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Get Institutions for : 
Capital Group Global Growth Equity Etf (CGGO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 176    17
Total shares held : 
67,762,816  
% of shares held : 
75.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  86  
Amount of shares held : 
9,561,585  
% of shares held change : 
  10.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 332,471
 0.49%
 
Increased Positions :
101
 10,467,321
 15.45%
 
Unchanged Positions :
22
 764,613
 1.13%
 
Decreased Positions :
32
-1,154,767
-1.7%
 
Closed Positions :
4
-83,440
-0.12%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Capital Group Private Client Services Inc. 4 - 2024-03-31 12,879,354 $370,925,000 2,028,159
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 54 - 2024-03-31 7,327,374 $211,028,000 311,188
   RAYMOND JAMES & ASSOCIATES 184 - 2024-03-31 4,998,845 $143,967,000 475,294
   LPL FINANCIAL CORP 259 - 2024-03-31 4,326,246 $124,596,000 476,842
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 114 - 2024-03-31 4,161,492 $119,851,000 337,440
   UBS Group AG 480 - 2024-03-31 3,512,411 $101,157,000 286,867
   COMMONWEALTH EQUITY SERVICES LLC. 149 - 2024-03-31 2,732,767 $78,704,000 310,874
   WELLS FARGO & CO/MN 621 - 2024-03-31 2,292,951 $66,037,000 920,150
   Advisor Group Holdings Inc. 160 - 2024-03-31 1,984,814 $57,166,000 -17,303
   ENVESTNET ASSET MANAGEMENT INC 661 - 2024-03-31 1,776,657 $51,168,000 301,283
   ROYAL BANK OF CANADA 735 - 2024-03-31 1,598,217 $46,028,000 442,160
   MML INVESTORS SERVICES LLC 125 - 2024-03-31 1,542,448 $44,422,000 -122,640
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 111 - 2024-03-31 1,516,545 $43,676,000 84,616
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 211 - 2024-03-31 1,254,544 $36,131,000 -18,450
   Johnson Bixby & Associates LLC 4 - 2024-03-31 1,241,314 $35,750,000 -248,657
   WNY Asset Management LLC 4 - 2024-03-31 1,231,510 $35,467,000 -13,286
   Baird Financial Group Inc. 237 - 2024-03-31 1,201,682 $34,608,000 42,341
   Cetera Investment Advisers 247 - 2024-03-31 1,200,076 $34,562,000 921,840
   Financial Council Asset Management Inc 1 - 2024-03-31 1,119,458 $32,240,000 45,251
   Arlington Financial Advisors LLC 2 - 2024-03-31 1,061,191 $30,562,000 970,104
   BANK OF AMERICA CORP /DE/ 1716 - 2024-03-31 913,225 $26,301,000 474,061
   HOYLECOHEN LLC 8 - 2024-03-31 909,243 $26,186,000 28,280
   ST GERMAIN D J CO INC 19 - 2024-03-31 842,417 $24,262,000 4,209
   FINANCIAL NETWORK 191 - 2024-03-31 770,305 $22,185,000 186,708
   CI Private Wealth LLC 376 - 2024-03-31 745,056 $21,458,000 -77,801
   DAVIDSON D A & CO 102 - 2024-03-31 676,671 $19,488,000 -82,953
   JANNEY MONTGOMERY SCOTT LLC 347 - 2024-03-31 656,577 $18,909,000 -182,591
   Goss Wealth Management LLC 134 - 2024-03-31 617,806 $17,793,000 93,977
   Kestra Advisory Services LLC 175 - 2024-03-31 598,993 $17,251,000 55,118
   Reliant Wealth Planning 4 - 2024-03-31 596,288 $17,173,000 -61,800
   STEPHENS INC /AR/ 110 *New 2024-03-31 504,370 $14,526,000 504,370
   STIFEL FINANCIAL CORP 696 - 2024-03-31 461,473 $13,291,000 31,966
   OLD MISSION CAPITAL LLC 49 - 2024-03-31 426,730 $12,290,000 -16,493
   Bleakley Financial Group LLC 55 - 2024-03-31 421,477 $12,139,000 -9,252
   Simplicity WealthLLC 69 *New 2024-03-31 421,477 $12,139,000 421,477
   LINCOLN NATIONAL CORP 81 - 2024-03-31 417,849 $12,034,000 90,912
   LVW Advisors LLC 10 - 2024-03-31 387,421 $11,158,000 212,373
   Sawtooth Asset Management Inc. 59 - 2023-12-31 430,729 $11,083,000 37,238
   Main Street Financial Solutions LLC 16 - 2024-03-31 361,134 $10,401,000 8,250
   BENJAMIN F. EDWARDS & COMPANY INC. 139 - 2024-03-31 357,175 $10,287,000 4,747
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 73 - 2024-03-31 312,528 $9,001,000 9,066
   WEST MICHIGAN ADVISORS LLC 4 - 2024-03-31 291,474 $8,394,000 -2,627
   PEAPACK GLADSTONE FINANCIAL CORP 173 - 2024-03-31 266,220 $7,667,000 2,300
   FinDec Wealth Services Inc. 5 - 2024-03-31 264,845 $7,628,000 -671
   AXXCESS WEALTH MANAGEMENT LLC 92 - 2024-03-31 248,289 $7,151,000 -36,570
   Souders Financial Advisors 23 - 2024-03-31 240,984 $6,940,000 9,073
   NavPoint Financial Inc. 5 - 2024-03-31 237,391 $6,837,000 4,831
   Stratos Wealth Partners LTD. 187 - 2024-03-31 233,676 $6,730,000 30,301
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 824 - 2024-03-31 229,644 $6,614,000 229,644
   Gerber Kawasaki Wealth & Investment Management 59 - 2024-03-31 215,636 $6,210,000 -1,316
   VALMARK ADVISERS INC 84 - 2024-03-31 209,723 $6,040,000 55,165
   MORGAN STANLEY 3717 - 2024-03-31 202,201 $5,823,000 197,017
   MCCORMACK ADVISORS INTERNATIONAL 218 *New 2024-03-31 201,372 $5,800,000 201,372
   U.S. Capital Wealth Advisors LLC 111 - 2024-03-31 194,382 $5,598,000 -2,305
   Carson Advisory Inc. 2 - 2024-03-31 193,444 $5,571,000 -281
   Mutual Advisors LLC 125 - 2024-03-31 179,663 $5,174,000 14,233
   ORBA Wealth Advisors L.L.C. 11 - 2024-03-31 177,015 $5,098,000 1,080
   Clarity Wealth Advisors LLC 21 - 2024-03-31 159,737 $4,600,000 38,804
   FINANCIAL MANAGEMENT NETWORK INC 23 - 2024-03-31 161,081 $4,576,000 -6,211
   NATIXIS ASSET MANAGEMENT ADVISORS LP 832 *New 2024-03-31 153,494 $4,421,000 153,494
   MADISON WEALTH MANAGEMENT 34 - 2023-09-30 192,103 $4,403,000 15,326
   FSM Wealth Advisors LLC 19 - 2024-03-31 138,715 $3,995,000 -22,379
   Confluence Wealth Services Inc. 44 - 2024-03-31 133,551 $3,846,000 22,153
   Cedar Brook Financial Partners LLC 29 - 2024-03-31 131,970 $3,801,000 25,100
   San Luis Wealth Advisors LLC 15 - 2024-03-31 130,963 $3,772,000 3,206
   Steward Partners Investment Advisory LLC 405 - 2024-03-31 124,619 $3,589,000 39,755
   Private Advisor Group LLC 576 - 2024-03-31 123,338 $3,552,000 28,524
   AA Financial Advisors LLC 23 - 2024-03-31 117,101 $3,373,000 -17,423
   Ameritas Advisory Services LLC 156 - 2024-03-31 117,924 $3,342,000 80,938
   JONES FINANCIAL COMPANIES LLLP 164 - 2024-03-31 115,249 $3,319,000 106,607
   Strategic Blueprint LLC 102 - 2024-03-31 108,902 $3,136,000 8,683
   MULTIFINANCIAL SECURITIES CORP 628 - 2024-03-31 108,191 $3,116,000 -2,964
   HIGHTOWER ADVISORS, LLC 1179 - 2024-03-31 108,129 $3,116,000 -32,031
   THREADGILL FINANCIAL LLC 18 *New 2024-03-31 104,563 $3,011,000 104,563
   OneAscent Financial Services LLC 55 - 2024-03-31 98,902 $2,848,000 -30,612
   MARSHALL WACE LLP 1054 *New 2024-03-31 98,151 $2,827,000 98,151
   Smallwood Wealth Investment Management LLC 12 - 2024-03-31 97,650 $2,812,000 1,325
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 519 - 2024-03-31 94,841 $2,731,000 -6,875
   Colonial River Wealth Management LLC 14 - 2024-03-31 92,036 $2,651,000 67,921
   DAVENPORT & CO LLC 379 - 2024-03-31 90,977 $2,620,000 13,018
   Paragon Advisors LLC 30 - 2024-03-31 90,426 $2,604,000 26,705
   H D Vest Advisory Services 475 - 2024-03-31 88,911 $2,561,000 48,823
   CAPTRUST FINANCIAL ADVISORS 717 - 2024-03-31 86,074 $2,479,000 3,040
   BROWN BROTHERS HARRIMAN & CO 187 - 2024-03-31 79,321 $2,284,000 -38,274
   Tradition Wealth Management LLC 89 - 2024-03-31 78,953 $2,274,000 -985
   Leonard Rickey Investment Advisors P.L.L.C. 25 - 2024-03-31 73,932 $2,129,000 -13,322
   MARINER WEALTH ADVISORS, LLC 1080 - 2024-03-31 73,320 $2,112,000 12,745
   Sigma Planning Corp 296 - 2024-03-31 73,253 $2,110,000 49,838
   Vestmark Advisory Solutions Inc. 243 - 2024-03-31 67,779 $1,952,000 7,787
   HBW Advisory Services LLC 89 - 2024-03-31 73,426 $1,889,000 0
   HARBOUR INVESTMENTS INC. 247 - 2023-12-31 69,187 $1,780,000 21,361
   SILVERLAKE WEALTH MANAGEMENT LLC 25 - 2024-03-31 59,782 $1,722,000 26,081
   NBC SECURITIES INC. 128 - 2024-03-31 59,659 $1,718,000 17,123
   Koshinski Asset Management Inc. 145 - 2024-03-31 52,226 $1,504,000 32,876
   PRINCIPAL SECURITIES INC. 348 - 2024-03-31 50,464 $1,453,000 30,344
   Balentine LLC 135 *New 2024-03-31 49,015 $1,412,000 49,015
   CRITERION CAPITAL ADVISORS LLC 33 - 2024-03-31 47,645 $1,372,000 -1,415
   Total Clarity Wealth Management Inc. 54 - 2024-03-31 47,528 $1,369,000 367
   Northwest Financial Advisors 21 - 2024-03-31 46,177 $1,330,000 7,585
   CITADEL ADVISORS LLC 2781 *New 2024-03-31 46,119 $1,328,000 46,119

  100 Records found
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