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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 3 372 - 2023-12-31 959,000 $26,219,000 -225,000
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 340 - 2024-03-31 493,881 $14,377,000 269,552
   OLD MISSION CAPITAL LLC 109 - 2023-12-31 211,483 $5,782,000 202,983
   Advisor Group Holdings Inc. 1147 - 2023-12-31 197,504 $5,400,000 196,843
   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
   COMMONWEALTH EQUITY SERVICES LLC. *New 2023-12-31 150,801 $4,123,000 150,801
   Kestra Advisory Services LLC 557 *New 2023-12-31 134,039 $3,665,000 134,039
   Capital Group Private Client Services Inc. 183 *New 2023-12-31 109,081 $2,982,000 109,081
   J Arnold Wealth Management Co *New 2023-12-31 102,327 $2,798,000 102,327
   FOUNDERS FINANCIAL SECURITIES LLC 102 - 2024-03-31 65,962 $1,920,000 30,252
   Taylor Financial Group Inc. 17 - 2023-12-31 62,954 $1,721,000 0
   Confluence Wealth Services Inc. 80 - 2024-03-31 57,800 $1,683,000 500
   MML INVESTORS SERVICES LLC 1168 *New 2023-12-31 51,771 $1,415,000 51,771
   BENJAMIN F. EDWARDS & COMPANY INC. *New 2023-12-31 47,589 $1,301,000 47,589
   Aptus Capital Advisors LLC 258 *New 2023-12-31 44,606 $1,220,000 44,606
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 44,423 $1,215,000 44,423
   ENVESTNET ASSET MANAGEMENT INC 2867 *New 2023-12-31 39,773 $1,087,000 39,773
   Tempus Wealth Planning LLC 57 *New 2024-03-31 36,528 $1,063,000 36,528
   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
   HARBOUR INVESTMENTS INC. 451 *New 2023-12-31 25,052 $685,000 25,052
   CITADEL ADVISORS LLC 3306 *New 2023-12-31 24,560 $671,000 24,560
   Oakmont Partners LLC 454 - 2024-03-31 22,325 $652,000 7,000
   Venture Visionary Partners LLC *New 2023-12-31 23,490 $642,000 23,490
   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
   LINCOLN NATIONAL CORP *New 2023-12-31 20,347 $556,000 20,347
   LongView Wealth Management 97 *New 2024-03-31 17,593 $512,000 17,593
   CAPTRUST FINANCIAL ADVISORS 1805 *New 2023-12-31 16,373 $448,000 16,373
   RFG Advisory Group LLC 547 - 2024-03-31 13,550 $394,000 150
   H D Vest Advisory Services *New 2023-12-31 11,857 $324,000 11,857
   JANNEY MONTGOMERY SCOTT LLC *New 2023-12-31 11,065 $303,000 11,065
   Moloney Securities Asset Management LLC *New 2023-12-31 9,167 $251,000 9,167
   HILLTOP HOLDINGS INC. 528 *New 2023-12-31 8,750 $239,000 8,750
   ROYAL BANK OF CANADA 4326 *New 2023-12-31 8,596 $235,000 8,596
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4752 *New 2023-12-31 8,161 $223,000 8,161
   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
   ICA Group Wealth Management LLC 737 *New 2023-12-31 690 $19,000 690
   Retirement Group LLC 368 *New 2023-12-31 627 $17,000 627
   Bell Investment Advisors Inc 1492 *New 2023-12-31 45 $1,000 45
   ST GERMAIN D J CO INC 834 *Closed 2024-03-31 0 $0 -1,083
  46 Records found
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