Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF meliputi EnRich Financial Partners LLC, Stonebridge Financial Group, LLC, Hunter Associates Investment Management Llc, Sei Investments Co, Beacon Pointe Advisors, LLC, Trinity Wealth Management, LLC, Advyzon Investment Management, LLC, Renaissance Technologies Llc, Petredis Investment Advisors Llc, Mercer Global Advisors Inc /adv, Atlas Private Wealth Advisors, Tribridge Partners Financial LLC, Natixis Advisors, L.p., Vicus Capital, Berger Financial Group, Inc, Merit Financial Group, LLC, Sand Hill Global Advisors, LLC, Aurdan Capital Management, LLC, Fi3 FINANCIAL ADVISORS, LLC, dan Stratos Wealth Partners, LTD. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Northwest Financial Advisors | 34,222 | 152.47 | 913 | 151.52 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 69,320 | 488.21 | 1,850 | 483.60 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 61,175 | 2.52 | 1,633 | 2.00 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7,863 | 210 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4,720,170 | 21.01 | 125,981 | 20.43 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 12,699 | 4.75 | 339 | 4.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 55,926 | 65.02 | 1,493 | 64.32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,033,631 | 36.46 | 54,300 | 35.85 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 44,802 | 9.27 | 1,196 | 8.74 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 47,876 | 121.15 | 1,278 | 120.17 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 83,300 | 2,223 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 66,336 | 75.24 | 1,771 | 74.38 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9,378 | 3.99 | 250 | 3.73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 640,916 | 38.01 | 17,106 | 37.34 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13,054 | 0.83 | 348 | 0.29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,189,654 | 2.00 | 85,132 | 1.51 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 235,332 | 6.98 | 6,281 | 6.46 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 216,377 | 8.01 | 5,775 | 7.48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 410,386 | 290.33 | 10,953 | 288.54 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 10 | |||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 20,000 | 534 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,607 | 523 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 242,475 | 46.37 | 6,472 | 45.12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55,614 | 1,484 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 156,859 | 4,187 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 213,256 | 12.12 | 5,692 | 11.57 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 27,231 | 38.86 | 727 | 38.29 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 43,262 | 3.17 | 1,155 | 2.67 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 13,192 | 55.16 | 352 | 54.39 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,158 | 218 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123,537 | 105.68 | 3,297 | 104.78 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 14,630 | 25.26 | 390 | 24.60 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 97,981 | 9.63 | 2,615 | 9.09 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 82,758 | 10.63 | 2,209 | 10.07 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 33,023 | 259.85 | 881 | 258.13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 247,852 | 371.95 | 6,592 | 383.64 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 91,818 | 9.75 | 2,451 | 9.23 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12,873 | 3.09 | 344 | 2.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 679,170 | 9.39 | 18,128 | 8.86 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8,599 | 230 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 38,490 | 29.46 | 1 | |||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 118,946 | 196.74 | 3,175 | 195.26 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 77,895 | 10.48 | 2,079 | 9.94 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 101,807 | 0.15 | 2,717 | -0.11 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 315 | 43.18 | 8 | 60.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 11,465 | 0.31 | 306 | 0.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 96,919 | 2,587 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 358,150 | 1,242.24 | 9,559 | 1,236.92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 60,202 | 0.72 | 1,607 | 0.19 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8,888 | 237 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 226,671 | 30.05 | 6,050 | 29.42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 534,359 | 1.60 | 14,262 | 1.11 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 251,311 | 18.77 | 6,707 | 18.19 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 133,136 | 78.75 | 3,553 | 77.92 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15,993 | 1.23 | 427 | 0.71 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 18,182 | 14.32 | 485 | 13.85 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 5 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,938 | 3.13 | 399 | 2.58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 74,774 | 1,996 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1,517,911 | 2,093.04 | 40,513 | 2,082.81 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 128,097 | 3,419 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 233,356 | 23.16 | 6,228 | 22.57 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,031 | 0.80 | 428 | 0.23 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 7,719 | 2.05 | 206 | 1.98 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 75,108 | 100.85 | 2,005 | 100.40 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 38,776 | 29.99 | 1,035 | 29.25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15,448 | 36.26 | 412 | 35.53 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 16,114 | 0.12 | 430 | -0.23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75,834 | 151.11 | 2,024 | 150.19 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 316,966 | 8 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,731 | 2.25 | 181 | 2.84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,152,361 | 45.58 | 30,757 | 44.87 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 155,689 | 4.83 | 4,155 | 4.32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12,500 | 25.44 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 52,847 | 1,410 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 10,799 | 0.84 | 288 | 0.35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 336,372 | 47.47 | 8,978 | 46.75 | ||||
| 2025-08-14 | 13F | Comerica Bank | 81,667 | 14.60 | 2,180 | 14.02 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 9,327 | 249 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 23,600 | 20.41 | 630 | 19.81 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 371,837 | 9,924 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 42,429 | 22.57 | 1,132 | 21.98 | ||||
| 2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,294,907 | 0.60 | 1,045,245 | -1.07 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 332,639 | 8,878 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 28,704 | 19.56 | 1 | -100.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 151,672 | 31.02 | 4,048 | 30.41 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7,513 | 201 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 50,217 | 9.54 | 1,340 | 9.03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 226,673 | 774.38 | 6,050 | 770.36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,954,080 | 14.68 | 78,844 | 14.13 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 138,985 | 18.10 | 3,710 | 17.52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8,278 | 161.55 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 19,080 | 509 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 28,848 | 695.81 | 770 | 692.78 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 898,643 | 8.04 | 23,985 | 7.51 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 24,655 | 658 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 129,485 | 6.53 | 3,456 | 6.01 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 561,401 | 12.01 | 15 | 7.69 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 49,034 | 0.22 | 1,309 | -0.30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,825,400 | 18.08 | 49 | 17.07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 74,936 | 119.10 | 2,000 | 118.10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,291,900 | 10.50 | 61 | 10.91 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 61,874 | 0.74 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,158 | 92.34 | 58 | 90.00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 230,579 | 6,154 | ||||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 33,078 | 2.13 | 883 | 1.61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 525,933 | 20.40 | 14,106 | 19.95 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 43,734 | 332.37 | 1,168 | 331.00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 44,990 | 31.06 | 1,203 | 32.67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 75,027 | 151.19 | 2,002 | 149.94 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 7,925 | 30.45 | 212 | 30.25 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 55,249 | 7.22 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 14,724 | 393 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 66,596 | 7.29 | 1,777 | 6.79 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 78,434 | 268.60 | 2,093 | 267.19 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1,306,833 | 85.31 | 34,879 | 84.42 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 3,825 | 0.84 | 102 | 0.99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,463,949 | 8.25 | 39 | 8.33 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 709,009 | 0.84 | 18,923 | 2.21 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 316,828 | 171.03 | 8 | 166.67 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 12,350 | 330 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 14,649 | 45.88 | 391 | 47.73 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,395 | 81.76 | 117 | 82.81 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 388,310 | 17.13 | 10,364 | 16.56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 989,763 | 51.32 | 26,417 | 50.93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,860,585 | 19.99 | 76,349 | 19.41 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 89,092 | 4.13 | 2,378 | 3.62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,010,975 | 6.04 | 26,983 | 5.53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,379 | 277 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18,963 | 29.86 | 506 | 29.41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 138,278 | 1.08 | 3,685 | 1.54 | ||||
| 2025-08-07 | 13F | Nwam Llc | 18,147 | 2.48 | 484 | 1.90 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9,031 | 241 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 73,166 | 4.13 | 1,953 | 3.61 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32,207 | 1 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 25,661 | 19.24 | 685 | 18.54 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 142 | 4 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24,520 | 71.07 | 654 | 70.31 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 134,903 | 9.65 | 3,601 | 9.12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,673,308 | 23.07 | 98,041 | 22.47 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 97,501 | 46.49 | 2,602 | 45.77 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 16,457 | 24.13 | 439 | 23.66 | ||||
| 2025-07-18 | 13F | Vicus Capital | 27,568 | 736 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 99,881 | 16.18 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 173,679 | 30.31 | 4,635 | 29.69 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 19,141 | 511 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,962 | 49.09 | 52 | 48.57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 33,711 | 0.80 | 900 | 0.22 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 113,057 | 3,017 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 91,740 | 3,722.50 | 2,449 | 3,725.00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 15,438 | 0.29 | 412 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8,207 | 219 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,948,750 | 111.42 | 52,012 | 110.40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 85,094 | 224.41 | 2,271 | 223.04 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 41,940 | 1 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16,619 | 6.21 | 444 | 5.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5,008 | 301.60 | 134 | 303.03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,977,547 | 35.88 | 132,851 | 35.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8,424,405 | 13.74 | 224,847 | 13.19 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 377,603 | 1,759.56 | 10,078 | 1,752.57 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 48,249 | 1,288 |
