Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF inkluderar Capital Advantage, Inc., Beacon Pointe Advisors, LLC, Goldman Sachs Group Inc, Rockefeller Capital Management L.P., Creekmur Asset Management LLC, RPg Family Wealth Advisory, LLC, Fiduciary Alliance LLC, Wellington Capital Management, Inc., Oak Hill Wealth Advisors, Llc, Stratos Wealth Partners, LTD., Gotham Asset Management, LLC, Impact Partnership Wealth, LLC, Bridgewealth Advisory Group, LLC, Venture Visionary Partners LLC, EverSource Wealth Advisors, LLC, Regatta Capital Group, Llc, Freestate Advisors LLC, Lantern Wealth Advisors, LLC, Herold Advisors, Inc., och IHT Wealth 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 768 762 | 30,24 | 48 855 | 31,77 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 85 299 | 306,42 | 2 356 | 311,71 | ||||
2025-07-11 | 13F | Bouvel Investment Partners, LLC | 219 457 | 1,42 | 6 061 | 0,63 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 96 350 | 10,94 | 2 661 | 12,23 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 12 612 | 348 | ||||||
2025-07-23 | 13F | Seamount Financial Group Inc | 58 366 | 4,03 | 1 612 | 5,29 | ||||
2025-07-16 | 13F | Novem Group | 114 748 | 2,79 | 3 169 | 4,00 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 130 658 | 3,73 | 3 609 | 5,37 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 741 436 | 1,17 | 20 478 | 2,35 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 28 749 | 794 | ||||||
2025-07-02 | 13F | Crumly & Associates Inc. | 203 641 | 9,28 | 5 625 | 10,56 | ||||
2025-07-18 | 13F | Cooper Financial Group | 12 894 | 1,41 | 356 | 2,59 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 389 717 | 87,31 | 10 764 | 89,49 | ||||
2025-08-14 | 13F | UBS Group AG | 2 362 552 | 11,62 | 65 254 | 12,92 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 237 164 | 3,14 | 6 550 | 4,35 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22 884 | 4,46 | 632 | 5,69 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 40 026 | 4,52 | 1 106 | 5,74 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 360 665 | 20,05 | 9 962 | 21,46 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 23 623 | 59,25 | 652 | 61,39 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 90 195 | 0,02 | 2 491 | 1,22 | ||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 32 239 | 15,51 | 890 | 16,95 | ||||
2025-07-24 | 13F | MFA Wealth Services | 69 744 | 4,63 | 1 926 | 5,88 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 148 581 | 197,78 | 4 104 | 201,25 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 478 | 13 | ||||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 75 951 | 0,81 | 2 098 | 1,99 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 428 134 | 11 825 | ||||||
2025-08-11 | 13F | Inspire Advisors, LLC | 57 332 | 1,96 | 1 584 | 3,13 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 2 108 316 | 58 232 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7 400 | 204 | ||||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 82 144 | 58,25 | 2 269 | 60,06 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 12 024 | 22,05 | 332 | 23,88 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 13 052 | 8,01 | 360 | 9,42 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 51 123 | 1 406 | ||||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 24 845 | 1,76 | 686 | 3,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 148 965 | 85,09 | 4 114 | 87,26 | ||||
2025-07-11 | 13F | LongView Wealth Management | 84 352 | 26,45 | 2 330 | 27,90 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10 059 | 278 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 114 237 | 7,55 | 3 155 | 8,83 | ||||
2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 140 717 | 3 887 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 22 070 | 43,08 | 610 | 44,66 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 16 250 | 16,05 | 449 | 17,28 | ||||
2025-08-14 | 13F | Clg Llc | 47 423 | 7,38 | 1 310 | 8,63 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 871 108 | 13,94 | 24 060 | 15,28 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 29 430 | 813 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 200 142 | 56,53 | 5 543 | 58,46 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 355 666 | 11,76 | 9 824 | 13,06 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 251 692 | 19,90 | 6 952 | 21,31 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 747 841 | 6,05 | 20 655 | 7,30 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 141 617 | 12,10 | 3 911 | 13,43 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 215 493 | 8,74 | 5 952 | 10,02 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 312 403 | 4,52 | 8 629 | 5,75 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 52 367 | 0,51 | 1 446 | 1,69 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 7 502 | 207 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 177 100 | 56,25 | 4 892 | 58,08 | ||||
2025-08-04 | 13F | Spire Wealth Management | 13 870 | 0,27 | 383 | 1,59 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 59 114 | 20,92 | 1 633 | 22,34 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 223 | 1,42 | 89 | 3,49 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 22 091 | 2,24 | 610 | 3,57 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 150 804 | 4,87 | 59 406 | 6,10 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 34 432 | 53,17 | 951 | 55,14 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 10 245 | 283 | ||||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 11 150 | 0,70 | 308 | 1,66 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 17 007 | 470 | ||||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 779 709 | 6,32 | 21 536 | 7,57 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 107 461 | 1,97 | 2 968 | 3,16 | ||||
2025-08-07 | 13F | PFG Advisors | 30 400 | 1,64 | 840 | 2,82 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 288 712 | 7 974 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 331 757 | 9 163 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 17 001 | 52,01 | 470 | 53,77 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 183 258 | 17,43 | 5 062 | 18,80 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 10 871 | 34,16 | 300 | 35,75 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 332 556 | 6,79 | 9 185 | 8,05 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 177 141 | 4,95 | 4 893 | 6,16 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 689 032 | 1,50 | 19 031 | 2,69 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 005 | 88,65 | 138 | 91,67 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 14 070 | 1,04 | 389 | 2,11 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 398 486 | 4,55 | 11 006 | 5,78 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20 444 | 7,76 | 565 | 9,09 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 4 091 | 38,26 | 113 | 41,25 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 271 768 | 4,41 | 7 506 | 5,63 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 584 | 12,09 | 16 | 14,29 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 1 947 | 18,86 | 54 | 20,45 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 121 889 | 28,84 | 3 367 | 30,36 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 33 465 | 7,83 | 924 | 9,09 | ||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 69 788 | 3,25 | 1 928 | 4,44 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 7 336 | 0,81 | 203 | 2,02 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18 189 | 17,05 | 502 | 18,40 | ||||
2025-08-13 | 13F | Capital International Investors | 122 892 | 33,73 | 3 394 | 35,33 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 70 190 | 28,90 | 1 939 | 30,42 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 347 002 | 0,77 | 9 584 | 1,95 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 17 791 | 35,46 | 491 | 37,15 | ||||
2025-08-14 | 13F | Mariner, LLC | 741 908 | 2,65 | 20 491 | 3,86 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 2 690 563 | 18,97 | 74 313 | 20,37 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 36 137 | 8,00 | 998 | 9,31 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 7 471 | 206 | ||||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 28 240 | 29,00 | 780 | 30,49 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 825 546 | 0,40 | 50 403 | 1,54 | ||||
2025-08-14 | 13F | Comerica Bank | 15 348 | 23,36 | 424 | 24,78 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 58 706 | 3,04 | 1 621 | 4,24 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 424 123 | 7,88 | 11 663 | 8,66 | ||||
2025-07-16 | 13F | Freestate Advisors LLC | 10 068 | 278 | ||||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 514 219 | 13,85 | 14 203 | 15,19 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 56 107 | 1 550 | ||||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 113 482 | 4,40 | 3 134 | 5,63 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 16 348 | 9,17 | 452 | 10,54 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 9 300 | 18,47 | 257 | 19,63 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 244 | 174,80 | 228 | 180,25 | ||||
2025-08-04 | 13F | Assetmark, Inc | 256 056 | 5 070,76 | 7 072 | 5 138,52 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 147 583 | 24,98 | 4 076 | 26,47 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 400 798 | 13,21 | 66 | 15,79 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 145 898 | 19,74 | 4 | 33,33 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 52 720 | 5,94 | 1 | 0,00 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 8 032 | 222 | ||||||
2025-08-14 | 13F | Betterment LLC | 320 413 | 1,06 | 9 | 0,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 893 794 | 18,60 | 25 | 20,00 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 26 589 | 22,07 | 734 | 23,57 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 50 022 | 18,45 | 1 382 | 19,88 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 503 | 14 | ||||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 46 804 | 43,82 | 1 293 | 45,50 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 22 480 | 63,42 | 614 | 63,47 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 481 421 | 1,77 | 13 297 | 2,96 | ||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 22 637 | 93,48 | 625 | 95,92 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11 284 | 312 | ||||||
2025-08-05 | 13F | Aurdan Capital Management, LLC | 17 571 | 4,75 | 485 | 6,13 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 10 059 | 278 | ||||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 825 | 1 061,97 | 23 | 2 100,00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 112 270 | 140,56 | 3 101 | 143,33 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 74 041 | 1 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 32 957 | 13,96 | 1 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 332 030 | 14,62 | 37 | 16,13 | ||||
2025-07-18 | 13F | Truist Financial Corp | 67 256 | 36,99 | 1 831 | 36,64 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 113 391 | 37,70 | 3 132 | 39,28 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 216 749 | 0,16 | 5 987 | 3,06 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 407 629 | 391,42 | 11 259 | 397,26 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 49 114 | 0,62 | 1 357 | 1,80 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 551 | 67,62 | 126 | 68,92 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 63 478 | 44,27 | 1 756 | 47,48 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 5 727 | 118,50 | 158 | 122,54 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1 835 | 0 | ||||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 25 880 | 71,93 | 715 | 74,15 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 840 932 | 18,62 | 23 126 | 19,48 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 146 061 | 145,86 | 4 030 | 148,55 | ||||
2025-07-25 | 13F | Cwm, Llc | 929 285 | 441,89 | 26 | 525,00 | ||||
2025-08-12 | 13F | Entruity Wealth, LLC | 184 650 | 11,43 | 5 100 | 12,76 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2 779 290 | 13,13 | 76 764 | 14,46 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 1 240 773 | 25,22 | 34 270 | 26,68 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 266 691 | 7 366 | ||||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 42 928 | 1,39 | 1 186 | 2,60 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 8 332 | 230 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 193 473 | 9,08 | 5 344 | 10,35 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 723 | 54,81 | 48 | 56,67 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 42 904 | 1 185 | ||||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 11 342 | 11,27 | 313 | 12,59 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 28 921 | 20,73 | 799 | 26,47 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 483 678 | 13,86 | 13 359 | 15,20 | ||||
2025-08-12 | 13F | LPL Financial LLC | 9 943 155 | 21,63 | 274 630 | 23,05 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 44 929 | 14,85 | 1 240 | 18,79 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22 482 | 52,47 | 621 | 54,23 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 117 756 | 3 252 | ||||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 74 162 | 14,05 | 2 048 | 15,38 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 329 | 6,46 | 92 | 7,06 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 56 640 | 31,35 | 1 564 | 32,88 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 204 377 | 8,93 | 5 645 | 10,19 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 79 125 | 41,60 | 2 185 | 43,28 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 15 213 | 84,29 | 420 | 86,67 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 697 947 | 14,22 | 19 277 | 15,56 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 188 553 | 21,57 | 5 208 | 22,98 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 78 638 | 1,51 | 2 172 | 2,70 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 105 399 | 9,63 | 2 911 | 11,02 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 18 676 | 516 | ||||||
2025-07-16 | 13F | ORG Partners LLC | 7 610 | 409,37 | 210 | 425,00 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 643 841 | 8,66 | 17 783 | 9,94 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 13 250 | 14,64 | 366 | 15,87 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 11 329 | 10,35 | 313 | 11,43 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 654 276 | 111,55 | 18 071 | 114,04 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 18 955 | 6,29 | 524 | 7,61 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1 853 | 59,60 | 51 | 64,52 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4 244 651 | 16,71 | 117 237 | 18,08 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 94 | 1,08 | 3 | 0,00 |