Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF meliputi IAM Advisory, LLC, Creekmur Asset Management LLC, NWF Advisory Services Inc., J Hagan Capital, Inc., Petredis Investment Advisors Llc, Wiley Bros.-aintree Capital, Llc, Sei Investments Co, Cannon Financial Strategists, Inc., Merit Financial Group, LLC, Brinker Capital Investments, LLC, Envestnet Portfolio Solutions, Inc., Beacon Financial Advisory LLC, Bank of New York Mellon Corp, Arkadios Wealth Advisors, Sagespring Wealth Partners, Llc, Exchange Traded Concepts, Llc, Deutsche Bank Ag\, ORG Partners LLC, Assetmark, Inc, dan SRS Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,056 | 51.34 | 105 | 52.17 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 36,977 | 21.85 | 959 | 22.48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,106,573 | 20.07 | 28,695 | 20.64 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 118,482 | 3,073 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 70 | 2 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2,284 | 197.40 | 59 | 210.53 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,238 | 214 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 40,202 | 61.96 | 1,043 | 62.81 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12,910 | 335 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 171,688 | 3.96 | 4,453 | 4.46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 207,589 | 30.45 | 5,384 | 31.07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20,427 | 530 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 97,244 | 0.74 | 2,522 | 1.24 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 147,558 | 10.21 | 3,817 | 10.51 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8,051 | 209 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 176,837 | 4,534 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 28,570 | 12.97 | 741 | 13.50 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 263,378 | 52.81 | 6,831 | 53.55 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 581 | 15 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 182,365 | 4,707 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24,066 | 1.35 | 624 | 1.96 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 11,125 | 11.25 | 289 | 11.63 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 28,998 | 752 | ||||||
| 2025-08-14 | 13F | Clg Llc | 65,908 | 3.69 | 1,709 | 4.21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 798,718 | 68.64 | 20,715 | 69.46 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 56,324 | 38.90 | 1,461 | 39.58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 76,778 | 2,007 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 877,337 | 18.77 | 22,754 | 19.34 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 33,023 | 2.10 | 856 | 2.64 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 344,503 | 12.99 | 8,935 | 13.53 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 960,267 | 6.47 | 24,905 | 6.99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 328,320 | 11.42 | 8,515 | 11.97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16,010 | 415 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 202,348 | 1,313.64 | 5,248 | 1,321.95 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,526 | 273 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 956 | 25 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 787,980 | 745.30 | 20,436 | 749.73 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 398,518 | 9.15 | 10,336 | 9.68 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 44,348 | 1.66 | 1,150 | 2.22 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26,973 | 6.57 | 700 | 7.04 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 11,671 | 4.72 | 0 | |||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 523,928 | 13,588 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 10,449 | 3.51 | 271 | 4.23 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 93,898 | 1.75 | 2,435 | 2.27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 43,913 | 22.12 | 1,139 | 22.63 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29,810 | 6,675.00 | 773 | 6,927.27 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 879 | 1.15 | 23 | 0.00 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 78,163 | 16.29 | 2,027 | 16.90 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 143,466 | 0.86 | 3,721 | 1.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 939,933 | 44.98 | 24,377 | 45.68 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13,194 | 26.37 | 342 | 27.14 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21,191 | 166.08 | 550 | 167.80 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 44,934 | 115.00 | 1,165 | 116.14 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 19,134 | 144.15 | 496 | 145.54 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,905 | 49 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25,376 | 8.71 | 658 | 9.30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,905 | 49 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7,663 | 15.01 | 199 | 15.79 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 640,707 | 37.23 | 16,575 | 37.55 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 170,110 | 58.80 | 4 | -99.86 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 117 | 20.62 | 3 | 50.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 66,413 | 14.98 | 1,722 | 15.57 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 28,854 | 197.74 | 748 | 199.20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,839,269 | 21.20 | 47,701 | 21.78 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 514 | 13 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,243 | 214 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4,345,569 | 72.41 | 112,702 | 73.24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 408,059 | 3.86 | 11 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,826 | 14.45 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,099,696 | 15.11 | 54 | 14.89 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 40,945 | 1,062 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 117,239 | 122.87 | 3,034 | 123.42 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 51,540 | 0.00 | 1,337 | 0.45 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 84,763 | 12.59 | 2,198 | 13.12 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 18,370 | 2.35 | 476 | 2.81 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 33,217 | 112.44 | 861 | 113.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 241,240 | 21.20 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2,244,927 | 3.38 | 58,222 | 3.88 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16,719 | 8.37 | 434 | 8.79 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 38,086 | 0.62 | 988 | 1.23 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8,256 | 7.58 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 738,301 | 76.98 | 19,129 | 77.60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 800,831 | 62.85 | 20,770 | 63.64 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 228,480 | 0.13 | 5,926 | 0.61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 230,493 | 14.07 | 5,978 | 14.61 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 209,717 | 5,439 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23,223 | 602 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 29,761 | 15.87 | 770 | 16.34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,738 | 173.80 | 71 | 184.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,955,676 | 40.10 | 102,590 | 40.78 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 259,718 | 6.89 | 6,736 | 7.40 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48,050 | 7.56 | 1,246 | 8.16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 8,310 | 3.51 | 216 | 3.86 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25,366 | 36.03 | 658 | 36.59 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 159,264 | 24.85 | 4,131 | 25.46 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 162,502 | 1.62 | 4,214 | 2.11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14,539 | 21.27 | 377 | 22.01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 87,476 | 55.67 | 2,269 | 56.41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,958 | 1.12 | 129 | 1.59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 251,030 | 4.15 | 6,510 | 4.65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,035,466 | 21.35 | 26,855 | 21.94 |
