Grundlæggende statistik
| Institutionelle ejere | 128 total, 128 long only, 0 short only, 0 long/short - change of 18,52% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4222 % - change of 51,71% MRQ |
| Institutionelle aktier (lange) | 36.466.015 (ex 13D/G) - change of 8,77MM shares 31,68% MRQ |
| Institutionel værdi (lang) | $ 1.097.644 USD ($1000) |
Institutionelt ejerskab og aktionærer
Capital Group Conservative Equity ETF (US:CGCV) har 128 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 36,466,015 aktier. Største aktionærer omfatter Capital International Investors, LPL Financial LLC, Capital Group Private Client Services, Inc., Raymond James Financial Inc, Envestnet Asset Management Inc, Northwestern Mutual Wealth Management Co, Stifel Financial Corp, Wealth Enhancement Advisory Services, Llc, Cetera Investment Advisers, and Tribridge Partners Financial LLC .
Capital Group Conservative Equity ETF (ARCA:CGCV) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 6, 2026 is 30,90 / share. Previously, on March 10, 2025, the share price was 27,16 / share. This represents an increase of 13,77% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about Capital Group Conservative Equity ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 216.128 | 7,65 | 6.590 | 9,02 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.942.987 | 53,90 | 120.222 | 55,84 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 55.296 | 1.686 | ||||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 6.766 | 206 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 30.956 | 32,16 | 944 | 33,76 | ||||
| 2026-01-12 | 13F | KWB Wealth | 17.329 | 528 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 35.493 | 1.082 | ||||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 43.427 | 4,27 | 1.324 | 5,58 | ||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 111.520 | 19,08 | 3.400 | 20,61 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 321.053 | 19,00 | 9.789 | 20,50 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 62.866 | 13,92 | 1.917 | 15,35 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 57.679 | 0,00 | 1.759 | 1,27 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.456 | 21,44 | 258 | 22,97 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 43.633 | 4,84 | 1.330 | 6,15 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 604.129 | 326,33 | 18.420 | 331,76 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 143.502 | 26,39 | 4 | 33,33 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 281.449 | 26,35 | 8.582 | 28,71 | ||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 34.314 | 1.046 | ||||||
| 2026-01-12 | 13F | M.e. Allison & Co., Inc. | 14.260 | 27,66 | 435 | 29,17 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 13.512 | -5,01 | 407 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 35.679 | 74,23 | 1.088 | 76,46 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 912 | 28 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.970.741 | 55,55 | 90.578 | 57,51 | ||||
| 2026-01-26 | 13F | Tribridge Partners Financial LLC | 757.961 | 9,22 | 23.110 | 10,27 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.895 | 178,68 | 58 | 185,00 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 7.240 | 81,00 | 229 | 90,00 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 22.295 | 19,99 | 680 | 21,47 | ||||
| 2026-02-09 | 13F | Mizuho Securities Usa Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 6.817 | 208 | ||||||
| 2026-02-11 | 13F | Capital International Investors | 9.928.478 | 0,72 | 302.719 | 1,99 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 163.781 | 5,08 | 4.994 | 6,39 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 792.326 | 91,56 | 24.158 | 93,99 | ||||
| 2026-02-23 | 13F | Continental Investors Services, Inc. | 6.921 | -4,47 | 214 | -1,84 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 29.474 | 23,07 | 899 | 24,55 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 9.096 | 0,75 | 283 | 4,06 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 9.505 | 9,61 | 290 | 10,73 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 214.096 | 1.396,97 | 6.923 | 1.487,84 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 5.017 | 82,64 | 154 | 86,59 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.613 | 26,51 | 49 | 28,95 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.798.458 | 13,74 | 54.835 | 15,17 | ||||
| 2026-01-21 | 13F/A | Main Line Retirement Advisors, LLC | 19.873 | 24,33 | 606 | 25,78 | ||||
| 2026-01-28 | 13F | Ai Financial Services Llc | 18.757 | 3,73 | 572 | 4,58 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 21.760 | 65,37 | 663 | 67,42 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 186.717 | 73,13 | 5.693 | 75,33 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 36.377 | 11,06 | 1.109 | 12,47 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 37.141 | 148,02 | 1.132 | 151,56 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 7.983 | 243 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 166.695 | 344,48 | 5.083 | 350,13 | ||||
| 2025-11-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 28.928 | 52,84 | 882 | 54,47 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 118.180 | 22,04 | 3.603 | 23,60 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.745 | 0,00 | 206 | 0,99 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 107.351 | -56,38 | 3.273 | -55,83 | ||||
| 2026-01-20 | 13F | Fearless Solutions, LLC dba Best Invest | 10.119 | 309 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 600 | 18 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 146.701 | 25,13 | 4.473 | 26,71 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 38.156 | 61,51 | 1.163 | 63,57 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 10.436 | -2,10 | 318 | -0,62 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 81.211 | 205,70 | 2.476 | 209,89 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 233.971 | 191,30 | 7.134 | 195,00 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 306.094 | 9.333 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 150 | 0,00 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | RM Financial Services, LLC | 281.935 | 8.596 | ||||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 19.254 | 587 | ||||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 58.725 | 1.791 | ||||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 15.792 | 481 | ||||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 74.459 | 68,68 | 2.270 | 70,81 | ||||
| 2026-03-05 | 13F | Worthington Financial Partners, LLC | 54.334 | 1.657 | ||||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 9.391 | 286 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 178.350 | 10,77 | 5.438 | 12,17 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 19.540 | 7,85 | 596 | 9,17 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 12.624 | 385 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 570.040 | 16,91 | 17.381 | 124.042,86 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 12.603 | 0,00 | 384 | 1,32 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 10.832 | 330 | ||||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 283.201 | 1,85 | 8.635 | 3,13 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 3.732.528 | 13,81 | 113.805 | 15,25 | ||||
| 2026-02-17 | 13F | Creative Planning | 9.889 | 302 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 31 | 0 | ||||||
| 2026-02-02 | 13F | Pines Wealth Management, LLC | 59.145 | 1,99 | 1.803 | 3,26 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.079.169 | 502,15 | 32.904 | 509,77 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 478 | 15 | ||||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 768 | 23 | ||||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 267.062 | 1.678,52 | 8.143 | 1.701,33 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 19.095 | 116,01 | 318 | 19,55 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 50.153 | 38,04 | 1.529 | 39,89 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 1.000 | 0,00 | 30 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 905 | 0,00 | 28 | 0,00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Private Trust Co Na | 3.253 | 70,49 | 99 | 73,68 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 85.889 | 29,20 | 2.619 | 30,83 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 8.766 | 267 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 937.867 | 19,74 | 28.596 | 21,25 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 213 | 0,00 | 6 | 0,00 | ||||
| 2026-02-02 | 13F | CX Institutional | 43 | 0 | ||||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 249.878 | 2,18 | 7.911 | 7,44 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 55.398 | 98,82 | 1.689 | 101,55 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 364.550 | 504,62 | 11.115 | 512,40 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 700 | -50,00 | 21 | -50,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 2 | 0 | ||||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 9.216 | 1,92 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 30.486 | 21,18 | 930 | 22,72 | ||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 143.212 | 7,07 | 4.367 | 8,42 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 250 | 8 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 145.608 | 2,70 | 4.440 | 4,01 | ||||
| 2026-02-18 | 13F | Troutman Wealth Management, LLC | 246.257 | 7.508 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 828.462 | 5.529,29 | 25.682 | 5.658,30 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 18.874 | 178,38 | 575 | 181,86 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 79 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 15.979 | 87,81 | 487 | 90,23 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 8.517 | 30,23 | 0 | |||||
| 2026-02-04 | 13F | JSF Financial, LLC | 10.215 | 311 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 381.068 | 45,53 | 11.619 | 47,89 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 1.450 | -5,10 | 44 | -4,35 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 240.492 | 6,62 | 7.333 | 7,97 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 26.566 | 52,06 | 810 | 53,80 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 320.279 | 88,01 | 10 | 80,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 61.276 | 24,47 | 1.868 | 26,05 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 55.349 | 4,77 | 1.688 | 6,10 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 15.840 | -13,34 | 483 | -12,36 | ||||
| 2026-01-12 | 13F | Bulwark Capital Corp | 84.822 | 21,80 | 2.586 | 23,38 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 12.829 | 2,19 | 391 | 3,71 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 313 | 15,07 | 10 | 12,50 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 158.463 | 50,96 | 4.832 | 52,88 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 383.222 | -0,13 | 11.684 | 1,13 | ||||
| 2026-01-30 | 13F | Canandaigua National Trust Co of Florida | 47.725 | 1.455 | ||||||
| 2026-01-15 | 13F | Hartmann Taylor Wealth Management, LLC | 65.984 | 15,44 | 2.012 | 16,85 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 18.975 | -18,47 | 579 | -17,43 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 12.070 | 0 | ||||||
| 2026-01-08 | 13F | Financial Management Network Inc | 196.025 | 19,92 | 6.012 | 21,16 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 7.245 | 0,72 | 221 | 1,85 |
