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CGUS
Capital Group Core Equity ETF · Financial Services · Asset Management
49الحاملون المتتبعون
+4Δ المساهمون
114.84Mالأسهم المحتفظ بها
$4.40Bالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +8.9% ·
تدفق الأسهم +13.5% ·
المراكز الجديدة الصافية +8.2%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 844.70K | $38.10M | n/a | n/a |
| Q2 2026 | 44 | -3 | 127.39M | $5.65B | +3 | −7 |
| Q1 2026 | 49 | +4 | 114.84M | $4.40B | +6 | −2 |
| Q4 2025 | 44 | -1 | 101.21M | $4.07B | +1 | −2 |
| Q3 2025 | 7 | 0 | 6.85M | $270.78M | n/a | n/a |
| Q2 2025 | 5 | +2 | 365.57K | $13.50M | +2 | n/a |
| Q1 2025 | 2 | +1 | 38.58K | $1.29M | +2 | −1 |
| Q4 2024 | 1 | 0 | 67.10K | $2.35M | n/a | n/a |
| Q3 2024 | 1 | 0 | 64.30K | $2.20M | n/a | n/a |
| Q2 2024 | 1 | n/a | 45.00K | $1.45M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 28.05M | +18.2% | $1.08B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 13.95M | +21.0% | $535.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 8.80M | +20.5% | $338.25M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Jones Financial Companies Lllp | 7.80M | +26.9% | $292.46M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 6.88M | +30.4% | $264.34M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 6.55M | -2.4% | $251.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Cetera Investment Advisers | 6.31M | +6.3% | $242.59M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 8 | Capital International Investors | 6.05M | +0.1% | $232.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 4.51M | +4.4% | $173.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 4.25M | +8.1% | $163.40M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 2.96M | -14.0% | $113.73M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 2.51M | +11.2% | $96.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Sei Investments Co | 2.35M | +16.8% | $90.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 2.10M | -2.3% | $80.87M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Captrust Financial Advisors | 1.79M | +1.2% | $68.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 1.70M | +7.7% | $65.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Assetmark, Inc | 1.32M | +13.1% | $50.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 1.28M | +6.7% | $49.22M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Stifel Financial Corp | 1.24M | +15.6% | $47.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 977.98K | +17.6% | $37.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Cwm, Llc | 588.58K | -2.3% | $22.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 523.03K | -25.3% | $20.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Tudor Investment Corp Et Al | 477.30K | +7653.5% | $18.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 411.28K | +32.0% | $15.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | Truist Financial Corp | 312.42K | +17.9% | $12.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 190.51K | -1.6% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Blair William & Co/Il | 169.30K | +1.7% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 121.68K | جديد | $4.67M | 0.0% | New | 1 | SEC ↗ |
| 29 | Mariner, LLC | 108.14K | +44.5% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Jane Street Group, Llc | 84.84K | -38.4% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 69.83K | جديد | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 66.28K | +1.3% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | BlackRock ✦ (سلبي) | 47.50K | 0.0% | $1.82M | 0.0% | Held | 4 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 39.50K | جديد | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 39.26K | +12.1% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Focus Partners Wealth | 28.99K | -0.4% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Creative Planning | 26.87K | -5.7% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 25.46K | +2266.4% | $978,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 23.13K | +133.6% | $888,720 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | AQR Capital Management ✦ | 21.79K | +2.1% | $836,972 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 17.60K | +93.6% | $676,230 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Capital Research Global Investors | 14.51K | جديد | $557,628 | 0.0% | New | 1 | SEC ↗ |
| 43 | Citigroup Inc | 10.41K | +795.4% | $400,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 8.64K | +52.0% | $332,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 5.58K | -4.2% | $214,421 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | CIBC Bancorp USA Inc. | 5.34K | n/a | $205,009 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 5.24K | +5359.4% | $201,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 294 | جديد | $11,295 | 0.0% | New | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 172 | جديد | $6,608 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| UBS AM, a distinct business… | $4.67M | 0.0% |
| Susquehanna International… | $2.68M | 0.0% |
| Two Sigma Investments | $1.52M | 0.0% |
| Capital Research Global… | $557,628 | 0.0% |
| Russell Investments Group… | $11,295 | 0.0% |
| Pnc Financial Services Group… | $6,608 | 0.0% |
تم الخروج
| Renaissance Technologies | $1.88M | كان 0.0% |
| Hrt Financial Lp | $281,000 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 407 المالكون, 164.99M الأسهم, $6.14B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
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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