Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF eröffnet haben, gehören 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, und Rhodes Investment Advisors Inc /adv .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
