CGSM CAPITAL GRP FIXED INCM ETF T
FollowSHOR DUR MUN ETF (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in CGSM 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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | 149,296 | $3.84M | 0.05% | -3,323 | 13F-HRTimeline |
| Wealth Science Advisors LLC | 119,300 | $3.07M | 1.29% | +93,834 | 13F-HRTimeline |
| Peterson Wealth Advisors, LLC | 17,901 | $460K | 0.05% | -1,410 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 13,660 | $351K | 0.02% | -1,155 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 12,978 | $334K | 0.07% | 0 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 8,000 | $206K | 0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 3,743 | $96.2K | <0.01% | -456 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 2,009 | $51.7K | <0.01% | -2,122 | 13F-HRTimeline |