CGCP
Capital Group Core Plus Income ETF · Financial Services · Asset Management - Income
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.7% ·
aandelenstroom +1.4% ·
netto nieuwe posities -2.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.46M | $31.11M | n/a | n/a |
| Q2 2026 | 38 | +1 | 222.94M | $4.97B | +4 | −3 |
| Q1 2026 | 38 | +2 | 185.96M | $4.15B | +4 | −2 |
| Q4 2025 | 36 | -1 | 157.19M | $3.56B | n/a | −1 |
| Q3 2025 | 4 | 0 | 16.63M | $377.85M | n/a | n/a |
| Q2 2025 | 2 | +2 | 146.93K | $3.31M | +2 | n/a |
| Q4 2024 | 1 | 0 | 624.14K | $13.86M | n/a | n/a |
| Q3 2024 | 1 | -1 | 203.14K | $4.70M | n/a | −1 |
| Q2 2024 | 2 | n/a | 302.56K | $6.72M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 41.27M | n/a | $934.28M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 23.72M | n/a | $537.08M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 18.39M | +14.2% | $416.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 14.90M | n/a | $337.28M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 10.38M | n/a | $235.09M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 6.50M | n/a | $147.25M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 6.11M | n/a | $138.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Northwestern Mutual Wealth… | 5.75M | n/a | $130.16M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 4.73M | n/a | $107.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 3.55M | n/a | $80.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 3.31M | n/a | $74.99M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 2.79M | n/a | $63.23M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.66M | n/a | $60.28M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 14 | Mml Investors Services, Llc | 2.62M | n/a | $59.40M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 2.41M | n/a | $54.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Captrust Financial Advisors | 1.66M | n/a | $37.49M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 1.55M | n/a | $35.02M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 1.48M | n/a | $33.59M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 1.01M | n/a | $22.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 429.05K | n/a | $9.71M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 391.52K | n/a | $8.86M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 337.65K | +43.1% | $7.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 282.69K | n/a | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 238.66K | n/a | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 177.43K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 144.77K | -39.2% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Citigroup Inc | 109.58K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 88.31K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 77.89K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Hrt Financial Lp | 59.75K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Franklin Resources Inc | 28.86K | n/a | $653,345 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Focus Partners Wealth | 12.47K | n/a | $282,231 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 9.31K | n/a | $210,710 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 2.55K | n/a | $58,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 1.42K | n/a | $32,217 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 366 | n/a | $8,286 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Renaissance Technologies | $1.30M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 307 houders, 268.63M aandelen, $5.78B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.