CGCV
Capital Group Conservative Equity ETF · Financial Services · Asset Management
Input di momentum (manager comparabili):
ampiezza dei detentori +3.4% ·
flusso azionario -0.5% ·
nuove posizioni nette +3.3%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +1 | 30.89M | $1.01B | +5 | −4 |
| Q1 2026 | 31 | +1 | 27.61M | $822.66M | +3 | −2 |
| Q4 2025 | 30 | +1 | 25.44M | $775.96M | +1 | — |
| Q3 2025 | 4 | +1 | 259.48K | $7.81M | +1 | — |
| Q2 2025 | 1 | +1 | 98.17K | $2.81M | +1 | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 9.93M | — | $302.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 3.94M | — | $120.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.97M | — | $90.58M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.97M | — | $90.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.80M | — | $54.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 1.08M | — | $32.90M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 937.87K | — | $28.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 828.46K | — | $25.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 792.33K | — | $24.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 570.04K | — | $17.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 381.07K | — | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 364.55K | — | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 364.55K | — | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 321.05K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 281.45K | — | $8.58M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 281.45K | — | $8.58M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 281.45K | — | $8.58M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 240.49K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 186.72K | — | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 178.35K | — | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 166.69K | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 166.69K | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 146.70K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 107.35K | -56.4% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 85.89K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 62.87K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 29.47K | — | $898,661 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 12.60K | 0.0% | $384,253 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Mariner, LLC | 10.83K | — | $330,268 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 9.89K | — | $301,508 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 600 | — | $18,294 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 313 | -42.5% | $9,543 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 213 | 0.0% | $6,494 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Cwm, Llc | 31 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 2 | Nuovo | $61 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Fidelity (FMR) | $61 | 0.0% |
Uscito
| Nessuna uscita tracciata questo trimestre. |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 142 detentori, 43.04M azioni, $1.27B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.