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Get Institutions for : 
Capital Group Short Duration Inc. Etf (CGSD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 68    9
Total shares held : 
 8,454,780  
% of shares held : 
 86.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 715,555  
% of shares held change : 
   7.28%  
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 :
13
 284,183
 3.36%
 
Increased Positions :
31
 1,365,124
 16.15%
 
Unchanged Positions :
10
 214,773
 2.54%
 
Decreased Positions :
14
-777,074
-9.19%
 
Closed Positions :
4
-156,678
-1.85%
 
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
   McIlrath & Eck LLC 5 - 2023-12-31 1,334,216 $33,956,000 38,861
   COMMONWEALTH EQUITY SERVICES LLC. 312 - 2023-12-31 1,244,297 $31,667,000 126,591
   FINANCIAL NETWORK 248 - 2023-12-31 584,699 $14,881,000 37,138
   LPL FINANCIAL CORP 1065 - 2023-12-31 529,589 $13,478,000 230,423
   Advisor Group Holdings Inc. 671 - 2023-12-31 507,181 $12,908,000 220,737
   LINCOLN NATIONAL CORP 76 - 2023-12-31 422,307 $10,748,000 114,564
   Bridgewealth Advisory Group LLC 4 - 2024-03-31 408,949 $10,385,000 275,299
   JANE STREET GROUP LLC 1056 - 2023-12-31 329,478 $8,385,000 -711,963
   ENVESTNET ASSET MANAGEMENT INC 1727 - 2023-12-31 251,968 $6,413,000 -8,118
   UBS Group AG 1827 - 2023-12-31 237,242 $6,038,000 -1,079
   Souders Financial Advisors - 2023-12-31 205,485 $5,230,000 22,450
   New England Capital Financial Advisors LLC 8 - 2023-12-31 198,246 $5,045,000 5,998
   Capital Group Private Client Services Inc. 165 - 2023-12-31 172,722 $4,396,000 132,459
   MULTIFINANCIAL SECURITIES CORP 330 - 2023-12-31 157,705 $4,014,000 2,239
   Cetera Investment Advisers 525 - 2023-12-31 153,736 $3,913,000 27,670
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 932 - 2024-03-31 140,943 $3,579,000 13,859
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 419 - 2023-12-31 120,000 $3,054,000 0
   BlackDiamond Wealth Management Inc. 8 - 2023-12-31 116,289 $2,960,000 -26,764
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 65 - 2024-03-31 111,881 $2,837,000 18,981
   SOL CAPITAL MANAGEMENT CO 86 - 2024-03-31 111,392 $2,829,000 4,110
   MML INVESTORS SERVICES LLC 870 - 2023-12-31 104,334 $2,655,000 2,444
   STIFEL FINANCIAL CORP 1487 - 2023-12-31 102,182 $2,600,000 41,878
   BENJAMIN F. EDWARDS & COMPANY INC. 295 - 2023-12-31 99,820 $2,540,000 1,221
   Lodestone Wealth Management LLC - 2023-12-31 95,476 $2,430,000 95,476
   Atria Wealth Solutions Inc. 585 - 2023-12-31 82,390 $2,097,000 -5,847
   FINANCIAL MANAGEMENT NETWORK INC 47 - 2024-03-31 74,958 $1,907,000 5,585
   H D Vest Advisory Services 545 - 2023-12-31 67,788 $1,725,000 -11,268
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1735 *New 2024-03-31 64,342 $1,634,000 64,342
   Inspire Advisors LLC 33 - 2023-12-31 57,554 $1,465,000 365
   ROYAL BANK OF CANADA 2807 - 2023-12-31 56,515 $1,438,000 15,272
   Kestra Advisory Services LLC 957 - 2023-12-31 54,920 $1,398,000 43,908
   DeDora Capital Inc. 50 - 2024-03-31 54,882 $1,394,000 6,799
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 86 - 2023-12-31 52,488 $1,336,000 -689
   MARINER WEALTH ADVISORS, LLC 1348 - 2023-12-31 44,734 $1,138,000 44,734
   WNY Asset Management LLC 88 - 2023-12-31 39,365 $1,002,000 12,525
   HARBOUR INVESTMENTS INC. 361 - 2023-12-31 39,227 $998,000 8,474
   Simplicity WealthLLC 539 *New 2024-03-31 37,119 $943,000 37,119
   Sawtooth Asset Management Inc. 460 - 2023-12-31 36,336 $925,000 -200
   Bleakley Financial Group LLC - 2023-12-31 36,336 $925,000 -200
   OLD MISSION CAPITAL LLC 461 *New 2023-12-31 34,815 $886,000 34,815
   Mutual Advisors LLC 522 *New 2023-12-31 30,082 $766,000 30,082
   GUARDIAN WEALTH ADVISORS LLC / NC 103 - 2023-12-31 29,450 $750,000 0
   Aptus Capital Advisors LLC 317 - 2023-12-31 29,450 $750,000 0
   Private Advisor Group LLC 1417 - 2023-12-31 21,148 $538,000 10,143
   NBC SECURITIES INC. 428 - 2024-03-31 20,286 $515,000 -1,143
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1657 - 2024-03-31 17,136 $435,000 195
   JANNEY MONTGOMERY SCOTT LLC 2074 - 2023-12-31 14,681 $374,000 127
   DAVENPORT & CO LLC *New 2023-12-31 13,727 $349,000 13,727
   Sowell Financial Services LLC - 2023-12-31 13,647 $349,000 -1,808
   HRT FINANCIAL LLC 1438 *New 2023-12-31 12,941 $329,000 12,941
   Garrett Investment Advisors LLC 212 - 2024-03-31 12,817 $325,000 1,247
   Trilogy Capital Inc. 262 *New 2024-03-31 11,090 $282,000 11,090
   HANSON MCCLAIN, INC. 683 - 2024-03-31 11,078 $281,000 -8,081
   Western Wealth Management LLC 573 *New 2023-12-31 10,761 $274,000 10,761
   Burford Brothers Inc. 126 - 2023-12-31 10,693 $272,000 0
   ST GERMAIN D J CO INC 246 - 2024-03-31 10,225 $260,000 0
   Moloney Securities Asset Management LLC 353 *New 2023-12-31 10,000 $255,000 10,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1425 *New 2023-12-31 9,655 $246,000 9,655
   DAYMARK WEALTH PARTNERS LLC 388 - 2024-03-31 9,104 $231,000 0
   SageView Advisory Group LLC 512 - 2023-12-31 8,861 $227,000 -153
   OPPENHEIMER & CO INC 1250 - 2023-12-31 8,700 $221,000 -900
   PRINCIPAL SECURITIES INC. 901 - 2023-12-31 8,300 $211,000 0
   WETHERBY ASSET MANAGEMENT INC 853 *New 2023-12-31 7,950 $202,000 7,950
   PROEQUITIES INC. 697 - 2023-12-31 6,725 $172,000 4,000
   Tradition Wealth Management LLC 460 - 2023-12-31 4,000 $102,000 0
   MORGAN STANLEY 5985 - 2023-12-31 1,782 $45,000 0
   ADVISORY SERVICES NETWORK, LLC 2141 *New 2023-12-31 1,500 $38,000 1,500
   WELLS FARGO & CO/MN 4812 *New 2023-12-31 1,161 $30,000 1,161
   PRIVATE TRUST CO NA 1353 - 2024-03-31 1,000 $25,000 0
   Signature Resources Capital Management LLC 138 - 2024-03-31 873 $22,000 0
   IFP Advisors Inc 1864 - 2023-12-31 818 $21,000 10
   CITADEL ADVISORS LLC 5598 *Closed 2023-12-31 0 $0 -9,657
   Sigma Planning Corp 1135 *Closed 2023-12-31 0 $0 -8,816
   FMR LLC 5253 *Closed 2023-12-31 0 $0 -2
   J P MORGAN CHASE & CO 6357 - 2023-12-31 0 $0 0
   GOLDMAN SACHS GROUP INC/ 4819 *Closed 2023-12-31 0 $0 -138,203
  76 Records found
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