Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group New Geography Equity ETF inkluderar GWM Advisors LLC, Petredis Investment Advisors Llc, Garrett Wealth Advisory Group, LLC, Stephens Inc /ar/, Northwestern Mutual Wealth Management Co, Cary Street Partners Financial Llc, Beacon Pointe Advisors, LLC, Clear Creek Financial Management, LLC, Orion Portfolio Solutions, LLC, Armor Investment Advisors, LLC, Equitable Holdings, Inc., Nova R Wealth, Inc., Assetmark, Inc, Founders Financial Securities Llc, Ergawealth Advisors, Inc., Sovran Advisors, LLC, IFG Advisory, LLC, Kestra Advisory Services, LLC, Advisory Services Network, LLC, och Sagespring Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 24 691 | 19,00 | 711 | 36,21 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 33 750 | 19,68 | 972 | 37,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 147 132 | 93,92 | 4 239 | 122,12 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 92 729 | 102,75 | 2 672 | 132,26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 224 840 | 9,56 | 6 478 | 25,45 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 097 | 176 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 41 897 | 1 207 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 357 | 9 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 788 | 80 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 30 | 200,00 | 1 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 13 220 | 10,91 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 12 514 | 23,10 | 361 | 41,18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 197 596 | 23,36 | 5 693 | 41,24 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28 757 | 81,36 | 828 | 108,04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 61 025 | 1 758 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 60 248 | 33,50 | 1 736 | 52,86 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 11 647 | 336 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15 701 | 452 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 177 | 380 | ||||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 39 569 | 5,55 | 1 140 | 20,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42 877 | 21,54 | 1 235 | 39,23 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 493 775 | 9,46 | 14 226 | 25,33 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 39 223 | 93,25 | 1 130 | 121,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 110 159 | 81,43 | 3 189 | 107,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 576 180 | 16 600 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 9 982 | 288 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 21 689 | 3,62 | 625 | 18,63 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 25 232 | 21,59 | 727 | 39,08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 106 643 | 7,55 | 3 072 | 23,18 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 659 | 278 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 534 083 | 11,56 | 15 387 | 27,74 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 146 366 | 26,38 | 4 217 | 44,73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 19 252 | 0,23 | 555 | 14,70 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 110 708 | 154,56 | 3 189 | 191,50 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 70 615 | 19,04 | 2 034 | 36,33 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 37 738 | 88,02 | 1 087 | 115,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 642 | 1,74 | 18 | 20,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 41 486 | 10,18 | 1 195 | 26,19 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 57 121 | 35,51 | 1 646 | 55,19 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 169 347 | 23,93 | 4 879 | 41,88 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10 684 | 308 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 171 339 | 2,56 | 4 936 | 17,44 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 236 878 | 1,31 | 6 824 | 16,01 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 012 | 0 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 1 300 | 37 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 57 348 | 1 652 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 491 937 | 40,38 | 14 173 | 60,75 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 120 | 205 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 26 009 | 33,49 | 749 | 52,86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 742 206 | 131,30 | 21 383 | 164,86 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 211 | 349 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 7 229 | 208 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 77 640 | 4,32 | 2 237 | 19,44 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 273 985 | 1 393,27 | 7 894 | 1 612,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17 987 | 518 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 10 752 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 58 584 | 106,87 | 1 688 | 136,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 291 547 | 503,37 | 37 209 | 590,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26 718 | 0,50 | 773 | 15,72 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 16 337 | 7,57 | 471 | 23,04 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 617 | 18 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 185 112 | 43,92 | 5 | 66,67 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 115 355 | 23,09 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 327 297 | 219,38 | 9 | 350,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 78 936 | 6,94 | 2 274 | 22,46 | ||||
| 2025-07-21 | 13F | Intrinsic Value Partners, LLC | 9 100 | 262 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 14 143 | 408 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 21 563 | 621 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28 319 | 713 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 15 893 | 458 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 3 200 | 220,00 | 92 | 268,00 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 11 550 | 333 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 155 178 | 4 471 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 396 010 | 10,83 | 11 409 | 27,32 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 14 442 | 416 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 154 632 | 255,70 | 4 | 300,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13 385 | 5,25 | 386 | 20,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 72 565 | 259,29 | 2 080 | 307,84 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 70 461 | 17,80 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 683 670 | 60,62 | 48 507 | 83,92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 206 895 | 154,99 | 6 | 150,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 356 | 327 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 13 724 | 395 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 862 787 | 1 574,73 | 53 667 | 1 818,01 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 66 197 | 1 907 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 64 839 | 316,52 | 1 868 | 377,75 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 407 219 | 11 732 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 44 906 | 45,92 | 1 294 | 67,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 475 754 | 13 706 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 89 356 | 11,33 | 2 574 | 27,49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 265 896 | 323,03 | 7 660 | 384,50 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 225 950 | 82,75 | 6 510 | 109,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 010 295 | 37,55 | 29 107 | 57,51 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 90 784 | 2 615 | ||||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 16 966 | 489 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 727 | 136 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 956 | 1 232,26 | 142 | 1 477,78 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 714 | 21 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7 000 | 202 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 15 355 | 442 |
