سجل الورقة المالية · ربع مؤرشف
CGMS
Capital Group U.S. Multi-Sector Income ETF · Financial Services · Asset Management
37الحاملون المتتبعون
+2Δ المساهمون
77.47Mالأسهم المحتفظ بها
$2.11Bالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +5.7% ·
تدفق الأسهم +19.8% ·
المراكز الجديدة الصافية +5.4%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 | جديد | $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 | جديد | $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 | جديد | $489,215 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 17.97K | جديد | $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 | جديد | $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 | جديد | $17,509 | 0.0% | New | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 29 | جديد | $790 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| 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% |
تم الخروج
| Goldman Sachs Group | $10.40M | كان 0.0% |
| Northern Trust Corp | $508,650 | كان 0.0% |
| Renaissance Technologies | $281,890 | كان 0.0% |
| Mercer Global Advisors Inc… | $244,688 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 324 المالكون, 122.52M الأسهم, $3.26B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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