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CGMS
Capital Group U.S. Multi-Sector Income ETF · Financial Services · Asset Management
37Takip edilen yatırımcılar
+2Δ sahipler
77.47MTutulan hisseler
$2.11BRaporlanan değer
+6Yeni pozisyonlar
−4Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +5.7% ·
pay akışı +19.8% ·
net yeni pozisyonlar +5.4%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +3 | 88.80M | $2.43B | +5 | −2 |
| Q1 2026 | 37 | +2 | 77.47M | $2.11B | +6 | −4 |
| Q4 2025 | 35 | 0 | 64.65M | $1.79B | — | — |
| Q3 2025 | 6 | 0 | 7.25M | $201.29M | — | — |
| Q2 2025 | 3 | +1 | 273.46K | $7.55M | +1 | — |
| Q1 2025 | 2 | 0 | 357.12K | $9.75M | — | — |
| Q4 2024 | 2 | 0 | 115.35K | $3.15M | — | — |
| Q3 2024 | 2 | +2 | 247.18K | $6.88M | +2 | — |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 18.90M | +23.0% | $514.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.82M | +24.2% | $212.85M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 7.36M | +36.3% | $200.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 7.36M | +36.3% | $200.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 7.18M | +7.2% | $195.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 7.18M | +7.2% | $195.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 7.00M | +34.5% | $190.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 7.00M | +34.5% | $190.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 7.00M | +34.5% | $190.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 5.62M | +27.3% | $153.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 4.30M | +17.7% | $116.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 3.46M | +10.6% | $94.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.69M | +9.9% | $73.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 2.69M | +9.9% | $73.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 2.69M | +9.9% | $73.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 1.90M | +36.9% | $51.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 1.90M | +36.9% | $51.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 1.83M | +38.8% | $49.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.79M | +19.5% | $48.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.79M | +19.5% | $48.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.79M | +19.5% | $48.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.79M | +19.5% | $48.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 1.36M | +9.4% | $37.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 1.27M | -26.4% | $34.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 1.13M | +18.4% | $30.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 1.05M | +18.2% | $28.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 854.69K | +10.5% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 417.80K | -2.3% | $11.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 417.80K | -2.3% | $11.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 284.75K | -58.6% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 284.75K | -58.6% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 280.43K | +126.2% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 205.21K | +60.4% | $5.59M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 146.51K | Yeni | $3.99M | 0.0% | New | 1 | SEC ↗ |
| 35 | Truist Financial Corp | 116.32K | +34.3% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 117.10K | -5.2% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 117.10K | -5.2% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 94.27K | -1.2% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Captrust Financial Advisors | 84.44K | +7.2% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Citigroup Inc | 49.91K | +1012.5% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 46.08K | Yeni | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 42 | Focus Partners Wealth | 32.87K | -4.2% | $895,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 29.43K | 0.0% | $801,379 | 0.0% | Held | 4 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 17.97K | Yeni | $489,215 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 17.97K | Yeni | $489,215 | 0.0% | New | 1 | SEC ↗ |
| 46 | HighTower Advisors, LLC | 11.35K | +1.2% | $309,058 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 11.30K | 0.0% | $307,699 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 9.98K | Yeni | $271,810 | 0.0% | New | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 750 | 0.0% | $20,423 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 643 | Yeni | $17,509 | 0.0% | New | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 29 | Yeni | $790 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Susquehanna International… | $3.99M | 0.0% |
| Fifth Third Bancorp | $1.25M | 0.0% |
| Bank of New York Mellon Corp | $489,215 | 0.0% |
| Bank of New York Mellon Corp | $489,215 | 0.0% |
| Qube Research & Technologies… | $271,810 | 0.0% |
| Fidelity (FMR) | $17,509 | 0.0% |
| Pnc Financial Services Group… | $790 | 0.0% |
Çıkıldı
| Goldman Sachs Group | $10.40M | idi 0.0% |
| Northern Trust Corp | $508,650 | idi 0.0% |
| Renaissance Technologies | $281,890 | idi 0.0% |
| Mercer Global Advisors Inc… | $244,688 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 324 sahipler, 122.52M hisseler, $3.26B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
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