26M0.03%+288,24513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…800,815$21M0.35%+21,83913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS712,535$18.7M0.03%-148,31013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN690,408$18.1M<0.01%+74,25213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP656,761$17.3M0.01%+268,51313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP419,385$11M0.01%+32,70213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC395,994$10.4M<0.01%+51,96113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.372,711$9.79M0.01%-29,37013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC360,873$9.48M0.01%+66,13313F-HRTimeline
MML INVESTORS SERVICES, LLC348,737$9.16M0.03%-37,97013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA326,116$8.57M<0.01%+150,06413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC310,024$8.15M0.03%+221,74913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.304,185$7.99M0.09%+73,37213F-HRTimeline
Cambridge Investment Research Advisors,…290,883$7.64M0.02%+19,12013F-HRTimeline
Boulder Wealth Advisors, LLC250,801$6.59M2.63%+168,31713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…202,450$5.33M0.01%+38,15513F-HRTimeline
INTEGRATED WEALTHCARE, LLC195,969$5.15M4.31%+41813F-HRTimeline
Steward Partners Investment Advisory, L…191,624$5.04M0.03%+12,74513F-HRTimeline
Financial Connections Group, Inc.190,872$5.02M1.74%+13,75813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC188,695$4.96M0.07%+17,13113F-HRTimelineGroup
Private Advisor Group, LLC187,205$4.92M0.02%+37,52213F-HRTimeline
Hartmann Taylor Wealth Management, LLC155,916$4.1M2.71%-8,87513F-HRTimeline
Apella Capital, LLC151,956$4.02M0.06%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC149,961$3.94M0.04%+104,93613F-HRTimelineGroup
Janney Montgomery Scott LLC149,372$3.92M0.01%+47,66113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers142,364$3.74M0.01%+105,44413F-HRTimelineGroup
Total Clarity Wealth Management, Inc.140,438$3.69M0.87%+19,83313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC137,966$3.63M<0.01%+102,71713F-HRTimelineGroup
Orion Porfolio Solutions, LLC123,276$3.24M0.03%-45313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC122,757$3.23M0.01%-9,01713F-HRTimelineGroup
&PARTNERS118,017$3.1M0.02%+40,82713F-HRTimeline
FWG Holdings, LLC116,934$3.08M1.16%+64,08213F-HRTimeline
Royal Harbor Partners, LLC110,981$2.92M0.99%+4,47213F-HRTimeline
CWM, LLCin group CWM, LLC109,982$2.89M0.01%+109,94313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…104,317$2.74M0.05%+15,47513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.99,411$2.61M<0.01%+7,32213F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…97,927$2.57M0.87%+12,39913F-HRTimeline
OLD MISSION CAPITAL LLC93,958$2.47M0.06%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…90,526$2.38M<0.01%+35,09713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO90,268$2.37M<0.01%+16,11013F-HRTimelineGroup
Cauble & Harre Wealth Management, Inc.88,518$2.33M1.86%+11,07213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…87,331$2.3M0.2%+47,05513F-HRTimelineGroup
Betterment LLC82,317$2.16M<0.01%-11,68813F-HRTimeline
Jacobi Capital Management LLC81,883$2.15M0.12%+4,90213F-HRTimeline
Tribridge Partners Financial LLC80,765$2.13M0.88%+7,74813F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC74,941$1.97M1.39%+4,15113F-HRTimeline
NewEdge Advisors, LLC72,803$1.91M0.01%+21,01313F-HR/ATimeline
PUREfi Wealth, LLC68,160$1.79M1.17%-29,95213F-HRTimeline
Simplicity Wealth,LLC66,961$1.76M0.1%+4,95713F-HRTimeline
Gateway Wealth Partners, LLC64,441$1.69M0.07%+38,83413F-HRTimeline
UBS Group AGgroup of 2 filers holding61,464$1.62MnewTimeline
Smith Thornton Advisors LLC59,890$1.57M0.79%013F-HRTimeline
Bison Wealth, LLC54,092$1.42M0.14%+39613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53,443$1.4M0.04%-18,65513F-HR/ATimelineGroup
WEDBUSH SECURITIES INC48,773$1.28M0.04%+9,86413F-HRTimeline
JHP Wealth Management, LLC45,826$1.2M1.15%-99413F-HRTimeline
Burton Enright Welch43,343$1.14M0.15%+76813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,731$1.1M<0.01%+13,12913F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.41,356$1.09M0.44%+2,87013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,433$1.04M<0.01%+24,19613F-HRTimelineGroup
Aprio Wealth Management, LLC37,950$997K0.05%+70013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC37,900$996K0.08%new13F-HRTimeline
Souders Financial Advisors36,786$967K0.11%+7,62013F-HRTimeline
Confluence Wealth Services, Inc.36,093$949K0.04%-10,91613F-HRTimeline
D.A. DAVIDSON & CO.36,045$947K0.01%-2613F-HRTimeline
Sunrise Financial Services, LLC35,561$935K0.66%-1,71713F-HRTimeline
Advisory Services Network, LLC35,365$929K0.01%+86313F-HRTimeline
U.S. Capital Wealth Advisors, LLC33,275$874K0.02%013F-HRTimeline
Lakeside Advisors, INC.33,000$867K0.58%+21,50013F-HRTimeline
Acorn Wealth Advisors, LLC32,777$861K0.25%013F-HRTimeline
SFG Wealth Management, LLC.32,377$851K0.35%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.30,515$802K0.01%+2,78713F-HRTimelineGroup
GWN SECURITIES INC.29,481$775K0.15%-65013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,475$775K0.01%+4,00013F-HRTimelineGroup
Visionary Wealth Advisors29,424$773K0.03%+2,42813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…28,433$747K0.02%new13F-HRTimelineGroup
Capital Investment Management, Inc.26,990$709K0.24%-76713F-HRTimeline
MCF Advisors LLC25,669$675K0.03%new13F-HRTimeline
Prospera Financial Services Inc25,254$664K0.01%013F-HRTimeline
LANDAAS & CO /WI /ADV21,779$572K0.13%-9,44113F-HRTimeline
HARBOUR INVESTMENTS, INC.21,153$556K0.01%+3,35913F-HRTimeline
World Investment Advisors21,073$554K0.01%+3,69913F-HRTimeline
Peterson Wealth Advisors, LLC20,960$551K0.07%-1,99613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.20,800$547K0.2%-2513F-HRTimeline
Integrated Wealth Concepts LLC19,438$511K<0.01%+4,45313F-HRTimeline
Astoria Portfolio Advisors LLC.19,084$504K0.11%+9613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC18,393$483K0.03%-1,11413F-HRTimeline
DAVENPORT & Co LLC16,764$441K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,738$440K<0.01%new13F-HRTimeline
IFP Advisors, Inc16,657$438K0.01%+5,04113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,724$414K0.03%+2413F-HRTimeline
BCS Wealth Management15,684$412K0.08%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,542$409K<0.01%+2,36013F-HRTimelineGroup
Wood Tarver Financial Group, LLC14,343$376K0.1%+2913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,245$374K0.01%013F-HRTimeline
First Heartland Consultants, Inc.14,215$374K0.03%+1,41213F-HRTimeline
TrueWealth Advisors, LLC13,660$359K0.09%-98413F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC13,203$347K0.19%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,890$339K<0.01%-18513F-HRTimelineGroup
Strategic Blueprint, LLC12,504$329K0.02%+70113F-HRTimeline
HighPoint Advisor Group LLC12,468$328K0.01%new13F-HRTimeline
VestGen Investment Management12,375$325K0.18%+8913F-HRTimeline
Birchwood Financial Partners, Inc.12,269$322K0.31%new13F-HRTimeline
J. Derek Lewis & Associates Inc.11,685$307K0.07%-75013F-HR/ATimeline
Western Wealth Management, LLC11,498$302K0.01%new13F-HR/ATimeline
Sugar Maple Asset Management, LLC11,404$300K0.18%new13F-HRTimeline
AdvisorNet Financial, Inc10,842$285K0.01%+6,67713F-HRTimeline
Tempus Wealth Planning, LLC10,653$280K0.06%-60313F-HRTimeline
Burford Brothers, Inc.10,440$274K0.11%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,926$261K<0.01%new13F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI9,505$250K0.01%new13F-HRTimeline
Independent Advisor Alliance9,300$244K<0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…8,814$232K0.01%new13F-HRTimeline
Goldstein Advisors, LLC8,644$227K0.03%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,501$223K0.01%013F-HRTimeline
IHT Wealth Management, LLC8,469$223K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC8,409$221K0.02%013F-HRTimeline
VestGen Advisors, LLC8,324$219K0.01%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,254$217K0.05%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,244$217K0.01%+54713F-HRTimeline
Koshinski Asset Management, Inc.8,171$215K0.01%013F-HRTimeline
Valmark Advisers, Inc.8,091$213K<0.01%-53,08613F-HRTimeline
Avidian Wealth Enterprises, LLC8,000$210K0.01%013F-HRTimeline
Sovran Advisors, LLC7,973$210K0.02%new13F-HRTimeline
SYM FINANCIAL Corp7,739$203K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…7,000$184K0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,451$170K<0.01%013F-HRTimeline
AE Wealth Management LLC6,164$162K<0.01%+4,43213F-HRTimeline
Synergy Investment Management, LLC6,080$160K0.05%new13F-HRTimeline
CoreCap Advisors, LLC3,966$104K<0.01%+1,75713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,838$101K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,739$98K<0.01%+1,88513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,226$84.8K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,913$76.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,352$61.8K0.01%+45213F-HRTimeline
Allworth Financial LP2,196$57.7K<0.01%-8013F-HRTimeline
Lodestone Wealth Management LLC1,964$51.6K0.02%+1413F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO988$26K<0.01%-1,19513F-HR/ATimelineGroup
Farther Finance Advisors, LLC966$25.4K<0.01%+15713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV472$12.4K<0.01%-11213F-HRTimeline
CX Institutional56$1K<0.01%013F-HRTimeline