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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
   WELLS FARGO & CO/MN 484 - 2024-03-31 4,384,627 $98,479,000 2,314,640
   Johnson Bixby & Associates LLC 2 - 2024-03-31 3,325,039 $74,680,000 404,967
   LPL FINANCIAL CORP 486 - 2024-03-31 2,649,633 $59,511,000 698,962
   WNY Asset Management LLC 1 - 2024-03-31 2,488,083 $55,882,000 335,363
   UBS Group AG 650 - 2023-12-31 2,307,394 $52,366,000 894,321
   Souders Financial Advisors 1 - 2024-03-31 2,098,985 $47,143,000 205,682
   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
   COMMONWEALTH EQUITY SERVICES LLC. 299 - 2024-03-31 1,651,521 $37,093,000 360,883
   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
   JANNEY MONTGOMERY SCOTT LLC 228 - 2024-03-31 1,346,623 $30,245,000 158,615
   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
   ADAMSBROWN WEALTH CONSULTANTS LLC 3 - 2024-03-31 934,264 $20,984,000 51,514
   Bernardo Wealth Planning LLC 5 - 2024-03-31 790,150 $17,747,000 102,697
   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
   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
   Midwest Heritage Bank FSB 4 - 2024-03-31 625,063 $14,039,000 152,446
   LINCOLN NATIONAL CORP 74 - 2024-03-31 618,333 $13,888,000 103,991
   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
   CONDOR CAPITAL MANAGEMENT 23 - 2024-03-31 590,625 $13,265,000 206,537
   FinTrust Capital Advisors LLC 7 - 2024-03-31 525,178 $11,796,000 66,419
   BB&T CORP 590 - 2023-12-31 459,112 $10,420,000 446,994
   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
   New England Capital Financial Advisors LLC 6 - 2024-03-31 371,045 $8,334,000 23,294
   AA Financial Advisors LLC 4 - 2024-03-31 368,819 $8,284,000 20,194
   Mutual Advisors LLC 83 - 2024-03-31 339,879 $7,634,000 55,699
   FINANCIAL NETWORK 444 - 2023-12-31 305,796 $6,940,000 174,119
   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
   ADVISORY SERVICES NETWORK, LLC 212 - 2024-03-31 220,151 $4,945,000 19,507
   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
   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 74 - 2024-03-31 180,979 $4,065,000 4,513
   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
   Private Advisor Group LLC 579 - 2024-03-31 157,550 $3,539,000 23,964
   Lodestone Wealth Management LLC 13 - 2024-03-31 149,033 $3,347,000 34,032
   BENJAMIN F. EDWARDS & COMPANY INC. 276 - 2024-03-31 145,047 $3,258,000 28,058
   Wealthcare Advisory Partners LLC 163 - 2024-03-31 142,550 $3,202,000 117,624
   NavPoint Financial Inc. 13 - 2024-03-31 140,191 $3,149,000 34,342
   H D Vest Advisory Services 452 - 2024-03-31 121,530 $2,730,000 32,232
   Belpointe Asset Management LLC 109 - 2024-03-31 120,050 $2,696,000 26,760
   Sigma Planning Corp 236 - 2024-03-31 118,625 $2,664,000 74,343
   Inspire Advisors LLC 21 - 2024-03-31 118,257 $2,656,000 13,256
   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
   Affiance Financial LLC 26 - 2024-03-31 101,722 $2,285,000 37,015
   Capital Planning LLC 31 - 2024-03-31 89,579 $2,020,000 2,033
   SOL CAPITAL MANAGEMENT CO 116 - 2024-03-31 84,798 $1,905,000 14,644
   DAVENPORT & CO LLC 466 - 2024-03-31 79,301 $1,781,000 11,016
   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
   Kingsview Wealth Management LLC 392 - 2024-03-31 69,391 $1,559,000 3,513
   PROEQUITIES INC. 207 - 2024-03-31 68,786 $1,551,000 12,440
   J P MORGAN CHASE & CO 3188 - 2024-03-31 60,662 $1,362,000 55,728
   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
   OPPENHEIMER & CO INC 665 - 2024-03-31 55,067 $1,237,000 10,689
   Continuum Advisory LLC 153 - 2023-12-31 52,272 $1,186,000 706
   Merit Financial Group LLC 374 - 2024-03-31 50,526 $1,118,000 1,873
   COMERICA BANK 1493 - 2023-12-31 48,004 $1,089,000 4,099
   VALMARK ADVISERS INC 253 - 2024-03-31 47,584 $1,069,000 3,786
   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
   Bleakley Financial Group LLC 505 - 2024-03-31 33,094 $743,000 669
   Sawtooth Asset Management Inc. 537 - 2023-12-31 32,425 $736,000 949
   Western Wealth Management LLC 299 - 2024-03-31 30,158 $677,000 14,013
   Tradition Wealth Management LLC 154 - 2023-12-31 28,441 $645,000 80
   FOUNDERS FINANCIAL SECURITIES LLC 234 - 2024-03-31 27,286 $613,000 10,895
   YARGER WEALTH STRATEGIES LLC 43 - 2024-03-31 24,788 $557,000 309
   HANSON MCCLAIN, INC. 526 - 2024-03-31 24,362 $547,000 3,008
   Intergy Private Wealth LLC 57 - 2024-03-31 24,275 $545,000 3,487
   FINANCEWARE, INC. 48 - 2024-03-31 23,962 $538,000 1,931
   THRIVENT FINANCIAL FOR LUTHERANS 2123 - 2023-12-31 23,060 $523,000 7,077
   EverSource Wealth Advisors LLC 240 - 2023-12-31 23,060 $523,000 19,955
   American Financial Advisors LLC 81 - 2024-03-31 22,492 $505,000 465
   Pillar Wealth Advisors LLC 49 - 2024-03-31 20,868 $469,000 13
   Householder Group Estate & Retirement Specialist L 143 - 2024-03-31 20,381 $458,000 1,575
   Good Life Advisors LLC 284 - 2024-03-31 18,802 $422,000 75
   SILVER OAK SECURITIES Inc 272 - 2024-03-31 15,886 $357,000 619
   Global Retirement Partners LLC 610 - 2024-03-31 15,274 $343,000 11
   CWS Financial Advisors LLC 79 - 2024-03-31 15,207 $342,000 1,187
   Breakwater Capital Group 208 - 2024-03-31 13,079 $294,000 859
  100 Records found
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