Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Global Equity ETF inkluderar Investment Planning Advisors, Inc., GWM Advisors LLC, James Reed Financial Services, Inc., Stephens Inc /ar/, Cary Street Partners Financial Llc, Sovran Advisors, LLC, Susquehanna International Group, Llp, Janney Montgomery Scott LLC, Evergreen Wealth Solutions, LLC, Assetmark, Inc, Ai Financial Services Llc, Kestra Advisory Services, LLC, Mariner, LLC, Venture Visionary Partners LLC, RFG Advisory, LLC, Herold Advisors, Inc., Lantern Wealth Advisors, LLC, Security Financial Services, INC., Balboa Wealth Partners, och Integrated Wealth Concepts 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 919 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 268 775 | 115,37 | 7 846 | 143,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 129 | 1 170,77 | 208 | 1 385,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 127 487 | 114,25 | 3 721 | 141,94 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 86 038 | 2 508 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 983 | 0 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 450 | 42 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 19 426 | 567 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 167 221 | 439,49 | 4 881 | 509,36 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 8 953 | 261 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 81 997 | 2 393 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 29 894 | 873 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 60 | 2 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 621 | 18 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53 486 | 2 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 15 145 | 442 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 82 010 | 5,49 | 2 394 | 19,05 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 685 472 | 30,93 | 20 | 53,85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 142 936 | 56,43 | 33 362 | 76,57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 | 0 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 31 893 | 1 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 127 797 | 538,99 | 3 730 | 621,47 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 29 741 | 96,45 | 868 | 121,99 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2 758 899 | 39,43 | 80 532 | 57,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 20 829 | 123,27 | 608 | 152,28 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 42 687 | 1 246 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26 366 | 57,68 | 770 | 78,01 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 24 323 | 710 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 429 848 | 12 547 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 39 589 | 1 156 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 10 188 | 0,29 | 297 | 13,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 343 855 | 165,95 | 10 | 233,33 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 400 | 245 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 89 876 | 309,22 | 2 609 | 358,52 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 40 466 | 1 181 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 150 667 | 40,66 | 4 435 | 58,39 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 123 870 | 462,61 | 3 616 | 535,33 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 24 323 | 710 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 211 | 80,21 | 35 | 105,88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 120 292 | 279,55 | 4 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 43 557 | 1 271 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 601 | 256 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 29 504 | 31,31 | 861 | 48,19 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2 406 | 62 | ||||||
| 2025-08-14 | 13F | Clg Llc | 8 514 | 249 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 59 497 | 5,92 | 1 737 | 19,56 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 7 567 | 221 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 48 058 | 381,74 | 1 403 | 445,53 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 108 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 535 208 | 22,22 | 15 623 | 37,96 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 142 237 | 35,13 | 4 152 | 52,50 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22 834 | 18,95 | 667 | 34,27 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 57 025 | 165,08 | 1 665 | 199,28 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 803 591 | 932,20 | 23 457 | 1 065,23 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 577 233 | 16 849 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 91 660 | 2 676 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 33 622 | 981 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 28 237 | 92,47 | 824 | 117,41 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 140 006 | 97,45 | 4 087 | 122,91 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 29 079 | 6,54 | 849 | 20,28 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 395 478 | 11 544 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 6 904 | 202 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 410 | 421 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 683 500 | 167,78 | 19 951 | 202,29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 167 350 | 4,05 | 4 885 | 17,43 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 28 927 | 844 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 891 480 | 39,85 | 113 592 | 57,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 995 | 263 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 18 950 | 1 459,67 | 550 | 1 674,19 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 7 840 | 229 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 44 701 | 274,38 | 1 305 | 323,38 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 7 089 | 207 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 358 | 10 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 200 468 | 5 852 |
