Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF inkluderar Panoramic Capital Partners, LLC, Creekmur Asset Management LLC, Tsfg, Llc, Fiduciary Alliance LLC, InTrack Investment Management Inc, HighTower Advisors, LLC, Apollon Wealth Management, LLC, AA Financial Advisors, LLC, Richmond Investment Services, LLC, M Holdings Securities, Inc., Orion Portfolio Solutions, LLC, Sunpointe, LLC, Freestate Advisors LLC, Venture Visionary Partners LLC, Madison Wealth Partners, Inc, Balboa Wealth Partners, Kestra Private Wealth Services, Llc, Werba Rubin Papier Wealth Management, Titleist Asset Management, Llc, och Hunter Associates Investment Management Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 11 434 | 301 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 24 616 | 647 | ||||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 5 622 | 15,80 | 148 | 15,75 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 89 177 | 36,33 | 2 345 | 36,42 | ||||
| 2025-08-14 | 13F | UBS Group AG | 137 621 | 13,40 | 3 619 | 13,48 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 215 420 | 2,95 | 5 666 | 3,62 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 24 508 | 645 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7 724 | 203 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 338 811 | 14,93 | 8 911 | 15,01 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 13 764 | 362 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 264 | 33 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 197 988 | 3,00 | 5 207 | 3,09 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 42 325 | 80,43 | 1 113 | 80,68 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 24 124 | 1 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 11 138 | 18,44 | 293 | 18,22 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 8 273 | 0 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 115 220 | 135,22 | 3 030 | 135,43 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10 047 | 264 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 20 855 | 12,41 | 548 | 12,53 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 375 | 39,71 | 62 | 40,91 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 11 161 | 17,73 | 294 | 17,67 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 53 120 | 30,10 | 1 397 | 30,32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 170 961 | 31,27 | 4 496 | 31,39 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7 909 | 208 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 73 025 | 61,97 | 1 921 | 62,16 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 8 679 | 228 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 99 188 | 26,58 | 2 609 | 26,66 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 282 268 | 40,25 | 7 441 | 40,38 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 12 546 | 58,55 | 330 | 58,94 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 340 | 0,29 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 19 558 | 0,05 | 514 | 0,19 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 287 571 | 6,84 | 33 863 | 6,92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 417 | 30,45 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 235 612 | 22,85 | 6 197 | 22,94 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 195 948 | 13,63 | 5 153 | 13,73 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 464 593 | 0,96 | 12 219 | 1,04 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 30 204 | 8,02 | 794 | 8,17 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14 094 | 0,37 | 371 | 0,27 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 26 583 | 2,91 | 699 | 3,10 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 28 298 | 744 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 731 | 256 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 718 467 | 1,76 | 18 896 | 1,83 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 1 427 371 | 5,17 | 37 538 | 5,25 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 76 292 | 24,30 | 2 006 | 24,36 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 76 923 | 11,90 | 2 023 | 12,02 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 876 546 | 2,36 | 23 053 | 2,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37 981 | 999 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 214 207 | 8,07 | 5 634 | 8,14 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 707 | 229 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 85 895 | 22,20 | 2 259 | 22,31 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 013 104 | 8,34 | 158 145 | 8,42 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 172 022 | 7,08 | 4 524 | 7,18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 82 963 | 1 031,52 | 2 182 | 1 053,97 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 72 711 | 2,25 | 1 912 | 2,36 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 8 730 | 0 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11 517 435 | 6,86 | 302 909 | 6,94 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 10 971 | 289 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 915 | 422,87 | 234 | 431,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 186 | 2,76 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 107 262 | 4,28 | 2 821 | 4,33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 75 910 | 8,31 | 1 996 | 8,42 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 9 000 | 237 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18 393 | 118,39 | 484 | 118,55 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 17 947 | 24,48 | 472 | 24,87 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 497 | 0,21 | 300 | −0,33 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 466 | 18,79 | 65 | 18,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 153 628 | 35,49 | 56 640 | 35,59 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 257 051 | 7 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 17 099 | 22,00 | 450 | 22,01 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 64 183 | 2,15 | 1 688 | 2,24 | ||||
| 2025-08-13 | 13F | Capital International Investors | 9 883 029 | 27,71 | 259 924 | 27,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 639 046 | 82,74 | 16 807 | 82,89 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 500 | 13 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 70 156 | 5,59 | 1 845 | 5,85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 203 357 | 269,76 | 31 648 | 270,07 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 9 735 | 0,85 | 256 | 1,19 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 157 | 0,65 | 215 | 0,94 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 162 251 | 6,12 | 4 267 | 6,22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32 320 | 83,24 | 850 | 83,59 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 67 610 | 23,39 | 2 | −99,93 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 549 123 | 36,76 | 40 742 | 36,87 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 12 913 | 340 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 282 228 | 10,05 | 7 394 | 9,93 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 742 923 | 11,84 | 19 539 | 11,93 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 25 878 | 9,57 | 681 | 9,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 796 700 | 33,48 | 21 | 33,33 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 71 444 | 14,66 | 1 879 | 14,72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 300 | 23,26 | 139 | 23,01 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 392 | 10 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 658 661 | 77,47 | 17 323 | 77,61 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 14 635 | 116,40 | 385 | 116,95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 044 671 | 50,44 | 27 | 50,00 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 255 289 | 13,96 | 6 714 | 14,05 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 351 514 | 7,32 | 9 245 | 7,40 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 85 025 | 2 236 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 47 071 | 0,91 | 1 238 | 0,98 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 275 159 | 2 040,48 | 7 176 | 2 048,50 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 161 | 4 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 516 | 32,25 | 329 | 32,66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 30 329 | 40,87 | 798 | 41,06 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17 638 | 464 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 66 720 | 33,24 | 1 755 | 33,38 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 8 679 | 228 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 308 | 8 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 30 786 | 0,06 | 810 | 0,12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 9 359 | 246 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 505 722 | 1 552,31 | 13 300 | 1 554,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 376 695 | 173,42 | 9 907 | 173,67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 61 167 | 35,88 | 1 609 | 36,04 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 18 827 | 20,58 | 495 | 20,73 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 128 855 | 41,88 | 3 389 | 41,99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9 813 | 139,11 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 347 328 | 65,16 | 9 100 | 64,97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 326 252 | 217 401,33 | 8 580 | 285 900,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 188 202 | 8,53 | 4 950 | 8,60 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 344 870 | 9 070 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 268 037 | 0,25 | 33 349 | 0,32 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 210 070 | 19,89 | 5 525 | 19,98 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 37 032 | 18,82 | 969 | 19,48 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 103 067 | 31,98 | 2 699 | 31,72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30 315 | 73,99 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 964 | 133,18 | 104 | 136,36 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 62 377 | 6,84 | 1 641 | 8,11 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 952 | 5,56 | 104 | 5,10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 46 793 | 32,03 | 1 231 | 32,12 | ||||
| 2025-08-20 | NP | CGBL - Capital Group Core Balanced ETF Share Class | 9 798 204 | 28,17 | 257 693 | 28,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 12 296 282 | 31,09 | 323 392 | 31,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 55 369 | 480,33 | 1 456 | 482,40 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 927 | 16,12 | 282 | 13,77 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22 246 | 31,15 | 585 | 31,46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 192 570 | 7,88 | 31 | 6,90 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 7 614 | 200 | ||||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 586 898 | 15 365 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 43 320 | 91,23 | 1 139 | 91,43 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20 904 | 2,30 | 550 | 2,43 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9 243 | 243 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 114 217 | 27,62 | 3 004 | 27,73 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 130 444 | 2,18 | 3 431 | 2,27 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 122 871 | 3 232 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 232 886 | 1,76 | 6 125 | 1,83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 847 | 32,73 | 285 | 33,18 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 40 497 | 13,51 | 1 065 | 13,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 98 394 | 38,10 | 2 588 | 38,19 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 34 112 | 18,05 | 897 | 18,18 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 004 | 17,73 | 158 | 17,16 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 819 | 19 955,88 | 179 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 576 899 | 28,00 | 94 072 | 28,10 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 504 539 | 32,04 | 92 169 | 32,14 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 584 325 | 7,84 | 15 368 | 7,92 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 773 624 | 10,78 | 20 346 | 10,87 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 16 213 | 13,46 | 426 | 13,60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11 695 | 0,78 | 308 | 0,99 |
