سجل الورقة المالية
CGMS
Capital Group U.S. Multi-Sector Income ETF · Financial Services · Asset Management
39الحاملون المتتبعون
+3Δ المساهمون
88.80Mالأسهم المحتفظ بها
$2.43Bالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +8.3% ·
تدفق الأسهم +16.3% ·
المراكز الجديدة الصافية +7.7%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 21.68M | +14.7% | $592.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 9.95M | +35.2% | $272.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 9.95M | +35.2% | $272.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 9.08M | +16.1% | $248.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 7.93M | +10.5% | $216.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 7.93M | +10.5% | $216.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Raymond James Financial Inc | 7.93M | +13.3% | $216.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 7.93M | +13.3% | $216.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 7.93M | +13.3% | $216.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 6.24M | +11.1% | $170.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 5.06M | +17.8% | $138.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 3.33M | -3.5% | $91.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 3.29M | +22.2% | $89.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 3.29M | +22.2% | $89.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 3.29M | +22.2% | $89.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 2.33M | +27.4% | $63.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 2.20M | +15.3% | $60.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 2.20M | +15.3% | $60.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 2.20M | +15.3% | $60.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.85M | +3.3% | $50.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 1.79M | +31.5% | $49.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 1.30M | +2.4% | $35.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 1.14M | +8.0% | $31.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 940.88K | +10.1% | $25.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 422.63K | +1.2% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 422.63K | +1.2% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 382.36K | +36.4% | $10.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 297.02K | +44.7% | $8.12M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 256.59K | جديد | $7.01M | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 166.47K | +76.6% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Jane Street Group, Llc | 156.41K | جديد | $4.27M | 0.0% | New | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 152.08K | +30.7% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 144.25K | +23.2% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 144.25K | +23.2% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 144.25K | +23.2% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Citigroup Inc | 115.72K | +131.9% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 108.08K | -26.2% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 101.37K | +915.5% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of America Corp /De/ | 94.22K | جديد | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 44 | Captrust Financial Advisors | 81.05K | -4.0% | $2.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 59.48K | +29.1% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 49.59K | +176.1% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 49.59K | +176.1% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Focus Partners Wealth | 47.12K | +43.3% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Gotham Asset Management ✦ | 45.24K | +53.7% | $1.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 30.90K | جديد | $844,497 | 0.0% | New | 1 | SEC ↗ |
| 51 | Mariner, LLC | 22.29K | -92.2% | $609,115 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 11.30K | 0.0% | $308,829 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Capital International Investors | 9.50K | جديد | $259,526 | 0.0% | New | 1 | SEC ↗ |
| 54 | HighTower Advisors, LLC | 8.65K | -23.8% | $236,383 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 397 | +1269.0% | $10,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Goldman Sachs Group | $7.01M | 0.0% |
| Jane Street Group, Llc | $4.27M | 0.0% |
| Bank Of America Corp /De/ | $2.57M | 0.0% |
| Renaissance Technologies | $844,497 | 0.0% |
| Capital International… | $259,526 | 0.0% |
تم الخروج
| Us Bancorp \De\ | $20,423 | كان 0.0% |
| Fidelity (FMR) | $17,509 | 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: Q2 2026 ·
المنهجية ·
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