13F 机构持仓

CGMU CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME

持有机构数3492026Q2
26Q126Q2
机构合计持股(股)195,465,3682026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q2349195,465,368$53.69亿 262116417$5.85亿
2026Q1333173,634,033$47.14亿 39215418$6.74亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

LPL Financial LLC加仓$9,231.59万
WELLS FARGO & COMPANY/MN加仓$7,534.90万
ENVESTNET ASSET MANAGEMENT INC加仓$4,808.63万
JONES FINANCIAL COMPANIES LLLP加仓$4,629.64万
MORGAN STANLEY加仓$3,608.55万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$3,168.77万
BANK OF AMERICA CORP /DE/加仓$2,510.57万
RAYMOND JAMES FINANCIAL INC加仓$2,429.27万
Cetera Investment Advisers加仓$1,955.82万
Capital Analysts, LLC加仓$1,427.16万
Clear Trail Advisors, LLC新建仓$1,390.58万
EP Wealth Advisors, LLC新建仓$1,343.79万
NATIXIS ADVISORS, LLC加仓$1,248.35万
Kestra Advisory Services, LLC加仓$1,184.57万
JPMORGAN CHASE & CO加仓$1,067.59万
Capital International Investors加仓$1,048.52万
COMMONWEALTH EQUITY SERVICES, LLC加仓$951.98万
UBS Group AG加仓$934.24万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC新建仓$776.42万
TRUIST FINANCIAL CORP加仓$756.30万

2026Q1 卖出最多

CAPITAL INSIGHT PARTNERS, LLC清仓-$1,311.91万
MML INVESTORS SERVICES, LLC减仓-$858.21万
RENAISSANCE TECHNOLOGIES LLC减仓-$545.06万
Interchange Capital Partners, LLC减仓-$152.95万
Modern Wealth Management, LLC减仓-$96.78万
OLD MISSION CAPITAL LLC减仓-$84.05万
Envestnet Portfolio Solutions, Inc.减仓-$55.54万
CITADEL ADVISORS LLC重新持有-$53.48万
Rockefeller Capital Management L.P.减仓-$42.38万
NORTHERN TRUST CORP清仓-$34.77万
Hilltop Holdings Inc.清仓-$31.77万
CONTINENTAL INVESTORS SERVICES, INC.减仓-$30.97万
NavPoint Financial, Inc.减仓-$28.59万
Capital Planning LLC减仓-$28.11万
MONETA GROUP INVESTMENT ADVISORS LLC清仓-$21.81万
Skyline Advisors, Inc.减仓-$20.67万
Pinnacle Financial Partners, Inc.减仓-$17.75万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$16.78万
Atria Investments, Inc减仓-$16.67万
QUADRANT CAPITAL GROUP LLC清仓-$16.56万

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
Capital International Investors46,714,705$12.68亿0.30%386,195加仓
ENVESTNET ASSET MANAGEMENT INC12,842,029$3.49亿0.09%1,771,136加仓
MORGAN STANLEY10,320,797$2.80亿0.02%1,329,117加仓
LPL Financial LLC10,156,841$2.76亿0.07%3,400,219加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO8,763,507$2.38亿0.15%1,167,135加仓
WELLS FARGO & COMPANY/MN7,517,389$2.04亿0.04%2,775,287加仓
Cetera Investment Advisers4,877,693$1.32亿0.14%720,377加仓
UBS Group AG4,376,873$1.19亿0.02%344,103加仓
JONES FINANCIAL COMPANIES LLLP3,950,778$1.07亿0.05%1,704,591加仓
COMMONWEALTH EQUITY SERVICES, LLC2,948,502$8,005.18万0.11%350,637加仓
RAYMOND JAMES FINANCIAL INC2,826,031$7,672.67万0.02%894,760加仓
OSAIC HOLDINGS, INC.2,319,575$6,297.75万0.09%103,959加仓
Cambridge Investment Research Advisors, Inc.2,096,208$5,691.20万0.15%193,325加仓
STIFEL FINANCIAL CORP2,092,376$5,680.81万0.05%57,858加仓
MML INVESTORS SERVICES, LLC2,060,914$5,595.38万0.16%-316,098减仓
BANK OF AMERICA CORP /DE/1,696,201$4,605.19万0.00%924,704加仓
Blue Chip Partners, LLC1,653,001$4,487.90万3.23%17,316加仓
Capital Group Private Client Services, Inc.1,591,159$4,320.00万0.73%35,078加仓
GREAT VALLEY ADVISOR GROUP, INC.1,484,020$4,029.16万0.73%233,095加仓
ROYAL BANK OF CANADA1,352,529$3,672.10万0.01%199,108加仓
Vestmark Advisory Solutions, Inc.1,308,427$3,552.38万0.39%158,468加仓
Venturi Wealth Management, LLC1,267,444$3,441.11万1.55%242,503加仓
ASSETMARK, INC1,254,071$3,404.80万0.07%46,221加仓
Confluence Wealth Services, Inc.1,118,256$3,036.06万1.18%280加仓
Beacon Pointe Advisors, LLC1,011,074$2,745.07万0.15%265,332加仓
JPMORGAN CHASE & CO973,990$2,641.46万0.00%393,654加仓
SEI INVESTMENTS CO965,276$2,620.72万0.02%191,566加仓
Capital Analysts, LLC958,464$2,602.20万0.68%525,665加仓
Private Advisor Group, LLC908,634$2,466.94万0.12%66,807加仓
Aprio Wealth Management, LLC906,147$2,460.19万1.34%95,735加仓
NATIXIS ADVISORS, LLC823,537$2,235.90万0.03%459,799加仓
J. Derek Lewis & Associates Inc.820,211$2,224.16万5.00%71,354加仓
Janney Montgomery Scott LLC799,082$2,169.50万0.05%110,718加仓
TRUIST FINANCIAL CORP765,238$2,077.62万0.03%278,564加仓
Larson Financial Group LLC760,381$2,064.43万0.66%110,700加仓
Orion Porfolio Solutions, LLC687,105$1,865.49万0.16%30,527加仓
JANE STREET GROUP, LLC647,849$1,758.91万0.00%25,922加仓
Kestra Advisory Services, LLC608,109$1,651.02万0.06%436,307加仓
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC559,824$1,520.20万2.01%59,912加仓
Clear Trail Advisors, LLC512,183$1,390.58万2.32%512,183新建仓
PRINCIPAL SECURITIES, INC.498,585$1,353.66万0.20%60,595加仓
EP Wealth Advisors, LLC494,950$1,343.79万0.07%494,950新建仓
Royal Harbor Partners, LLC453,277$1,230.65万4.17%10,106加仓
KESTRA PRIVATE WEALTH SERVICES, LLC450,132$1,222.11万0.15%19,709加仓
EnRich Financial Partners LLC405,604$1,101.21万2.92%13,423加仓
MB, LEVIS & ASSOCIATES, LLC396,290$1,075.93万4.49%36,841加仓
RMR Wealth Builders385,597$1,048.44万0.83%47,706加仓
Alliance Private Wealth, LLC355,990$966.51万3.47%4,724加仓
&PARTNERS354,536$962.50万0.05%7,507加仓
ROBINSON SMITH WEALTH ADVISORS LLC349,684$949.39万6.42%17,277加仓

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