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Get Institutions for : 
Capital Group Us Multi-sector Inc. Etf (CGMS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    20
Total shares held : 
 9,152,436  
% of shares held : 
 10.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   61  
Amount of shares held : 
 3,838,559  
% of shares held change : 
   4.27%  
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 :
21
 940,307
 10.27%
 
Increased Positions :
47
 3,151,064
 34.43%
 
Unchanged Positions :
6
 112,168
 1.23%
 
Decreased Positions :
6
-213,139
-2.33%
 
Closed Positions :
1
-39,673
-0.43%
 
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
   LPL FINANCIAL CORP 817 - 2023-12-31 856,825 $23,126,000 382,418
   Advisor Group Holdings Inc. 449 - 2023-12-31 814,160 $21,974,000 317,279
   COMMONWEALTH EQUITY SERVICES LLC. 446 - 2023-12-31 777,213 $20,977,000 379,948
   JANE STREET GROUP LLC 575 - 2023-12-31 683,350 $18,444,000 292,903
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 363 - 2024-03-31 593,647 $16,052,000 479,935
   TrueWealth Advisors LLC 3 - 2024-03-31 436,487 $11,803,000 -35,888
   LINCOLN NATIONAL CORP 74 - 2023-12-31 422,987 $11,416,000 91,272
   ENVESTNET ASSET MANAGEMENT INC 1390 - 2023-12-31 400,034 $10,797,000 293,368
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 807 - 2024-03-31 363,565 $9,831,000 322,782
   Winch Advisory Services LLC 13 - 2023-12-31 285,248 $7,699,000 281,751
   ST GERMAIN D J CO INC 76 - 2024-03-31 270,024 $7,301,000 12,412
   ROYAL BANK OF CANADA 1699 - 2023-12-31 250,677 $6,766,000 19,151
   RAYMOND JAMES & ASSOCIATES 1466 - 2024-03-31 218,537 $5,909,000 45,090
   VALMARK ADVISERS INC 75 *New 2023-12-31 217,959 $5,883,000 217,959
   Bouvel Investment Partners LLC 11 - 2024-03-31 213,463 $5,772,000 -7,350
   Souders Financial Advisors - 2023-12-31 192,423 $5,194,000 17,509
   Atria Wealth Solutions Inc. 311 - 2023-12-31 180,097 $4,889,000 171,788
   PFG FINANCIAL ADVISORS 37 - 2024-03-31 176,505 $4,773,000 9,850
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 413 - 2023-12-31 165,000 $4,453,000 -138,000
   BENJAMIN F. EDWARDS & COMPANY INC. 215 - 2023-12-31 161,317 $4,354,000 4,106
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 841 - 2024-03-31 155,573 $4,207,000 27,773
   HARBOUR INVESTMENTS INC. 111 - 2023-12-31 149,193 $4,027,000 106,490
   UBS Group AG 2189 - 2023-12-31 147,347 $3,977,000 79,184
   PROSPERA FINANCIAL SERVICES 180 *New 2023-12-31 145,239 $3,920,000 145,239
   Swisher Financial Concepts Inc. 13 - 2024-03-31 131,505 $3,520,000 41,987
   MML INVESTORS SERVICES LLC 814 - 2023-12-31 110,847 $2,992,000 49,239
   Crumly & Associates Inc. 32 - 2023-12-31 109,146 $2,946,000 10,819
   FINANCIAL NETWORK 850 - 2023-12-31 94,646 $2,554,000 60,983
   Total Clarity Wealth Management Inc. 29 - 2024-03-31 89,745 $2,427,000 38,903
   Confluence Wealth Services Inc. 66 - 2024-03-31 82,885 $2,241,000 1,349
   ATRIA INVESTMENTS LLC 566 - 2023-12-31 79,903 $2,157,000 -25,244
   Trilogy Capital Inc. 134 - 2024-03-31 75,836 $2,051,000 26,567
   Capital Group Private Client Services Inc. 194 - 2023-12-31 75,494 $2,038,000 13,670
   Integrated Wealth Concepts LLC 494 *New 2023-12-31 71,345 $1,926,000 71,345
   DAVENPORT & CO LLC - 2023-12-31 66,161 $1,786,000 20,087
   HOYLECOHEN LLC 121 *New 2023-12-31 63,814 $1,722,000 63,814
   Pillar Wealth Advisors LLC 22 - 2023-12-31 50,894 $1,374,000 609
   STIFEL FINANCIAL CORP 1934 - 2023-12-31 50,393 $1,360,000 8,465
   Cetera Investment Advisers 991 - 2023-12-31 44,864 $1,211,000 28,574
   Sharkey Howes & Javer 64 *New 2024-03-31 44,695 $1,209,000 44,695
   Inspire Advisors LLC 82 - 2023-12-31 36,482 $985,000 2,537
   Goss Wealth Management LLC 957 - 2023-12-31 33,978 $917,000 33,448
   Private Advisor Group LLC 1201 - 2023-12-31 31,163 $841,000 21,462
   Ausdal Financial Partners Inc. 201 - 2024-03-31 28,767 $778,000 27
   Von Berge Wealth Management Group LLC 33 - 2024-03-31 27,703 $749,000 0
   SILVER OAK SECURITIES Inc 218 - 2023-12-31 26,609 $718,000 13,865
   Sigma Planning Corp 342 - 2023-12-31 26,575 $717,000 -23,098
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 325 - 2024-03-31 26,436 $715,000 12,391
   PROEQUITIES INC. 370 - 2023-12-31 25,700 $698,000 12,770
   MARINER WEALTH ADVISORS, LLC 1702 - 2023-12-31 25,525 $689,000 4,844
   Capital Planning LLC 49 - 2024-03-31 25,045 $680,000 1,909
   CAPTRUST FINANCIAL ADVISORS 1532 *New 2023-12-31 24,397 $658,000 24,397
   Kestra Advisory Services LLC 1368 - 2023-12-31 23,568 $636,000 14,915
   SageView Advisory Group LLC 295 - 2023-12-31 23,300 $632,000 5,789
   MULTIFINANCIAL SECURITIES CORP 999 - 2023-12-31 23,142 $625,000 2,966
   BROWN BROTHERS HARRIMAN & CO 328 - 2023-12-31 22,508 $607,000 -1,159
   JANNEY MONTGOMERY SCOTT LLC 1750 - 2023-12-31 22,307 $602,000 10,071
   WealthCare Investment Partners LLC 72 - 2024-03-31 21,900 $592,000 213
   WESPAC ADVISORS, LLC 100 - 2024-03-31 20,519 $555,000 12,513
   Wealthcare Advisory Partners LLC 514 - 2024-03-31 20,428 $552,000 -27
   CAP Partners LLC 66 *New 2024-03-31 15,939 $431,000 15,939
   Mutual Advisors LLC 723 *New 2023-12-31 14,329 $387,000 14,329
   Tradition Wealth Management LLC 242 - 2023-12-31 14,000 $378,000 1,000
   Western Wealth Management LLC 492 *New 2023-12-31 13,609 $367,000 13,609
   HIGHTOWER ADVISORS, LLC 2573 - 2023-12-31 12,157 $329,000 1,666
   Moloney Securities Asset Management LLC 322 *New 2023-12-31 12,000 $324,000 12,000
   SEAMOUNT FINANCIAL GROUP INC 73 - 2024-03-31 11,611 $314,000 1,868
   Lodestone Wealth Management LLC - 2023-12-31 11,092 $299,000 595
   Kingsview Wealth Management LLC 789 - 2023-12-31 10,420 $281,000 2,207
   Bond & Devick Financial Network Inc. 123 - 2024-03-31 9,972 $270,000 2,123
   FOUNDERS FINANCIAL SECURITIES LLC 334 *New 2024-03-31 9,875 $267,000 9,875
   WETHERBY ASSET MANAGEMENT INC 767 *New 2023-12-31 9,700 $262,000 9,700
   PRINCIPAL SECURITIES INC. 840 - 2023-12-31 9,450 $255,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 342 - 2023-12-31 9,373 $253,000 1,839
   Clear Creek Financial Management LLC 374 *New 2024-03-31 8,705 $235,000 8,705
   LongView Wealth Management 160 *New 2024-03-31 8,596 $232,000 8,596
   McGlone Suttner Wealth Management Inc. 153 - 2024-03-31 8,413 $227,000 24
   Cedar Brook Financial Partners LLC 391 *New 2024-03-31 8,334 $225,000 8,334
   J P MORGAN CHASE & CO 4434 *New 2023-12-31 4,268 $115,000 4,268
   ICA Group Wealth Management LLC 399 - 2023-12-31 3,113 $84,000 3,113
   PRIVATE TRUST CO NA 943 - 2024-03-31 2,967 $80,000 2,041
   Larson Financial Group LLC 619 - 2023-12-31 2,070 $56,000 0
   Northwest Financial Advisors 259 - 2023-12-31 1,160 $31,000 0
   Steward Partners Investment Advisory LLC 2194 *New 2023-12-31 1,109 $30,000 1,109
   HANSON MCCLAIN, INC. 1674 *New 2024-03-31 850 $23,000 850
   COMERICA BANK 2999 *New 2023-12-31 600 $16,000 600
   FinTrust Capital Advisors LLC 905 - 2023-12-31 227 $6,000 0
   WELLS FARGO & CO/MN 5871 *New 2023-12-31 1 $0 1
   OLD MISSION CAPITAL LLC 996 *Closed 2023-12-31 0 $0 -39,673
  89 Records found
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