CGCV
Capital Group Conservative Equity ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.4% ·
aandelenstroom -0.5% ·
netto nieuwe posities +3.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 9.93M | n/a | $302.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 3.94M | n/a | $120.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.97M | n/a | $90.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 1.80M | n/a | $54.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 1.08M | n/a | $32.90M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 937.87K | n/a | $28.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 828.46K | n/a | $25.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 792.33K | n/a | $24.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 570.04K | n/a | $17.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 381.07K | n/a | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 364.55K | n/a | $11.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 321.05K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 281.45K | n/a | $8.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Truist Financial Corp | 240.49K | n/a | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 186.72K | n/a | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 178.35K | n/a | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 166.69K | n/a | $5.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 146.70K | n/a | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 107.35K | -56.4% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 85.89K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 62.87K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 29.47K | n/a | $898,661 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 12.60K | 0.0% | $384,253 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Mariner, LLC | 10.83K | n/a | $330,268 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 9.89K | n/a | $301,508 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 600 | n/a | $18,294 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 313 | -42.5% | $9,543 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 213 | 0.0% | $6,494 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Cwm, Llc | 31 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2 | Nieuw | $61 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fidelity (FMR) | $61 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 142 houders, 43.04M aandelen, $1.27B 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.