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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
   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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 2418 - 2024-03-31 86,799 $2,527,000 47,026
   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
   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
   Venture Visionary Partners LLC 261 - 2024-03-31 37,162 $1,082,000 13,672
   LINCOLN NATIONAL CORP 529 - 2024-03-31 32,836 $956,000 12,489
   Johnson Bixby & Associates LLC 47 - 2024-03-31 31,212 $909,000 21,360
   CAPTRUST FINANCIAL ADVISORS 1265 - 2024-03-31 26,366 $768,000 9,993
   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
   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
   H D Vest Advisory Services 1218 - 2024-03-31 11,914 $347,000 57
   HILLTOP HOLDINGS INC. 513 - 2024-03-31 9,750 $284,000 1,000
   ICA Group Wealth Management LLC 566 - 2024-03-31 1,636 $48,000 946

  29 Records found
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