Inside-Filings
Projekt anfragen

Capital Group Core Equity ETF

Capital Group Core Equity ETF
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001870102
Keine Kursdaten verfügbar.
PDF

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
LPL Financial LLC28.053.75923.734.1774.319.5821.077.825.405Aufgestockt+18,2%
ENVESTNET ASSET MANAGEMENT INC13.947.01011.530.7162.416.294535.844.113Aufgestockt+21,0%
RAYMOND JAMES FINANCIAL INC8.803.9897.308.2511.495.738338.249.253Aufgestockt+20,5%
JONES FINANCIAL COMPANIES LLLP7.801.3266.149.1461.652.180292.459.682Aufgestockt+26,9%
WELLS FARGO & COMPANY/MN6.880.1925.278.2261.601.966264.336.994Aufgestockt+30,4%
MORGAN STANLEY6.553.0936.715.499-162.406251.769.862Reduziert-2,4%
Cetera Investment Advisers6.314.2575.940.417373.840242.593.748Aufgestockt+6,3%
Capital International Investors6.049.8526.046.8053.047232.435.314Aufgestockt+0,1%
Capital Group Private Client Services, Inc.5.098.4514.700.100398.351195.882.527Aufgestockt+8,5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.513.1804.324.780188.400173.396.414Aufgestockt+4,4%
COMMONWEALTH EQUITY SERVICES, LLC4.252.9163.933.197319.719163.397.050Aufgestockt+8,1%
MML INVESTORS SERVICES, LLC2.960.2093.443.111-482.902113.731.224Reduziert-14,0%
BENJAMIN EDWARDS INC2.753.949731.5182.022.431105.804.587Aufgestockt+276,5%
ROYAL BANK OF CANADA2.510.1892.258.364251.82596.442.000Aufgestockt+11,2%
SEI INVESTMENTS CO2.346.8502.009.858336.99290.166.230Aufgestockt+16,8%
Merit Financial Group, LLC2.307.1672.193.385113.78288.641.364Aufgestockt+5,2%
Private Advisor Group, LLC2.116.9732.001.153115.82081.334.136Aufgestockt+5,8%
OSAIC HOLDINGS, INC.2.104.7832.155.286-50.50380.873.188Reduziert-2,3%
CAPTRUST FINANCIAL ADVISORS1.790.8381.768.85321.98568.795.951Aufgestockt+1,2%
UBS Group AG1.696.1271.575.236120.89165.165.199Aufgestockt+7,7%
Valmark Advisers, Inc.1.333.129664.992668.13751.218.799Aufgestockt+100,5%
ASSETMARK, INC1.323.2201.170.140153.08050.838.112Aufgestockt+13,1%
&PARTNERS1.279.5701.178.567101.00349.228.437Aufgestockt+8,6%
Baird Financial Group, Inc.1.281.1941.200.60780.58749.223.474Aufgestockt+6,7%
STIFEL FINANCIAL CORP1.235.5641.068.766166.79847.470.470Aufgestockt+15,6%
NewEdge Advisors, LLC1.135.4071.029.158106.24943.622.311Aufgestockt+10,3%
Midwest Heritage Bank, FSB1.053.091975.70877.38340.459.756Aufgestockt+7,9%
Kestra Advisory Services, LLC1.029.931912.191117.74039.569.961Aufgestockt+12,9%
HUB Investment Partners, LLC1.029.2371.140.188-110.95139.543.267Reduziert-9,7%
Souders Financial Advisors996.057966.53929.51838.268.526Aufgestockt+3,1%
BANK OF AMERICA CORP /DE/977.976831.238146.73837.573.856Aufgestockt+17,7%
SILVER OAK SECURITIES, INCORPORATED939.142858.08581.05736.081.826Aufgestockt+9,4%
Equitable Holdings, Inc.663.333195.183468.15026.583.252Aufgestockt+239,9%
BIP Wealth, LLC690.410659.77530.63526.525.553Aufgestockt+4,6%
Vestmark Advisory Solutions, Inc.623.810510.219113.59123.966.780Aufgestockt+22,3%
HighPoint Advisor Group LLC598.699582.52516.17423.002.021Aufgestockt+2,8%
CWM, LLC588.581602.206-13.62522.613.291Reduziert-2,3%
D.A. DAVIDSON & CO.559.108469.27789.83121.480.959Aufgestockt+19,1%
AA Financial Advisors, LLC536.231424.380111.85120.601.977Aufgestockt+26,4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC523.034700.200-177.16620.251.892Reduziert-25,3%
EverSource Wealth Advisors, LLC495.894465.36430.53019.052.264Aufgestockt+6,6%
Summit Investment Advisory Services, LLC482.381734.676-252.29518.533.083Reduziert-34,3%
Beacon Pointe Advisors, LLC479.677456.64423.03318.429.172Aufgestockt+5,0%
TUDOR INVESTMENT CORP ET AL477.3046.156471.14818.338.020Aufgestockt+7653,5%
Orion Porfolio Solutions, LLC465.073442.18922.88417.868.088Aufgestockt+5,2%
HARBOUR INVESTMENTS, INC.458.910505.239-46.32917.631.324Reduziert-9,2%
Forge Financial Services LLC435.527439.334-3.80716.733.195Reduziert-0,9%
Ameritas Investment Partners, Inc.424.179458.673-34.49416.296.976Reduziert-7,5%
Ergawealth Advisors, Inc.422.910394.72428.18616.248.190Aufgestockt+7,1%
IFP Advisors, Inc422.818410.78112.03716.244.668Aufgestockt+2,9%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)
LPL Financial LLC28.053.75923.734.177+18,2%1.077.825.40517,40
ENVESTNET ASSET MANAGEMENT INC13.947.01011.530.716+21,0%535.844.1138,65
RAYMOND JAMES FINANCIAL INC8.803.9897.308.251+20,5%338.249.2535,46
JONES FINANCIAL COMPANIES LLLP7.801.3266.149.146+26,9%292.459.6824,72
WELLS FARGO & COMPANY/MN6.880.1925.278.226+30,4%264.336.9944,27
MORGAN STANLEY6.553.0936.715.499-2,4%251.769.8624,06
Cetera Investment Advisers6.314.2575.940.417+6,3%242.593.7483,92
Capital International Investors6.049.8526.046.805+0,1%232.435.3143,75
Capital Group Private Client Services, Inc.5.098.4514.700.100+8,5%195.882.5273,16
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.513.1804.324.780+4,4%173.396.4142,80
COMMONWEALTH EQUITY SERVICES, LLC4.252.9163.933.197+8,1%163.397.0502,64
MML INVESTORS SERVICES, LLC2.960.2093.443.111-14,0%113.731.2241,84
BENJAMIN EDWARDS INC2.753.949731.518+276,5%105.804.5871,71
ROYAL BANK OF CANADA2.510.1892.258.364+11,2%96.442.0001,56
SEI INVESTMENTS CO2.346.8502.009.858+16,8%90.166.2301,46
Merit Financial Group, LLC2.307.1672.193.385+5,2%88.641.3641,43
Private Advisor Group, LLC2.116.9732.001.153+5,8%81.334.1361,31
OSAIC HOLDINGS, INC.2.104.7832.155.286-2,3%80.873.1881,31
CAPTRUST FINANCIAL ADVISORS1.790.8381.768.853+1,2%68.795.9511,11
UBS Group AG1.696.1271.575.236+7,7%65.165.1991,05

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓396167,06.221
31.12.2025✓382153,45.970
30.09.2025✓343141,15.253
30.06.2025✓324111,53.705
31.03.2025✓309104,93.182
31.12.2024✓28996,73.107

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
SILVER OAK SECURITIES, INCORPORATED858.08534.761.014
HighPoint Advisor Group LLC582.52523.434.994
Vigil Wealth Management, LLC289.77711.657.733
J. Derek Lewis & Associates Inc.272.17910.949.873
Guided Capital Wealth Management, LLC243.9809.815.315
BNB Wealth Management, LLC141.5675.695.229
Worthington Financial Partners, LLC109.6084.409.530
Boyer Financial Services, Inc.93.5043.773.811
TrueWealth Financial Partners71.5672.879.148
TRUE BLUE FINANCIAL, LLC71.5672.879.144

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
LPL Financial LLC23.734.1773.824.999+19.2 %954.825.915
JONES FINANCIAL COMPANIES LLLP6.149.1461.349.305+28.1 %247.383.900
WELLS FARGO & COMPANY/MN5.278.2261.301.252+32.7 %212.343.060
BIP Wealth, LLC659.775654.460+12313.5 %26.542.729
Private Advisor Group, LLC2.001.153639.845+47.0 %80.506.415
&PARTNERS1.178.567634.225+116.5 %47.403.009
MORGAN STANLEY6.715.499592.642+9.7 %270.164.561
Cetera Investment Advisers5.940.417417.787+7.6 %238.982.937
ENVESTNET ASSET MANAGEMENT INC11.530.716393.218+3.5 %463.880.690
SEI INVESTMENTS CO2.009.858352.327+21.3 %80.856.650

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
JANE STREET GROUP, LLC137.712-1.221.276-89.9 %5.540.154
Strategic Blueprint, LLC315.040-549.412-63.6 %12.674.073
VestGen Advisors, LLC68.334-214.048-75.8 %2.749.064
Kestra Advisory Services, LLC912.191-165.377-15.3 %36.697.425
Wealthcare Advisory Partners LLC158.440-113.170-41.7 %6.374.057
Dynamic Advisor Solutions LLC109.534-72.711-39.9 %4.406.549
Affiance Financial, LLC89.568-55.778-38.4 %3.603.321
Cannon Wealth Management Services, LLC189.166-40.331-17.6 %7.610.128
ST GERMAIN D J CO INC255.245-37.590-12.8 %10.268.506
CAPTRUST FINANCIAL ADVISORS1.768.853-34.458-1.9 %71.160.956

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔZweck
09.08.2022Janney Montgomery Scott LLCPassiv (13G/A)3,90 %487.797-3,10 pp
07.06.2022Janney Montgomery Scott LLCPassiv (13G/A)7,00 %455.301-1,00 pp
08.04.2022Janney Montgomery Scott LLCPassiv (13G)8,00 %440.658Neu

Stammdaten

Unternehmen & Branche

NameCapital Group Core Equity ETF
Ticker
CIK0001870102

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

Hinweis

Erweitert ×