Stammdaten
Unternehmen & Branche
| Name | Capital Group Core Equity ETF |
|---|---|
| Ticker | – |
| CIK | 0001870102 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 6455 IRVINE CENTER DRIVE, 92618 IRVINE, CA |
| Telefon | (213) 486-9200 |
| EIN (IRS) | 00-0000000 |
Listing & Historie
| Fiskaljahr-Ende | 31.05. |
|---|
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 28.053.759 | 0 | 28.053.759 | 1.077.825.405 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 13.947.010 | 0 | 13.947.010 | 535.844.113 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 8.803.989 | 0 | 8.803.989 | 338.249.253 | Neu | +100,0% | |
| JONES FINANCIAL COMPANIES LLLP | 7.801.326 | 0 | 7.801.326 | 292.459.682 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 6.880.192 | 0 | 6.880.192 | 264.336.994 | Neu | +100,0% | |
| MORGAN STANLEY | 6.553.093 | 0 | 6.553.093 | 251.769.862 | Neu | +100,0% | |
| Cetera Investment Advisers | 6.314.257 | 0 | 6.314.257 | 242.593.748 | Neu | +100,0% | |
| Capital International Investors | 6.049.852 | 0 | 6.049.852 | 232.435.314 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.446.114 | 4.252.916 | 193.198 | 197.763.160 | Aufgestockt | +4,5% | |
| Capital Group Private Client Services, Inc. | 5.098.451 | 0 | 5.098.451 | 195.882.527 | Neu | +100,0% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.513.180 | 0 | 4.513.180 | 173.396.414 | Neu | +100,0% | |
| BENJAMIN EDWARDS INC | 2.837.703 | 2.753.949 | 83.754 | 126.218.965 | Aufgestockt | +3,0% | |
| MML INVESTORS SERVICES, LLC | 2.960.209 | 0 | 2.960.209 | 113.731.224 | Neu | +100,0% | |
| Private Advisor Group, LLC | 2.352.921 | 2.116.973 | 235.948 | 104.657.884 | Aufgestockt | +11,1% | |
| Merit Financial Group, LLC | 2.268.466 | 2.307.167 | -38.701 | 100.901.351 | Reduziert | -1,7% | |
| ROYAL BANK OF CANADA | 2.510.189 | 0 | 2.510.189 | 96.442.000 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 2.346.850 | 0 | 2.346.850 | 90.166.230 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 2.104.783 | 0 | 2.104.783 | 80.873.188 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 1.601.400 | 1.029.931 | 571.469 | 71.230.252 | Aufgestockt | +55,5% | |
| CAPTRUST FINANCIAL ADVISORS | 1.790.838 | 0 | 1.790.838 | 68.795.951 | Neu | +100,0% | |
| UBS Group AG | 1.696.127 | 0 | 1.696.127 | 65.165.199 | Neu | +100,0% | |
| Valmark Advisers, Inc. | 1.333.129 | 0 | 1.333.129 | 51.218.799 | Neu | +100,0% | |
| ASSETMARK, INC | 1.323.220 | 0 | 1.323.220 | 50.838.112 | Neu | +100,0% | |
| &PARTNERS | 1.279.570 | 0 | 1.279.570 | 49.228.437 | Neu | +100,0% | |
| Baird Financial Group, Inc. | 1.281.194 | 0 | 1.281.194 | 49.223.474 | Neu | +100,0% | |
| Midwest Heritage Bank, FSB | 1.081.516 | 1.053.091 | 28.425 | 48.105.814 | Aufgestockt | +2,7% | |
| STIFEL FINANCIAL CORP | 1.235.564 | 0 | 1.235.564 | 47.470.470 | Neu | +100,0% | |
| NewEdge Advisors, LLC | 1.135.407 | 0 | 1.135.407 | 43.622.311 | Neu | +100,0% | |
| HUB Investment Partners, LLC | 1.029.237 | 0 | 1.029.237 | 39.543.267 | Neu | +100,0% | |
| Souders Financial Advisors | 996.057 | 0 | 996.057 | 38.268.526 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 977.976 | 0 | 977.976 | 37.573.856 | Neu | +100,0% | |
| SILVER OAK SECURITIES, INCORPORATED | 939.142 | 0 | 939.142 | 36.081.826 | Neu | +100,0% | |
| AA Financial Advisors, LLC | 597.760 | 536.231 | 61.529 | 26.588.350 | Aufgestockt | +11,5% | |
| Equitable Holdings, Inc. | 663.333 | 0 | 663.333 | 26.583.252 | Neu | +100,0% | |
| BIP Wealth, LLC | 690.410 | 0 | 690.410 | 26.525.553 | Neu | +100,0% | |
| D.A. DAVIDSON & CO. | 581.586 | 559.108 | 22.478 | 25.868.956 | Aufgestockt | +4,0% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 554.543 | 523.034 | 31.509 | 24.840.743 | Aufgestockt | +6,0% | |
| Vestmark Advisory Solutions, Inc. | 623.810 | 0 | 623.810 | 23.966.780 | Neu | +100,0% | |
| EverSource Wealth Advisors, LLC | 521.110 | 495.894 | 25.216 | 23.178.973 | Aufgestockt | +5,1% | |
| HighPoint Advisor Group LLC | 598.699 | 0 | 598.699 | 23.002.021 | Neu | +100,0% | |
| CWM, LLC | 588.581 | 0 | 588.581 | 22.613.291 | Neu | +100,0% | |
| Summit Investment Advisory Services, LLC | 502.993 | 482.381 | 20.612 | 22.373.117 | Aufgestockt | +4,3% | |
| IFP Advisors, Inc | 439.025 | 422.818 | 16.207 | 19.527.832 | Aufgestockt | +3,8% | |
| STEPHENS INC /AR/ | 416.532 | 394.659 | 21.873 | 18.527.360 | Aufgestockt | +5,5% | |
| Beacon Pointe Advisors, LLC | 479.677 | 0 | 479.677 | 18.429.172 | Neu | +100,0% | |
| TUDOR INVESTMENT CORP ET AL | 477.304 | 0 | 477.304 | 18.338.020 | Neu | +100,0% | |
| Orion Porfolio Solutions, LLC | 465.073 | 0 | 465.073 | 17.868.088 | Neu | +100,0% | |
| HARBOUR INVESTMENTS, INC. | 458.910 | 0 | 458.910 | 17.631.324 | Neu | +100,0% | |
| Forge Financial Services LLC | 435.527 | 0 | 435.527 | 16.733.195 | Neu | +100,0% | |
| Burford Brothers, Inc. | 370.125 | 365.474 | 4.651 | 16.463.173 | Aufgestockt | +1,3% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 4.446.114 | 4.252.916 | +4,5% | 197.763.160 | 16,47 | – | 17 Q |
| BENJAMIN EDWARDS INC | 2.837.703 | 2.753.949 | +3,0% | 126.218.965 | 10,51 | 100 % | 8 Q |
| Private Advisor Group, LLC | 2.352.921 | 2.116.973 | +11,1% | 104.657.884 | 8,71 | 0 % | 17 Q |
| Merit Financial Group, LLC | 2.268.466 | 2.307.167 | -1,7% | 100.901.351 | 8,40 | 0 % | 13 Q |
| Kestra Advisory Services, LLC | 1.601.400 | 1.029.931 | +55,5% | 71.230.252 | 5,93 | – | 17 Q |
| Midwest Heritage Bank, FSB | 1.081.516 | 1.053.091 | +2,7% | 48.105.814 | 4,01 | 0 % | 17 Q |
| AA Financial Advisors, LLC | 597.760 | 536.231 | +11,5% | 26.588.350 | 2,21 | 100 % | 11 Q |
| D.A. DAVIDSON & CO. | 581.586 | 559.108 | +4,0% | 25.868.956 | 2,15 | 100 % | 17 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 554.543 | 523.034 | +6,0% | 24.840.743 | 2,07 | 0 % | 12 Q |
| EverSource Wealth Advisors, LLC | 521.110 | 495.894 | +5,1% | 23.178.973 | 1,93 | 100 % | 16 Q |
| Summit Investment Advisory Services, LLC | 502.993 | 482.381 | +4,3% | 22.373.117 | 1,86 | 0 % | 14 Q |
| IFP Advisors, Inc | 439.025 | 422.818 | +3,8% | 19.527.832 | 1,63 | 100 % | 17 Q |
| STEPHENS INC /AR/ | 416.532 | 394.659 | +5,5% | 18.527.360 | 1,54 | 0 % | 6 Q |
| Burford Brothers, Inc. | 370.125 | 365.474 | +1,3% | 16.463.173 | 1,37 | 100 % | 11 Q |
| Bridgewealth Advisory Group, LLC | 356.375 | 356.156 | +0,1% | 15.851.570 | 1,32 | 100 % | 12 Q |
| TRUIST FINANCIAL CORP | 346.777 | 312.421 | +11,0% | 15.424.649 | 1,28 | 0 % | 12 Q |
| Strategic Blueprint, LLC | 338.547 | 331.958 | +2,0% | 15.058.571 | 1,25 | 100 % | 17 Q |
| Apollon Wealth Management, LLC | 310.853 | 295.487 | +5,2% | 13.826.763 | 1,15 | 0 % | 5 Q |
| KINGSWOOD WEALTH ADVISORS, LLC | 279.381 | 287.149 | -2,7% | 12.426.872 | 1,03 | 100 % | 9 Q |
| ST GERMAIN D J CO INC | 254.286 | 247.693 | +2,7% | 11.310.641 | 0,94 | 0 % | 14 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 185 | 32,7 | 1.302 |
| 31.03.2026 | ✓ | 398 | 174,2 | 6.496 |
| 31.12.2025 | ✓ | 383 | 153,5 | 5.971 |
| 30.09.2025 | ✓ | 345 | 141,2 | 5.256 |
| 30.06.2025 | ✓ | 326 | 111,6 | 3.708 |
| 31.03.2025 | ✓ | 310 | 104,9 | 3.183 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Independent Advisor Alliance | 416.283 | 15.993.603 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 121.677 | 4.674.830 |
| WJ Wealth Management, LLC | 80.860 | 3.106.649 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69.832 | 2.682.945 |
| TWO SIGMA INVESTMENTS, LP | 39.500 | 1.517.590 |
| TCFG Investment Advisors, LLC | 39.483 | 1.516.926 |
| PCG Wealth Advisors, LLC | 24.197 | 929.651 |
| Perigon Wealth Management, LLC | 16.925 | 650.272 |
| IHT Wealth Management, LLC | 14.900 | 572.471 |
| Capital Research Global Investors | 14.514 | 557.628 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| LPL Financial LLC | 28.053.759 | 4.319.582 | +18.2 % | 1.077.825.405 |
| ENVESTNET ASSET MANAGEMENT INC | 13.947.010 | 2.416.294 | +21.0 % | 535.844.113 |
| BENJAMIN EDWARDS INC | 2.753.949 | 2.022.431 | +276.5 % | 105.804.587 |
| JONES FINANCIAL COMPANIES LLLP | 7.801.326 | 1.652.180 | +26.9 % | 292.459.682 |
| WELLS FARGO & COMPANY/MN | 6.880.192 | 1.601.966 | +30.4 % | 264.336.994 |
| RAYMOND JAMES FINANCIAL INC | 8.803.989 | 1.495.738 | +20.5 % | 338.249.253 |
| Valmark Advisers, Inc. | 1.333.129 | 668.137 | +100.5 % | 51.218.799 |
| TUDOR INVESTMENT CORP ET AL | 477.304 | 471.148 | +7653.5 % | 18.338.020 |
| Equitable Holdings, Inc. | 663.333 | 468.150 | +239.9 % | 26.583.252 |
| Capital Group Private Client Services, Inc. | 5.098.451 | 398.351 | +8.5 % | 195.882.527 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 2.960.209 | -482.902 | -14.0 % | 113.731.224 |
| Investment Planning Advisors, Inc. | 36.626 | -318.401 | -89.7 % | 1.407.155 |
| Summit Investment Advisory Services, LLC | 482.381 | -252.295 | -34.3 % | 18.533.083 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 523.034 | -177.166 | -25.3 % | 20.251.892 |
| MORGAN STANLEY | 6.553.093 | -162.406 | -2.4 % | 251.769.862 |
| HUB Investment Partners, LLC | 1.029.237 | -110.951 | -9.7 % | 39.543.267 |
| FLOW TRADERS U.S. LLC | 8.076 | -92.472 | -92.0 % | 310 |
| Concurrent Investment Advisors, LLC | 130.684 | -66.201 | -33.6 % | 5.020.864 |
| GTS SECURITIES LLC | 12.402 | -58.436 | -82.5 % | 476.485 |
| JANE STREET GROUP, LLC | 84.842 | -52.870 | -38.4 % | 3.259.630 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 09.08.2022 | Janney Montgomery Scott LLC | Passiv (13G/A) | 3,90 % | 487.797 | -3,10 pp | |
| 07.06.2022 | Janney Montgomery Scott LLC | Passiv (13G/A) | 7,00 % | 455.301 | -1,00 pp | |
| 08.04.2022 | Janney Montgomery Scott LLC | Passiv (13G) | 8,00 % | 440.658 | Neu |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 10.10.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 08.10.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 02.10.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 18.09.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 16.09.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 09.09.2025 | HV-Einladung | 25.11.2025 a.o. HV | 28.08.2025 | DEF 14A | SEC » |
| 20.08.2025 | Vorläufig | — | — | PRE 14A | SEC » |
| 20.08.2025 | Vorläufig | — | — | PRE 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).