Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF, to m.in 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, i Goldstein Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 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 |
