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Get Institutions for : 
Capital Group Core Equity Etf (CGUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 361 - 2023-12-31 4,196,573 $118,763,000 569,520
   Capital Group Private Client Services Inc. 27 - 2023-12-31 3,213,646 $90,946,000 882,224
   LPL FINANCIAL CORP 340 - 2023-12-31 2,927,205 $82,840,000 490,875
   Advisor Group Holdings Inc. 204 - 2023-12-31 1,859,420 $52,584,000 587,567
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 169 - 2023-12-31 1,790,428 $50,669,000 132,877
   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
   COMMONWEALTH EQUITY SERVICES LLC. 232 - 2023-12-31 1,624,667 $45,978,000 472,429
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 109 - 2024-03-31 1,421,771 $44,302,000 104,718
   MML INVESTORS SERVICES LLC 136 - 2023-12-31 1,273,050 $36,027,000 353,082
   WELLS FARGO & CO/MN 830 - 2023-12-31 1,202,790 $34,039,000 669,916
   Baird Financial Group Inc. 276 - 2023-12-31 894,046 $25,302,000 209,853
   MULTIFINANCIAL SECURITIES CORP 65 - 2023-12-31 872,320 $24,687,000 20,167
   CWM LLC 176 - 2024-03-31 763,794 $23,800,000 640,082
   Midwest Heritage Bank FSB 2 - 2024-03-31 721,613 $22,485,000 101,785
   Cetera Investment Advisers 119 - 2023-12-31 735,669 $20,819,000 81,435
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 199 - 2023-12-31 730,023 $20,660,000 54,272
   Souders Financial Advisors - 2023-12-31 719,623 $20,365,000 50,659
   ROYAL BANK OF CANADA 1128 - 2023-12-31 685,697 $19,406,000 185,987
   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
   STIFEL FINANCIAL CORP 704 - 2023-12-31 423,813 $11,994,000 46,750
   Strategic Blueprint LLC 25 - 2024-03-31 351,533 $10,954,000 29,786
   UBS Group AG 1411 - 2023-12-31 378,769 $10,719,000 103,795
   Vantage Financial Partners Ltd. Inc. 12 - 2023-12-31 346,377 $9,802,000 189,573
   Kestra Advisory Services LLC 286 - 2023-12-31 333,956 $9,451,000 95,362
   HARBOUR INVESTMENTS INC. 47 - 2023-12-31 306,731 $8,680,000 61,165
   FINANCIAL NETWORK 396 - 2023-12-31 298,965 $8,461,000 52,931
   Private Advisor Group LLC 292 - 2023-12-31 291,959 $8,262,000 62,170
   DAVIDSON D A & CO 193 - 2023-12-31 291,485 $8,249,000 66,790
   Orion Portfolio Solutions LLC 213 - 2023-12-31 279,438 $7,875,000 33,047
   Envestnet Portfolio Solutions Inc. 237 - 2023-12-31 275,535 $7,798,000 38,717
   JANE STREET GROUP LLC 1110 - 2023-12-31 274,910 $7,780,000 -335,645
   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
   LINCOLN NATIONAL CORP 96 - 2023-12-31 257,700 $7,293,000 23,358
   JANNEY MONTGOMERY SCOTT LLC 609 - 2023-12-31 252,614 $7,149,000 36,779
   Goss Wealth Management LLC 273 - 2023-12-31 245,327 $6,960,000 68,780
   ADVISORY SERVICES NETWORK, LLC 125 - 2023-12-31 243,792 $6,899,000 138,166
   Wealthcare Advisory Partners LLC 79 - 2024-03-31 221,288 $6,895,000 -6,479
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 81 - 2023-12-31 243,272 $6,885,000 1,324
   Vestmark Advisory Solutions Inc. 59 - 2023-12-31 241,533 $6,835,000 55,729
   FinDec Wealth Services Inc. 7 - 2023-12-31 238,710 $6,756,000 51,350
   BENJAMIN F. EDWARDS & COMPANY INC. 173 - 2023-12-31 235,761 $6,672,000 30,499
   Atria Wealth Solutions Inc. 254 - 2023-12-31 215,350 $6,106,000 67,012
   Aptus Capital Advisors LLC 108 - 2023-12-31 213,080 $6,030,000 128,800
   RENAISSANCE TECHNOLOGIES LLC 1317 *New 2023-12-31 185,600 $5,252,000 185,600
   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
   Gerber Kawasaki Wealth & Investment Management 67 - 2023-12-31 165,102 $4,672,000 18,585
   VALMARK ADVISERS INC 94 - 2023-12-31 153,193 $4,335,000 136,659
   Burford Brothers Inc. 5 - 2023-12-31 152,619 $4,319,000 0
   SMITH MOORE & CO. 40 - 2023-12-31 150,976 $4,273,000 81,245
   Ambassador Advisors LLC 23 *New 2023-12-31 143,621 $4,199,000 143,621
   ESSEX FINANCIAL SERVICES INC 65 - 2024-03-31 123,077 $3,835,000 8,028
   CREATIVE FINANCIAL DESIGNS INC /ADV 66 - 2023-12-31 114,326 $3,235,000 111,425
   Merit Financial Group LLC 143 - 2023-12-31 108,872 $3,081,000 13,851
   BARNES PETTEY FINANCIAL ADVISORS LLC 12 - 2023-12-31 105,130 $2,975,000 4,360
   NBC SECURITIES INC. 80 - 2024-03-31 95,245 $2,967,000 39,534
   JONES FINANCIAL COMPANIES LLLP 152 - 2023-12-31 104,659 $2,962,000 79,896
   BB&T CORP 1084 - 2023-12-31 98,418 $2,785,000 3,451
   G&S Capital LLC 26 - 2024-03-31 87,942 $2,740,000 -32,019
   BLAIR WILLIAM & CO/IL 607 *New 2023-12-31 93,659 $2,651,000 93,659
   FOUNDERS FINANCIAL SECURITIES LLC 81 - 2024-03-31 81,356 $2,535,000 21,056
   AA Financial Advisors LLC 20 - 2023-12-31 84,905 $2,403,000 0
   PRINCIPAL SECURITIES INC. 216 - 2023-12-31 84,752 $2,398,000 0
   Simplicity WealthLLC 318 *New 2024-03-31 76,212 $2,375,000 76,212
   Continuum Advisory LLC 71 - 2023-12-31 81,501 $2,307,000 22,874
   Robbie L. Kennerson P.A. Inc. 15 - 2022-12-31 95,992 $2,156,000 0
   Bleakley Financial Group LLC - 2023-12-31 75,600 $2,139,000 2,450
   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
   RSM US WEALTH MANAGEMENT LLC 167 - 2023-12-31 74,219 $2,100,000 3,617
   WAYNE HUMMER INVESTMENTS L.L.C. 121 - 2023-12-31 63,039 $1,784,000 34,103
   Prosperity Financial Group Inc. 20 - 2023-12-31 62,849 $1,779,000 -3,159
   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
   CAPTRUST FINANCIAL ADVISORS 987 - 2023-12-31 59,160 $1,674,000 6,827
   Procyon Private Wealth Partners LLC 173 - 2024-03-31 52,712 $1,642,000 -88,235
   Clear Creek Financial Management LLC 104 *New 2024-03-31 49,459 $1,541,000 49,459
   AFS Financial Group LLC - 2023-12-31 45,961 $1,301,000 -8,512
   Sigma Planning Corp 218 - 2023-12-31 44,393 $1,256,000 -26,155
   PROEQUITIES INC. 246 - 2023-12-31 42,065 $1,190,000 2,739
   WealthCare Investment Partners LLC 47 - 2024-03-31 35,711 $1,113,000 0
   Lodestone Wealth Management LLC - 2023-12-31 38,678 $1,095,000 1,899
   PROSPERA FINANCIAL SERVICES 464 - 2023-12-31 36,270 $1,026,000 2,881
   Resources Investment Advisors Inc. 481 - 2023-12-31 35,053 $992,000 3,864
   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
   GREAT VALLEY ADVISOR GROUP INC. 354 *New 2023-12-31 32,474 $919,000 32,474
   Armstrong Fleming & Moore Inc 36 - 2024-03-31 29,284 $912,000 4,597
   WOODMONT INVESTMENT COUNSEL LLC 145 - 2024-03-31 28,616 $892,000 13,462
   TCG Advisory Services LLC 170 *New 2023-12-31 30,374 $860,000 30,374
   H D Vest Advisory Services 794 - 2023-12-31 28,423 $804,000 12,592
   INVESTMENT ADVISORY SERVICES INC /TX /ADV 64 - 2024-03-31 25,760 $803,000 1,770
   HANSON MCCLAIN, INC. 445 - 2024-03-31 25,394 $791,000 20,810
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 314 - 2024-03-31 24,372 $759,000 3,627
   FIRST HEARTLAND CONSULTANTS INC 171 - 2023-12-31 25,790 $730,000 0
   Global Retirement Partners LLC 435 - 2024-03-31 23,084 $719,000 4,131
  100 Records found
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