Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Capital Group Core Equity Etf (CGUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 175    22
Total shares held : 
 39,832,384  
% of shares held : 
 44.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   106  
Amount of shares held : 
 7,973,907  
% of shares held change : 
   8.86%  
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 :
27
 731,816
 1.84%
 
Increased Positions :
104
 8,013,110
 20.12%
 
Unchanged Positions :
24
 532,123
 1.34%
 
Decreased Positions :
20
-484,409
-1.22%
 
Closed Positions :
5
-286,610
-0.72%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 338 - 2024-03-31 4,580,495 $142,728,000 383,922
   LPL FINANCIAL CORP 255 - 2024-03-31 4,029,984 $125,574,000 1,102,779
   Capital Group Private Client Services Inc. 22 - 2024-03-31 3,316,695 $103,348,000 103,049
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 132 - 2024-03-31 2,204,326 $68,687,000 413,898
   COMMONWEALTH EQUITY SERVICES LLC. 188 - 2024-03-31 1,980,602 $61,716,000 355,935
   RAYMOND JAMES & ASSOCIATES 422 - 2024-03-31 1,540,432 $48,000,000 488,439
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 265 - 2024-03-31 1,505,561 $46,913,000 23,619
   WELLS FARGO & CO/MN 754 - 2024-03-31 1,447,676 $45,110,000 244,886
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 109 - 2024-03-31 1,421,771 $44,302,000 104,718
   MML INVESTORS SERVICES LLC 136 - 2024-03-31 1,341,589 $41,804,000 68,539
   STIFEL FINANCIAL CORP 364 - 2024-03-31 1,191,170 $37,117,000 767,357
   MULTIFINANCIAL SECURITIES CORP 74 - 2024-03-31 1,158,593 $36,102,000 286,273
   Advisor Group Holdings Inc. 257 - 2024-03-31 1,098,537 $34,231,000 -760,883
   ROYAL BANK OF CANADA 949 - 2024-03-31 941,492 $29,337,000 255,795
   Baird Financial Group Inc. 263 - 2024-03-31 913,534 $28,466,000 19,488
   CWM LLC 176 - 2024-03-31 763,794 $23,800,000 640,082
   Souders Financial Advisors 7 - 2024-03-31 739,622 $23,047,000 19,999
   Midwest Heritage Bank FSB 2 - 2024-03-31 721,613 $22,485,000 101,785
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 201 - 2024-03-31 717,511 $22,358,000 -12,512
   Cetera Investment Advisers 78 - 2024-03-31 708,979 $22,092,000 -26,690
   TCG Advisory Services LLC 18 - 2024-03-31 629,922 $19,628,000 599,548
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 340 - 2024-03-31 588,264 $18,330,000 6,798
   Summit Investment Advisory Services LLC 4 - 2024-03-31 571,128 $17,796,000 -25,588
   UBS Group AG 1365 - 2024-03-31 476,149 $14,837,000 97,380
   Goss Wealth Management LLC 174 - 2024-03-31 444,884 $13,863,000 199,557
   Kestra Advisory Services LLC 257 - 2024-03-31 398,060 $12,404,000 64,104
   OLD MISSION CAPITAL LLC 50 - 2024-03-31 391,879 $12,211,000 391,879
   Vantage Financial Partners Ltd. Inc. 12 - 2024-03-31 377,819 $11,773,000 31,442
   DAVIDSON D A & CO 158 - 2024-03-31 374,219 $11,661,000 82,734
   Private Advisor Group LLC 230 - 2024-03-31 366,986 $11,435,000 75,027
   Strategic Blueprint LLC 25 - 2024-03-31 351,533 $10,954,000 29,786
   Orion Portfolio Solutions LLC 188 - 2024-03-31 331,264 $10,322,000 51,826
   LINCOLN NATIONAL CORP 87 - 2024-03-31 322,800 $10,058,000 65,100
   FINANCIAL NETWORK 383 - 2024-03-31 316,251 $9,854,000 17,286
   JANNEY MONTGOMERY SCOTT LLC 537 - 2024-03-31 312,680 $9,743,000 60,066
   Envestnet Portfolio Solutions Inc. 235 - 2024-03-31 311,362 $9,702,000 35,827
   Vestmark Advisory Solutions Inc. 56 - 2024-03-31 285,142 $8,885,000 43,609
   HARBOUR INVESTMENTS INC. 47 - 2023-12-31 306,731 $8,680,000 61,165
   ADVISORY SERVICES NETWORK, LLC 118 - 2024-03-31 268,123 $8,355,000 24,331
   Atria Wealth Solutions Inc. 235 - 2024-03-31 254,250 $7,940,000 38,900
   JONES FINANCIAL COMPANIES LLLP 132 - 2024-03-31 245,874 $7,661,000 141,215
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 85 - 2024-03-31 244,504 $7,619,000 1,232
   WILEY BROS.-AINTREE CAPITAL LLC 15 - 2024-03-31 244,578 $7,592,000 32,734
   Sunbelt Securities Inc. 20 - 2024-03-31 242,525 $7,557,000 75,188
   FinDec Wealth Services Inc. 6 - 2024-03-31 236,636 $7,374,000 -2,074
   BENJAMIN F. EDWARDS & COMPANY INC. 173 - 2024-03-31 234,264 $7,300,000 -1,497
   Aptus Capital Advisors LLC 127 - 2024-03-31 233,071 $7,262,000 19,991
   Wealthcare Advisory Partners LLC 79 - 2024-03-31 221,288 $6,895,000 -6,479
   VALMARK ADVISERS INC 83 - 2024-03-31 196,238 $6,115,000 43,045
   SMITH MOORE & CO. 28 - 2024-03-31 187,586 $5,845,000 36,610
   Burford Brothers Inc. 3 - 2024-03-31 184,708 $5,756,000 32,089
   MORGAN STANLEY 3819 - 2024-03-31 161,661 $5,037,000 154,709
   Gerber Kawasaki Wealth & Investment Management 67 - 2024-03-31 160,276 $4,994,000 -4,826
   Bridgewealth Advisory Group LLC 12 - 2024-03-31 156,243 $4,869,000 98,769
   ST GERMAIN D J CO INC 91 - 2024-03-31 155,599 $4,848,000 4,249
   Ambassador Advisors LLC 30 - 2024-03-31 142,644 $4,445,000 -977
   PRINCIPAL SECURITIES INC. 145 - 2024-03-31 139,962 $4,361,000 55,210
   AFS Financial Group LLC 2 - 2024-03-31 124,868 $3,891,000 78,907
   ESSEX FINANCIAL SERVICES INC 65 - 2024-03-31 123,077 $3,835,000 8,028
   Continuum Advisory LLC 28 - 2024-03-31 118,319 $3,689,000 36,818
   CREATIVE FINANCIAL DESIGNS INC /ADV 64 - 2024-03-31 118,295 $3,686,000 3,969
   BLAIR WILLIAM & CO/IL 548 - 2024-03-31 116,386 $3,627,000 22,727
   Sigma Planning Corp 199 - 2024-03-31 108,017 $3,366,000 63,624
   Merit Financial Group LLC 196 - 2024-03-31 108,298 $3,302,000 -574
   BARNES PETTEY FINANCIAL ADVISORS LLC 6 - 2024-03-31 105,130 $3,276,000 0
   AA Financial Advisors LLC 26 - 2024-03-31 103,745 $3,233,000 18,840
   NBC SECURITIES INC. 80 - 2024-03-31 95,245 $2,967,000 39,534
   BB&T CORP 1109 - 2024-03-31 91,520 $2,852,000 -6,898
   G&S Capital LLC 26 - 2024-03-31 87,942 $2,740,000 -32,019
   FOUNDERS FINANCIAL SECURITIES LLC 81 - 2024-03-31 81,356 $2,535,000 21,056
   RENAISSANCE TECHNOLOGIES LLC 1879 - 2024-03-31 80,700 $2,515,000 -104,900
   Simplicity WealthLLC 318 *New 2024-03-31 76,212 $2,375,000 76,212
   Bleakley Financial Group LLC 267 - 2024-03-31 76,212 $2,375,000 612
   HIGHTOWER ADVISORS, LLC 1328 - 2024-03-31 75,317 $2,341,000 51,824
   RSM US WEALTH MANAGEMENT LLC 161 - 2024-03-31 74,166 $2,311,000 -53
   CAPTRUST FINANCIAL ADVISORS 769 - 2024-03-31 69,709 $2,172,000 10,549
   Robbie L. Kennerson P.A. Inc. 15 - 2022-12-31 95,992 $2,156,000 0
   Sawtooth Asset Management Inc. 290 - 2023-12-31 75,600 $2,139,000 2,450
   Olistico Wealth LLC 14 - 2024-03-31 68,200 $2,125,000 0
   WAYNE HUMMER INVESTMENTS L.L.C. 115 - 2024-03-31 66,405 $2,069,000 3,366
   Cedar Brook Financial Partners LLC 66 - 2024-03-31 56,751 $1,768,000 1,149
   PARK AVENUE SECURITIES LLC 463 - 2024-03-31 53,874 $1,679,000 5,720
   Procyon Private Wealth Partners LLC 173 - 2024-03-31 52,712 $1,642,000 -88,235
   Ameritas Advisory Services LLC 272 - 2024-03-31 53,807 $1,640,000 39,895
   H D Vest Advisory Services 612 - 2024-03-31 49,678 $1,548,000 21,255
   Clear Creek Financial Management LLC 104 *New 2024-03-31 49,459 $1,541,000 49,459
   Sowell Financial Services LLC 285 *New 2024-03-31 45,755 $1,429,000 45,755
   PROEQUITIES INC. 227 - 2024-03-31 44,047 $1,376,000 1,982
   Lodestone Wealth Management LLC 54 - 2024-03-31 41,886 $1,305,000 3,208
   KPP Advisory Services LLC 71 - 2024-03-31 36,654 $1,142,000 36,654
   GREAT VALLEY ADVISOR GROUP INC. 351 - 2024-03-31 36,216 $1,129,000 3,742
   Resources Investment Advisors Inc. 469 - 2024-03-31 36,119 $1,125,000 1,066
   WealthCare Investment Partners LLC 47 - 2024-03-31 35,711 $1,113,000 0
   PROSPERA FINANCIAL SERVICES 464 - 2023-12-31 36,270 $1,026,000 2,881
   Lantz Financial LLC 82 - 2024-03-31 31,097 $969,000 1,542
   180 WEALTH ADVISORS LLC 123 - 2024-03-31 30,692 $956,000 2,198
   J Arnold Wealth Management Co 15 *New 2023-12-31 32,660 $924,000 32,660
   GTS SECURITIES LLC 546 *New 2024-03-31 29,497 $919,000 29,497
   Armstrong Fleming & Moore Inc 36 - 2024-03-31 29,284 $912,000 4,597
   BAKER TILLY FINANCIAL LLC 135 - 2024-03-31 28,770 $896,000 4,080
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us