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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%
 
            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
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 111 - 2024-03-31 1,516,545 $43,676,000 84,616
   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
   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
   STIFEL FINANCIAL CORP 696 - 2024-03-31 461,473 $13,291,000 31,966
   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
   PEAPACK GLADSTONE FINANCIAL CORP 173 - 2024-03-31 266,220 $7,667,000 2,300
   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
   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
   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
   MADISON WEALTH MANAGEMENT 34 - 2023-09-30 192,103 $4,403,000 15,326
   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
   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
   Smallwood Wealth Investment Management LLC 12 - 2024-03-31 97,650 $2,812,000 1,325
   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
   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
   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
   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
   PFG Advisors 235 - 2024-03-31 46,020 $1,325,000 4,047
   Orion Portfolio Solutions LLC 863 - 2024-03-31 45,371 $1,307,000 2,359
   Armstrong Fleming & Moore Inc 25 - 2024-03-31 44,366 $1,278,000 143
   WCG Wealth Advisors LLC 166 - 2024-03-31 44,335 $1,277,000 15,885
   FOUNDERS FINANCIAL SECURITIES LLC 139 - 2024-03-31 42,631 $1,228,000 8,927
   WILEY BROS.-AINTREE CAPITAL LLC 127 - 2024-03-31 42,422 $1,222,000 268
   Burford Brothers Inc. 32 - 2024-03-31 39,407 $1,135,000 1,415
   LongView Wealth Management 53 - 2024-03-31 36,859 $1,062,000 12,871
   Apollon Wealth Management LLC 464 - 2024-03-31 35,361 $1,018,000 2,000
   CWM LLC 840 - 2024-03-31 35,177 $1,013,000 2,194
   Professional Financial Advisors LLC 56 - 2024-03-31 34,941 $1,006,000 2,876
   Financial Perspectives Inc 46 - 2024-03-31 34,539 $995,000 1,965
   Trueblood Wealth Management LLC 60 - 2024-03-31 32,085 $924,000 4,053
   Envestnet Portfolio Solutions Inc. 871 - 2024-03-31 31,877 $918,000 2,095
   SWEENEY & MICHEL LLC 47 - 2024-03-31 29,036 $847,000 17,103
   RAYMOND JAMES TRUST CO 545 - 2024-03-31 26,615 $767,000 8,727
   Sowell Financial Services LLC 398 - 2024-03-31 24,407 $703,000 2,333
   Ruggaard & Associates LLC 36 - 2024-03-31 23,904 $688,000 12,004
   HPM Partners LLC 1453 - 2024-03-31 23,790 $685,000 50
   PROSPERA FINANCIAL SERVICES 568 - 2023-12-31 25,848 $665,000 2,365
   MOSELEY INVESTMENT MANAGEMENT INC 71 - 2024-03-31 22,328 $643,000 1,169
   COMERICA BANK 1770 - 2024-03-31 21,985 $633,000 9
   RSM US WEALTH MANAGEMENT LLC 397 - 2024-03-31 20,706 $596,000 42
   SITTNER & NELSON LLC 61 - 2024-03-31 19,043 $548,000 7,393
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 356 - 2024-03-31 18,423 $532,000 1,045
   Moloney Securities Asset Management LLC 253 - 2024-03-31 18,339 $528,000 630
   OPPENHEIMER & CO INC 970 - 2024-03-31 18,150 $523,000 250
   Pensionmark Financial Group LLC 212 - 2024-03-31 17,485 $516,000 4,598
   THOROUGHBRED FINANCIAL SERVICES LLC 279 - 2024-03-31 17,597 $506,000 8,357
   180 WEALTH ADVISORS LLC 209 - 2024-03-31 17,216 $496,000 1,630
   CATALYST FINANCIAL PARTNERS LLC 113 - 2024-03-31 17,237 $477,000 3,547
   Lodestone Wealth Management LLC 98 - 2024-03-31 16,317 $470,000 2,869
   Capital Planning LLC 56 - 2024-03-31 15,541 $448,000 2
   Signature Wealth Management Group 83 - 2024-03-31 14,608 $398,000 134
   Advance Capital Management Inc. 101 - 2024-03-31 13,636 $393,000 467
   Walkner Condon Financial Advisors LLC 192 - 2024-03-31 12,500 $360,000 495
   Waterloo Capital L.P. 270 - 2024-03-31 11,735 $338,000 31

  100 Records found
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