Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF, to m.in Presper Financial Architects, LLC, Great Valley Advisor Group, Inc., Royal Harbor Partners, LLC, Per Stirling Capital Management, LLC., Gateway Wealth Partners, LLC, Baird Financial Group, Inc., Ubs Asset Management Americas Inc, Richmond Investment Services, LLC, Diversify Wealth Management, Llc, Vantus Wealth LLC, Junk Investment Group, LLC, Bank of New York Mellon Corp, Apollon Wealth Management, LLC, WNY Asset Management, LLC, Sanctuary Advisors, LLC, Sterling Investment Advisors, Ltd., Stewardship Concepts Financial Services Llc, Florida Financial Advisors, Llc, First Heartland Consultants, Inc., i Integrated Wealth Concepts LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 27 901 | 18,43 | 819 | 20,62 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 9 261 | 272 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 249 900 | 2,22 | 7 337 | 4,07 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 92 520 | 238,17 | 2 669 | 238,28 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 208 654 | 47,22 | 6 126 | 49,89 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 890 379 | 18,53 | 26 142 | 20,67 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 161 057 | 4 729 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 46 274 | 16,94 | 1 359 | 19,02 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 794 117 | 6,01 | 23 315 | 7,92 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 174 194 | 5 114 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 59 616 | 101,18 | 1 750 | 104,92 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 21 290 | 58,41 | 625 | 61,50 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 523 944 | 0,47 | 15 383 | 2,27 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 42 129 | 5,67 | 1 237 | 7,57 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 495 | 21,32 | 15 | 27,27 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 5 | 0 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 935 | 145 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 18 157 | 1 234,09 | 1 | |||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 33 818 | 25,87 | 993 | 28,17 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 23 230 | 1,98 | 682 | 3,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8 758 | 257 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 27 510 | 25,39 | 808 | 27,69 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 353 | 7,72 | 40 | 8,33 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 10 674 | 313 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 15 147 | 17,15 | 445 | 19,35 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 946 539 | 10,95 | 27 790 | 12,95 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 164 361 | 14,66 | 4 671 | 11,83 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 39 711 | 142,67 | 1 145 | 113,22 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 287 605 | 19,48 | 8 444 | 21,64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 40 306 | 4,37 | 1 183 | 6,29 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 52 974 | 92,94 | 1 627 | 105,69 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 16 899 | 5,44 | 496 | 7,36 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 97 935 | 82,57 | 2 875 | 85,84 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 25 463 | 12,28 | 748 | 14,22 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 24 365 | 2,19 | 770 | 4,76 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 534 271 | 52,82 | 15 686 | 55,57 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3 952 | 583,74 | 112 | 600,00 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1 077 203 | 90,61 | 31 627 | 94,05 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 102 614 | 35,87 | 3 013 | 38,29 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 94 707 | 2 781 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 73 623 | 8,66 | 2 162 | 10,59 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 35 983 | 114,84 | 1 056 | 118,63 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15 805 | 4,55 | 464 | 6,67 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 11 725 | 344 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 55 771 | 36,91 | 1 637 | 39,44 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 222 | 7 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 15 423 | 453 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 47 232 | 6,92 | 1 387 | 8,79 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 51 685 | 180,61 | 1 517 | 185,69 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1 679 370 | 13 978,05 | 49 306 | 14 233,14 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9 064 | 266 | ||||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 73 051 | 10,05 | 2 145 | 12,02 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 28 591 | 15,47 | 839 | 17,51 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 18 657 | 15,17 | 548 | 17,13 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 685 749 | 9,83 | 49 496 | 11,80 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21 432 | 16,49 | 629 | 18,68 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 19 287 | 76,06 | 566 | 79,68 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 108 398 | 16,51 | 3 183 | 18,60 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 27 551 | 99,02 | 809 | 102,51 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 195 976 | 2 528,43 | 5 754 | 2 575,81 | ||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 133 176 | 11,82 | 3 910 | 13,86 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 49 198 | 87,60 | 1 444 | 91,01 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 913 227 | 1,65 | 26 812 | 3,48 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 41 740 | 118,19 | 1 225 | 122,32 | ||||
| 2026-05-05 | 13F | PFG Advisors | 58 462 | 26,98 | 1 716 | 29,31 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 278 294 | 9,16 | 8 171 | 11,13 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 793 978 | 25,08 | 23 312 | 27,34 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 10 815 | 20,99 | 318 | 23,35 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2 886 | 19,95 | 85 | 21,74 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 15 759 | 5,15 | 463 | 6,94 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 937 734 | 233,03 | 27 532 | 239,05 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 782 | 257,08 | 23 | 283,33 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 265 374 | 12,63 | 7 791 | 14,66 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 478 890 | 214,80 | 42 474 | 213,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 9 119 781 | 24,90 | 267 757 | 27,15 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 21 399 | 54,19 | 628 | 57,00 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 19 632 | 566 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6 817 | 213 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 15 293 | 449 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 10 345 | 304 | ||||||
| 2026-04-22 | 13F | Motco | 2 750 | 81 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 206 541 | 219,11 | 6 064 | 224,97 | ||||
| 2026-05-08 | 13F | Forge Financial Services LLC | 36 904 | 38,30 | 1 084 | 40,83 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 750 481 | 49,98 | 21 644 | 52,36 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6 907 | 203 | ||||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 641 703 | 18 840 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 118 246 | 10,58 | 3 472 | 12,59 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 225 804 | 32,11 | 6 658 | 35,06 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 59 689 | 4,00 | 1 752 | 5,86 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 449 631 | 3,17 | 13 201 | 5,03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 84 797 | 6,04 | 2 490 | 7,94 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 344 | 10 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 124 585 | 3,09 | 3 658 | 4,94 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 22 284 | 169,88 | 654 | 174,79 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9 401 | 276 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 15 086 | 30,48 | 443 | 32,73 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 67 588 | 308,24 | 1 984 | 315,93 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 920 118 | 27,31 | 26 536 | 132 580,00 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 121 831 | 94,59 | 3 577 | 98,12 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11 099 | 1 009,90 | 326 | 1 060,71 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 13 218 454 | 347,32 | 388 094 | 355,38 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 926 659 | 4,15 | 27 207 | 6,02 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 39 041 | 8,70 | 1 146 | 10,72 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 738 682 | 52,83 | 21 688 | 55,59 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 42 104 | 39,64 | 1 236 | 42,23 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 299 | 9 | ||||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 27 975 | 82,59 | 821 | 72,48 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7 150 | 210 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 44 070 | 24,74 | 1 294 | 27,01 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 103 089 | 13,46 | 3 027 | 15,50 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9 617 | 207,15 | 285 | 215,56 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 18 232 | 535 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 28 000 | 871 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 21 849 | 9,71 | 641 | 11,67 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 18 549 | 545 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 520 291 | 30,00 | 44 636 | 32,34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 281 245 | 33,47 | 8 353 | 31,07 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 32 020 | 940 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1 404 021 | 3,20 | 41 222 | 5,07 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 8 415 | 247 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 031 453 | 90,87 | 89 003 | 94,31 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3 024 | 193,59 | 87 | 200,00 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 149 | 4 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9 703 | 285 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 67 771 | 54,32 | 1 990 | 57,11 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 8 983 | 264 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 3 937 | 769,09 | 116 | 784,62 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 53 642 | 7,32 | 1 575 | 9,23 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 785 | 23 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1 112 599 | 7,45 | 32 664 | 9,38 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 128 667 | 119,67 | 3 778 | 123,62 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 26 289 | 0,72 | 772 | 2,53 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 42 129 | 5,67 | 1 237 | 7,57 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 77 140 | 51,61 | 2 265 | 54,33 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 434 | 146,59 | 13 | 140,00 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 12 920 | 379 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 47 291 | 5,46 | 1 388 | 7,35 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 369 074 | 19,48 | 10 644 | 21,38 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 108 495 | 18,40 | 3 185 | 20,55 | ||||
| 2026-05-14 | 13F | Clg Llc | 9 077 | 15,88 | 267 | 18,22 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 44 245 | 5,28 | 1 386 | 8,28 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13 142 | 386 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 38 149 | 16,55 | 1 120 | 18,64 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 76 231 | 21,26 | 2 238 | 21,90 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 13 642 | 29,15 | 401 | 31,58 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 117 049 | 123,41 | 3 437 | 127,55 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 286 242 | 29,05 | 8 404 | 31,39 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 121 501 | 23,93 | 3 567 | 26,18 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2 247 | 624,84 | 66 | 712,50 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7 426 | 218 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 7 202 | 0,15 | 213 | 2,90 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 16 934 | 29,45 | 497 | 31,83 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 267 919 | 206,99 | 8 | 250,00 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 133 010 | 5,49 | 3 905 | 7,40 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 003 | 32,78 | 147 | 35,19 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 60 282 | 123,38 | 1 770 | 127,38 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 8 704 | 256 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 518 250 | 20,27 | 15 | 25,00 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 6 912 | 0 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 230 107 | 6 756 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 495 747 | 3 493,15 | 14 555 | 3 566,25 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 17 976 | 103,28 | 528 | 106,67 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 139 692 | 1,85 | 4 101 | 3,69 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 36 630 | 15,99 | 1 075 | 18,13 | ||||
| 2026-05-15 | 13F | Fmr Llc | 164 | 1 722,22 | 5 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2 684 | 2,56 | 79 | 4,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 8 588 | 13,79 | 252 | 16,13 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 123 791 | 10,32 | 3 634 | 12,30 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 51 114 | 1 501 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 109 720 | 3 221 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 90 217 | 74,24 | 2 649 | 77,36 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 435 324 | 30,27 | 12 793 | 32,82 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 10 071 | 296 |
