Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Capital Group Growth Etf (CGGR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 249    39
Total shares held : 
 96,064,029  
% of shares held : 
 94.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   148  
Amount of shares held : 
 16,811,289  
% of shares held change : 
   16.48%  
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 :
42
 1,798,883
 1.87%
 
Increased Positions :
145
 16,025,849
 16.68%
 
Unchanged Positions :
26
 763,155
 0.79%
 
Decreased Positions :
36
-544,425
-0.57%
 
Closed Positions :
3
-469,018
-0.49%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Capital Group Private Client Services Inc. 3 - 2023-12-31 13,768,741 $388,692,000 2,252,167
   LPL FINANCIAL CORP 127 - 2024-03-31 8,965,011 $286,791,000 3,014,111
   COMMONWEALTH EQUITY SERVICES LLC. 35 - 2024-03-31 8,427,012 $269,580,000 666,574
   BANK OF AMERICA CORP /DE/ 647 - 2023-12-31 5,610,077 $158,372,000 2,794,496
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 64 - 2023-12-31 5,071,014 $143,155,000 226,416
   WELLS FARGO & CO/MN 387 - 2024-03-31 4,096,683 $131,053,000 1,725,806
   ENVESTNET ASSET MANAGEMENT INC 427 - 2023-12-31 3,324,688 $93,856,000 385,624
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 53 - 2024-03-31 2,481,505 $79,383,000 124,671
   RAYMOND JAMES & ASSOCIATES 312 - 2024-03-31 2,374,962 $75,975,000 364,208
   Advisor Group Holdings Inc. 131 - 2024-03-31 2,157,746 $69,025,000 40,397
   Financial Security Advisor Inc. 1 - 2024-03-31 2,040,227 $65,267,000 15,549
   MML INVESTORS SERVICES LLC 63 - 2023-12-31 2,256,741 $63,708,000 244,577
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12 - 2023-12-31 2,212,137 $62,449,000 -48,116
   ROYAL BANK OF CANADA 653 - 2023-12-31 2,037,482 $57,519,000 589,234
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 227 - 2024-03-31 1,758,131 $56,243,000 167,782
   New England Capital Financial Advisors LLC 1 - 2024-03-31 1,607,380 $51,420,000 -17,594
   UBS Group AG 747 - 2023-12-31 1,496,605 $42,249,000 264,841
   Baird Financial Group Inc. 218 - 2023-12-31 1,419,383 $40,069,000 176,441
   FINANCIAL NETWORK 112 - 2023-12-31 1,142,418 $32,250,000 223,251
   LINCOLN NATIONAL CORP 40 - 2024-03-31 859,937 $27,509,000 160,959
   Global Retirement Partners LLC 16 - 2024-03-31 822,269 $26,304,000 -5,477
   Arden Trust Co 7 - 2024-03-31 794,040 $25,401,000 -35,349
   ADAMSBROWN WEALTH CONSULTANTS LLC 2 - 2024-03-31 793,082 $25,371,000 39,466
   Wealthcare Advisory Partners LLC 24 - 2024-03-31 784,174 $25,086,000 62,786
   STIFEL FINANCIAL CORP 436 - 2023-12-31 873,169 $24,650,000 154,003
   Gerber Kawasaki Wealth & Investment Management 18 - 2023-12-31 843,881 $23,823,000 -5,265
   Kestra Advisory Services LLC 105 - 2023-12-31 841,388 $23,752,000 159,235
   Summit Investment Advisory Services LLC 2 - 2024-03-31 741,981 $23,736,000 -62,953
   BARNES PETTEY FINANCIAL ADVISORS LLC 1 - 2024-03-31 740,375 $23,685,000 763
   Johnson Bixby & Associates LLC 6 - 2024-03-31 714,348 $22,852,000 681,812
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 299 - 2024-03-31 703,358 $22,500,000 38,969
   JANE STREET GROUP LLC 492 - 2023-12-31 787,976 $22,245,000 64,032
   Ergawealth Advisors Inc. 2 - 2024-03-31 594,095 $19,005,000 9,141
   JANNEY MONTGOMERY SCOTT LLC 346 - 2024-03-31 591,701 $18,929,000 -151,041
   Confluence Wealth Services Inc. 15 - 2024-03-31 560,601 $17,934,000 61,520
   Goss Wealth Management LLC 130 - 2023-12-31 607,342 $17,169,000 58,845
   CAPTRUST FINANCIAL ADVISORS 263 - 2023-12-31 606,469 $17,121,000 3,538
   Geneos Wealth Management Inc. 24 - 2024-03-31 528,596 $16,910,000 79,956
   Private Advisor Group LLC 160 - 2024-03-31 524,761 $16,787,000 105,967
   MULTIFINANCIAL SECURITIES CORP 95 - 2023-12-31 569,249 $16,070,000 11,289
   Advance Capital Management Inc. 9 - 2024-03-31 492,324 $15,749,000 485,082
   HOYLECOHEN LLC 20 - 2023-12-31 550,215 $15,533,000 4,144
   CWM LLC 237 - 2024-03-31 458,202 $14,658,000 110,580
   WILEY BROS.-AINTREE CAPITAL LLC 8 - 2024-03-31 431,873 $13,802,000 32,295
   Cetera Investment Advisers 175 - 2023-12-31 488,883 $13,801,000 216,423
   Atria Wealth Solutions Inc. 133 - 2023-12-31 464,306 $13,110,000 190,734
   Vantage Financial Partners Ltd. Inc. 5 *New 2023-12-31 459,292 $12,966,000 459,292
   Financial Council Asset Management Inc 2 - 2024-03-31 396,341 $12,679,000 15,357
   OLD MISSION CAPITAL LLC 45 - 2023-12-31 433,116 $12,227,000 -51,561
   PFG Advisors 17 - 2024-03-31 379,033 $12,125,000 3,549
   BURNS WEALTH MANAGEMENT, INC. 75 - 2024-03-31 361,915 $11,578,000 293,320
   Main Line Retirement Advisors LLC 4 - 2024-03-31 342,685 $10,962,000 14,840
   ADVISORY SERVICES NETWORK, LLC 83 - 2024-03-31 335,555 $10,734,000 19,185
   HAVERFORD TRUST CO 100 - 2024-03-31 335,180 $10,722,000 211,391
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 55 - 2024-03-31 334,578 $10,703,000 -4,791
   J P MORGAN CHASE & CO 2039 - 2024-03-31 320,857 $10,264,000 126,686
   BB&T CORP 626 - 2023-12-31 339,581 $9,586,000 -14,411
   Bedel Financial Consulting Inc. 8 - 2024-03-31 274,562 $8,783,000 4,500
   H D Vest Advisory Services 215 - 2024-03-31 250,083 $8,000,000 30,439
   Strategic Family Wealth Counselors L.L.C. 9 - 2023-12-31 262,556 $7,412,000 14,520
   BELLEVUE ASSET MANAGEMENT LLC 5 - 2024-03-31 230,306 $7,367,000 23,064
   Investments & Financial Planning LLC 5 - 2024-03-31 229,345 $7,337,000 5,689
   VALMARK ADVISERS INC 70 - 2024-03-31 227,905 $7,291,000 61,913
   Ballew Advisors Inc 3 - 2024-03-31 224,994 $7,146,000 10,891
   LongView Wealth Management 7 - 2024-03-31 219,241 $7,014,000 58,998
   Souders Financial Advisors 25 - 2024-03-31 213,476 $6,829,000 -1,356
   Armor Investment Advisors LLC 8 - 2024-03-31 208,135 $6,658,000 8,891
   DAYMARK WEALTH PARTNERS LLC 68 - 2024-03-31 201,694 $6,452,000 11,775
   BEDEL FINANCIAL CONSULTING INC 12 - 2023-09-30 263,099 $6,446,000 0
   Delta Investment Management LLC 18 *New 2024-03-31 198,665 $6,355,000 198,665
   Aptus Capital Advisors LLC 104 - 2023-12-31 224,470 $6,337,000 117,178
   HARBOUR INVESTMENTS INC. 65 - 2023-12-31 220,183 $6,216,000 61,139
   BEACON FINANCIAL GROUP 38 - 2024-03-31 193,489 $6,190,000 45,198
   BENJAMIN F. EDWARDS & COMPANY INC. 191 - 2024-03-31 193,298 $6,184,000 45,453
   ECLECTIC ASSOCIATES INC /ADV 6 - 2024-03-31 184,985 $5,918,000 -4,178
   Investmark Advisory Group LLC 5 - 2023-12-31 208,014 $5,872,000 19,862
   ACAS LLC 4 - 2024-03-31 176,361 $5,642,000 78,135
   WAYNE HUMMER INVESTMENTS L.L.C. 40 - 2024-03-31 169,493 $5,422,000 -44,951
   Obsidian Personal Planning Solutions LLC 12 *New 2024-03-31 169,027 $5,128,000 169,027
   PROSPERA FINANCIAL SERVICES 139 - 2023-12-31 179,459 $5,066,000 28,356
   Robbie L. Kennerson P.A. Inc. 9 - 2022-12-31 240,663 $4,799,000 0
   Sigma Planning Corp 143 - 2024-03-31 142,188 $4,549,000 86,546
   Bridgewealth Advisory Group LLC 14 - 2024-03-31 141,606 $4,530,000 46,510
   Steward Partners Investment Advisory LLC 305 - 2023-12-31 158,681 $4,480,000 6,581
   Midwest Heritage Bank FSB 14 - 2024-03-31 138,449 $4,429,000 41,106
   CI Private Wealth LLC 739 - 2024-03-31 137,305 $4,392,000 -38,653
   JONES FINANCIAL COMPANIES LLLP 143 - 2023-12-31 153,602 $4,336,000 134,226
   AA Financial Advisors LLC 16 - 2024-03-31 134,716 $4,310,000 1,513
   FinDec Wealth Services Inc. 17 *New 2023-12-31 152,436 $4,303,000 152,436
   DAVENPORT & CO LLC 319 - 2024-03-31 132,080 $4,225,000 -102
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 449 - 2024-03-31 126,016 $4,031,000 -5,981
   Good Life Advisors LLC 58 - 2024-03-31 122,746 $3,927,000 108,198
   BlueChip Wealth Advisors LLC 11 *New 2024-03-31 122,476 $3,918,000 122,476
   RWM Asset Management LLC 51 - 2024-03-31 120,629 $3,859,000 -3,715
   Merit Financial Group LLC 166 - 2024-03-31 124,148 $3,836,000 -2,388
   BLAIR WILLIAM & CO/IL 537 - 2024-03-31 117,406 $3,756,000 2,867
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19 - 2024-03-31 116,879 $3,739,000 4,260
   Vawter Financial Ltd. 12 - 2023-12-31 124,849 $3,524,000 33,989
   Ambassador Advisors LLC 37 - 2023-12-31 118,632 $3,513,000 8,540
   Burford Brothers Inc. 8 - 2023-12-31 123,195 $3,478,000 0
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us