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icono de CGSD

Capital Group Short Duration Income ETF
CGSD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 194 M +USD 17.2 M +666,719 +10%
LPL Financial
2
LPL Financial
California
USD 194 M +USD 17.3 M +668,447 +10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
USD 68.5 M +USD 4.51 M +174,498 +7%
Wells Fargo
4
Wells Fargo
California
USD 65.3 M +USD 7.49 M +290,017 +13%
Jones Financial Companies
5
Jones Financial Companies
Missouri
USD 61.3 M +USD 16.8 M +649,411 +38%
Capital Group Private Client Services
6
Capital Group Private Client Services
California
USD 60.4 M -USD 1.09 M -42,213 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 59.6 M -USD 2.17 M -84,024 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 56.5 M +USD 7.12 M +275,849 +14%
Merit Financial Group
9
Merit Financial Group
Georgia
USD 51.6 M +USD 603 k +23,345 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 41.6 M +USD 2.26 M +87,705 +6%
Benjamin Edwards Inc
11
Benjamin Edwards Inc
Missouri
USD 41.6 M +USD 43 k +1,665 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 40.3 M +USD 9.7 M +374,852 +31%
Raymond James Financial
13
Raymond James Financial
Florida
USD 39 M +USD 4.19 M +162,148 +12%
WTFG
14
Wood Tarver Financial Group
Idaho
USD 36.6 M -USD 2.13 M -82,410 -5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
USD 35.3 M +USD 4.39 M +169,879 +14%
Kestra Private Wealth Services
16
Kestra Private Wealth Services
Texas
USD 35 M +USD 19.2 M +744,221 +121%
Stifel Financial
17
Stifel Financial
Missouri
USD 34.7 M +USD 12.4 M +479,314 +55%
UBS Group
18
UBS Group
Switzerland
USD 33.1 M +USD 313 k +12,104 +0.9%
BAG
19
Bridgewealth Advisory Group
California
USD 29.1 M +USD 2.53 M +97,921 +9%
WC
20
Waterloo Capital
Texas
USD 18.3 M +USD 18.3 M +710,000 Nuevas
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
USD 16.6 M +USD 1.48 M +57,185 +10%
MML Investors Services
22
MML Investors Services
Massachusetts
USD 15.9 M +USD 4.02 M +155,544 +34%
IA
23
IAM Advisory
Pennsylvania
USD 14.9 M +USD 306 k +11,833 +2%
LC
24
Landaas & Company
Wisconsin
USD 14.7 M -USD 265 k -10,268 -2%
Valmark Advisers
25
Valmark Advisers
Ohio
USD 14 M +USD 1.43 M +55,554 +11%
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