Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF meliputi Steward Partners Investment Advisory, Llc, StoneX Group Inc., Advisory Services Network, LLC, Tribridge Partners Financial LLC, Wells Fargo & Company/mn, Sei Investments Co, J.w. Cole Advisors, Inc., Wiley Bros.-aintree Capital, Llc, Gateway Wealth Partners, LLC, Hanlon Investment Management, Inc., Koshinski Asset Management, Inc., Two Sigma Securities, Llc, Capital Investment Advisory Services, LLC, Ameritas Advisory Services, LLC, Sittner & Nelson, Llc, Comerica Bank, Tower Research Capital LLC (TRC), IFP Advisors, Inc, Oliver Lagore Vanvalin Investment Group, dan Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 61,716 | 49.39 | 1,610 | 49.81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 362,187 | 32.09 | 9,445 | 32.43 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 42,607 | 10.16 | 1,113 | 11.19 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 104,881 | 176.38 | 2,735 | 177.10 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,808 | 204 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 2,000 | 52 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 44,222 | 1,153 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28,135 | 735 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 410,680 | 8.71 | 10,711 | 9.01 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21,415 | 559 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14,253 | 0.21 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 853 | 22 | ||||||
| 2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,632,734 | 0.87 | 197,535 | 0.13 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18,139 | 0.07 | 473 | 0.42 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 9,243 | 241 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 100 | 3 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 222,407 | 267.04 | 5,800 | 268.02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 113,700 | 54.12 | 2,965 | 54.59 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,204 | 67.86 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 71,569 | 37.50 | 1,867 | 38.12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 293,659 | 24.76 | 8 | 16.67 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 120,082 | 34.78 | 3,132 | 35.13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 86,208 | 234.54 | 2,248 | 235.52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 201,054 | 41.95 | 5 | 66.67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 20,199 | 152.93 | 527 | 154.11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,319,117 | 63.81 | 60,483 | 64.25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 47,811 | 60.08 | 1,247 | 60.57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 87,838 | 5.75 | 2,285 | 5.89 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 58,890 | 8.07 | 1,536 | 8.33 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,038 | 210 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32,635 | 1.61 | 1 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 23,254 | 606 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,745 | 72 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 16,213 | 7.46 | 423 | 7.65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 95,039 | 6.08 | 2,479 | 6.35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 12,470 | 10.51 | 325 | 10.92 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19,830 | 551 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 345,114 | 330.16 | 9,001 | 331.45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 26,054 | 679 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 26,848 | 1 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 42,259 | 4.75 | 1,102 | 5.86 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 182,402 | 267.55 | 4,756 | 268.97 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15,700 | 32.77 | 409 | 33.22 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 168,237 | 28.48 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,685 | 1.32 | 227 | 1.80 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 550 | 14 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 24,555 | 24.30 | 640 | 24.76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 972,516 | 21.35 | 25,363 | 21.67 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 12,513 | 326 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 728,735 | 19.19 | 19,005 | 19.51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194,393 | 22.74 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 31,883 | 0.78 | 831 | 1.09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 89,163 | 1.51 | 2,325 | 1.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,884 | 23.36 | 466 | 23.61 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 52,642 | 69.37 | 1,373 | 69.80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 367,896 | 128.90 | 9,595 | 129.52 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 60,800 | 553.76 | 1,586 | 557.68 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 29,166 | 15.28 | 761 | 15.50 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 65,227 | 74.12 | 1,701 | 74.82 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,672 | 3.53 | 70 | 2.99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 93,423 | 2,436 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,800 | 125 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 57,799 | 93.68 | 1,507 | 94.20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 116,354 | 108.78 | 3,034 | 109.39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,706,930 | 8.20 | 44,517 | 8.49 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 167 | 4 | ||||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 62,631 | 53.43 | 1,633 | 53.91 |
