CGMM / Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF - Net Long/Short Value
На этой странице представлены чистые длинные/короткие оценки для каждого институционального холдинга, о которых сообщается в отчетах 13F или NPORT. Чтобы рассчитать чистую стоимость длинной/короткой позиции, мы добавляем стоимость собственного капитала к стоимости опциона колл и вычитаем стоимость опциона пут. Фонды, сообщающие о короткозаемных позициях, будут сообщать о стоимости собственного капитала как отрицательную. Чистые длинные позиции будут иметь положительные значения в столбце «Чистые длинные/короткие», а чистые короткие позиции будут иметь отрицательные значения в этом столбце.
Владелец |
Стоимость акционерного капитала (1000 долларов США) |
Стоимость вызова (1000 долларов США) |
Положите стоимость (1000 долларов США) |
Чистые длинные/короткие позиции (1000 долларов США) |
LPL Financial LLC
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
Capital International Investors
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
Ai Financial Services Llc
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
Main Line Retirement Advisors, LLC
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|