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Get Institutions for : 
Capital Group Us Multi-sector Inc. Etf (CGMS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    20
Total shares held : 
 9,152,436  
% of shares held : 
 10.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   61  
Amount of shares held : 
 3,838,559  
% of shares held change : 
   4.27%  
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
 940,307
 10.27%
 
Increased Positions :
47
 3,151,064
 34.43%
 
Unchanged Positions :
6
 112,168
 1.23%
 
Decreased Positions :
6
-213,139
-2.33%
 
Closed Positions :
1
-39,673
-0.43%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   LPL FINANCIAL CORP 670 - 2024-03-31 1,323,095 $35,776,000 466,270
   COMMONWEALTH EQUITY SERVICES LLC. 403 - 2024-03-31 969,746 $26,222,000 192,533
   Advisor Group Holdings Inc. 414 - 2024-03-31 724,763 $19,597,000 -89,397
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 363 - 2024-03-31 593,647 $16,052,000 479,935
   Winch Advisory Services LLC 10 - 2024-03-31 552,505 $14,940,000 267,257
   LINCOLN NATIONAL CORP 70 - 2024-03-31 543,425 $14,694,000 120,438
   STEPHENS INC /AR/ 114 *New 2024-03-31 516,042 $13,954,000 516,042
   JANE STREET GROUP LLC 655 - 2024-03-31 506,831 $13,705,000 -176,519
   ENVESTNET ASSET MANAGEMENT INC 1371 - 2024-03-31 473,833 $12,812,000 73,799
   UBS Group AG 1479 - 2024-03-31 451,959 $12,221,000 304,612
   TrueWealth Advisors LLC 3 - 2024-03-31 436,487 $11,803,000 -35,888
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 807 - 2024-03-31 363,565 $9,831,000 322,782
   ROYAL BANK OF CANADA 1505 - 2024-03-31 356,189 $9,631,000 105,512
   Cetera Investment Advisers 719 - 2024-03-31 320,165 $8,657,000 275,301
   VALMARK ADVISERS INC 66 - 2024-03-31 314,757 $8,511,000 96,798
   ST GERMAIN D J CO INC 76 - 2024-03-31 270,024 $7,301,000 12,412
   Atria Wealth Solutions Inc. 287 - 2024-03-31 228,318 $6,197,000 48,221
   FINANCIAL NETWORK 541 - 2024-03-31 228,172 $6,170,000 133,526
   RAYMOND JAMES & ASSOCIATES 1466 - 2024-03-31 218,537 $5,909,000 45,090
   Bouvel Investment Partners LLC 11 - 2024-03-31 213,463 $5,772,000 -7,350
   Souders Financial Advisors 31 - 2024-03-31 211,398 $5,716,000 18,975
   BENJAMIN F. EDWARDS & COMPANY INC. 220 - 2024-03-31 177,267 $4,793,000 15,950
   PFG FINANCIAL ADVISORS 37 - 2024-03-31 176,505 $4,773,000 9,850
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 841 - 2024-03-31 155,573 $4,207,000 27,773
   HARBOUR INVESTMENTS INC. 111 - 2023-12-31 149,193 $4,027,000 106,490
   PROSPERA FINANCIAL SERVICES 180 *New 2023-12-31 145,239 $3,920,000 145,239
   Streettalk Advisors LLC 70 *New 2024-03-31 143,457 $3,879,000 143,457
   Swisher Financial Concepts Inc. 13 - 2024-03-31 131,505 $3,520,000 41,987
   MML INVESTORS SERVICES LLC 793 - 2024-03-31 128,566 $3,476,000 17,719
   Wayfinding Financial LLC 13 *New 2024-03-31 122,146 $3,288,000 122,146
   MORGAN STANLEY 4221 *New 2024-03-31 110,173 $2,979,000 110,173
   Crumly & Associates Inc. 37 - 2024-03-31 103,546 $2,800,000 -5,600
   Total Clarity Wealth Management Inc. 29 - 2024-03-31 89,745 $2,427,000 38,903
   J P MORGAN CHASE & CO 2883 - 2024-03-31 88,656 $2,397,000 84,388
   OLD MISSION CAPITAL LLC 209 - 2024-03-31 86,993 $2,352,000 86,993
   Integrated Wealth Concepts LLC 469 - 2024-03-31 85,659 $2,316,000 14,314
   Confluence Wealth Services Inc. 66 - 2024-03-31 82,885 $2,241,000 1,349
   MULTIFINANCIAL SECURITIES CORP 785 - 2024-03-31 78,179 $2,114,000 55,037
   STIFEL FINANCIAL CORP 1686 - 2024-03-31 77,154 $2,086,000 26,761
   Sigma Planning Corp 303 - 2024-03-31 76,921 $2,080,000 50,346
   DAVENPORT & CO LLC 431 - 2024-03-31 76,223 $2,061,000 10,062
   Trilogy Capital Inc. 134 - 2024-03-31 75,836 $2,051,000 26,567
   Capital Group Private Client Services Inc. 202 - 2024-03-31 71,281 $1,927,000 -4,213
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 416 - 2024-03-31 60,000 $1,622,000 -105,000
   WELLS FARGO & CO/MN 2775 - 2024-03-31 53,486 $1,446,000 53,485
   Pillar Wealth Advisors LLC 22 - 2024-03-31 51,543 $1,394,000 649
   SILVER OAK SECURITIES Inc 113 - 2024-03-31 49,893 $1,349,000 23,284
   Kestra Advisory Services LLC 1068 - 2024-03-31 48,726 $1,318,000 25,158
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2233 *New 2024-03-31 48,287 $1,306,000 48,287
   Private Advisor Group LLC 1065 - 2024-03-31 45,087 $1,219,000 13,924
   Sharkey Howes & Javer 64 *New 2024-03-31 44,695 $1,209,000 44,695
   ATRIA INVESTMENTS LLC 892 - 2024-03-31 42,715 $1,155,000 -37,188
   Inspire Advisors LLC 83 - 2024-03-31 41,122 $1,112,000 4,640
   HOYLECOHEN LLC 141 - 2024-03-31 40,855 $1,105,000 -22,959
   Lodestone Wealth Management LLC 58 - 2024-03-31 40,500 $1,095,000 29,408
   Burford Brothers Inc. 35 *New 2024-03-31 36,385 $984,000 36,385
   Goss Wealth Management LLC 996 - 2024-03-31 35,951 $972,000 1,973
   JANNEY MONTGOMERY SCOTT LLC 1584 - 2024-03-31 32,207 $871,000 9,900
   MARINER WEALTH ADVISORS, LLC 1654 - 2024-03-31 30,292 $819,000 4,767
   BANK OF MONTREAL /CAN/ 1787 *New 2024-03-31 29,682 $803,000 29,682
   Ausdal Financial Partners Inc. 201 - 2024-03-31 28,767 $778,000 27
   Von Berge Wealth Management Group LLC 33 - 2024-03-31 27,703 $749,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 325 - 2024-03-31 26,436 $715,000 12,391
   Capital Planning LLC 49 - 2024-03-31 25,045 $680,000 1,909
   CAPTRUST FINANCIAL ADVISORS 1338 - 2024-03-31 24,656 $667,000 259
   PROEQUITIES INC. 392 - 2024-03-31 23,534 $639,000 -2,166
   Betterment LLC 238 *New 2024-03-31 23,220 $628,000 23,220
   Patriot Financial Group Insurance Agency LLC 236 *New 2024-03-31 22,204 $600,000 22,204
   WealthCare Investment Partners LLC 72 - 2024-03-31 21,900 $592,000 213
   WESPAC ADVISORS, LLC 100 - 2024-03-31 20,519 $555,000 12,513
   Wealthcare Advisory Partners LLC 514 - 2024-03-31 20,428 $552,000 -27
   CAP Partners LLC 66 *New 2024-03-31 15,939 $431,000 15,939
   Kingsview Wealth Management LLC 700 - 2024-03-31 15,808 $427,000 5,388
   WETHERBY ASSET MANAGEMENT INC 614 - 2024-03-31 15,562 $421,000 5,862
   Equitable Holdings Inc. 896 *New 2024-03-31 13,962 $378,000 13,962
   Mutual Advisors LLC 778 - 2024-03-31 13,912 $376,000 -417
   Tradition Wealth Management LLC 264 - 2024-03-31 13,750 $372,000 -250
   Ameritas Advisory Services LLC 673 *New 2024-03-31 12,554 $338,000 12,554
   HIGHTOWER ADVISORS, LLC 2551 - 2024-03-31 12,339 $334,000 182
   Milestone Investment Advisors LLC 64 *New 2024-03-31 11,783 $319,000 11,783
   SEAMOUNT FINANCIAL GROUP INC 73 - 2024-03-31 11,611 $314,000 1,868
   Balboa Wealth Partners 161 *New 2024-03-31 11,302 $306,000 11,302
   CREATIVE FINANCIAL DESIGNS INC /ADV 333 - 2024-03-31 11,195 $303,000 1,822
   H D Vest Advisory Services 1301 *New 2024-03-31 10,864 $294,000 10,864
   PRINCIPAL SECURITIES INC. 890 - 2024-03-31 10,050 $272,000 600
   Bond & Devick Financial Network Inc. 123 - 2024-03-31 9,972 $270,000 2,123
   AA Financial Advisors LLC 135 *New 2024-03-31 9,906 $268,000 9,906
   FOUNDERS FINANCIAL SECURITIES LLC 334 *New 2024-03-31 9,875 $267,000 9,875
   Good Life Advisors LLC 371 *New 2024-03-31 9,836 $266,000 9,836
   Clear Creek Financial Management LLC 374 *New 2024-03-31 8,705 $235,000 8,705
   LongView Wealth Management 160 *New 2024-03-31 8,596 $232,000 8,596
   McGlone Suttner Wealth Management Inc. 153 - 2024-03-31 8,413 $227,000 24
   Cedar Brook Financial Partners LLC 391 *New 2024-03-31 8,334 $225,000 8,334
   JONES FINANCIAL COMPANIES LLLP 510 *New 2024-03-31 5,523 $149,000 5,523
   Continuum Advisory LLC 448 *New 2024-03-31 4,572 $123,000 4,572
   ICA Group Wealth Management LLC 392 - 2024-03-31 3,763 $102,000 650
   FinTrust Capital Advisors LLC 410 - 2024-03-31 3,000 $81,000 2,773
   PRIVATE TRUST CO NA 943 - 2024-03-31 2,967 $80,000 2,041
   COMERICA BANK 2710 - 2024-03-31 2,100 $57,000 1,500
   Larson Financial Group LLC 661 - 2024-03-31 2,070 $56,000 0
  100 Records found
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