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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. 35 - 2024-03-31 8,427,012 $269,580,000 666,574
   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
   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
   WELLS FARGO & CO/MN 580 - 2023-12-31 2,370,877 $66,930,000 908,945
   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
   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
   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
   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
   Kestra Advisory Services LLC 105 - 2023-12-31 841,388 $23,752,000 159,235
   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
   BARNES PETTEY FINANCIAL ADVISORS LLC 1 - 2023-12-31 739,612 $20,879,000 28,892
   Ergawealth Advisors Inc. 2 - 2024-03-31 594,095 $19,005,000 9,141
   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
   Main Line Retirement Advisors LLC 4 - 2024-03-31 342,685 $10,962,000 14,840
   HAVERFORD TRUST CO 100 - 2024-03-31 335,180 $10,722,000 211,391
   PFG Advisors 19 - 2023-12-31 375,484 $10,600,000 72,155
   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
   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
   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
   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
   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
   H D Vest Advisory Services 237 - 2023-12-31 219,644 $6,201,000 5,691
   BENJAMIN F. EDWARDS & COMPANY INC. 191 - 2024-03-31 193,298 $6,184,000 45,453
   Souders Financial Advisors - 2023-12-31 214,832 $6,065,000 7,188
   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
   HIGHTOWER ADVISORS, LLC 926 - 2023-12-31 191,162 $5,397,000 118,660
   PROSPERA FINANCIAL SERVICES 139 - 2023-12-31 179,459 $5,066,000 28,356
   VALMARK ADVISERS INC 90 - 2023-12-31 165,992 $4,686,000 65,194
   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
   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
   BEACON FINANCIAL GROUP 55 - 2023-12-31 148,291 $4,186,000 88,512
   Good Life Advisors LLC 58 - 2024-03-31 122,746 $3,927,000 108,198
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19 - 2024-03-31 116,879 $3,739,000 4,260
   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
   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
   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
   Sunbelt Securities Inc. 65 - 2024-03-31 92,113 $2,947,000 42,832
   PRINCIPAL SECURITIES INC. 232 - 2024-03-31 81,758 $2,615,000 50,053
   FOUNDERS FINANCIAL SECURITIES LLC 80 - 2024-03-31 79,428 $2,541,000 19,150
   Lantz Financial LLC 32 - 2024-03-31 77,164 $2,468,000 2,676
   MARINER WEALTH ADVISORS, LLC 962 - 2023-12-31 86,007 $2,428,000 27,174
   ST GERMAIN D J CO INC 115 - 2024-03-31 75,746 $2,423,000 548
   KESTRA PRIVATE WEALTH SERVICES LLC 332 - 2024-03-31 73,498 $2,351,000 21,708
   Vestmark Advisory Solutions Inc. 208 - 2023-12-31 79,266 $2,238,000 19,738
   Olistico Wealth LLC 17 - 2024-03-31 64,100 $2,051,000 14,151
   WNY Asset Management LLC 53 - 2023-12-31 71,561 $2,020,000 60,654
   SOL CAPITAL MANAGEMENT CO 107 - 2024-03-31 63,001 $2,015,000 34,933
   NBC SECURITIES INC. 109 - 2024-03-31 61,781 $1,976,000 17,032
   SMITH MOORE & CO. 90 - 2023-12-31 68,994 $1,948,000 41,255
   BURNS WEALTH MANAGEMENT, INC. 196 - 2023-12-31 68,595 $1,936,000 1,536
   MADISON WEALTH MANAGEMENT 76 - 2023-09-30 73,729 $1,806,000 21,670
   Envestnet Portfolio Solutions Inc. 647 - 2023-12-31 57,694 $1,629,000 9,647
   AdvisorNet Financial Inc 148 - 2024-03-31 50,479 $1,615,000 17,173
   COZAD ASSET MANAGEMENT INC 138 - 2023-12-31 54,773 $1,546,000 19,179
   Financial Perspectives Inc 35 - 2024-03-31 47,369 $1,515,000 262
   BARRETT & COMPANY INC. 30 - 2024-03-31 44,900 $1,436,000 6,418
   RAYMOND JAMES TRUST CO 381 - 2024-03-31 44,623 $1,427,000 3,595
  100 Records found
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