Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF inkluderar 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, och Ameriprise Financial Inc .
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 | 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 |