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Get Institutions for : 
Capital Group Dividend Growers Etf (CGDG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    28
Total shares held : 
4,347,670  
% of shares held : 
48.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  29  
Amount of shares held : 
3,083,196  
% of shares held change : 
  34.26%  
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 :
28
 3,455,231
 79.47%
 
Increased Positions :
2
 56,965
 1.31%
 
Unchanged Positions :
1
 28,090
 0.65%
 
Decreased Positions :
1
-429,000
-9.87%
 
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
   Capital Group Private Client Services Inc. - 2024-03-31 1,469,800 $42,080,000 113,234
   Confluence Wealth Services Inc. 11 - 2024-03-31 912,978 $26,139,000 288,859
   COMMONWEALTH EQUITY SERVICES LLC. 482 - 2024-03-31 717,184 $20,533,000 270,316
   VALMARK ADVISERS INC 55 - 2024-03-31 389,970 $11,165,000 108,636
   ENVESTNET ASSET MANAGEMENT INC - 2024-03-31 281,605 $8,062,000 239,992
   SWEENEY & MICHEL LLC - 2024-03-31 267,155 $7,734,000 78,877
   MML INVESTORS SERVICES LLC - 2024-03-31 262,084 $7,503,000 233,844
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 91 - 2024-03-31 253,084 $7,246,000 9,910
   JANE STREET GROUP LLC - 2024-03-31 164,637 $4,714,000 82,042
   STIFEL FINANCIAL CORP - 2024-03-31 161,203 $4,615,000 1,474
   Advisor Group Holdings Inc. 1168 - 2024-03-31 144,135 $4,126,000 62,391
   OLD MISSION CAPITAL LLC - 2024-03-31 133,951 $3,835,000 67,776
   CAPTRUST FINANCIAL ADVISORS - 2024-03-31 99,893 $2,860,000 30,681
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 543 - 2024-03-31 82,922 $2,374,000 33,058
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1246 - 2024-03-31 71,034 $2,034,000 34,054
   BENJAMIN F. EDWARDS & COMPANY INC. 388 - 2024-03-31 58,403 $1,672,000 22,486
   ROYAL BANK OF CANADA - 2024-03-31 54,161 $1,550,000 43,961
   Mayflower Financial Advisors LLC 125 - 2024-03-31 36,428 $1,043,000 24,843
   SEAMOUNT FINANCIAL GROUP INC 29 - 2024-03-31 35,992 $1,030,000 7,902
   U.S. Capital Wealth Advisors LLC 341 - 2024-03-31 35,823 $1,026,000 22,445
   Pillar Wealth Advisors LLC 32 - 2024-03-31 35,036 $1,003,000 2,317
   Kestra Advisory Services LLC - 2024-03-31 34,048 $975,000 19,158
   Pensionmark Financial Group LLC - 2024-03-31 21,225 $608,000 9,372
   Tempus Wealth Planning LLC 100 - 2024-03-31 20,560 $589,000 12,795
   Larson Financial Group LLC 530 - 2024-03-31 3,650 $105,000 1,750
   CREATIVE FINANCIAL DESIGNS INC /ADV 630 - 2024-03-31 2,562 $73,000 810
   PROEQUITIES INC. 1632 - 2024-03-31 408 $12,000 75
   Clear Point Advisors Inc. 320 - 2024-03-31 402 $11,000 2
   ICA Group Wealth Management LLC - 2024-03-31 50 $1,000 20

  29 Records found
  1    
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