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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 249    39
Total shares held : 
 96,064,029  
% of shares held : 
 94.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   148  
Amount of shares held : 
 16,811,289  
% of shares held change : 
   16.48%  
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 :
42
 1,798,883
 1.87%
 
Increased Positions :
145
 16,025,849
 16.68%
 
Unchanged Positions :
26
 763,155
 0.79%
 
Decreased Positions :
36
-544,425
-0.57%
 
Closed Positions :
3
-469,018
-0.49%
 
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. 1 - 2024-03-31 15,759,357 $504,142,000 1,990,616
   LPL FINANCIAL CORP 127 - 2024-03-31 8,965,011 $286,791,000 3,014,111
   COMMONWEALTH EQUITY SERVICES LLC. 35 - 2024-03-31 8,427,012 $269,580,000 666,574
   BANK OF AMERICA CORP /DE/ 575 - 2024-03-31 6,890,286 $220,420,000 1,280,209
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 60 - 2024-03-31 5,576,624 $178,396,000 505,610
   WELLS FARGO & CO/MN 387 - 2024-03-31 4,096,683 $131,053,000 1,725,806
   ENVESTNET ASSET MANAGEMENT INC 381 - 2024-03-31 3,977,810 $127,250,000 653,122
   ROYAL BANK OF CANADA 546 - 2024-03-31 2,565,730 $82,077,000 528,248
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 53 - 2024-03-31 2,481,505 $79,383,000 124,671
   RAYMOND JAMES & ASSOCIATES 312 - 2024-03-31 2,374,962 $75,975,000 364,208
   MML INVESTORS SERVICES LLC 57 - 2024-03-31 2,366,681 $75,710,000 109,940
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11 - 2024-03-31 2,280,061 $72,939,000 67,924
   Advisor Group Holdings Inc. 131 - 2024-03-31 2,157,746 $69,025,000 40,397
   Financial Security Advisor Inc. 1 - 2024-03-31 2,040,227 $65,267,000 15,549
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 227 - 2024-03-31 1,758,131 $56,243,000 167,782
   UBS Group AG 716 - 2024-03-31 1,714,631 $54,851,000 218,026
   FINANCIAL NETWORK 88 - 2024-03-31 1,444,317 $46,204,000 301,899
   Kestra Advisory Services LLC 87 - 2024-03-31 1,027,369 $32,866,000 185,981
   STIFEL FINANCIAL CORP 416 - 2024-03-31 944,735 $30,222,000 71,566
   LINCOLN NATIONAL CORP 40 - 2024-03-31 859,937 $27,509,000 160,959
   MULTIFINANCIAL SECURITIES CORP 103 - 2024-03-31 803,664 $25,709,000 234,415
   ADAMSBROWN WEALTH CONSULTANTS LLC 2 - 2024-03-31 793,082 $25,371,000 39,466
   Wealthcare Advisory Partners LLC 24 - 2024-03-31 784,174 $25,086,000 62,786
   BARNES PETTEY FINANCIAL ADVISORS LLC 1 - 2024-03-31 740,375 $23,685,000 763
   Goss Wealth Management LLC 107 - 2024-03-31 729,537 $23,338,000 122,195
   Johnson Bixby & Associates LLC 6 - 2024-03-31 714,348 $22,852,000 681,812
   MORGAN STANLEY 2541 - 2024-03-31 709,003 $22,681,000 660,088
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 299 - 2024-03-31 703,358 $22,500,000 38,969
   CAPTRUST FINANCIAL ADVISORS 217 - 2024-03-31 626,912 $20,055,000 20,443
   Ergawealth Advisors Inc. 2 - 2024-03-31 594,095 $19,005,000 9,141
   HOYLECOHEN LLC 16 - 2024-03-31 584,980 $18,714,000 34,765
   Confluence Wealth Services Inc. 15 - 2024-03-31 560,601 $17,934,000 61,520
   Vantage Financial Partners Ltd. Inc. 4 - 2024-03-31 552,199 $17,665,000 92,907
   Geneos Wealth Management Inc. 24 - 2024-03-31 528,596 $16,910,000 79,956
   Private Advisor Group LLC 160 - 2024-03-31 524,761 $16,787,000 105,967
   OLD MISSION CAPITAL LLC 39 - 2024-03-31 510,916 $16,344,000 77,800
   Atria Wealth Solutions Inc. 118 - 2024-03-31 501,119 $16,031,000 36,813
   Advance Capital Management Inc. 9 - 2024-03-31 492,324 $15,749,000 485,082
   CWM LLC 237 - 2024-03-31 458,202 $14,658,000 110,580
   WILEY BROS.-AINTREE CAPITAL LLC 8 - 2024-03-31 431,873 $13,802,000 32,295
   Financial Council Asset Management Inc 2 - 2024-03-31 396,341 $12,679,000 15,357
   PFG Advisors 17 - 2024-03-31 379,033 $12,125,000 3,549
   BURNS WEALTH MANAGEMENT, INC. 75 - 2024-03-31 361,915 $11,578,000 293,320
   Main Line Retirement Advisors LLC 4 - 2024-03-31 342,685 $10,962,000 14,840
   ADVISORY SERVICES NETWORK, LLC 83 - 2024-03-31 335,555 $10,734,000 19,185
   HAVERFORD TRUST CO 100 - 2024-03-31 335,180 $10,722,000 211,391
   J P MORGAN CHASE & CO 2039 - 2024-03-31 320,857 $10,264,000 126,686
   JONES FINANCIAL COMPANIES LLLP 123 - 2024-03-31 278,269 $8,902,000 124,667
   Bedel Financial Consulting Inc. 8 - 2024-03-31 274,562 $8,783,000 4,500
   Aptus Capital Advisors LLC 114 - 2024-03-31 266,893 $8,538,000 42,423
   Strategic Family Wealth Counselors L.L.C. 7 - 2024-03-31 266,839 $8,536,000 4,283
   H D Vest Advisory Services 215 - 2024-03-31 250,083 $8,000,000 30,439
   Ameritas Advisory Services LLC 67 - 2024-03-31 238,087 $7,445,000 209,627
   BELLEVUE ASSET MANAGEMENT LLC 5 - 2024-03-31 230,306 $7,367,000 23,064
   Investments & Financial Planning LLC 5 - 2024-03-31 229,345 $7,337,000 5,689
   VALMARK ADVISERS INC 70 - 2024-03-31 227,905 $7,291,000 61,913
   Ballew Advisors Inc 3 - 2024-03-31 224,994 $7,146,000 10,891
   LongView Wealth Management 7 - 2024-03-31 219,241 $7,014,000 58,998
   Investmark Advisory Group LLC 5 - 2024-03-31 211,855 $6,777,000 3,841
   Armor Investment Advisors LLC 8 - 2024-03-31 208,135 $6,658,000 8,891
   DAYMARK WEALTH PARTNERS LLC 68 - 2024-03-31 201,694 $6,452,000 11,775
   HARBOUR INVESTMENTS INC. 65 - 2023-12-31 220,183 $6,216,000 61,139
   BEACON FINANCIAL GROUP 38 - 2024-03-31 193,489 $6,190,000 45,198
   BENJAMIN F. EDWARDS & COMPANY INC. 191 - 2024-03-31 193,298 $6,184,000 45,453
   ACAS LLC 4 - 2024-03-31 176,361 $5,642,000 78,135
   Steward Partners Investment Advisory LLC 319 - 2024-03-31 165,995 $5,310,000 7,314
   PROSPERA FINANCIAL SERVICES 139 - 2023-12-31 179,459 $5,066,000 28,356
   DAVIDSON D A & CO 307 - 2024-03-31 148,887 $4,763,000 121,333
   Burford Brothers Inc. 5 - 2024-03-31 142,812 $4,569,000 19,617
   Sigma Planning Corp 143 - 2024-03-31 142,188 $4,549,000 86,546
   Bridgewealth Advisory Group LLC 14 - 2024-03-31 141,606 $4,530,000 46,510
   Midwest Heritage Bank FSB 14 - 2024-03-31 138,449 $4,429,000 41,106
   AA Financial Advisors LLC 16 - 2024-03-31 134,716 $4,310,000 1,513
   Vawter Financial Ltd. 11 - 2024-03-31 127,796 $4,088,000 2,947
   SMITH MOORE & CO. 51 - 2024-03-31 124,125 $3,971,000 55,131
   Good Life Advisors LLC 58 - 2024-03-31 122,746 $3,927,000 108,198
   BLAIR WILLIAM & CO/IL 537 - 2024-03-31 117,406 $3,756,000 2,867
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19 - 2024-03-31 116,879 $3,739,000 4,260
   MARINER WEALTH ADVISORS, LLC 860 - 2024-03-31 112,128 $3,587,000 26,121
   Cedar Brook Financial Partners LLC 38 - 2024-03-31 102,690 $3,285,000 22,628
   Calton & Associates Inc. 14 - 2024-03-31 102,049 $3,265,000 1,235
   Vestmark Advisory Solutions Inc. 184 - 2024-03-31 100,487 $3,215,000 21,221
   Per Stirling Capital Management LLC. 44 - 2024-03-31 100,412 $3,212,000 32,106
   Colonial River Wealth Management LLC 9 - 2024-03-31 97,999 $3,135,000 74,775
   Kuhn & Co Investment Counsel 5 - 2024-03-31 96,377 $3,083,000 9,557
   Sawtooth Asset Management Inc. 217 - 2023-12-31 107,330 $3,030,000 17,321
   Sunbelt Securities Inc. 65 - 2024-03-31 92,113 $2,947,000 42,832
   COZAD ASSET MANAGEMENT INC 93 - 2024-03-31 84,322 $2,697,000 29,549
   PRINCIPAL SECURITIES INC. 232 - 2024-03-31 81,758 $2,615,000 50,053
   Owen LaRue LLC 22 - 2024-03-31 81,090 $2,594,000 15,600
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1502 - 2024-03-31 79,500 $2,543,000 79,500
   FOUNDERS FINANCIAL SECURITIES LLC 80 - 2024-03-31 79,428 $2,541,000 19,150
   Lantz Financial LLC 32 - 2024-03-31 77,164 $2,468,000 2,676
   ST GERMAIN D J CO INC 115 - 2024-03-31 75,746 $2,423,000 548
   GUARDIAN WEALTH ADVISORS LLC / NC 47 - 2024-03-31 73,932 $2,365,000 33,257
   WNY Asset Management LLC 53 - 2024-03-31 73,620 $2,355,000 2,059
   KESTRA PRIVATE WEALTH SERVICES LLC 332 - 2024-03-31 73,498 $2,351,000 21,708
   Continuum Advisory LLC 78 - 2024-03-31 65,416 $2,059,000 21,835
   Olistico Wealth LLC 17 - 2024-03-31 64,100 $2,051,000 14,151
   Envestnet Portfolio Solutions Inc. 633 - 2024-03-31 63,577 $2,034,000 5,883
  100 Records found
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