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Get Institutions for : 
Capital Group Core Balanced Etf (CGBL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    32
Total shares held : 
 2,803,328  
% of shares held : 
 31.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   34  
Amount of shares held : 
 1,603,403  
% of shares held change : 
   17.82%  
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 :
32
 1,335,616
 47.64%
 
Increased Positions :
3
 492,787
 17.58%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
1
-225,000
-8.03%
 
Closed Positions :
0
0
0%
 
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
   Advance Capital Management Inc. 3 *New 2024-03-31 1,920,544 $55,907,000 1,920,544
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 373 - 2024-03-31 757,000 $22,036,000 -202,000
   COMMONWEALTH EQUITY SERVICES LLC. 474 - 2024-03-31 720,629 $20,978,000 569,828
   Advisor Group Holdings Inc. 490 - 2024-03-31 541,770 $15,770,000 344,266
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 340 - 2024-03-31 493,881 $14,377,000 269,552
   LPL FINANCIAL CORP 1414 *New 2024-03-31 303,375 $8,831,000 303,375
   OLD MISSION CAPITAL LLC 108 - 2024-03-31 180,576 $5,257,000 -30,907
   Sunbelt Securities Inc. 38 - 2024-03-31 171,175 $4,983,000 71,450
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 665 - 2024-03-31 164,806 $4,798,000 98,841
   DAVIDSON D A & CO 339 *New 2024-03-31 140,201 $4,081,000 140,201
   Kestra Advisory Services LLC 598 - 2024-03-31 137,264 $3,996,000 3,225
   Capital Group Private Client Services Inc. 184 - 2024-03-31 111,804 $3,255,000 2,723
   ROYAL BANK OF CANADA 2208 - 2024-03-31 109,268 $3,181,000 100,672
   Rockport Wealth LLC 7 - 2024-03-31 96,924 $2,821,000 0
   MARINER WEALTH ADVISORS, LLC 944 *New 2024-03-31 96,380 $2,806,000 96,380
   J Arnold Wealth Management Co *New 2023-12-31 102,327 $2,798,000 102,327
   ENVESTNET ASSET MANAGEMENT INC 2418 - 2024-03-31 86,799 $2,527,000 47,026
   HIGHTOWER ADVISORS, LLC 1329 *New 2024-03-31 80,467 $2,333,000 80,467
   MORGAN STANLEY 4384 *New 2024-03-31 76,719 $2,233,000 76,719
   FOUNDERS FINANCIAL SECURITIES LLC 102 - 2024-03-31 65,962 $1,920,000 30,252
   Taylor Financial Group Inc. 14 - 2024-03-31 65,398 $1,904,000 2,444
   MML INVESTORS SERVICES LLC 1074 - 2024-03-31 63,407 $1,846,000 11,636
   GOLDMAN SACHS GROUP INC/ 3243 *New 2024-03-31 60,000 $1,747,000 60,000
   ADVISORY SERVICES NETWORK, LLC 503 - 2024-03-31 58,336 $1,698,000 13,913
   Aptus Capital Advisors LLC 306 - 2024-03-31 58,336 $1,698,000 13,730
   Confluence Wealth Services Inc. 80 - 2024-03-31 57,800 $1,683,000 500
   BENJAMIN F. EDWARDS & COMPANY INC. 395 - 2024-03-31 55,491 $1,615,000 7,902
   AA Financial Advisors LLC 48 *New 2024-03-31 48,547 $1,413,000 48,547
   ACAS LLC 26 *New 2024-03-31 39,901 $1,162,000 39,901
   Venture Visionary Partners LLC 261 - 2024-03-31 37,162 $1,082,000 13,672
   Tempus Wealth Planning LLC 57 *New 2024-03-31 36,528 $1,063,000 36,528
   LINCOLN NATIONAL CORP 529 - 2024-03-31 32,836 $956,000 12,489
   STIFEL FINANCIAL CORP 2221 *New 2024-03-31 31,613 $920,000 31,613
   Johnson Bixby & Associates LLC 47 - 2024-03-31 31,212 $909,000 21,360
   Westside Investment Management Inc. 117 *New 2024-03-31 27,330 $796,000 27,330
   CAPTRUST FINANCIAL ADVISORS 1265 - 2024-03-31 26,366 $768,000 9,993
   HARBOUR INVESTMENTS INC. 451 *New 2023-12-31 25,052 $685,000 25,052
   Oakmont Partners LLC 454 - 2024-03-31 22,325 $652,000 7,000
   CWM LLC 1029 - 2024-03-31 21,581 $628,000 16,793
   Armstrong Fleming & Moore Inc 43 - 2024-03-31 21,272 $619,000 5,908
   VALMARK ADVISERS INC 359 *New 2024-03-31 18,530 $539,000 18,530
   Private Advisor Group LLC 1468 *New 2024-03-31 18,394 $535,000 18,394
   LongView Wealth Management 97 *New 2024-03-31 17,593 $512,000 17,593
   JANNEY MONTGOMERY SCOTT LLC 2024 - 2024-03-31 16,165 $471,000 5,100
   Moloney Securities Asset Management LLC 276 - 2024-03-31 15,997 $466,000 6,830
   RFG Advisory Group LLC 547 - 2024-03-31 13,550 $394,000 150
   Ameritas Advisory Services LLC 632 *New 2024-03-31 13,467 $380,000 13,467
   BB&T CORP 2138 *New 2024-03-31 12,953 $376,000 12,953
   Financial Advocates Investment Management 539 *New 2024-03-31 11,980 $349,000 11,980
   H D Vest Advisory Services 1218 - 2024-03-31 11,914 $347,000 57
   Pensionmark Financial Group LLC 277 *New 2024-03-31 11,824 $344,000 11,824
   SMITH MOORE & CO. 346 *New 2024-03-31 10,075 $293,000 10,075
   HILLTOP HOLDINGS INC. 513 - 2024-03-31 9,750 $284,000 1,000
   Beacon Financial Advisory LLC 188 *New 2024-03-31 9,396 $274,000 9,396
   CWS Financial Advisors LLC 94 *New 2024-03-31 8,943 $260,000 8,943
   Kingsview Wealth Management LLC 886 *New 2024-03-31 8,550 $249,000 8,550
   JANE STREET GROUP LLC 4542 *New 2024-03-31 8,520 $248,000 8,520
   Latitude Advisors LLC 147 *New 2024-03-31 8,045 $234,000 8,045
   Bridgewealth Advisory Group LLC 68 *New 2024-03-31 7,840 $228,000 7,840
   Lodestone Wealth Management LLC 146 *New 2024-03-31 7,130 $208,000 7,130
   Transcendent Capital Group LLC 98 *New 2024-03-31 6,319 $184,000 6,319
   Steward Partners Investment Advisory LLC 1579 *New 2024-03-31 4,949 $144,000 4,949
   Continuum Advisory LLC 476 *New 2024-03-31 3,580 $103,000 3,580
   ICA Group Wealth Management LLC 566 - 2024-03-31 1,636 $48,000 946
   Goss Wealth Management LLC 2338 *New 2024-03-31 1,525 $44,000 1,525
   AdvisorNet Financial Inc 866 *New 2024-03-31 1,373 $40,000 1,373
   Iron Horse Wealth Management LLC 121 *New 2024-03-31 800 $23,000 800
   Retirement Group LLC 377 - 2024-03-31 627 $18,000 0
   PROEQUITIES INC. 1762 *New 2024-03-31 263 $8,000 263
   Penserra Capital Management LLC 950 *New 2024-03-31 267 $7,000 267
   Northwest Financial Advisors 625 *New 2024-03-31 138 $4,000 138
   Bell Investment Advisors Inc 1691 - 2024-03-31 45 $1,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5797 *Closed 2024-03-31 0 $0 -8,161
   CITADEL ADVISORS LLC 6279 *Closed 2024-03-31 0 $0 -24,560
   ST GERMAIN D J CO INC 834 *Closed 2024-03-31 0 $0 -1,083
  75 Records found
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