CGBL
Capital Group Core Balanced ETF · Financial Services · Asset Management
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +5.7% ·
pay akışı +21.8% ·
net yeni pozisyonlar +2.7%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 18.72M | +25.6% | $710.54M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 10.14M | +32.8% | $384.94M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 9.65M | +17.1% | $366.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 6.15M | +13.3% | $233.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 5.67M | +52.5% | $215.41M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 4.82M | +19.0% | $182.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 3.59M | +27.8% | $136.12M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 3.48M | +7.5% | $132.24M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.52M | +7.9% | $95.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Jones Financial Companies Lllp | 2.38M | +22.9% | $89.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 1.60M | +18.3% | $60.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 1.56M | +23.3% | $59.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 1.35M | +28.4% | $51.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 426.28K | +37.2% | $16.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 395.94K | +40.1% | $15.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | UBS Group AG | 333.53K | +19.9% | $12.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Truist Financial Corp | 213.50K | +24.7% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 167.60K | +6.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Captrust Financial Advisors | 143.38K | +3.8% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 142.12K | +38.5% | $5.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 21 | Bank of New York Mellon Corp | 105.65K | +137.8% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Fifth Third Bancorp | 97.39K | +0.3% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 97.00K | Yeni | $3.68M | 0.0% | New | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 95.39K | -21.0% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Mariner, LLC | 57.40K | -88.1% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 57.22K | +43.8% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 34.93K | +6.3% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 23.24K | Yeni | $885,971 | 0.0% | New | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 20.00K | +19.7% | $759,086 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 12.98K | 0.0% | $492,697 | 0.0% | Held | 4 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 12.21K | 0.0% | $460,383 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Capital International Investors | 8.00K | Yeni | $303,718 | 0.0% | New | 1 | SEC ↗ |
| 33 | Creative Planning | 7.28K | -4.3% | $276,387 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.94K | Yeni | $111,640 | 0.0% | New | 1 | SEC ↗ |
| 35 | BlackRock ✦ (pasif) | 2.00K | 0.0% | $75,920 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.51K | 0.0% | $57,320 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 876 | -22.4% | $33,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Renaissance Technologies | $3.68M | 0.0% |
| Lido Advisors, LLC | $885,971 | 0.0% |
| Capital International… | $303,718 | 0.0% |
| Pnc Financial Services Group… | $111,640 | 0.0% |
Çıkıldı
| Jane Street Group, Llc | $11.32M | idi 0.0% |
| HighTower Advisors, LLC | $7.81M | idi 0.0% |
| Citadel Advisors | $7.66M | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 317 sahipler, 116.23M hisseler, $3.85B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.