Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF includ Apella Capital, LLC, Ubs Asset Management Americas Inc, Petredis Investment Advisors Llc, SFG Wealth Management, LLC., Signature Estate & Investment Advisors Llc, MCF Advisors LLC, DAVENPORT & Co LLC, Mercer Global Advisors Inc /adv, BCS Wealth Management, Sar Wealth Management Group, Llc, HighPoint Advisor Group LLC, Birchwood Financial Partners, Inc., Western Wealth Management, LLC, Sugar Maple Asset Management, LLC, Burford Brothers, Inc., Fifth Third Bancorp, Parsons Capital Management Inc/ri, Independent Advisor Alliance, Patriot Financial Group Insurance Agency, LLC, și Goldstein Advisors, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 29.475 | 15,70 | 775 | 15,35 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 14.343 | 0,20 | 0 | |||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 304.185 | 31,79 | 7.994 | 31,49 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 15.542 | 17,90 | 409 | 17,87 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1.964 | 0,72 | 52 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 16.657 | 43,40 | 438 | 43,28 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 110.981 | 4,20 | 2.917 | 3,96 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 116.934 | 121,25 | 3.077 | 119,71 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 191.624 | 7,12 | 5.036 | 6,88 | ||||
| 2026-05-08 | 13F | Boulder Wealth Advisors, LLC | 250.801 | 204,06 | 6.591 | 203,45 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.926 | 261 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 395.994 | 15,10 | 10.407 | 14,84 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3.739 | 101,67 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 188.695 | 9,99 | 4.959 | 9,71 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.688.463 | 30,34 | 96.933 | 30,04 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 29.424 | 8,99 | 773 | 8,72 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 140.438 | 16,44 | 3.691 | 16,18 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 149.372 | 46,86 | 4 | 50,00 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 80.765 | 10,61 | 2.127 | 10,56 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 32.377 | 851 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 8.244 | 7,11 | 217 | 6,93 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 151.956 | 4.018 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 16.764 | 441 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 37.950 | 1,88 | 997 | 1,63 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 36.786 | 26,13 | 967 | 25,78 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11.498 | 302 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 7.973 | 210 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 326.116 | 85,24 | 8.570 | 84,82 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 9.300 | 244 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 93.958 | 2.469 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 14.215 | 11,03 | 374 | 10,68 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 97.927 | 14,50 | 2.574 | 14,25 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3.226 | 85 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 656.761 | 69,16 | 17.279 | 68,97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 294.740 | 7,12 | 7.763 | 110.800,00 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 149.961 | 233,06 | 3.941 | 232,49 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.164 | 255,89 | 162 | 257,78 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 54.092 | 0,74 | 1.423 | 0,57 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 12.375 | 0,72 | 325 | 0,62 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 16.738 | 440 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 28.433 | 747 | ||||||
| 2026-04-17 | 13F | BCS Wealth Management | 15.684 | 412 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 310.024 | 251,20 | 8.147 | 250,41 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 48.773 | 25,35 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 90.526 | 63,32 | 2.379 | 62,95 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 99.411 | 7,95 | 2.613 | 7,71 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 35.365 | 2,50 | 929 | 2,31 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.104.690 | 208,84 | 29.031 | 208,15 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 195.969 | 0,21 | 5.150 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.928.560 | 10,64 | 76.963 | 10,39 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8.324 | 219 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 74.158 | 53,56 | 1.953 | 53,42 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 12.468 | 328 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 39.433 | 158,80 | 1.036 | 158,35 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 800.815 | 2,80 | 21.045 | 2,57 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 19.084 | 0,51 | 504 | -0,20 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 30.515 | 10,05 | 802 | 9,73 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 43.343 | 1,80 | 1.139 | 1,61 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 10.842 | 160,31 | 285 | 160,55 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 6.080 | 160 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 202.450 | 23,22 | 5.331 | 22,81 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.352 | 23,79 | 62 | 22,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 66.961 | 7,99 | 1.760 | 7,72 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 29.400 | 15,19 | 774 | 15,18 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.966 | 79,54 | 104 | 79,31 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 137.966 | 291,40 | 3.626 | 290,63 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 3.838 | 101 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.191.408 | 37,89 | 57.590 | 37,57 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 88.518 | 14,30 | 2.330 | 14,22 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 8.814 | 232 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 109.982 | 281.905,13 | 2.890 | |||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 74.941 | 5,86 | 1.969 | 5,63 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 19.438 | 29,72 | 511 | 29,44 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 690.408 | 12,05 | 18.144 | 11,79 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 989.257 | 41,12 | 25.998 | 40,80 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 966 | 19,41 | 25 | 19,05 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 37.900 | 996 | ||||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 11.404 | 300 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2.714 | 71 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 25.669 | 675 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 21.073 | 21,29 | 554 | 21,01 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 190.872 | 7,77 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 21.153 | 18,88 | 556 | 18,59 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 9.505 | 250 | ||||||
| 2026-05-13 | 13F | Capital International Investors | 13.168.002 | 1,08 | 346.055 | 0,85 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 8.644 | 227 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 41.731 | 45,90 | 1.097 | 45,55 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 12.504 | 5,94 | 329 | 5,81 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 87.331 | 116,83 | 2.295 | 116,51 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 10.440 | 274 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 15.724 | 0,15 | 414 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 118.017 | 52,89 | 3.101 | 52,46 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 81.883 | 6,37 | 2.152 | 6,12 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 64.441 | 151,65 | 1.694 | 151,19 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 187.205 | 25,07 | 4.920 | 24,78 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 290.883 | 7,04 | 8 | 0,00 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 12.269 | 322 | ||||||
| 2026-05-01 | 13F | Lakeside Advisors, INC. | 33.000 | 186,96 | 867 | 187,09 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 41.356 | 7,46 | 1.087 | 7,21 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 142.364 | 285,60 | 4 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 58.750 | 1.544 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 104.317 | 17,42 | 2.742 | 17,14 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 13.203 | 347 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 419.385 | 8,46 | 11.021 | 8,21 |
