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Get Institutions for : 
Capital Group Growth Etf (CGGR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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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. 3 - 2023-12-31 13,768,741 $388,692,000 2,252,167
   COMMONWEALTH EQUITY SERVICES LLC. 38 - 2023-12-31 7,760,438 $219,077,000 1,321,699
   LPL FINANCIAL CORP 181 - 2023-12-31 5,950,900 $167,994,000 1,470,436
   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
   ENVESTNET ASSET MANAGEMENT INC 427 - 2023-12-31 3,324,688 $93,856,000 385,624
   WELLS FARGO & CO/MN 580 - 2023-12-31 2,370,877 $66,930,000 908,945
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 58 - 2023-12-31 2,356,834 $66,533,000 189,619
   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
   Advisor Group Holdings Inc. 187 - 2023-12-31 2,117,349 $59,764,000 -30,000
   ROYAL BANK OF CANADA 653 - 2023-12-31 2,037,482 $57,519,000 589,234
   RAYMOND JAMES & ASSOCIATES 351 - 2023-12-31 2,010,754 $56,764,000 230,570
   New England Capital Financial Advisors LLC 1 - 2023-12-31 1,624,974 $45,873,000 -11,620
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 254 - 2023-12-31 1,590,349 $44,896,000 132,936
   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
   Arden Trust Co 7 - 2024-03-31 794,040 $25,401,000 -35,349
   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
   Global Retirement Partners LLC 16 - 2023-12-31 827,746 $23,293,000 27,701
   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
   ADAMSBROWN WEALTH CONSULTANTS LLC 3 - 2023-12-31 753,616 $21,275,000 -20,788
   JANNEY MONTGOMERY SCOTT LLC 288 - 2023-12-31 742,742 $20,968,000 24,980
   BARNES PETTEY FINANCIAL ADVISORS LLC 1 - 2023-12-31 739,612 $20,879,000 28,892
   LINCOLN NATIONAL CORP 48 - 2023-12-31 698,978 $19,732,000 123,890
   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
   Ergawealth Advisors Inc. 3 - 2023-12-31 584,954 $16,513,000 -2,335
   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
   Confluence Wealth Services Inc. - 2023-12-31 499,081 $14,089,000 223,896
   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
   Geneos Wealth Management Inc. - 2023-12-31 448,640 $12,665,000 444,334
   OLD MISSION CAPITAL LLC 45 - 2023-12-31 433,116 $12,227,000 -51,561
   Private Advisor Group LLC 205 - 2023-12-31 418,794 $11,823,000 136,369
   Main Line Retirement Advisors LLC 4 - 2024-03-31 342,685 $10,962,000 14,840
   Financial Council Asset Management Inc 2 - 2023-12-31 380,984 $10,755,000 -967
   PFG Advisors 19 - 2023-12-31 375,484 $10,600,000 72,155
   BB&T CORP 626 - 2023-12-31 339,581 $9,586,000 -14,411
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 54 - 2023-12-31 339,369 $9,580,000 -1,228
   ADVISORY SERVICES NETWORK, LLC 87 - 2023-12-31 316,370 $8,931,000 127,181
   Bedel Financial Consulting Inc. 11 - 2023-12-31 270,062 $7,624,000 6,963
   Strategic Family Wealth Counselors L.L.C. 9 - 2023-12-31 262,556 $7,412,000 14,520
   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
   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
   Aptus Capital Advisors LLC 104 - 2023-12-31 224,470 $6,337,000 117,178
   Investments & Financial Planning LLC 6 - 2023-12-31 223,656 $6,314,000 101,773
   HARBOUR INVESTMENTS INC. 65 - 2023-12-31 220,183 $6,216,000 61,139
   H D Vest Advisory Services 237 - 2023-12-31 219,644 $6,201,000 5,691
   Souders Financial Advisors - 2023-12-31 214,832 $6,065,000 7,188
   WAYNE HUMMER INVESTMENTS L.L.C. 30 - 2023-12-31 214,444 $6,054,000 -1,266
   Investmark Advisory Group LLC 5 - 2023-12-31 208,014 $5,872,000 19,862
   BELLEVUE ASSET MANAGEMENT LLC 6 *New 2023-12-31 207,242 $5,850,000 207,242
   Armor Investment Advisors LLC 8 - 2023-12-31 199,244 $5,625,000 9,595
   J P MORGAN CHASE & CO 2377 *New 2023-12-31 194,171 $5,481,000 194,171
   HIGHTOWER ADVISORS, LLC 926 - 2023-12-31 191,162 $5,397,000 118,660
   ECLECTIC ASSOCIATES INC /ADV 7 - 2023-12-31 189,163 $5,340,000 23,720
   PROSPERA FINANCIAL SERVICES 139 - 2023-12-31 179,459 $5,066,000 28,356
   CI Private Wealth LLC 695 - 2023-12-31 175,958 $4,967,000 -11,436
   Robbie L. Kennerson P.A. Inc. 9 - 2022-12-31 240,663 $4,799,000 0
   VALMARK ADVISERS INC 90 - 2023-12-31 165,992 $4,686,000 65,194
   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
   JONES FINANCIAL COMPANIES LLLP 143 - 2023-12-31 153,602 $4,336,000 134,226
   FinDec Wealth Services Inc. 17 *New 2023-12-31 152,436 $4,303,000 152,436
   BEACON FINANCIAL GROUP 55 - 2023-12-31 148,291 $4,186,000 88,512
   BENJAMIN F. EDWARDS & COMPANY INC. 220 - 2023-12-31 147,845 $4,174,000 14,334
   RWM Asset Management LLC 51 - 2024-03-31 120,629 $3,859,000 -3,715
   AA Financial Advisors LLC 15 - 2023-12-31 133,203 $3,760,000 0
   DAVENPORT & CO LLC - 2023-12-31 132,182 $3,731,000 26,910
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 432 - 2023-12-31 131,997 $3,726,000 10,180
   Merit Financial Group LLC 128 - 2023-12-31 126,536 $3,572,000 6,315
   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
   HAVERFORD TRUST CO 132 *New 2023-12-31 123,789 $3,495,000 123,789
   Burford Brothers Inc. 8 - 2023-12-31 123,195 $3,478,000 0
   Cedar Brook Financial Partners LLC 38 - 2024-03-31 102,690 $3,285,000 22,628
   Calton & Associates Inc. 14 - 2024-03-31 102,049 $3,265,000 1,235
   BLAIR WILLIAM & CO/IL 556 - 2023-12-31 114,539 $3,233,000 32,686
   RENAISSANCE TECHNOLOGIES LLC 1644 - 2023-12-31 113,300 $3,198,000 75,700
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19 - 2023-12-31 112,619 $3,179,000 14,920
   Bleakley Financial Group LLC - 2023-12-31 107,330 $3,030,000 17,321
   Sawtooth Asset Management Inc. 217 - 2023-12-31 107,330 $3,030,000 17,321
   Mutual Advisors LLC 190 - 2023-12-31 105,005 $2,964,000 30,600
   Sunbelt Securities Inc. 65 - 2024-03-31 92,113 $2,947,000 42,832
   ACAS LLC 8 - 2023-12-31 98,226 $2,773,000 42,572
  100 Records found
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