Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF termasuk Panoramic Capital Partners, LLC, Creekmur Asset Management LLC, Tsfg, Llc, Fiduciary Alliance LLC, InTrack Investment Management Inc, HighTower Advisors, LLC, Apollon Wealth Management, LLC, AA Financial Advisors, LLC, Richmond Investment Services, LLC, M Holdings Securities, Inc., Orion Portfolio Solutions, LLC, Sunpointe, LLC, Freestate Advisors LLC, Venture Visionary Partners LLC, Madison Wealth Partners, Inc, Balboa Wealth Partners, Kestra Private Wealth Services, Llc, Werba Rubin Papier Wealth Management, Titleist Asset Management, Llc, dan Hunter Associates Investment Management Llc .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 11,434 | 301 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 24,616 | 647 | ||||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 5,622 | 15.80 | 148 | 15.75 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 89,177 | 36.33 | 2,345 | 36.42 | ||||
| 2025-08-14 | 13F | UBS Group AG | 137,621 | 13.40 | 3,619 | 13.48 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 215,420 | 2.95 | 5,666 | 3.62 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 24,508 | 645 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7,724 | 203 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 338,811 | 14.93 | 8,911 | 15.01 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 13,764 | 362 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,264 | 33 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 197,988 | 3.00 | 5,207 | 3.09 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 42,325 | 80.43 | 1,113 | 80.68 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 24,124 | 1 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 11,138 | 18.44 | 293 | 18.22 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 8,273 | 0 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 115,220 | 135.22 | 3,030 | 135.43 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10,047 | 264 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 20,855 | 12.41 | 548 | 12.53 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,375 | 39.71 | 62 | 40.91 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 11,161 | 17.73 | 294 | 17.67 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 53,120 | 30.10 | 1,397 | 30.32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 170,961 | 31.27 | 4,496 | 31.39 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,909 | 208 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 73,025 | 61.97 | 1,921 | 62.16 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 8,679 | 228 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 99,188 | 26.58 | 2,609 | 26.66 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 282,268 | 40.25 | 7,441 | 40.38 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 12,546 | 58.55 | 330 | 58.94 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 340 | 0.29 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 19,558 | 0.05 | 514 | 0.19 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,287,571 | 6.84 | 33,863 | 6.92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,417 | 30.45 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 235,612 | 22.85 | 6,197 | 22.94 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 195,948 | 13.63 | 5,153 | 13.73 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 464,593 | 0.96 | 12,219 | 1.04 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 30,204 | 8.02 | 794 | 8.17 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14,094 | 0.37 | 371 | 0.27 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 26,583 | 2.91 | 699 | 3.10 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 28,298 | 744 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,731 | 256 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 718,467 | 1.76 | 18,896 | 1.83 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 1,427,371 | 5.17 | 37,538 | 5.25 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 76,292 | 24.30 | 2,006 | 24.36 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 76,923 | 11.90 | 2,023 | 12.02 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 876,546 | 2.36 | 23,053 | 2.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37,981 | 999 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 214,207 | 8.07 | 5,634 | 8.14 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,707 | 229 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 85,895 | 22.20 | 2,259 | 22.31 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,013,104 | 8.34 | 158,145 | 8.42 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 172,022 | 7.08 | 4,524 | 7.18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 82,963 | 1,031.52 | 2,182 | 1,053.97 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 72,711 | 2.25 | 1,912 | 2.36 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 8,730 | 0 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11,517,435 | 6.86 | 302,909 | 6.94 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 10,971 | 289 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,915 | 422.87 | 234 | 431.82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 186 | 2.76 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 107,262 | 4.28 | 2,821 | 4.33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 75,910 | 8.31 | 1,996 | 8.42 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 9,000 | 237 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18,393 | 118.39 | 484 | 118.55 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 17,947 | 24.48 | 472 | 24.87 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,497 | 0.21 | 300 | -0.33 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,466 | 18.79 | 65 | 18.52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,153,628 | 35.49 | 56,640 | 35.59 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 257,051 | 7 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 17,099 | 22.00 | 450 | 22.01 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 64,183 | 2.15 | 1,688 | 2.24 | ||||
| 2025-08-13 | 13F | Capital International Investors | 9,883,029 | 27.71 | 259,924 | 27.81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 639,046 | 82.74 | 16,807 | 82.89 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 500 | 13 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 70,156 | 5.59 | 1,845 | 5.85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,203,357 | 269.76 | 31,648 | 270.07 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 9,735 | 0.85 | 256 | 1.19 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,157 | 0.65 | 215 | 0.94 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 162,251 | 6.12 | 4,267 | 6.22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32,320 | 83.24 | 850 | 83.59 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 67,610 | 23.39 | 2 | -99.93 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,549,123 | 36.76 | 40,742 | 36.87 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 12,913 | 340 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 282,228 | 10.05 | 7,394 | 9.93 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 742,923 | 11.84 | 19,539 | 11.93 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 25,878 | 9.57 | 681 | 9.68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 796,700 | 33.48 | 21 | 33.33 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 71,444 | 14.66 | 1,879 | 14.72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,300 | 23.26 | 139 | 23.01 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 392 | 10 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 658,661 | 77.47 | 17,323 | 77.61 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 14,635 | 116.40 | 385 | 116.95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,044,671 | 50.44 | 27 | 50.00 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 255,289 | 13.96 | 6,714 | 14.05 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 351,514 | 7.32 | 9,245 | 7.40 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 85,025 | 2,236 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 47,071 | 0.91 | 1,238 | 0.98 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 275,159 | 2,040.48 | 7,176 | 2,048.50 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 161 | 4 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12,516 | 32.25 | 329 | 32.66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 30,329 | 40.87 | 798 | 41.06 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17,638 | 464 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 66,720 | 33.24 | 1,755 | 33.38 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 8,679 | 228 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 308 | 8 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 30,786 | 0.06 | 810 | 0.12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 9,359 | 246 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 505,722 | 1,552.31 | 13,300 | 1,554.23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 376,695 | 173.42 | 9,907 | 173.67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 61,167 | 35.88 | 1,609 | 36.04 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 18,827 | 20.58 | 495 | 20.73 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 128,855 | 41.88 | 3,389 | 41.99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9,813 | 139.11 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 347,328 | 65.16 | 9,100 | 64.97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 326,252 | 217,401.33 | 8,580 | 285,900.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 188,202 | 8.53 | 4,950 | 8.60 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 344,870 | 9,070 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,268,037 | 0.25 | 33,349 | 0.32 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 210,070 | 19.89 | 5,525 | 19.98 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 37,032 | 18.82 | 969 | 19.48 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 103,067 | 31.98 | 2,699 | 31.72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30,315 | 73.99 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,964 | 133.18 | 104 | 136.36 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 62,377 | 6.84 | 1,641 | 8.11 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,952 | 5.56 | 104 | 5.10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 46,793 | 32.03 | 1,231 | 32.12 | ||||
| 2025-08-20 | NP | CGBL - Capital Group Core Balanced ETF Share Class | 9,798,204 | 28.17 | 257,693 | 28.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 12,296,282 | 31.09 | 323,392 | 31.19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 55,369 | 480.33 | 1,456 | 482.40 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10,927 | 16.12 | 282 | 13.77 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22,246 | 31.15 | 585 | 31.46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,192,570 | 7.88 | 31 | 6.90 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 7,614 | 200 | ||||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 586,898 | 15,365 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 43,320 | 91.23 | 1,139 | 91.43 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20,904 | 2.30 | 550 | 2.43 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9,243 | 243 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 114,217 | 27.62 | 3,004 | 27.73 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 130,444 | 2.18 | 3,431 | 2.27 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 122,871 | 3,232 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 232,886 | 1.76 | 6,125 | 1.83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,847 | 32.73 | 285 | 33.18 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 40,497 | 13.51 | 1,065 | 13.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 98,394 | 38.10 | 2,588 | 38.19 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 34,112 | 18.05 | 897 | 18.18 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6,004 | 17.73 | 158 | 17.16 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,819 | 19,955.88 | 179 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,576,899 | 28.00 | 94,072 | 28.10 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,504,539 | 32.04 | 92,169 | 32.14 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 584,325 | 7.84 | 15,368 | 7.92 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 773,624 | 10.78 | 20,346 | 10.87 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 16,213 | 13.46 | 426 | 13.60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11,695 | 0.78 | 308 | 0.99 |
