Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF includono Presper Financial Architects, LLC, Great Valley Advisor Group, Inc., Royal Harbor Partners, LLC, Per Stirling Capital Management, LLC., Gateway Wealth Partners, LLC, Baird Financial Group, Inc., Ubs Asset Management Americas Inc, Richmond Investment Services, LLC, Diversify Wealth Management, Llc, Vantus Wealth LLC, Junk Investment Group, LLC, Bank of New York Mellon Corp, Apollon Wealth Management, LLC, WNY Asset Management, LLC, Sanctuary Advisors, LLC, Sterling Investment Advisors, Ltd., Stewardship Concepts Financial Services Llc, Florida Financial Advisors, Llc, First Heartland Consultants, Inc., e Integrated Wealth Concepts LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 27.901 | 18,43 | 819 | 20,62 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 9.261 | 272 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 249.900 | 2,22 | 7.337 | 4,07 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 92.520 | 238,17 | 2.669 | 238,28 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 208.654 | 47,22 | 6.126 | 49,89 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 890.379 | 18,53 | 26.142 | 20,67 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 161.057 | 4.729 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 46.274 | 16,94 | 1.359 | 19,02 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 794.117 | 6,01 | 23.315 | 7,92 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 174.194 | 5.114 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 59.616 | 101,18 | 1.750 | 104,92 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 21.290 | 58,41 | 625 | 61,50 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 523.944 | 0,47 | 15.383 | 2,27 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 42.129 | 5,67 | 1.237 | 7,57 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 495 | 21,32 | 15 | 27,27 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 5 | 0 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4.935 | 145 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 18.157 | 1.234,09 | 1 | |||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 33.818 | 25,87 | 993 | 28,17 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 23.230 | 1,98 | 682 | 3,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8.758 | 257 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 27.510 | 25,39 | 808 | 27,69 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.353 | 7,72 | 40 | 8,33 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 10.674 | 313 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 15.147 | 17,15 | 445 | 19,35 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 946.539 | 10,95 | 27.790 | 12,95 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 164.361 | 14,66 | 4.671 | 11,83 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 39.711 | 142,67 | 1.145 | 113,22 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 287.605 | 19,48 | 8.444 | 21,64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 40.306 | 4,37 | 1.183 | 6,29 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 52.974 | 92,94 | 1.627 | 105,69 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 16.899 | 5,44 | 496 | 7,36 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 97.935 | 82,57 | 2.875 | 85,84 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 25.463 | 12,28 | 748 | 14,22 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 24.365 | 2,19 | 770 | 4,76 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 534.271 | 52,82 | 15.686 | 55,57 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3.952 | 583,74 | 112 | 600,00 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1.077.203 | 90,61 | 31.627 | 94,05 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 102.614 | 35,87 | 3.013 | 38,29 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 94.707 | 2.781 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 73.623 | 8,66 | 2.162 | 10,59 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 35.983 | 114,84 | 1.056 | 118,63 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15.805 | 4,55 | 464 | 6,67 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 11.725 | 344 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 55.771 | 36,91 | 1.637 | 39,44 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 222 | 7 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 15.423 | 453 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 47.232 | 6,92 | 1.387 | 8,79 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 51.685 | 180,61 | 1.517 | 185,69 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.679.370 | 13.978,05 | 49.306 | 14.233,14 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9.064 | 266 | ||||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 73.051 | 10,05 | 2.145 | 12,02 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 28.591 | 15,47 | 839 | 17,51 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 18.657 | 15,17 | 548 | 17,13 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.685.749 | 9,83 | 49.496 | 11,80 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21.432 | 16,49 | 629 | 18,68 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 19.287 | 76,06 | 566 | 79,68 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 108.398 | 16,51 | 3.183 | 18,60 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 27.551 | 99,02 | 809 | 102,51 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 195.976 | 2.528,43 | 5.754 | 2.575,81 | ||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 133.176 | 11,82 | 3.910 | 13,86 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 49.198 | 87,60 | 1.444 | 91,01 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 913.227 | 1,65 | 26.812 | 3,48 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 41.740 | 118,19 | 1.225 | 122,32 | ||||
| 2026-05-05 | 13F | PFG Advisors | 58.462 | 26,98 | 1.716 | 29,31 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 278.294 | 9,16 | 8.171 | 11,13 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 793.978 | 25,08 | 23.312 | 27,34 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 10.815 | 20,99 | 318 | 23,35 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.886 | 19,95 | 85 | 21,74 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 15.759 | 5,15 | 463 | 6,94 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 937.734 | 233,03 | 27.532 | 239,05 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 782 | 257,08 | 23 | 283,33 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 265.374 | 12,63 | 7.791 | 14,66 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.478.890 | 214,80 | 42.474 | 213,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 9.119.781 | 24,90 | 267.757 | 27,15 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 21.399 | 54,19 | 628 | 57,00 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 19.632 | 566 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.817 | 213 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 15.293 | 449 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 10.345 | 304 | ||||||
| 2026-04-22 | 13F | Motco | 2.750 | 81 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 206.541 | 219,11 | 6.064 | 224,97 | ||||
| 2026-05-08 | 13F | Forge Financial Services LLC | 36.904 | 38,30 | 1.084 | 40,83 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 750.481 | 49,98 | 21.644 | 52,36 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6.907 | 203 | ||||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 641.703 | 18.840 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 118.246 | 10,58 | 3.472 | 12,59 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 225.804 | 32,11 | 6.658 | 35,06 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 59.689 | 4,00 | 1.752 | 5,86 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 449.631 | 3,17 | 13.201 | 5,03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 84.797 | 6,04 | 2.490 | 7,94 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 344 | 10 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 124.585 | 3,09 | 3.658 | 4,94 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 22.284 | 169,88 | 654 | 174,79 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9.401 | 276 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 15.086 | 30,48 | 443 | 32,73 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 67.588 | 308,24 | 1.984 | 315,93 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 920.118 | 27,31 | 26.536 | 132.580,00 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 121.831 | 94,59 | 3.577 | 98,12 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11.099 | 1.009,90 | 326 | 1.060,71 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 13.218.454 | 347,32 | 388.094 | 355,38 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 926.659 | 4,15 | 27.207 | 6,02 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 39.041 | 8,70 | 1.146 | 10,72 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 738.682 | 52,83 | 21.688 | 55,59 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 42.104 | 39,64 | 1.236 | 42,23 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 299 | 9 | ||||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 27.975 | 82,59 | 821 | 72,48 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7.150 | 210 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 44.070 | 24,74 | 1.294 | 27,01 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 103.089 | 13,46 | 3.027 | 15,50 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9.617 | 207,15 | 285 | 215,56 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 18.232 | 535 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 28.000 | 871 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 21.849 | 9,71 | 641 | 11,67 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 18.549 | 545 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.520.291 | 30,00 | 44.636 | 32,34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 281.245 | 33,47 | 8.353 | 31,07 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 32.020 | 940 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.404.021 | 3,20 | 41.222 | 5,07 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 8.415 | 247 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.031.453 | 90,87 | 89.003 | 94,31 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.024 | 193,59 | 87 | 200,00 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 149 | 4 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9.703 | 285 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 67.771 | 54,32 | 1.990 | 57,11 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 8.983 | 264 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 3.937 | 769,09 | 116 | 784,62 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 53.642 | 7,32 | 1.575 | 9,23 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 785 | 23 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.112.599 | 7,45 | 32.664 | 9,38 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 128.667 | 119,67 | 3.778 | 123,62 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 26.289 | 0,72 | 772 | 2,53 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 42.129 | 5,67 | 1.237 | 7,57 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 77.140 | 51,61 | 2.265 | 54,33 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 434 | 146,59 | 13 | 140,00 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 12.920 | 379 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 47.291 | 5,46 | 1.388 | 7,35 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 369.074 | 19,48 | 10.644 | 21,38 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 108.495 | 18,40 | 3.185 | 20,55 | ||||
| 2026-05-14 | 13F | Clg Llc | 9.077 | 15,88 | 267 | 18,22 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 44.245 | 5,28 | 1.386 | 8,28 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13.142 | 386 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 38.149 | 16,55 | 1.120 | 18,64 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 76.231 | 21,26 | 2.238 | 21,90 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 13.642 | 29,15 | 401 | 31,58 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 117.049 | 123,41 | 3.437 | 127,55 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 286.242 | 29,05 | 8.404 | 31,39 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 121.501 | 23,93 | 3.567 | 26,18 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.247 | 624,84 | 66 | 712,50 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7.426 | 218 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 7.202 | 0,15 | 213 | 2,90 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 16.934 | 29,45 | 497 | 31,83 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 267.919 | 206,99 | 8 | 250,00 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 133.010 | 5,49 | 3.905 | 7,40 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5.003 | 32,78 | 147 | 35,19 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 60.282 | 123,38 | 1.770 | 127,38 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 8.704 | 256 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 518.250 | 20,27 | 15 | 25,00 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 6.912 | 0 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 230.107 | 6.756 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 495.747 | 3.493,15 | 14.555 | 3.566,25 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 17.976 | 103,28 | 528 | 106,67 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 139.692 | 1,85 | 4.101 | 3,69 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 36.630 | 15,99 | 1.075 | 18,13 | ||||
| 2026-05-15 | 13F | Fmr Llc | 164 | 1.722,22 | 5 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.684 | 2,56 | 79 | 4,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 8.588 | 13,79 | 252 | 16,13 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 123.791 | 10,32 | 3.634 | 12,30 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 51.114 | 1.501 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 109.720 | 3.221 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 90.217 | 74,24 | 2.649 | 77,36 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 435.324 | 30,27 | 12.793 | 32,82 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 10.071 | 296 |
