Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF inkluderar Steward Partners Investment Advisory, Llc, StoneX Group Inc., Advisory Services Network, LLC, Tribridge Partners Financial LLC, Wells Fargo & Company/mn, Sei Investments Co, J.w. Cole Advisors, Inc., Wiley Bros.-aintree Capital, Llc, Gateway Wealth Partners, LLC, Hanlon Investment Management, Inc., Koshinski Asset Management, Inc., Two Sigma Securities, Llc, Capital Investment Advisory Services, LLC, Ameritas Advisory Services, LLC, Sittner & Nelson, Llc, Comerica Bank, Tower Research Capital LLC (TRC), IFP Advisors, Inc, Oliver Lagore Vanvalin Investment Group, och Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 61 716 | 49,39 | 1 610 | 49,81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 362 187 | 32,09 | 9 445 | 32,43 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 42 607 | 10,16 | 1 113 | 11,19 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 104 881 | 176,38 | 2 735 | 177,10 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 808 | 204 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 2 000 | 52 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 44 222 | 1 153 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28 135 | 735 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 410 680 | 8,71 | 10 711 | 9,01 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 415 | 559 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14 253 | 0,21 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 853 | 22 | ||||||
| 2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7 632 734 | 0,87 | 197 535 | 0,13 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18 139 | 0,07 | 473 | 0,42 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 9 243 | 241 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 100 | 3 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 222 407 | 267,04 | 5 800 | 268,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 113 700 | 54,12 | 2 965 | 54,59 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 204 | 67,86 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 71 569 | 37,50 | 1 867 | 38,12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 293 659 | 24,76 | 8 | 16,67 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 120 082 | 34,78 | 3 132 | 35,13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 86 208 | 234,54 | 2 248 | 235,52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 201 054 | 41,95 | 5 | 66,67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 20 199 | 152,93 | 527 | 154,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 319 117 | 63,81 | 60 483 | 64,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 47 811 | 60,08 | 1 247 | 60,57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 87 838 | 5,75 | 2 285 | 5,89 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 58 890 | 8,07 | 1 536 | 8,33 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 038 | 210 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32 635 | 1,61 | 1 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 23 254 | 606 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 745 | 72 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 16 213 | 7,46 | 423 | 7,65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 95 039 | 6,08 | 2 479 | 6,35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 12 470 | 10,51 | 325 | 10,92 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19 830 | 551 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 345 114 | 330,16 | 9 001 | 331,45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 26 054 | 679 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 26 848 | 1 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 42 259 | 4,75 | 1 102 | 5,86 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 182 402 | 267,55 | 4 756 | 268,97 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15 700 | 32,77 | 409 | 33,22 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 168 237 | 28,48 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8 685 | 1,32 | 227 | 1,80 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 550 | 14 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 24 555 | 24,30 | 640 | 24,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 972 516 | 21,35 | 25 363 | 21,67 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 12 513 | 326 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 728 735 | 19,19 | 19 005 | 19,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194 393 | 22,74 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 31 883 | 0,78 | 831 | 1,09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 89 163 | 1,51 | 2 325 | 1,80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 884 | 23,36 | 466 | 23,61 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 52 642 | 69,37 | 1 373 | 69,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 367 896 | 128,90 | 9 595 | 129,52 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 60 800 | 553,76 | 1 586 | 557,68 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 29 166 | 15,28 | 761 | 15,50 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 65 227 | 74,12 | 1 701 | 74,82 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 672 | 3,53 | 70 | 2,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 93 423 | 2 436 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 800 | 125 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 57 799 | 93,68 | 1 507 | 94,20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 116 354 | 108,78 | 3 034 | 109,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 706 930 | 8,20 | 44 517 | 8,49 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 167 | 4 | ||||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 62 631 | 53,43 | 1 633 | 53,91 |
