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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
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12 - 2023-12-31 2,212,137 $62,449,000 -48,116
   New England Capital Financial Advisors LLC 1 - 2024-03-31 1,607,380 $51,420,000 -17,594
   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
   Gerber Kawasaki Wealth & Investment Management 18 - 2023-12-31 843,881 $23,823,000 -5,265
   Summit Investment Advisory Services LLC 2 - 2024-03-31 741,981 $23,736,000 -62,953
   JANNEY MONTGOMERY SCOTT LLC 346 - 2024-03-31 591,701 $18,929,000 -151,041
   OLD MISSION CAPITAL LLC 45 - 2023-12-31 433,116 $12,227,000 -51,561
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 55 - 2024-03-31 334,578 $10,703,000 -4,791
   BB&T CORP 626 - 2023-12-31 339,581 $9,586,000 -14,411
   Souders Financial Advisors - 2024-03-31 213,476 $6,829,000 -1,356
   ECLECTIC ASSOCIATES INC /ADV 6 - 2024-03-31 184,985 $5,918,000 -4,178
   WAYNE HUMMER INVESTMENTS L.L.C. - 2024-03-31 169,493 $5,422,000 -44,951
   CI Private Wealth LLC - 2024-03-31 137,305 $4,392,000 -38,653
   DAVENPORT & CO LLC 319 - 2024-03-31 132,080 $4,225,000 -102
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC - 2024-03-31 126,016 $4,031,000 -5,981
   RWM Asset Management LLC 51 - 2024-03-31 120,629 $3,859,000 -3,715
   Merit Financial Group LLC - 2024-03-31 124,148 $3,836,000 -2,388
   Bleakley Financial Group LLC - 2024-03-31 105,100 $3,362,000 -2,230
   CAPWEALTH ADVISORS, LLC 51 - 2024-03-31 73,921 $2,365,000 -96
   HIGHTOWER ADVISORS, LLC - 2024-03-31 66,452 $2,125,000 -124,710
   CWS Financial Advisors LLC 15 - 2024-03-31 65,010 $2,080,000 -129
   GUARANTY TRUST CO OF MISSOURI /MO/ 220 - 2024-03-31 64,367 $2,059,000 -10,469
   Capital Planning LLC 32 - 2024-03-31 62,603 $2,003,000 -2,100
   Mutual Advisors LLC 374 - 2024-03-31 42,548 $1,361,000 -62,457
   Holistic Planning LLC 31 - 2024-03-31 42,391 $1,356,000 -7,125
   NavPoint Financial Inc. 24 - 2024-03-31 33,825 $1,082,000 -125
   Cornerstone Wealth Management LLC 198 - 2024-03-31 31,906 $1,021,000 -1,100
   PETTYJOHN CO - 2024-03-31 28,870 $924,000 -55
   Ameritas Advisory Services LLC 328 - 2023-12-31 28,460 $826,000 -87,901
   Brown Miller Wealth Management LLC 73 - 2024-03-31 17,989 $575,000 -1
   Octavia Wealth Advisors LLC 109 - 2024-03-31 16,403 $525,000 -1,426
   Signature Wealth Management Group 79 - 2024-03-31 17,125 $514,000 -220
   FINANCIAL MANAGEMENT NETWORK INC 97 - 2024-03-31 15,949 $504,000 -655
   COMERICA BANK 1882 - 2023-12-31 16,764 $473,000 -128
   Western Wealth Management LLC 410 - 2024-03-31 13,354 $427,000 -5,520
   SAR WEALTH MANAGEMENT GROUP LLC 27 - 2024-03-31 12,586 $403,000 -1,048
   MERCER GLOBAL ADVISORS INC /ADV 1469 - 2023-12-31 13,765 $389,000 -25,661
   PRIVATE TRUST CO NA 474 - 2024-03-31 10,728 $343,000 -980
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV - 2024-03-31 10,642 $340,000 -801
   Kingsview Wealth Management LLC - 2024-03-31 10,277 $329,000 -2,710
   Bridge Advisory LLC 92 - 2024-03-31 7,708 $247,000 -1,163
   IAM Advisory LLC 93 - 2024-03-31 7,075 $226,000 -2,380
   GPS Wealth Strategies Group LLC 321 - 2024-03-31 4,194 $134,000 -65
   IFP Advisors Inc 1125 - 2023-12-31 4,592 $130,000 -2,854
   Capital Analysts Inc. 638 - 2023-12-31 1,800 $51,000 -1,158
  46 Records found
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