Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF include Creekmur Asset Management LLC, Tribridge Partners Financial LLC, Kensington Asset Management, LLC, KAGCX - Kensington Dynamic Growth Fund Class C Shares, Envestnet Asset Management Inc, Mml Investors Services, Llc, Integrity Alliance, Llc., Old Mission Capital Llc, Cambridge Investment Research Advisors, Inc., and Rothschild Investment Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 59,931 | 1,512 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 22,420 | 566 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,183 | 0.22 | 206 | 0.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 66,240 | 23.31 | 1,671 | 23.50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,378 | 136 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 129,191 | 184.42 | 3,259 | 184.88 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 772,332 | 19,486 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24,249 | 91.77 | 1 | |||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 168,237 | 4 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36,820 | 1 | ||||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 59,931 | 1,512 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 43,904 | 1,108 | 0.18 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13,026 | 125.25 | 329 | 125.34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 17,765 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 24,161 | 610 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2,800 | 71 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 66,856 | 0.85 | 1,687 | 1.02 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 74,414 | 28.51 | 1,877 | 28.74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 37,186 | 938 |
