Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF meliputi Tribridge Partners Financial LLC, Stephens Inc /ar/, Fiduciary Alliance LLC, Franklin Resources Inc, United Advisor Group, LLC, Stratos Wealth Partners, LTD., Oak Hill Wealth Advisors, Llc, Gts Securities Llc, Ground Swell Capital, LLC, Richmond Investment Services, LLC, Aspire Growth Partners LLC, Balboa Wealth Partners, Security Financial Services, INC., Strategic Blueprint, LLC, Wambolt & Associates, LLC, Assetmark, Inc, Summit Global Investments, Venture Visionary Partners LLC, Cim, Llc, dan Ameriprise Financial Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Venture Visionary Partners LLC | 9,488 | 213 | ||||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 2,862 | 0.85 | 64 | 1.59 | ||||
2025-08-20 | NP | CGBL - Capital Group Core Balanced ETF Share Class | 26,623,160 | 28.19 | 599,021 | 28.47 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 42,251 | 0.09 | 951 | 0.32 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 135,816 | 2.61 | 3,056 | 2.83 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 424,878 | 4.74 | 9,560 | 4.97 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 751,401 | 10.74 | 16,937 | 11.19 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 674,361 | 3.42 | 15,173 | 3.65 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 230,007 | 58.42 | 5,175 | 58.79 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 23,369 | 526 | ||||||
2025-07-16 | 13F | Magnus Financial Group LLC | 74,190 | 10.02 | 1,669 | 10.31 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 11,739 | 25.30 | 264 | 25.71 | ||||
2025-08-08 | 13F | Gts Securities Llc | 26,783 | 603 | ||||||
2025-08-12 | 13F | MAI Capital Management | 2,027 | 46 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 394,643 | 3.21 | 8,880 | 3.44 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 48,101 | 1.14 | 1,082 | 1.41 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 283,877 | 23.79 | 6,387 | 24.07 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 87,190 | 37.29 | 1,962 | 37.61 | ||||
2025-08-07 | 13F | Cvfg Llc | 44,033 | 6.73 | 991 | 6.91 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 57,428 | 25.08 | 1,292 | 25.44 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 191,658 | 44.09 | 4,312 | 44.41 | ||||
2025-07-15 | 13F | tru Independence LLC | 16,726 | 0.38 | 376 | 0.53 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 48,752 | 29.57 | 1,097 | 31.26 | ||||
2025-08-12 | 13F | Summit Global Investments | 9,668 | 0 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 135,528 | 3,049 | ||||||
2025-07-10 | 13F | Financial Management Network Inc | 96,143 | 24.60 | 2,158 | 26.35 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 169,236 | 1.45 | 3,808 | 1.68 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 437,070 | 14.55 | 9,834 | 14.82 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 32,687 | 17.47 | 735 | 17.79 | ||||
2025-08-15 | 13F | Morgan Stanley | 14,411,181 | 4.49 | 324,252 | 4.72 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 12,661 | 285 | ||||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 76,767 | 57.91 | 1,727 | 58.30 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 122,128 | 15.23 | 2,748 | 15.47 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1,780 | 102.27 | 40 | 110.53 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 5,631,675 | 1.71 | 126,713 | 1.94 | ||||
2025-07-11 | 13F | LongView Wealth Management | 92,896 | 6.76 | 2,090 | 7.01 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 177,883 | 79.08 | 4,002 | 79.54 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 30,667 | 685 | ||||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 14,175 | 18.37 | 319 | 18.66 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 19,400 | 70.18 | 436 | 70.98 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,899,033 | 533.09 | 65,408 | 537.13 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 107,741 | 0.97 | 2,424 | 1.21 | ||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 559,271 | 44.46 | 12,584 | 44.78 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 9,079 | 1.24 | 204 | 1.49 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 9,828 | 2.08 | 221 | 2.31 | ||||
2025-08-14 | 13F | Clg Llc | 99,046 | 5.83 | 2,229 | 6.04 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 180,221 | 4.18 | 4,055 | 4.40 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 101,908 | 12.45 | 2,293 | 12.68 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 73,022 | 5.23 | 1,643 | 5.46 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 11,400 | 256 | ||||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 26,425 | 595 | ||||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 30,443 | 25.61 | 685 | 25.74 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 75,374 | 2.92 | 1,696 | 3.10 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,929,323 | 8.40 | 65,910 | 8.65 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,156,455 | 27.70 | 26,020 | 27.98 | ||||
2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 107,480 | 17.78 | 2,418 | 18.07 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 4,048,556 | 0.67 | 91,093 | 0.90 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 24,676 | 77.93 | 555 | 78.46 | ||||
2025-08-14 | 13F | Tudor Financial Inc. | 14,093 | 0.22 | 317 | 0.63 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 10,628 | 239 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 320,599 | 1.64 | 7,213 | 1.86 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 50,513 | 49.51 | 1,137 | 49.87 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 393,014 | 29.25 | 8,843 | 29.53 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 31,383 | 706 | ||||||
2025-08-07 | 13F | PFG Advisors | 46,863 | 10.55 | 1,054 | 10.83 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,400 | 22.03 | 122 | 22.22 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 359,069 | 542.33 | 8,079 | 544.26 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 421,487 | 225.83 | 9,483 | 226.55 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 256,672 | 8.20 | 5,775 | 8.45 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 233,083 | 19.17 | 5,244 | 19.43 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 55,056 | 118.33 | 1,239 | 118.73 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5,392 | 102.86 | 121 | 105.08 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 28,126 | 7.68 | 633 | 7.85 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 1,010,208 | 2.95 | 22,730 | 3.18 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 808,253 | 10.56 | 18,186 | 10.80 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 1,541,135 | 4.28 | 34,676 | 4.51 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 1,302,354 | 3.67 | 29,303 | 3.90 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 1,200,730 | 3.18 | 27,016 | 3.41 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 13,689 | 52.80 | 308 | 53.23 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 2,811,977 | 4.99 | 63,269 | 5.23 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 22,311 | 9.22 | 502 | 9.63 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 119,937 | 16.76 | 2,699 | 17.00 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 23,717 | 5.67 | 534 | 5.96 | ||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 104,318 | 12.31 | 2 | 0.00 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 35,602 | 0.62 | 801 | 0.88 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,974 | 4.89 | 179 | 5.29 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,274 | 17.76 | 51 | 18.60 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 11,289 | 254 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 44,194 | 5.66 | 994 | 5.97 | ||||
2025-08-13 | 13F | Capital International Investors | 26,791,883 | 28.57 | 602,817 | 28.86 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 80,988 | 39.18 | 1,822 | 39.51 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 123,090 | 0.98 | 2,770 | 1.21 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 176,162 | 61.92 | 4 | 50.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 4,606,095 | 2.98 | 103,637 | 3.21 | ||||
2025-08-19 | 13F | Cim, Llc | 9,320 | 210 | ||||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1,261,494 | 3.61 | 28,384 | 3.84 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 135,280 | 2.36 | 3,044 | 2.56 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 48,155 | 1,083 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 985,556 | 88.81 | 22,175 | 89.24 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 12,634 | 284 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14,255 | 29.43 | 321 | 29.55 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 46,702 | 30.36 | 1,051 | 30.60 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 11,445 | 258 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 340,967 | 31.86 | 7,672 | 32.14 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,555,988 | 0.17 | 34,932 | 0.17 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 160,559 | 51.96 | 3,613 | 52.28 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 429,060 | 3.77 | 9,654 | 4.00 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 246,400 | 9.20 | 5,529 | 9.36 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 5,312,064 | 9.31 | 119,521 | 9.55 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 6,440 | 20.46 | 145 | 20.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,702,965 | 17.02 | 83 | 16.90 | ||||
2025-08-04 | 13F | Assetmark, Inc | 9,837 | 221 | ||||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 8,280 | 0.13 | 186 | 0.54 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8,451 | 9.36 | 190 | 9.83 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 166,554 | 22.51 | 3,747 | 22.77 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 145,024 | 5.25 | 3,263 | 5.50 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 741,825 | 0.91 | 16,691 | 1.13 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,871,186 | 7.80 | 65 | 8.47 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 73,230 | 0.83 | 1,648 | 1.04 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 2,318,254 | 6.63 | 52 | 8.33 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 69,337 | 1,560 | ||||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 549,551 | 3.16 | 12,365 | 3.39 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1,540,954 | 9.19 | 34,671 | 9.43 | ||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 357,203 | 7.54 | 8,037 | 7.78 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1,637,195 | 50.78 | 36,837 | 51.12 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 81,825 | 493.71 | 1,841 | 495.79 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27,223 | 27.34 | 613 | 27.77 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 462,510 | 76.92 | 10,337 | 78.53 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33,786 | 100.27 | 758 | 102.67 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 54,651 | 33.24 | 1,230 | 33.59 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 220,283 | 0.40 | 4,956 | 0.63 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 169,911 | 31.64 | 3,823 | 31.93 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 13,299 | 5.04 | 299 | 5.28 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 20,011 | 450 | ||||||
2025-07-10 | 13F | Affiance Financial, LLC | 170,480 | 6.98 | 3,836 | 7.21 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 209,912 | 5.01 | 4,723 | 5.26 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,924,689 | 1.78 | 43 | 2.38 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 58,441 | 55.20 | 1 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1,796,177 | 29.10 | 40,306 | 29.27 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,236,582 | 5.27 | 27,823 | 7.03 | ||||
2025-07-18 | 13F | Truist Financial Corp | 345,341 | 131.10 | 7,770 | 131.66 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 2,194,246 | 16.68 | 49,371 | 16.94 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,490 | 190.24 | 101 | 197.06 | ||||
2025-08-12 | 13F | Entruity Wealth, LLC | 218,672 | 7.15 | 4,920 | 7.40 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 172,093 | 3.15 | 3,872 | 3.39 | ||||
2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 258,879 | 1.02 | 5,825 | 1.23 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 38,332 | 31.89 | 862 | 32.21 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 369,927 | 3.73 | 8,323 | 3.96 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 741,373 | 6.68 | 16,681 | 6.92 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 173,824 | 58.60 | 3,911 | 60.75 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 543,893 | 8.34 | 12,238 | 8.58 | ||||
2025-08-08 | 13F | Condor Capital Management | 754,231 | 3.40 | 16,970 | 3.63 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 24,894 | 66.85 | 560 | 67.66 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2,469 | 4.57 | 56 | 3.77 | ||||
2025-08-12 | 13F | LPL Financial LLC | 14,741,294 | 18.83 | 331,679 | 19.10 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 30,871 | 695 | ||||||
2025-08-13 | 13F | Aspire Growth Partners LLC | 15,703 | 353 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 19,410 | 34.59 | 437 | 34.98 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 8,255 | 10.72 | 186 | 10.78 | ||||
2025-07-18 | 13F | Vicus Capital | 17,446 | 34.40 | 393 | 34.71 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 25,981 | 4.91 | 585 | 5.23 | ||||
2025-08-14 | 13F | Mariner, LLC | 233,377 | 1.37 | 5,251 | 1.59 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 20,740 | 66.92 | 467 | 67.63 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 66,799 | 46.45 | 1,503 | 46.82 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 382,594 | 6.23 | 8,608 | 6.47 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 23,241 | 13.02 | 523 | 13.23 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 53,060 | 0.04 | 1,194 | 0.25 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 129 | 3 | ||||||
2025-08-05 | 13F | 5T Wealth, LLC | 43,852 | 21.18 | 987 | 21.43 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 99,251 | 29.78 | 2,233 | 30.13 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 9,305 | 209 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 271,468 | 6.01 | 6,108 | 6.26 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 478,431 | 11 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 404,483 | 9,101 | ||||||
2025-07-16 | 13F | ORG Partners LLC | 13,118 | 491.70 | 295 | 502.04 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 7,601,504 | 44.85 | 171,034 | 45.17 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,979,795 | 8.13 | 112,045 | 8.37 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 7,543 | 11.01 | 170 | 11.18 | ||||
2025-07-25 | 13F | Cwm, Llc | 14,782 | 296.30 | 0 | |||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 65,004 | 0.22 | 1,463 | 0.41 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 193,308 | 1.89 | 4,349 | 2.11 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,947 | 193.68 | 89 | 193.33 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |