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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    17
Total shares held : 
 47,135,216  
% of shares held : 
 52.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   85  
Amount of shares held : 
 12,030,990  
% of shares held change : 
   13.37%  
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
 1,616,372
 3.43%
 
Increased Positions :
91
 11,358,392
 24.1%
 
Unchanged Positions :
10
 200,598
 0.43%
 
Decreased Positions :
23
-867,401
-1.84%
 
Closed Positions :
4
-76,373
-0.16%
 
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
   Johnson Bixby & Associates LLC 2 - 2024-03-31 3,325,039 $74,680,000 404,967
   Advisor Group Holdings Inc. 179 - 2023-12-31 2,786,378 $63,238,000 611,435
   UBS Group AG 650 - 2023-12-31 2,307,394 $52,366,000 894,321
   WNY Asset Management LLC 1 - 2023-12-31 2,152,720 $48,856,000 -219,326
   WELLS FARGO & CO/MN 709 - 2023-12-31 2,069,987 $46,978,000 762,605
   LPL FINANCIAL CORP 542 - 2023-12-31 1,950,671 $44,270,000 616,740
   Souders Financial Advisors - 2023-12-31 1,893,303 $42,969,000 272,771
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 340 - 2023-12-31 1,809,751 $41,072,000 1,250,672
   ENVESTNET ASSET MANAGEMENT INC 695 - 2023-12-31 1,792,641 $40,684,000 205,503
   MULTIFINANCIAL SECURITIES CORP 43 - 2023-12-31 1,451,216 $32,935,000 672,505
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 236 - 2023-12-31 1,423,544 $32,307,000 1,200,308
   MML INVESTORS SERVICES LLC 167 - 2023-12-31 1,334,916 $30,296,000 44,134
   COMMONWEALTH EQUITY SERVICES LLC. 337 - 2023-12-31 1,290,638 $29,291,000 151,617
   JANE STREET GROUP LLC 408 - 2023-12-31 1,223,316 $27,763,000 -116,100
   JANNEY MONTGOMERY SCOTT LLC 228 - 2023-12-31 1,188,008 $26,962,000 227,227
   McGlone Suttner Wealth Management Inc. 6 - 2024-03-31 1,070,878 $24,052,000 26,112
   IAM Advisory LLC 2 - 2024-03-31 1,037,253 $23,297,000 458,894
   RAYMOND JAMES & ASSOCIATES 717 - 2024-03-31 1,013,564 $22,765,000 409,233
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 226 - 2024-03-31 991,141 $22,261,000 51,811
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 469 - 2024-03-31 979,243 $21,994,000 96,107
   PMFM INC. 15 - 2023-12-31 894,571 $20,302,000 -2,592
   ADAMSBROWN WEALTH CONSULTANTS LLC 4 - 2023-12-31 882,750 $20,034,000 45,824
   Main Line Retirement Advisors LLC 1 - 2024-03-31 788,065 $17,700,000 83,405
   HARBOUR INVESTMENTS INC. 22 - 2023-12-31 766,080 $17,386,000 80,596
   FinDec Wealth Services Inc. 1 - 2023-12-31 691,438 $15,692,000 -72,635
   Bernardo Wealth Planning LLC - 2023-12-31 687,453 $15,602,000 108,390
   ST GERMAIN D J CO INC 45 - 2024-03-31 683,231 $15,345,000 48,639
   ROYAL BANK OF CANADA 1252 - 2023-12-31 648,133 $14,710,000 141,309
   STIFEL FINANCIAL CORP 637 - 2023-12-31 632,065 $14,345,000 -249,860
   Midwest Heritage Bank FSB 4 - 2024-03-31 625,063 $14,039,000 152,446
   Confluence Wealth Services Inc. 18 - 2024-03-31 600,830 $13,495,000 213,243
   Ruggaard & Associates LLC 2 - 2023-12-31 590,932 $13,411,000 28,861
   LINCOLN NATIONAL CORP 72 - 2023-12-31 514,342 $11,673,000 102,611
   BB&T CORP 590 - 2023-12-31 459,112 $10,420,000 446,994
   FinTrust Capital Advisors LLC 9 - 2023-12-31 458,759 $10,412,000 90,740
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 477 - 2024-03-31 440,427 $9,892,000 164,676
   Fortress Wealth Management Inc. 6 - 2024-03-31 438,715 $9,854,000 649
   CONDOR CAPITAL MANAGEMENT 27 *New 2023-12-31 384,088 $8,717,000 384,088
   AA Financial Advisors LLC 3 - 2023-12-31 348,625 $7,912,000 0
   New England Capital Financial Advisors LLC 6 - 2023-12-31 347,751 $7,892,000 126,532
   DAVIDSON D A & CO 213 - 2023-12-31 319,704 $7,256,000 -12,142
   Compass Financial Group Inc. 9 *New 2023-12-31 312,753 $7,098,000 312,753
   FINANCIAL NETWORK 444 - 2023-12-31 305,796 $6,940,000 174,119
   Mutual Advisors LLC 93 - 2023-12-31 284,180 $6,449,000 48,945
   Cetera Investment Advisers 388 - 2023-12-31 256,484 $5,821,000 73,173
   Capital Group Private Client Services Inc. 157 - 2023-12-31 227,939 $5,173,000 197,063
   PROSPERA FINANCIAL SERVICES 138 - 2023-12-31 223,831 $5,080,000 5,701
   Landmark Wealth Management LLC 12 - 2024-03-31 219,858 $4,938,000 9,409
   Aptus Capital Advisors LLC 139 - 2023-12-31 201,904 $4,582,000 201,204
   ADVISORY SERVICES NETWORK, LLC 207 *New 2023-12-31 200,644 $4,554,000 200,644
   Kestra Advisory Services LLC 498 - 2023-12-31 195,584 $4,439,000 52,012
   Baird Financial Group Inc. 705 - 2023-12-31 182,089 $4,133,000 60,363
   Advisory Alpha LLC - 2023-12-31 176,466 $4,005,000 14,547
   Bridgewealth Advisory Group LLC 21 - 2024-03-31 165,394 $3,715,000 144,358
   WAGNER CAPITAL MANAGEMENT CORP 62 - 2024-03-31 162,042 $3,639,000 42,657
   MARINER WEALTH ADVISORS, LLC 807 - 2023-12-31 158,136 $3,589,000 111,754
   Atria Wealth Solutions Inc. 404 - 2023-12-31 157,717 $3,580,000 37,289
   Wealthcare Advisory Partners LLC 163 - 2024-03-31 142,550 $3,202,000 117,624
   Private Advisor Group LLC 605 - 2023-12-31 133,586 $3,032,000 23,012
   ACIMA PRIVATE WEALTH LLC 24 *New 2023-12-31 125,535 $2,849,000 125,535
   BENJAMIN F. EDWARDS & COMPANY INC. 286 - 2023-12-31 116,989 $2,655,000 16,455
   Lodestone Wealth Management LLC - 2023-12-31 115,001 $2,610,000 90,363
   STUDIO INVESTMENT MANAGEMENT LLC 45 - 2023-12-31 114,784 $2,605,000 56,437
   Cornerstone Wealth Management LLC 110 - 2024-03-31 112,336 $2,523,000 3,146
   NavPoint Financial Inc. 17 - 2023-12-31 105,849 $2,402,000 0
   Inspire Advisors LLC 23 - 2023-12-31 105,001 $2,383,000 3,992
   Affiance Financial LLC 26 - 2024-03-31 101,722 $2,285,000 37,015
   Belpointe Asset Management LLC 108 - 2023-12-31 93,290 $2,117,000 24,390
   Dechtman Wealth Management LLC 17 *New 2024-03-31 93,731 $2,105,000 93,731
   H D Vest Advisory Services 494 - 2023-12-31 89,298 $2,027,000 12,668
   ATRIA INVESTMENTS LLC 592 - 2023-12-31 89,301 $2,027,000 -34,563
   Capital Planning LLC 31 - 2024-03-31 89,579 $2,020,000 2,033
   Strategic Family Wealth Counselors L.L.C. 33 *New 2023-12-31 84,018 $1,907,000 84,018
   SOL CAPITAL MANAGEMENT CO 116 - 2024-03-31 84,798 $1,905,000 14,644
   OLD MISSION CAPITAL LLC 300 - 2023-12-31 74,838 $1,698,000 74,838
   CITADEL ADVISORS LLC 2492 - 2023-12-31 71,393 $1,620,000 55,872
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 180 - 2024-03-31 69,964 $1,571,000 16,792
   DAVENPORT & CO LLC - 2023-12-31 68,285 $1,550,000 9,466
   Kingsview Wealth Management LLC 351 - 2023-12-31 65,878 $1,495,000 24,249
   LongView Wealth Management 44 - 2024-03-31 60,100 $1,350,000 3,928
   Cherry Creek Investment Advisors Inc. 30 - 2024-03-31 59,722 $1,341,000 6,730
   Moloney Securities Asset Management LLC 118 - 2023-12-31 57,000 $1,294,000 30,489
   CAPTRUST FINANCIAL ADVISORS 1120 - 2023-12-31 56,760 $1,288,000 -23,499
   PROEQUITIES INC. 223 - 2023-12-31 56,346 $1,286,000 6,725
   Continuum Advisory LLC 153 - 2023-12-31 52,272 $1,186,000 706
   Merit Financial Group LLC 288 - 2023-12-31 48,653 $1,104,000 -10,357
   COMERICA BANK 1493 - 2023-12-31 48,004 $1,089,000 4,099
   OPPENHEIMER & CO INC 707 - 2023-12-31 44,378 $1,007,000 6,020
   BROWN BROTHERS HARRIMAN & CO 253 - 2023-12-31 44,338 $1,006,000 1,990
   Sigma Planning Corp 266 - 2023-12-31 44,282 $1,005,000 -40,944
   VALMARK ADVISERS INC 249 - 2023-12-31 43,798 $994,000 12,362
   FINANCIAL MANAGEMENT NETWORK INC 74 - 2024-03-31 36,324 $812,000 5,251
   AdvisorNet Financial Inc 240 - 2024-03-31 35,062 $787,000 15,091
   SILVERLAKE WEALTH MANAGEMENT LLC 63 - 2024-03-31 34,923 $784,000 17,117
   Simplicity WealthLLC 605 *New 2024-03-31 33,094 $743,000 33,094
   Sawtooth Asset Management Inc. 537 - 2023-12-31 32,425 $736,000 949
   Bleakley Financial Group LLC - 2023-12-31 32,425 $736,000 949
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 155 - 2023-12-31 32,278 $733,000 -620
   Prosperity Financial Group Inc. 50 - 2023-12-31 28,862 $655,000 -2,478
   Madison Wealth Partners Inc 53 - 2023-12-31 28,654 $650,000 -2,961
  100 Records found
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