Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF comprennent GWM Advisors LLC, LPL Financial LLC, Cetera Investment Advisers, Stephens Inc /ar/, Stifel Financial Corp, Cary Street Partners Financial Llc, StoneCrest Wealth Management, Inc., Ergawealth Advisors, Inc., Avantax Advisory Services, Inc., Wise Wealth Partners, Kingsview Wealth Management, LLC, Assetmark, Inc, NWF Advisory Services Inc., Janney Montgomery Scott LLC, Brinker Capital Investments, LLC, HighTower Advisors, LLC, Rothschild Investment Llc, Sagespring Wealth Partners, Llc, RFG Advisory, LLC, et Sovran Advisors, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 37 685 | 33,39 | 1 013 | 50,15 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 59 905 | 1 610 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 9 724 | 261 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 33 572 | 902 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 22 424 | 611 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39 691 | 73,57 | 1 067 | 95,24 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 107 | 30 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 22 560 | 43,42 | 606 | 61,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 846 515 | 138,99 | 49 634 | 168,92 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7 994 | 215 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 23 506 | 100,32 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 651 | 851 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 414 909 | 1 090,90 | 11 153 | 1 240,38 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 12 889 | 13,92 | 346 | 31,06 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 7 770 | 209 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 754 | 118,63 | 585 | 146,41 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10 812 | 18,16 | 291 | 33,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83 792 | 35,04 | 2 302 | 55,26 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12 405 | 333 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10 102 | 272 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 295 | 8 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 281 832 | 7 576 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 748 | 47 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 830 | 533 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 229 187 | 37,19 | 6 | 100,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 520 | 12 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 34 618 | 6,44 | 951 | 39,30 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 25 750 | 692 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 37 334 | 1 004 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 630 | 339 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654 161 | 170,50 | 18 | 240,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 242 983 | 1 613,32 | 6 531 | 1 832,25 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 27 690 | 744 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 969 | 241 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 113 644 | 0,47 | 3 055 | 13,03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 102 637 | 106,48 | 2 778 | 133,36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 010 | 143,79 | 565 | 175,12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 247 324 | 6 648 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 23 334 | 131,14 | 627 | 160,17 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 15 399 | 24,75 | 414 | 40,48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 260 608 | 7 005 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 19 473 | 523 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 505 750 | 13 595 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 118 935 | 3 197 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 21 242 | 6,19 | 571 | 19,50 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 96 732 | 2 600 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33 124 | 1 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 50 983 | 195,38 | 1 370 | 232,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89 344 | 767,67 | 2 | |||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 488 907 | 4 132,96 | 13 142 | 4 678,55 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 16 861 | 453 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16 720 | 449 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 255 947 | 224,46 | 6 880 | 265,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 923 440 | 2 813,80 | 24 822 | 3 179,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49 984 | 1 344 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12 610 | 339 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 193 673 | 5 206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 335 707 | 9 024 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 64 937 | 1 746 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 23 504 | 632 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20 281 | 1,41 | 545 | 14,26 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 5 675 | 10,73 | 153 | 24,59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 96 264 | 134,13 | 2 588 | 163,44 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 96 946 | 139,00 | 2 606 | 168,83 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 13 574 | 365 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 209 | 37,50 | 6 | 66,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19 315 | 302,90 | 519 | 351,30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31 636 | 850 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 50 990 | 319,67 | 1 371 | 372,41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 352 716 | 68,88 | 9 481 | 90,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 299 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 10 189 | 1 071,15 | 276 | 1 280,00 |
