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Get Institutions for : 
Capital Group Short Duration Inc. Etf (CGSD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 68    9
Total shares held : 
 8,454,780  
% of shares held : 
 86.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 715,555  
% of shares held change : 
   7.28%  
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 :
13
 284,183
 3.36%
 
Increased Positions :
31
 1,365,124
 16.15%
 
Unchanged Positions :
10
 214,773
 2.54%
 
Decreased Positions :
14
-777,074
-9.19%
 
Closed Positions :
4
-156,678
-1.85%
 
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
   McIlrath & Eck LLC 7 - 2024-03-31 1,341,857 $34,076,000 7,641
   COMMONWEALTH EQUITY SERVICES LLC. 349 - 2024-03-31 1,259,146 $31,976,000 14,849
   Cetera Investment Advisers 333 - 2024-03-31 939,813 $23,867,000 786,077
   LPL FINANCIAL CORP 990 - 2024-03-31 700,015 $17,777,000 170,426
   FINANCIAL NETWORK 278 - 2024-03-31 600,453 $15,249,000 15,754
   Advisor Group Holdings Inc. 542 - 2024-03-31 551,528 $14,007,000 44,347
   WNY Asset Management LLC 11 - 2024-03-31 514,624 $13,069,000 475,259
   LINCOLN NATIONAL CORP 77 - 2024-03-31 493,397 $12,530,000 71,090
   Bridgewealth Advisory Group LLC 4 - 2024-03-31 408,949 $10,385,000 275,299
   Capital Group Private Client Services Inc. 149 - 2024-03-31 355,038 $9,016,000 182,316
   UBS Group AG 1704 - 2024-03-31 342,186 $8,690,000 104,944
   ENVESTNET ASSET MANAGEMENT INC 1713 - 2024-03-31 290,453 $7,376,000 38,485
   ROYAL BANK OF CANADA 1764 - 2024-03-31 248,062 $6,300,000 191,547
   Souders Financial Advisors 30 - 2024-03-31 230,040 $5,842,000 24,555
   New England Capital Financial Advisors LLC 8 - 2024-03-31 204,297 $5,188,000 6,051
   JANE STREET GROUP LLC 1337 - 2024-03-31 182,894 $4,645,000 -146,584
   MULTIFINANCIAL SECURITIES CORP 525 - 2024-03-31 159,209 $4,043,000 1,504
   MML INVESTORS SERVICES LLC 762 - 2024-03-31 148,531 $3,772,000 44,197
   OLD MISSION CAPITAL LLC 151 - 2024-03-31 142,297 $3,614,000 107,482
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 932 - 2024-03-31 140,943 $3,579,000 13,859
   BENJAMIN F. EDWARDS & COMPANY INC. 288 - 2024-03-31 121,897 $3,096,000 22,077
   BlackDiamond Wealth Management Inc. 6 - 2024-03-31 119,280 $3,029,000 2,991
   STIFEL FINANCIAL CORP 1466 - 2024-03-31 114,780 $2,915,000 12,598
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 65 - 2024-03-31 111,881 $2,837,000 18,981
   SOL CAPITAL MANAGEMENT CO 86 - 2024-03-31 111,392 $2,829,000 4,110
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 413 - 2024-03-31 110,000 $2,793,000 -10,000
   Lodestone Wealth Management LLC 28 - 2024-03-31 95,701 $2,430,000 225
   MORGAN STANLEY 4434 - 2024-03-31 80,457 $2,043,000 78,675
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1816 *New 2024-03-31 75,159 $1,909,000 75,159
   FINANCIAL MANAGEMENT NETWORK INC 47 - 2024-03-31 74,958 $1,907,000 5,585
   Inspire Advisors LLC 40 - 2024-03-31 65,741 $1,669,000 8,187
   BANK OF MONTREAL /CAN/ 1459 *New 2024-03-31 64,861 $1,647,000 64,861
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1735 *New 2024-03-31 64,342 $1,634,000 64,342
   H D Vest Advisory Services 611 - 2024-03-31 61,212 $1,554,000 -6,576
   DeDora Capital Inc. 50 - 2024-03-31 54,882 $1,394,000 6,799
   Kestra Advisory Services LLC 1071 - 2024-03-31 51,755 $1,314,000 -3,165
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 101 - 2024-03-31 48,766 $1,238,000 -3,722
   HARTLINE INVESTMENT CORP/ 101 *New 2024-03-31 48,766 $1,238,000 48,766
   MARINER WEALTH ADVISORS, LLC 1415 - 2024-03-31 44,981 $1,142,000 247
   HARBOUR INVESTMENTS INC. 361 - 2023-12-31 39,227 $998,000 8,474
   Burford Brothers Inc. 37 - 2024-03-31 38,296 $973,000 27,603
   Bleakley Financial Group LLC 444 - 2024-03-31 37,119 $943,000 783
   Simplicity WealthLLC 539 *New 2024-03-31 37,119 $943,000 37,119
   Sawtooth Asset Management Inc. 460 - 2023-12-31 36,336 $925,000 -200
   Continuum Advisory LLC 167 *New 2024-03-31 34,600 $878,000 34,600
   Sigma Planning Corp 536 - 2024-03-31 34,348 $872,000 34,348
   WELLS FARGO & CO/MN 3113 - 2024-03-31 31,804 $808,000 30,643
   Atria Wealth Solutions Inc. 1003 - 2024-03-31 31,724 $807,000 -50,666
   GOLDMAN SACHS GROUP INC/ 3691 - 2024-03-31 31,580 $802,000 31,580
   GUARDIAN WEALTH ADVISORS LLC / NC 121 - 2024-03-31 29,450 $748,000 0
   Aptus Capital Advisors LLC 422 - 2024-03-31 29,450 $748,000 0
   Sowell Financial Services LLC 397 - 2024-03-31 27,746 $707,000 14,099
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1142 - 2024-03-31 26,110 $663,000 16,455
   Mutual Advisors LLC 603 - 2024-03-31 25,714 $653,000 -4,368
   Private Advisor Group LLC 1368 - 2024-03-31 25,538 $649,000 4,390
   Western Wealth Management LLC 335 - 2024-03-31 22,689 $576,000 11,928
   NBC SECURITIES INC. 428 - 2024-03-31 20,286 $515,000 -1,143
   DAVENPORT & CO LLC 820 - 2024-03-31 17,313 $440,000 3,586
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1657 - 2024-03-31 17,136 $435,000 195
   FLOW TRADERS U.S. LLC 495 *New 2024-03-31 15,447 $392,000 15,447
   JANNEY MONTGOMERY SCOTT LLC 2178 - 2024-03-31 14,631 $372,000 -50
   Garrett Investment Advisors LLC 212 - 2024-03-31 12,817 $325,000 1,247
   Trilogy Capital Inc. 262 *New 2024-03-31 11,090 $282,000 11,090
   HANSON MCCLAIN, INC. 683 - 2024-03-31 11,078 $281,000 -8,081
   PROEQUITIES INC. 581 - 2024-03-31 10,805 $275,000 4,080
   ST GERMAIN D J CO INC 246 - 2024-03-31 10,225 $260,000 0
   BANK OF AMERICA CORP /DE/ 4792 *New 2024-03-31 9,563 $243,000 9,563
   DAYMARK WEALTH PARTNERS LLC 388 - 2024-03-31 9,104 $231,000 0
   OPPENHEIMER & CO INC 1295 - 2024-03-31 8,700 $221,000 0
   PRINCIPAL SECURITIES INC. 981 - 2024-03-31 8,300 $211,000 0
   WETHERBY ASSET MANAGEMENT INC 880 - 2024-03-31 7,950 $202,000 0
   JONES FINANCIAL COMPANIES LLLP 591 *New 2024-03-31 3,939 $100,000 3,939
   J P MORGAN CHASE & CO 4563 - 2024-03-31 3,037 $77,000 3,037
   Atlantic Trust Group LLC 1670 *New 2024-03-31 2,000 $51,000 2,000
   PRIVATE TRUST CO NA 1353 - 2024-03-31 1,000 $25,000 0
   Signature Resources Capital Management LLC 138 - 2024-03-31 873 $22,000 0
   IFP Advisors Inc 1864 - 2023-12-31 818 $21,000 10
   Tradition Wealth Management LLC 854 *Closed 2024-03-31 0 $0 -4,000
   ADVISORY SERVICES NETWORK, LLC 2995 *Closed 2024-03-31 0 $0 -1,500
   HRT FINANCIAL LLC 2631 *Closed 2024-03-31 0 $0 -12,941
   SageView Advisory Group LLC 782 *Closed 2024-03-31 0 $0 -8,861
   Moloney Securities Asset Management LLC 479 *Closed 2024-03-31 0 $0 -10,000
  82 Records found
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