Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF, to m.in Integras Partners LLC, Holistic Planning, LLC, Weaver Consulting Group, D.a. Davidson & Co., TCFG Investment Advisors, LLC, Keudell/Morrison Wealth Management, Jacobi Capital Management LLC, Tortuga Wealth Management, Inc, Endeavor Private Wealth, Inc., Fifth Third Bancorp, Stewardship Concepts Financial Services Llc, Compton Financial Group, LLC, Diversify Wealth Management, Llc, Citigroup Inc, Atria Investments Llc, Gallagher Fiduciary Advisors, LLC, Summit Global Investments, OneAscent Financial Services LLC, AE Wealth Management LLC, i Rhodes Investment Advisors Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 11 092 | 286 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 85 729 | 381,43 | 2 211 | 377,32 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 6 386 | 28,23 | 0 | |||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 17 398 | 6,28 | 449 | 5,41 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 109 552 | 0,65 | 2 825 | -0,46 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 343 833 | 309,43 | 8 867 | 306,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 5 089 | 6,69 | 131 | 5,65 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 25 617 | 9,61 | 661 | 8,73 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 8 950 | 231 | ||||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 186 984 | 50,39 | 4 822 | 49,15 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 60 941 | 10,17 | 1 572 | 9,25 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 438 992 | 6,36 | 11 322 | 5,46 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 14 022 | 16,42 | 362 | 15,34 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 34 893 | 186,24 | 900 | 183,60 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 15 882 | 410 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 34 958 | 902 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 5 126 | 0,61 | 132 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 354 082 | 5,82 | 34 922 | 4,92 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6 887 009 | 15,85 | 177 616 | 14,87 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10 422 | 269 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 488 831 | 48,28 | 12 607 | 47,03 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 10 106 | 7,26 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 15 031 | 7,16 | 388 | 6,32 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 266 927 | 6 884 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 282 033 | 4,38 | 7 299 | 3,94 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 20 268 | 31,49 | 523 | 30,50 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 128 083 | 12,89 | 3 303 | 11,93 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 18 132 | 468 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 79 918 | 49,73 | 2 | 100,00 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 24 716 | 637 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 31 388 | 10,46 | 810 | 9,47 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 51 586 | 164,38 | 1 330 | 162,33 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 15 671 | 404 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 57 599 | 7,37 | 1 485 | 6,45 | ||||
| 2026-04-20 | 13F | Kercheville Advisors, LLC | 10 220 | 17,20 | 264 | 15,86 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 113 738 | 1,86 | 2 933 | 1,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 85 049 | 137,04 | 2 193 | 135,05 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 489 982 | 7,48 | 12 637 | 6,57 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 45 712 | 1 179 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 495 | 39 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 54 326 | 7,89 | 1 401 | 7,03 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 530 347 | 18,26 | 39 468 | 17,26 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 168 869 | 8,47 | 4 355 | 7,56 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1 203 344 | 209,46 | 31 034 | 206,84 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 615 304 | 7,61 | 15 869 | 6,70 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 63 956 | 1 649 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 38 079 | 22,68 | 982 | 21,69 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 2 128 | 0,05 | 55 | -1,82 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11 346 | 293 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 17 420 | 17,34 | 449 | 16,32 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 39 252 | 251,34 | 1 012 | 248,97 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 240 119 | 6 193 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 57 004 | 1,49 | 1 470 | 0,68 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 7 971 | 2,44 | 206 | 1,49 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2 144 817 | 6,10 | 55 787 | 107 180,77 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 13 914 | 359 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 9 687 | 250 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1 615 083 | 665,33 | 41 652 | 658,95 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 724 483 | 31,42 | 44 474 | 30,30 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 136 707 | 3 526 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 336 296 | 8,21 | 8 673 | 7,30 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 215 737 | 196,65 | 5 564 | 194,18 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 21 292 | 549 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 184 594 | 71,85 | 4 801 | 72,08 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 920 135 | 53,58 | 49 520 | 52,28 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2 900 | 75 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 37 435 | 0,61 | 965 | -0,21 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 1 506 166 | 9,44 | 39 | 8,57 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 20 294 | 528 | ||||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 581 816 | 7,37 | 15 005 | 6,46 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 87 628 | 2 260 | ||||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 1 034 744 | 7,28 | 26 686 | 6,37 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 20 542 | 99,55 | 530 | 98,13 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 8 240 | 213 | ||||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 568 019 | 1,96 | 14 649 | 1,10 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 2 389 077 | 1,80 | 61 614 | 0,94 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 869 383 | 12,21 | 22 422 | 11,26 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 28 841 | 22,42 | 744 | 21,41 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 12 745 | 6,71 | 329 | 5,81 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 140 897 | 0,11 | 3 634 | -0,74 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 8 075 | 208 | ||||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 74 558 | 24,62 | 1 923 | 23,52 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 37 718 | 10,86 | 973 | 9,95 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 57 314 | 0,12 | 1 478 | -0,67 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1 982 361 | 3,74 | 51 125 | 2,86 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 141 747 | 4,33 | 3 656 | 3,45 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 243 445 | 6 278 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 10 694 | 290,58 | 276 | 287,32 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 16 837 | 434 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 249 365 | 29,88 | 58 011 | 28,78 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 11 900 | 307 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 186 127 | 528,89 | 4 800 | 524,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 71 | 2 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 89 285 | 67,00 | 2 303 | 65,61 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 10 624 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 6 881 847 | 10,36 | 177 483 | 9,43 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 12 530 | 324 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27 013 | 9,31 | 697 | 8,41 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 24 116 | 622 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 145 523 | 54,22 | 3 753 | 52,93 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 11 221 | 289 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 30 030 | 41,73 | 774 | 40,47 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 487 155 | 6,75 | 64 144 | 5,85 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 24 455 | 31,10 | 631 | 29,90 | ||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 95 877 | 0,15 | 2 473 | -0,72 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 36 834 | 29,02 | 950 | 28,07 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 28 707 | 1,29 | 740 | 0,41 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3 967 | 102 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 37 447 | 10,72 | 971 | 10,35 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 3 408 | 16,20 | 88 | 14,47 | ||||
| 2026-05-13 | 13F | Capital International Investors | 73 415 | 3,34 | 1 893 | 2,49 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 67 273 | 0,00 | 1 735 | -0,86 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 77 816 | 164,16 | 2 007 | 161,88 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 359 | 5,68 | 35 | 6,06 | ||||
| 2026-05-14 | 13F | Clg Llc | 93 054 | 2,23 | 2 400 | 1,35 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 68 058 | 554,53 | 1 755 | 550,00 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 36 870 | 14,57 | 951 | 13,50 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 23 366 | 603 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 33 471 | 150,10 | 863 | 147,99 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 98 429 | 5,47 | 2 538 | 4,57 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 8 962 | 120,14 | 231 | 120,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 350 870 | 19,24 | 9 065 | 19,17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 520 838 | 10,78 | 13 432 | 9,85 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 257 275 | 9,40 | 6 635 | 8,49 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 56 674 | 35,70 | 1 462 | 34,53 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 29 518 | 761 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 43 899 | 100,75 | 1 |
